Charitable Foundation USA

EIN 431783807 · Donor-advised fund program as reported on Form 990 Schedule D, fiscal year 2023.

← All sponsors
DAF assets
$2.13M
at fiscal year end
Grants out
$106K
from DAF accounts
Contributions in
$0
received into DAFs
Payout rate
5.0%
median is 12.5%
Accounts
6
funds held at year end
Average account
$355K
assets per fund

At 5.0%, this sponsor granted less than the 5% a private foundation is legally required to distribute, and paid out about one third of the 12.5% median for sponsors holding more than $10 million.

DAF assets by year

$2.2M
FY2019
$2.3M
FY2020
$2.5M
FY2021
$1.9M
FY2022
$2.1M
FY2023

Grants paid by year

$74K
FY2019
$134K
FY2020
$125K
FY2021
$121K
FY2022
$106K
FY2023

A missing year means no return for that year has been released yet, not that the organization was inactive. Years marked fall in the 2020–21 pandemic giving surge, when contributions into donor-advised funds rose sharply across the sector; treat them as an unusual period rather than a baseline.

Grant disclosure

Itemized 8 grant lines totalling $150K across 2019–2024 — $19K per line.

Largest reported recipients

Organizations receiving the most from this sponsor across 2019–2024, as itemized on Schedule I. Only grants above $5,000 must be listed.

RecipientTotal 2019–2024
Nerinx Hall High SchoolEIN 430763375 MO$25K
St Helena Montessori SchoolEIN 680187708 CA$22K
Vocal Arts Ensemble Of CincinnatiEIN 310960571 OH$22K
St Mary ChurchEIN 310537051 OH$22K
St Gerard Majella ParishEIN 430747661 MO$20K
Chaminade College PreparatoryEIN 430653275 MO$15K
Inspire IncEIN 474207856 CT$14K
After The HarvestEIN 465385534 MO$12K

How these figures are calculated: methodology and disclosures. Source: IRS Form 990 e-file XML for fiscal year 2023, via the National Center for Charitable Statistics. Payout rate is DAF grants divided by DAF assets at year end. Recipient totals combine tax years 2019–2024 where filings are available. IRS release and parsing lag means recent years are incomplete for many organizations — NCCS advises treating the most recent year in the panel as partial.