Charlevoix County Community Foundation

EIN 383033739 · Donor-advised fund program as reported on Form 990 Schedule D, fiscal year 2024.

← All sponsors
DAF assets
$17.07M
at fiscal year end
Grants out
$1.67M
from DAF accounts
Contributions in
$1.61M
received into DAFs
Payout rate
9.8%
median is 12.5%
Accounts
73
funds held at year end
Average account
$234K
assets per fund

At 9.8%, this sponsor paid out below the 12.5% median for sponsors holding more than $10 million.

DAF assets by year

$13.2M
FY2019
$15.4M
FY2020
$17.6M
FY2021
$14.4M
FY2022
$15.9M
FY2023
$17.1M
FY2024

Grants paid by year

$1.0M
FY2019
$901K
FY2020
$1.1M
FY2021
$1.1M
FY2022
$1.2M
FY2023
$1.7M
FY2024

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 314 grant lines totalling $9.0M across 2019–2024 — $29K 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
Bay Area Substance EducationEIN 383159363 MI$631K
Beaver Island Rural Health CeEIN 383299988 MI$525K
Women'S Resource Center Of NmEIN 382302164 MI$444K
East Jordan Public SchoolsEIN 382137029 MI$389K
Charlevoix Area Community PoolEIN 383219489 MI$352K
Crooked Tree Arts CenterEIN 237187264 MI$299K
Munson Healthcare FoundationsEIN 382642724 MI$283K
Little Traverse Conservancy IncEIN 237267810 MI$276K
Charlevoix Historical SocietyEIN 382636672 MI$266K
North Central Michigan College FoundationEIN 382910328 MI$244K
City of East JordanEIN 386033590 MI$242K
Charlevoix Public LibraryEIN 030474720 MI$186K
Mclaren Northern Michigan FdnEIN 382445611 MI$185K
Charlevoix County Humane Society IncEIN 382107163 MI$162K
Tip Of The Mitt Watershed CouncilEIN 382361745 MI$153K

How these figures are calculated: methodology and disclosures. Source: IRS Form 990 e-file XML for fiscal year 2024, 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.