EIN 650455319 · Donor-advised fund program as reported on Form 990 Schedule D, fiscal year 2023.
At 4.1%, 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.
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.
Itemized 128 grant lines totalling $4.9M across 2019–2024 — $38K per line.
$242K of this sponsor’s grants went to other DAF sponsors — 5% of its itemized grantmaking. Money moved between sponsors is reported as a grant, but it has not yet reached a working charity. This total counts only organizations whose donor-advised fund program is their primary activity, so grants to universities and hospitals that happen to run a DAF on the side are excluded.
Organizations receiving the most from this sponsor across 2019–2024, as itemized on Schedule I. Only grants above $5,000 must be listed.
| Recipient | Total 2019–2024 |
|---|---|
| Gulf Coast PartnershipEIN 383913077 FL | $704K |
| Virginia B Andes Volunteer Community Clinic IncEIN 650958642 FL | $558K |
| Boys & Girls Clubs Of Charlotte CountyEIN 650725247 FL | $477K |
| Charlotte County Homeless CoalitionEIN 650139525 FL | $365K |
| Military Heritage MuseumEIN 651036360 FL | $255K |
| Charlotte Country Day School (Dba Charlotte Preparatory School)EIN 650661754 FL | $194K |
| Gulf Coast Community Foundation Inc runs a DAF programEIN 591052433 FL | $180K |
| Charlotte County Habitat For Humanity IncEIN 592870908 FL | $147K |
| Peace River Botanical & Sculpture GardensEIN 263285783 FL | $107K |
| William R Gaines Jr Veteran Memorial Fund IncEIN 815393249 FL | $100K |
| Salvation Army National Capital Area CommandEIN 580660607 DC | $100K |
| Society Of St Vincent De Paul Sacred Heart Conference IncEIN 800029958 FL | $99K |
| Peace River Wildlife CenterEIN 592535665 FL | $99K |
| Animal Welfare League Of Charlotte County FloridaEIN 591146309 FL | $97K |
| Valerie'S HouseEIN 473701240 FL | $86K |
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.