EIN 273422429 · Donor-advised fund program as reported on Form 990 Schedule D, fiscal year 2022.
These figures are from fiscal year 2022 — the most recent Form 990 available for this organization. Later returns may have been filed but not yet released by the IRS or parsed into the dataset behind this page. Returns can take two to three years to work through that pipeline, so a gap here does not mean the organization stopped filing, and these numbers should not be read as current.
At 6.8%, this sponsor paid out below 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 65 grant lines totalling $1.1M across 2019–2024 — $16K per line.
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 |
|---|---|
| Rockbridge Area HospiceEIN 541288305 VA | $178K |
| Rockbridge Area Health CenEIN 541642220 VA | $158K |
| Rockbridge Area ReliefEIN 237303807 VA | $149K |
| Rockbridge RecoveryEIN 883542033 VA | $70K |
| Valley Program For Aging ServicesEIN 540958526 VA | $58K |
| Hull's AngelsEIN 541982338 VA | $44K |
| Boys' Home IncEIN 540505870 VA | $42K |
| Hoofbeats Therapeutic RidiEIN 541699898 VA | $41K |
| Rockbridge Area SpcaEIN 540806191 VA | $40K |
| Habitat for HumanityEIN 541483949 VA | $38K |
| Project HorizonEIN 521390194 VA | $37K |
| Boxerwood Education AssociEIN 541937944 VA | $28K |
| Grace Presbyterian ChurchEIN 541050964 PA | $20K |
| Main Street LexingtonEIN 463289690 VA | $17K |
| Rockbridge Christmas BaskeEIN 541194522 VA | $14K |
How these figures are calculated: methodology and disclosures. Source: IRS Form 990 e-file XML for fiscal year 2022, 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.