EIN 390827885 · Donor-advised fund program as reported on Form 990 Schedule D, fiscal year 2023.
At 2.1%, this sponsor granted less than the 5% a private foundation is legally required to distribute, and paid out about one tenth 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 195 grant lines totalling $4.0M across 2019–2024 — $21K 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 |
|---|---|
| Holy Spirit ParishEIN 371785905 WI | $503K |
| Portage County Public Library FoundationEIN 391415180 WI | $370K |
| Cap Services IncEIN 391080897 WI | $181K |
| Operation Bootstrap IncEIN 391421932 WI | $165K |
| Food Pantry Of Waukesha CountyEIN 391502732 WI | $157K |
| City Of Stevens PointEIN 396005917 WI | $130K |
| Stevens Point Curling Club IncEIN 396031154 WI | $125K |
| Meals On Wheels IncEIN 391364268 WI | $124K |
| Portage County Historical SocietyEIN 391266236 WI | $123K |
| CREATE Portage County IncEIN 201960836 WI | $104K |
| United Way Of Portage County IncEIN 390831152 WI | $99K |
| Boys & Girls Club Of Portage County Incp O Box 171 Stevens Point Wi 544EIN 731630506 WI | $98K |
| St Paul Evangelical Lutheran ChurchEIN 390817522 WI | $77K |
| Marshfield Area Community Foundation runs a DAF programEIN 473441083 WI | $75K |
| Stevens Point Area Ymca Inc FoundationEIN 237428559 WI | $73K |
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.