EIN 421526614 · Donor-advised fund program as reported on Form 990 Schedule D, fiscal year 2023.
At 4.4%, 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 931 grant lines totalling $26.7M across 2019–2024 — $29K per line.
$122K of this sponsor’s grants went to other DAF sponsors — 0% 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 |
|---|---|
| Dubuque Initiatives IncEIN 421165790 IA | $1.4M |
| Crescent Community Health CenterEIN 481302204 IA | $1.4M |
| Holy Family Catholic SchoolsEIN 420792429 IA | $1.1M |
| Dubuque Community School DistrictEIN 426001531 IA | $943K |
| National Mississippi River Museum & AquariumEIN 426072050 IA | $719K |
| Boys & Girls Clubs Of Greater DubuqueEIN 420710263 IA | $642K |
| Dubuque Rescue MissionEIN 420844836 IA | $628K |
| Dubuque Symphony OrchestraEIN 237429727 IA | $548K |
| Maquoketa Valley Dollars For ScholarsEIN 465193481 IA | $515K |
| Loras CollegeEIN 420680412 IA | $513K |
| University Of DubuqueEIN 420680323 IA | $447K |
| City Of CascadeEIN 426004327 IA | $444K |
| Dubuque Dream CenterEIN 811062794 IA | $394K |
| St Mark Youth EnrichmentEIN 421338364 IA | $390K |
| Marquette Catholic SchoolsEIN 420955523 IA | $372K |
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.