COMMUNITY FOUNDATION OF SOUTHERN WISCONSIN INC

EIN 391711388 · Donor-advised fund program as reported on Form 990 Schedule D, fiscal year 2023.

← All sponsors
DAF assets
$9.82M
at fiscal year end
Grants out
$729K
from DAF accounts
Contributions in
$1.22M
received into DAFs
Payout rate
7.4%
median is 12.5%
Accounts
96
funds held at year end
Average account
$102K
assets per fund

At 7.4%, this sponsor paid out below the 12.5% median for sponsors holding more than $10 million.

DAF assets by year

$7.6M
FY2019
$9.3M
FY2020
$8.0M
FY2021
$8.6M
FY2022
$9.8M
FY2023

Grants paid by year

$463K
FY2019
$760K
FY2020
$704K
FY2021
$543K
FY2022
$729K
FY2023

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 413 grant lines totalling $13.2M across 2019–2024 — $32K 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
City Of JanesvilleEIN 396005472 WI$826K
Humane Society Of Southern WisconsinEIN 390973879 WI$705K
City Of LancasterEIN 396005501 WI$649K
Ymca Of Northern Rock County IncEIN 390806368 WI$555K
God Is Faithful Temporary ShelterEIN 261452370 WI$460K
Lancaster Community SchoolsEIN 396002918 WI$424K
Monroe Public LibraryEIN 396003491 WI$357K
Rotary Botanical GardensEIN 391775351 WI$339K
General Federation Of Womens ClubEIN 237426828 WI$315K
Parkview School DistrictEIN 396022258 WI$314K
Inspiring CommunityEIN 822002935 WI$279K
Healthnet Of Rock County IncEIN 391778804 WI$276K
Monroe Arts Center IncEIN 391209502 WI$270K
Fort Atkinson BaseEIN 391645796 WI$235K
City Of Platteville Museum DepartmentEIN 396005569 WI$226K

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.