COMMUNITY FOUNDATION OF THE NAPA VALLEY

EIN 680349777 · Donor-advised fund program as reported on Form 990 Schedule D, fiscal year 2023.

← All sponsors
DAF assets
$14.20M
at fiscal year end
Grants out
$3.61M
from DAF accounts
Contributions in
$4.35M
received into DAFs
Payout rate
25.4%
median is 12.5%
Accounts
60
funds held at year end
Average account
$237K
assets per fund

At 25.4%, this sponsor paid out above the 12.5% median for sponsors holding more than $10 million.

DAF assets by year

$9.6M
FY2019
$12.6M
FY2020
$14.0M
FY2021
$12.9M
FY2022
$14.2M
FY2023

Grants paid by year

$2.8M
FY2019
$5.9M
FY2020
$3.4M
FY2021
$7.1M
FY2022
$3.6M
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 555 grant lines totalling $37.5M across 2019–2024 — $68K per line.

$860K of this sponsor’s grants went to other DAF sponsors — 2% 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.

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
On The MoveEIN 753149095 CA$5.8M
Brannan CenterEIN 844849621 CA$5.4M
Upvalley Family CentersEIN 800023012 CA$4.0M
International Institute of the Bay AreaEIN 941156554 CA$795K
Cfnv Charitable Real Estate FundEIN 010816065 CA$732K
Community Resources For ChildrenEIN 942524785 CA$710K
Highway 29 Media CompanyEIN 884416319 CA$687K
Foundation For The Carolinas runs a DAF programEIN 566047886 NC$650K
Mentis aka Family Service of Napa ValleyEIN 941236934 CA$582K
Cope Family CenterEIN 942322399 CA$541K
NewsEIN 942745889 CA$463K
MetabankEIN 420747941 SD$453K
Our Town St HelenaEIN 264247407 CA$420K
Salvation Army (Kroc Center)EIN 941156347 CA$396K
10000 DegreesEIN 953667812 CA$363K

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.