EIN 310628641 · Donor-advised fund program as reported on Form 990 Schedule D, fiscal year 2024.
At 12.1%, 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 139 grant lines totalling $3.7M across 2019–2024 — $27K per line.
$75K 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.
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 |
|---|---|
| Union County Family YmcaEIN 311355370 OH | $511K |
| Show ManagementEIN 311051208 OH | $300K |
| Hope CenterEIN 311370949 OH | $217K |
| Marysville Exempted Village SchoolEIN 316400720 OH | $209K |
| Union County Fair BoardEIN 316053076 OH | $193K |
| Our Lady Of Lourdes Catholic ChurchEIN 316042332 OH | $190K |
| The Marysville Union ClubhouseEIN 880876310 OH | $135K |
| Marysville Uptown Theatre LlcEIN 813681306 OH | $131K |
| Care Train Of Union CountyEIN 311739631 OH | $114K |
| Union County Hospital AssociationEIN 311442661 OH | $106K |
| North Union Local SchoolsEIN 310677254 OH | $102K |
| Marysville Public LibraryEIN 311637206 OH | $100K |
| Russian Fellowship Grace Baptist ChEIN 261304796 OH | $85K |
| Jonathan Alder Local School DistricEIN 316402512 OH | $75K |
| Schwab Charitable Fund runs a DAF programEIN 311640316 FL | $75K |
How these figures are calculated: methodology and disclosures. Source: IRS Form 990 e-file XML for fiscal year 2024, 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.