EIN 942808039 · Donor-advised fund program as reported on Form 990 Schedule D, fiscal year 2023.
At 1.2%, 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 1,305 grant lines totalling $103.2M across 2019–2024 — $79K per line.
$6.3M of this sponsor’s grants went to other DAF sponsors — 6% 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 |
|---|---|
| Pajaro Valley Healthcare District ProjectEIN 872323474 CA | $7.5M |
| American Online Giving Foundation Inc runs a DAF programEIN 810739440 FL | $4.2M |
| Community Action Board Of Santa Cruz CountyEIN 942523780 CA | $4.1M |
| Land Trust Of Santa Cruz CountyEIN 942431856 CA | $3.9M |
| Catholic Diocese Of MontereyEIN 770042961 CA | $3.8M |
| Santa Cruz Community Health CentersEIN 237428303 CA | $2.8M |
| Second Harvest Food Bank Santa Cruz CountyEIN 770326685 CA | $2.7M |
| Community BridgesEIN 942460211 CA | $2.4M |
| Amah Mutsun Land TrustEIN 320447436 CA | $2.4M |
| Mullens Area Public LibraryEIN 000000000 WV | $2.0M |
| Uc Santa Cruz FoundationEIN 237394590 CA | $1.9M |
| SenderosEIN 800893412 CA | $1.7M |
| Santa Cruz County Animal Shelter FoundationEIN 510439604 CA | $1.7M |
| Center for Farmworker FamiliesEIN 900800339 CA | $1.6M |
| Encompass Community ServicesEIN 237275290 CA | $1.5M |
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.