EIN 066038074 · Donor-advised fund program as reported on Form 990 Schedule D, fiscal year 2024.
At 4.9%, 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 1,121 grant lines totalling $28.5M across 2019–2024 — $25K per line.
$177K of this sponsor’s grants went to other DAF sponsors — 1% 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 |
|---|---|
| Neighborhood Housing Services Of WaterburyEIN 061022915 CT | $1.1M |
| Waterbury Development CorporationEIN 061549006 CT | $947K |
| Children'S Community SchoolEIN 061000761 CT | $857K |
| Waterbury Symphony OrchestraEIN 066090876 CT | $853K |
| Hartford Bishop'S FoundationEIN 811546773 CT | $784K |
| American Cancer SocietyEIN 131788491 OK | $623K |
| The United Way Of Greater Waterbury IncEIN 060646634 CT | $601K |
| Western Connecticut Area Agency On Aging IncEIN 061182488 CT | $545K |
| American Heart AssociationEIN 135613797 TX | $525K |
| Staywell Health CareEIN 223160873 CT | $474K |
| Naugatuck YmcaEIN 060646770 CT | $442K |
| Mattatuck Historical SocietyEIN 060443990 CT | $439K |
| New Opportunities IncEIN 066071847 CT | $378K |
| Steep Rock Association IncEIN 066069060 CT | $344K |
| St Vincent Depaul Mission Of WaterburyEIN 061001527 CT | $335K |
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.