EIN 061676688 · Donor-advised fund program as reported on Form 990 Schedule D, fiscal year 2023.
At 43.3%, this sponsor paid out above 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 216 grant lines totalling $1.43B across 2019–2024 — $6.6M per line.
$1.29B of this sponsor’s grants went to other DAF sponsors — 90% 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 |
|---|---|
| Schwab Charitable Fund runs a DAF programEIN 311640316 FL | $323.6M |
| American Endowment Foundation runs a DAF programEIN 341747398 OH | $226.7M |
| Fidelity Charitable Gift Fund runs a DAF programEIN 110303001 OH | $223.8M |
| Goldman Sachs Philanthropy Fund runs a DAF programEIN 311774905 NY | $162.2M |
| Vanguard Charitable Endowment Program - A1064887 runs a DAF programEIN 232888152 RI | $101.3M |
| ARC Research InstituteEIN 871920284 CA | $65.0M |
| Bank Of America Charitable Gift Fund runs a DAF programEIN 046010342 RI | $55.6M |
| Morgan Stanley Global Impact Funding Trust Inc runs a DAF programEIN 527082731 NJ | $39.4M |
| National Philanthropic Trust runs a DAF programEIN 237825575 PA | $37.9M |
| Edward Charles Foundation runs a DAF programEIN 264245043 CA | $19.3M |
| Raymond James Charitable Endowment Fund runs a DAF programEIN 593652538 FL | $17.4M |
| Impactassets Inc7315 Wisconsin Avenue Suite 1000W Bethesda Md 20814 runs a DAF programEIN 262048480 MD | $13.6M |
| Servant Foundation runs a DAF programEIN 431890105 KS | $12.8M |
| Renaissance Charitable Foundation Inc runs a DAF programEIN 352129262 IN | $12.1M |
| Ri Foundation Starkweather & Shepley Fund runs a DAF programEIN 222604963 RI | $11.6M |
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.