EIN 541934032 · Donor-advised fund program as reported on Form 990 Schedule D, fiscal year 2023.
At 3.5%, this sponsor granted less than the 5% a private foundation is legally required to distribute, and paid out about one quarter 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 46 grant lines totalling $9.0M across 2019–2024 — $197K per line.
$5.7M of this sponsor’s grants went to other DAF sponsors — 63% 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 |
|---|---|
| Donor'S Trust runs a DAF programEIN 522166327 VA | $5.3M |
| Cato InstituteEIN 237432162 DC | $918K |
| mikeroweWORKS FoundationEIN 264324338 CA | $445K |
| Vanguard Charitable Endowment Program - A1064887 runs a DAF programEIN 232888152 RI | $361K |
| Mercatus CenterEIN 541436224 VA | $250K |
| Friends of the Ulysses S Grant CottageEIN 141747814 NY | $250K |
| Texas Childrens HospitalEIN 741100555 TX | $150K |
| Pacific Legal FoundationEIN 942197343 CA | $100K |
| Capital Research CenterEIN 521289734 DC | $100K |
| The Leadership Institute runs a DAF programEIN 510235174 VA | $100K |
| California Policy CenterEIN 272870463 CA | $100K |
| Young Americas FoundationEIN 237042029 VA | $90K |
| Institute For JusticeEIN 521744337 VA | $60K |
| Ashland UniversityEIN 340714626 OH | $60K |
| Atlas NetworkEIN 942763845 VA | $50K |
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.