EIN 043407816 · Donor-advised fund program as reported on Form 990 Schedule D, fiscal year 2023.
At 18.6%, 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 1,252 grant lines totalling $71.3M across 2019–2024 — $57K per line.
$681K 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 |
|---|---|
| Lawrence PartnershipEIN 471019447 MA | $3.1M |
| Lowell Community Loan Fund IncEIN 043571892 MA | $2.9M |
| Groundwork LawrenceEIN 043546770 MA | $1.9M |
| Evelyn Lilly Lutz FoundationEIN 042103885 MA | $1.6M |
| Community Day Care Center Of LawrenEIN 042473133 MA | $1.6M |
| Greater Lawrence Community Action CEIN 042397449 MA | $1.6M |
| North Shore Community College Foundation IncEIN 222485476 MA | $1.4M |
| Lynn Economic Opportunity IncEIN 042378885 MA | $1.2M |
| Partners Healthcare System IncEIN 043230035 MA | $1.2M |
| Massachusetts General HospitalEIN 041564655 MA | $1.2M |
| Essex North Shore Agricultural & TeEIN 271237978 MA | $1.1M |
| Alzheimer'S AssociationEIN 133039601 IL | $1.1M |
| Action IncEIN 042389332 MA | $999K |
| Community Action IncEIN 042383153 MA | $975K |
| Northeast Arc IncEIN 042232416 MA | $936K |
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.