FIDUCIARY CHARITABLE FOUNDATION

EIN 046649138 · Donor-advised fund program as reported on Form 990 Schedule D, fiscal year 2023.

← All sponsors
DAF assets
$108.50M
at fiscal year end
Grants out
$48.15M
from DAF accounts
Contributions in
$17.83M
received into DAFs
Payout rate
44.4%
median is 12.5%
Accounts
59
funds held at year end
Average account
$1.8M
assets per fund

At 44.4%, this sponsor paid out above the 12.5% median for sponsors holding more than $10 million.

DAF assets by year

$21.1M
FY2020
$117.4M
FY2021
$115.2M
FY2022
$108.5M
FY2023

Grants paid by year

$1.6M
FY2020
$2.9M
FY2021
$26.1M
FY2022
$48.1M
FY2023

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.

Grant disclosure

Itemized 741 grant lines totalling $84.4M across 2019–2024 — $114K per line.

$31.0M of this sponsor’s grants went to other DAF sponsors — 37% 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.

Largest reported recipients

Organizations receiving the most from this sponsor across 2019–2024, as itemized on Schedule I. Only grants above $5,000 must be listed.

RecipientTotal 2019–2024
Schwab Charitable Fund runs a DAF programEIN 311640316 FL$28.6M
Windward FundEIN 473522162 DC$7.0M
Rf Catalytic Capital IncEIN 852150251 NY$5.0M
Upstart Co-Lab runs a DAF programEIN 133615533 NY$3.2M
Audubon New Mexico Randall Davey CenterEIN 131624102 NM$3.0M
Rockefeller Family Fund Inc runs a DAF programEIN 136257658 NY$2.1M
Entrepreneurship For All IncEIN 471858182 MA$2.0M
Tides Foundation Inland Empowerment runs a DAF programEIN 510198509 CA$1.8M
Climate Leadership Initiative IncEIN 884336644 CA$1.7M
Physicians Scientists And Engineers For SustainablEIN 274364320 CA$1.5M
Rocky Mountain InstituteEIN 742244146 CO$1.1M
Brown University Of Providence runs a DAF programEIN 050258809 RI$1.0M
One Health OrganizationEIN 300516947 OH$920K
Earthrights InternationalEIN 043265555 DC$886K
Marthas Vineyard Community Services IncEIN 042301598 MA$800K

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.