EIN 396220899 · Donor-advised fund program as reported on Form 990 Schedule D, fiscal year 2023.
At 1.9%, this sponsor granted less than the 5% a private foundation is legally required to distribute, and paid out about one tenth 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 37 grant lines totalling $2.3M across 2019–2024 — $61K per line.
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 |
|---|---|
| City Of Fort AtkinsonEIN 396005451 WI | $1.0M |
| Fort Atkinson BaseEIN 391645796 WI | $224K |
| School District Of Fort AtkinEIN 396008361 WI | $139K |
| Rock River Community ClinicEIN 205297560 WI | $138K |
| Habitat For Humanity Of Waukesha County IncEIN 391642114 WI | $132K |
| Homeless CoalitionEIN 842611677 WI | $105K |
| United Way Of Jefferson & N Walworth CountiesEIN 396046361 WI | $100K |
| Feed Your SoulEIN 934218973 WI | $75K |
| St VincentEIN 261126580 WI | $44K |
| Rock River HeritageEIN 453576912 WI | $39K |
| Fort Atkinson Area Chamber Of CommerceEIN 390286155 WI | $36K |
| Parents Cooperative PreschoolEIN 391374848 WI | $34K |
| Fort Atkinson Beautification CouncilEIN 237014745 WI | $30K |
| Gallup FoundationEIN 471582030 WI | $30K |
| New Beginnings Apfv IncEIN 391315379 WI | $28K |
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.