EIN 043266789 · Donor-advised fund program as reported on Form 990 Schedule D, fiscal year 2024.
At 14.6%, 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 626 grant lines totalling $17.3M across 2019–2024 — $28K per line.
$43K of this sponsor’s grants went to other DAF sponsors — 0% 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 |
|---|---|
| Waltham Boys And Girls Club IncEIN 042103927 MA | $1.0M |
| Jewish Family Service of MetrowestEIN 042730898 MA | $790K |
| Emerson Health Care Foundation IncEIN 042770980 MA | $648K |
| South Middlesex Opportunity CouncilEIN 042389659 MA | $604K |
| Watch IncEIN 222918528 MA | $483K |
| Massachusetts Bay Community College FoundationEIN 222581930 MA | $462K |
| A Place To TurnEIN 042790777 MA | $388K |
| Generations IncorporatedEIN 043227007 MA | $375K |
| Metrowest YmcaEIN 042281530 MA | $343K |
| Natick Service CouncilEIN 042433772 MA | $333K |
| Lovin Spoonfuls IncEIN 271810597 MA | $328K |
| Brazilian American Center- BraceEIN 454857122 MA | $313K |
| Waltham Partnership For Youth IncEIN 043399437 MA | $300K |
| Advocates IncEIN 237451423 MA | $297K |
| Hope and Comfort IncEIN 451329518 MA | $282K |
How these figures are calculated: methodology and disclosures. Source: IRS Form 990 e-file XML for fiscal year 2024, 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.