EIN 392008146 · Donor-advised fund program as reported on Form 990 Schedule D, fiscal year 2023.
At 5.8%, this sponsor paid out below 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 39 grant lines totalling $680K across 2019–2024 — $17K per line.
$10K 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 |
|---|---|
| Ozaukee Family ServicesEIN 391208203 WI | $165K |
| Advent Lutheran ChurchEIN 390968238 WI | $91K |
| Emmanuel Evangelical Lutheran ChurchEIN 591377616 FL | $90K |
| Cedarburg Cultural Center IncEIN 391558200 WI | $70K |
| Purdue FoundationEIN 351052049 IN | $49K |
| Riveredge Nature Center IncEIN 396108549 WI | $25K |
| Ozaukee County Historical Society Inc runs a DAF programEIN 391126207 WI | $20K |
| Cedarburg Art Museum & Society IncEIN 461480670 WI | $18K |
| Mequon-Thiensville School DistrictEIN 391167661 WI | $16K |
| Family Promise Of Ozaukee CountyEIN 464227704 WI | $15K |
| Community United Methodist ChurchEIN 391238277 WI | $15K |
| Miami UniversityEIN 316402089 OH | $14K |
| President And Fellows Harvard College runs a DAF programEIN 042103580 MA | $14K |
| Family Sharing Of Ozaukee Co IncEIN 391476384 WI | $13K |
| Saukville Community Food Pantry IncEIN 453248143 WI | $12K |
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.