EIN 396036407 · Donor-advised fund program as reported on Form 990 Schedule D, fiscal year 2023.
At 8.2%, 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 2,892 grant lines totalling $296.1M across 2019–2024 — $102K per line.
$1.7M 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 |
|---|---|
| Dr James Cameron Legacy Foundation IncEIN 461046265 WI | $16.0M |
| City Of South MilwaukeeEIN 396005609 WI | $12.0M |
| Milwaukee Center For Independence Foundation IncEIN 472334925 WI | $7.9M |
| Uwm FoundationEIN 237337744 WI | $7.3M |
| Marquette UniversityEIN 390806251 WI | $5.5M |
| United Way Of Greater Milwaukee & Waukesha County IncEIN 390806190 WI | $5.2M |
| Historic Haymarket MilwaukeeEIN 871376165 WI | $4.5M |
| Columbia St Mary'S FoundationEIN 391494981 WI | $4.4M |
| St Ann Center For IntergeneraEIN 391757756 WI | $3.3M |
| Milwaukee Art Museum IncEIN 390806316 WI | $3.3M |
| Medical College Of WisconsinEIN 390806261 WI | $3.3M |
| Milwaukee Rescue MissionEIN 390816851 WI | $3.2M |
| Waukesha County Community Foundation Inc runs a DAF programEIN 391969122 WI | $3.0M |
| Urban Ecology Center IncEIN 391712663 WI | $2.9M |
| Boys And Girls Club Of Greater Milwaukee IncEIN 390806292 WI | $2.9M |
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.