Horizon Community Funds of Northern Kentucky

EIN 821388190 · Donor-advised fund program as reported on Form 990 Schedule D, fiscal year 2023.

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DAF assets
$28.69M
at fiscal year end
Grants out
$6.48M
from DAF accounts
Contributions in
$7.64M
received into DAFs
Payout rate
22.6%
median is 12.5%
Accounts
76
funds held at year end
Average account
$377K
assets per fund

At 22.6%, this sponsor paid out above the 12.5% median for sponsors holding more than $10 million.

DAF assets by year

$15.2M
FY2019
$16.9M
FY2020
$30.0M
FY2021
$26.1M
FY2022
$28.7M
FY2023

Grants paid by year

$5.1M
FY2019
$2.9M
FY2020
$3.8M
FY2021
$3.7M
FY2022
$6.5M
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 358 grant lines totalling $23.7M across 2019–2024 — $66K per line.

$22K 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.

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
St Elizabeth Medical Center IncEIN 610445850 KY$2.5M
Diocese of CovingtonEIN 610447243 KY$1.9M
Northern Kentucky University FoundationEIN 437116528 KY$1.9M
Urban Community Developers IncEIN 823002447 KY$1.4M
Xavier UniversityEIN 310537516 OH$847K
Catholic Leadership InstituteEIN 232661414 PA$830K
Dan Beard Council Boy Scouts Of AmeEIN 310536651 OH$805K
Final 2 PercentEIN 881149236 OH$800K
Boone County Board of EducationEIN 616001252 KY$715K
Covington Catholic High SchoolEIN 610458380 KY$499K
Catalytic Development Funding Corp Of Northern KentuckyEIN 263389252 KY$457K
Covington PartnersEIN 201515753 KY$444K
United Way Of Greater CincinnatiEIN 310537502 OH$371K
Learning GroveEIN 310910787 KY$352K
University Of Cincinnati FoundationEIN 310896555 OH$297K

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.