EIN 201729243 · Donor-advised fund program as reported on Form 990 Schedule D, fiscal year 2023.
At 24.1%, 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 928 grant lines totalling $59.4M across 2019–2024 — $64K per line.
$1.6M of this sponsor’s grants went to other DAF sponsors — 3% 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 |
|---|---|
| Trinity CollegeEIN 060646927 CT | $5.9M |
| Cleveland Clinic Indian River FoundationEIN 590760215 FL | $3.2M |
| Indian River Land Trust IncEIN 650059649 FL | $3.0M |
| Vero Beach Rowing IncEIN 262765309 FL | $2.5M |
| The Hope For Families Center IncEIN 593129752 FL | $1.9M |
| Riverside Theatre IncEIN 591764305 FL | $1.8M |
| The Learning AllianceEIN 270725986 FL | $1.7M |
| United Way of Indian River County IncEIN 591087090 FL | $1.6M |
| Trinity Pawling SchoolEIN 141601551 NY | $1.6M |
| Boys & Girls Clubs Foundation Of Indian River CounEIN 453200101 FL | $1.5M |
| Udt-Seal Museum Association IncEIN 592569073 FL | $1.5M |
| Vero Beach Museum Of Art IncEIN 591867408 FL | $1.3M |
| United Against PovertyEIN 113697936 FL | $1.1M |
| Southwestern Vermont Health Care FoundationEIN 453362785 VT | $1.0M |
| Friends Of Hildene IncEIN 510201160 VT | $1.0M |
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.