EIN 953645825 · Donor-advised fund program as reported on Form 990 Schedule D, fiscal year 2023.
At 24.9%, 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 781 grant lines totalling $39.1M across 2019–2024 — $50K per line.
$625K of this sponsor’s grants went to other DAF sponsors — 2% 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 |
|---|---|
| Jewish Federation And Family Services Of Orange CountyEIN 952407026 CA | $4.1M |
| Jewish Community Center Of Orange CountyEIN 330016661 CA | $2.2M |
| Heritage PointeEIN 330260314 CA | $1.7M |
| Anti-Defamation LeagueEIN 131818723 CO | $843K |
| Temple Bat YahmEIN 952875578 CA | $797K |
| Chabad Of Newport BeachEIN 200083565 CA | $768K |
| Congregation Bnai IsraelEIN 953680172 CA | $743K |
| Pacific SymphonyEIN 953635496 CA | $719K |
| Friendship Circle OcEIN 113797166 CA | $716K |
| University Of Pennsylvania runs a DAF programEIN 231352685 PA | $637K |
| JCC Association of North AmericaEIN 135599486 NY | $607K |
| Families ForwardEIN 330086043 CA | $589K |
| Hillel Foundation Of Orange CountyEIN 237172074 CA | $547K |
| Congregation Shir Ha-Ma'AlotEIN 952559118 CA | $542K |
| South Coast Reconstructionist Huvurah University SynagogueEIN 330254944 CA | $535K |
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.