EIN 520595110 · Donor-advised fund program as reported on Form 990 Schedule D, fiscal year 2022.
These figures are from fiscal year 2022 — the most recent Form 990 available for this organization. Later returns may have been filed but not yet released by the IRS or parsed into the dataset behind this page. Returns can take two to three years to work through that pipeline, so a gap here does not mean the organization stopped filing, and these numbers should not be read as current.
At 71.5%, this sponsor moved more than half its year-end balance out the door in a single year — roughly 6 times the 12.5% median, and among the most active sponsors of any size.
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 2,901 grant lines totalling $1.45B across 2019–2024 — $501K per line.
$10.2M 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 |
|---|---|
| Southwest Research InstituteEIN 741070544 TX | $51.2M |
| Lockheed Martin CorpEIN 521893632 MD | $46.8M |
| Westat CorpEIN 840529566 MD | $33.5M |
| Research Triangle InstituteEIN 560686338 NC | $31.7M |
| Save The ChildrenEIN 060726487 CT | $31.2M |
| University of Colorado DenverEIN 846000555 CO | $29.6M |
| Baltimore Neighborhood Indicators AllianceEIN 526002033 MD | $28.8M |
| Keene State CollegeEIN 026000937 NH | $27.2M |
| Oceus Networks LlcEIN 251744631 VA | $25.8M |
| Aerojet Rocketdyne IncEIN 951751500 CA | $21.0M |
| Family Health InternationalEIN 237413005 NC | $20.3M |
| University Of North Carolina At Chapel HillEIN 566001393 NC | $18.8M |
| Pennsylvania State UniversityEIN 246000376 PA | $13.6M |
| Regents Of Univ Of California-Magnes Collection Of Jewish Art & LifeEIN 946002123 CA | $13.5M |
| Smithsonian InstitutionEIN 530206027 DC | $13.5M |
How these figures are calculated: methodology and disclosures. Source: IRS Form 990 e-file XML for fiscal year 2022, 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.