EIN 201838372 · Donor-advised fund program as reported on Form 990 Schedule D, fiscal year 2023.
At 2.7%, this sponsor granted less than the 5% a private foundation is legally required to distribute, and paid out about one fifth of 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 85 grant lines totalling $1.1M across 2019–2024 — $13K per line.
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 |
|---|---|
| Holy Trinity Catholic Schools Educational FoundationEIN 421330855 IA | $286K |
| Southeastern Community College FoundationEIN 421212111 IA | $167K |
| Hoerner YmcaEIN 420680393 IA | $71K |
| Lee County Youth ServicesEIN 421048601 IA | $62K |
| Church Of All SaintsEIN 421186104 IA | $42K |
| Holy Family ParishEIN 900478240 IA | $40K |
| Ymca Of Fort Madison IowaEIN 426080176 IA | $33K |
| Kplay Playgrounds For AllEIN 473773032 IA | $33K |
| Limited Resource CouncilEIN 421197969 IA | $32K |
| Central Lee Comm School FdtnEIN 421256073 IA | $30K |
| Grand Theatre Corporation FdtnEIN 421355550 IA | $28K |
| Three Rivers Conservation FdtnEIN 311578338 IA | $25K |
| Houghton Ball Association IncEIN 262329091 IA | $24K |
| Gods Way Christian CenterEIN 311600021 IA | $19K |
| Community Services CouncilEIN 421254907 IA | $19K |
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.