LAKESHORE COMMUNITY FOUNDATION INC

EIN 270978059 · Donor-advised fund program as reported on Form 990 Schedule D, fiscal year 2024.

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DAF assets
$55.08M
at fiscal year end
Grants out
$1.26M
from DAF accounts
Contributions in
$12.73M
received into DAFs
Payout rate
2.3%
median is 12.5%
Accounts
33
funds held at year end
Average account
$1.7M
assets per fund

At 2.3%, 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.

DAF assets by year

$22.0M
FY2019
$27.0M
FY2020
$30.3M
FY2021
$25.4M
FY2022
$39.9M
FY2023
$55.1M
FY2024

Grants paid by year

$978K
FY2019
$1.3M
FY2020
$1.8M
FY2021
$1.5M
FY2022
$1.0M
FY2023
$1.3M
FY2024

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 318 grant lines totalling $8.9M across 2019–2024 — $28K per line.

$155K 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.

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
Roncalli High SchoolEIN 391046808 WI$816K
Lakeshore Technical College Foundation IncEIN 391269078 WI$756K
Manitowoc Public School DistrictEIN 396003233 WI$477K
Lakeshore First Robotics ProgramEIN 464316812 WI$347K
Lakeshore Community Health Care IncEIN 264321839 WI$339K
United Way Of Sheboygan County IncEIN 390808471 WI$300K
Marquette UniversityEIN 390806251 WI$280K
Sheboygan Public Education Foundation IncEIN 392027804 WI$276K
Capitol Civic Center IncEIN 391569595 WI$275K
Sheboygan County Food Bank IncEIN 391733883 WI$230K
University Of Wisconsin FoundationEIN 390743975 WI$196K
Forest Junction Zion United Methodist ChurchEIN 061712141 WI$170K
Manitowoc County Domestic Violence CenterEIN 391354763 WI$168K
Woodland Dunes Nature Center And Preserve IncEIN 396084264 WI$163K
Uw Manitowoc Foundation IncEIN 396075810 WI$140K

How these figures are calculated: methodology and disclosures. Source: IRS Form 990 e-file XML for fiscal year 2024, 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.