EIN 650833500 · Donor-advised fund program as reported on Form 990 Schedule D, fiscal year 2023.
At 28.0%, 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 733 grant lines totalling $36.9M across 2019–2024 — $50K per line.
$1.8M of this sponsor’s grants went to other DAF sponsors — 5% 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 |
|---|---|
| Conservation Foundation Of The Gulf Coast IncEIN 200345249 FL | $3.5M |
| Easter Seal Society Of Southwest Florida IncEIN 590638490 FL | $1.7M |
| United Way Suncoast IncEIN 593725701 FL | $1.6M |
| Help To Home IncEIN 061753800 FL | $1.5M |
| The Lakewood Ranch Community Fund IncEIN 853772547 FL | $1.5M |
| Bishop Museum Of Science And Nature IncEIN 590598726 FL | $1.4M |
| Bank Of America Charitable Gift Fund runs a DAF programEIN 046010342 RI | $1.1M |
| Florida Cultural Group Inc Fka The Mantaee PlayersEIN 591196043 FL | $880K |
| Mote Marine LaboratoryEIN 590756643 FL | $859K |
| New Path AcademyEIN 900931748 FL | $841K |
| Meals On Wheels Plus Of Manatee IncEIN 591420986 FL | $712K |
| Sarasota OrchestraEIN 592603081 FL | $666K |
| Manatee Education FoundationEIN 650037457 FL | $652K |
| Community Foundation Of Sarasota County Inc runs a DAF programEIN 591956886 FL | $648K |
| Realize Bradenton IncEIN 271330078 FL | $563K |
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.