EIN 351826870 · Donor-advised fund program as reported on Form 990 Schedule D, fiscal year 2023.
At 3.9%, this sponsor granted less than the 5% a private foundation is legally required to distribute, and paid out about one third 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 134 grant lines totalling $3.1M across 2019–2024 — $23K per line.
$5K of this sponsor’s grants went to other DAF sponsors — 0% 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 |
|---|---|
| The Foundation Of St Joseph'SEIN 351654543 IN | $464K |
| Marshall County Historical SocietyEIN 237098815 IN | $256K |
| Rees Theatre IncEIN 823021665 IN | $225K |
| United Way Of Marshall CountyEIN 237220922 IN | $222K |
| City Of PlymouthEIN 356001166 IN | $191K |
| Marshall County EconomicEIN 260873218 IN | $152K |
| Breman Dollars For ScholarsEIN 465030508 IN | $146K |
| Bremen High School AthleticsEIN 356005242 IN | $135K |
| Ancilla CollegeEIN 356071917 IN | $90K |
| Potawatomi Park IncEIN 351547849 IN | $85K |
| Lifelong Learning NetworkEIN 752994886 IN | $82K |
| Boy Scouts of Amer LaSalle CnclEIN 350867966 IN | $69K |
| Marshall County Crossroads RegionalEIN 844877211 IN | $60K |
| David'S CourageEIN 823424513 IN | $58K |
| Bremen Community CaresEIN 811535850 IN | $58K |
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.