MIDDLETOWN COMMUNITY FOUNDATION

EIN 310898380 · Donor-advised fund program as reported on Form 990 Schedule D, fiscal year 2023.

← All sponsors
DAF assets
$3.40M
at fiscal year end
Grants out
$400K
from DAF accounts
Contributions in
$27K
received into DAFs
Payout rate
11.8%
median is 12.5%
Accounts
39
funds held at year end
Average account
$87K
assets per fund

At 11.8%, this sponsor paid out below the 12.5% median for sponsors holding more than $10 million.

DAF assets by year

$3.9M
FY2019
$4.9M
FY2020
$5.1M
FY2021
$4.1M
FY2022
$3.4M
FY2023

Grants paid by year

$424K
FY2019
$287K
FY2020
$414K
FY2021
$457K
FY2022
$400K
FY2023

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 28 grant lines totalling $674K across 2019–2024 — $24K per line.

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
Butler County Educational Service CenterEIN 310852952 OH$297K
Community Building InsitituteEIN 465205808 OH$49K
Junior Achievement Of Middletown AreaEIN 316050625 OH$37K
American Legion 218EIN 310200030 OH$28K
Butler County United WayEIN 310734490 OH$27K
Sorg Opera Revitalization GroupEIN 461115114 OH$24K
Middletown Fine Arts CenterEIN 316014837 OH$22K
Abilities First Foundation IncEIN 310620685 OH$20K
Downtown Middletown IncEIN 452507428 OH$17K
3 R Development IncEIN 264377776 OH$17K
Community Pregnancy CenterEIN 311149133 OH$15K
Big Brothers Big Sisters Of Butler County IncEIN 310846147 OH$12K
Performing Arts AcademyEIN 261914415 OH$10K
Feed The Hungry ProjectEIN 311236547 OH$10K
Comprehensive Community Child Care Organization InEIN 310823634 OH$10K

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.