MONUMENT LEGACY INC

EIN 844708521 · Donor-advised fund program as reported on Form 990 Schedule D, fiscal year 2023.

← All sponsors
DAF assets
$2.45M
at fiscal year end
Grants out
$92K
from DAF accounts
Contributions in
$201K
received into DAFs
Payout rate
3.8%
median is 12.5%
Accounts
6
funds held at year end
Average account
$408K
assets per fund

At 3.8%, 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.

DAF assets by year

$3.8M
FY2020
$4.0M
FY2021
$2.1M
FY2022
$2.4M
FY2023

Grants paid by year

$140K
FY2020
$528K
FY2021
$1.5M
FY2022
$92K
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 36 grant lines totalling $2.1M across 2019–2024 — $58K per line.

$1.4M of this sponsor’s grants went to other DAF sponsors — 67% 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
National Christian Foundation - Apply To Crossroads Donations Account # 166 runs a DAF programEIN 581493949 GA$705K
Fidelity Charitable Gift Fund runs a DAF programEIN 110303001 OH$701K
Remedylive (Soulmedic Media Group Inc)EIN 272417633 IN$80K
Lockwood Community ChurchEIN 382241332 MI$65K
International NeedsEIN 911080666 MI$60K
Mercy ShipsEIN 262414132 TX$58K
Misericordia Family AssociationEIN 237285834 IL$50K
Zion Lutheran ChurchEIN 362277704 IL$45K
Called To Obedience Ministries IncEIN 860905748 AZ$35K
Clairemont Emmanuel Baptist ChurchEIN 952789436 CA$35K
Christ Our Treasure FellowshipEIN 474543088 IN$25K
Embassy Theatre FoundationEIN 237355731 IN$25K
Youth For ChristEIN 356304674 IN$25K
Pastors In Prayer Ministry IncEIN 237000559 IN$25K
St Vincent De Paul CatholicEIN 351003124 IN$21K

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.