EIN 277059768 · Donor-advised fund program as reported on Form 990 Schedule D, fiscal year 2023.
At 4.1%, 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 33 grant lines totalling $49.3M across 2019–2024 — $1.5M per line.
$46.9M of this sponsor’s grants went to other DAF sponsors — 95% 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 |
|---|---|
| National Philanthropic Trust runs a DAF programEIN 237825575 PA | $46.9M |
| Vecna Cares Charitable TrustEIN 263318451 MA | $1.2M |
| Napa Valley Festival AssociationEIN 264008029 CA | $392K |
| Nimbus ArtsEIN 271503762 CA | $240K |
| Auction Napa ValleyEIN 942702203 CA | $235K |
| Ole Health FoundationEIN 680149424 CA | $135K |
| St Helena Hospital FoundationEIN 201384250 CA | $87K |
| Bring on the Music IncEIN 270030546 CA | $30K |
| Ecc NepalEIN 825186047 MO | $10K |
| Classical TahoeEIN 452682958 NV | $10K |
| Center Of Creative ArtsEIN 431395056 MO | $10K |
| Naples Children & Education Foundation IncEIN 651001650 FL | $8K |
| Notes for EducationEIN 272087987 CA | $7K |
| Boys And Girls Clubs Of Napa ValleyEIN 946033413 CA | $6K |
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.