EIN 753266194 · Donor-advised fund program as reported on Form 990 Schedule D, fiscal year 2023.
At 16.2%, 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 151 grant lines totalling $3.0M across 2019–2024 — $20K per line.
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 |
|---|---|
| City Of OconomowocEIN 396005555 WI | $306K |
| Lake Area Free Clinic IncEIN 392006388 WI | $220K |
| Oconomowoc Scholarship FundEIN 396076192 WI | $190K |
| Friends Of Oconomowoc Parks And Trails Inc runs a DAF programEIN 854353311 WI | $165K |
| Blessings In A Backpack IncEIN 261964620 MD | $131K |
| Potawatomi Area CouncilEIN 390806342 WI | $122K |
| White Stone Community ChurchEIN 391677900 WI | $110K |
| St Jerome Roman Catholic ParishEIN 390819999 WI | $99K |
| Zachariah'S AcresEIN 452213437 WI | $86K |
| St Catherine CongregationEIN 396086746 WI | $75K |
| Family Promise Of Waukesha CoEIN 455502675 WI | $71K |
| Oconomowoc Silver Streak IncEIN 391701930 WI | $68K |
| Folds Of Honor Foundation Minnesota IncEIN 465531485 MN | $66K |
| Summit Educational Association IncEIN 391763179 WI | $65K |
| Best Buddies CaliforniaEIN 521614576 CA | $65K |
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.