EIN 330378778 · Donor-advised fund program as reported on Form 990 Schedule D, fiscal year 2023.
At 16.4%, 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 4,160 grant lines totalling $429.7M across 2019–2024 — $103K per line.
$7.5M of this sponsor’s grants went to other DAF sponsors — 2% 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 |
|---|---|
| Pimco FoundationEIN 330891470 CA | $39.3M |
| Memorial Medical Center Foundation runs a DAF programEIN 956105984 CA | $25.0M |
| Walking SofterEIN 853237904 WY | $20.0M |
| Upstart Co-Lab runs a DAF programEIN 133615533 NY | $16.0M |
| The Nature Conservancy runs a DAF programEIN 530242652 IA | $12.2M |
| Hoag Hospital FoundationEIN 953222343 CA | $11.5M |
| Uci FoundationEIN 952540117 CA | $10.7M |
| Advance Democracy IncEIN 824277642 VA | $6.5M |
| Charitable Ventures Of Orange County runs a DAF programEIN 208756660 CA | $6.1M |
| New Venture FundEIN 205806345 DC | $5.2M |
| Hillsdale College runs a DAF programEIN 381374230 MI | $4.6M |
| Rose-Hulman Institute Of TechnologyEIN 350868149 IN | $3.9M |
| Narrow Gate FoundationEIN 371496649 NV | $3.6M |
| Upwell TurtlesEIN 821309235 CA | $3.4M |
| Guide Dogs for the Blind IncEIN 941196195 CA | $3.3M |
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.