ROCHESTER AREA FOUNDATION

EIN 416017740 · Donor-advised fund program as reported on Form 990 Schedule D, fiscal year 2023.

← All sponsors
DAF assets
$25.97M
at fiscal year end
Grants out
$2.76M
from DAF accounts
Contributions in
$6.90M
received into DAFs
Payout rate
10.6%
median is 12.5%
Accounts
198
funds held at year end
Average account
$131K
assets per fund

At 10.6%, this sponsor paid out below the 12.5% median for sponsors holding more than $10 million.

DAF assets by year

$15.8M
FY2019
$16.1M
FY2020
$16.4M
FY2021
$19.8M
FY2022
$26.0M
FY2023

Grants paid by year

$0
FY2019
$0
FY2020
$3.0M
FY2021
$3.0M
FY2022
$2.8M
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 655 grant lines totalling $17.9M across 2019–2024 — $27K per line.

$543K of this sponsor’s grants went to other DAF sponsors — 3% 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
First HomesEIN 412004557 MN$2.1M
Jeremiah ProgramEIN 411801834 MN$480K
Soldier'S Field Veterans MemorialEIN 411848911 MN$400K
Channel One Food BankEIN 411379713 MN$397K
American Endowment Foundation runs a DAF programEIN 341747398 OH$392K
United Way Of Olmsted County IncEIN 410695594 MN$338K
Christ United Methodist ChurchEIN 410693980 MN$332K
Bear Creek Christian ChurchEIN 841884979 MN$331K
Gloria Dei Lutheran ChurchEIN 416008833 MN$259K
Boys & Girls Club Of RochesterEIN 411945875 MN$243K
University of Minnesota Foundation runs a DAF programEIN 416042488 MN$241K
Pacelli Catholic SchoolEIN 204023381 MN$240K
Ability Building CommunityEIN 410829178 MN$233K
Ronald Mcdonald House Of RochesterEIN 411344744 MN$212K
Center City HousingEIN 363485584 MN$210K

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.