EIN 201365543 · Donor-advised fund program as reported on Form 990 Schedule D, fiscal year 2024.
At 97.5%, this sponsor moved more than half its year-end balance out the door in a single year — roughly 8 times the 12.5% median, and among the most active sponsors of any size.
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 16 grant lines totalling $142K across 2019–2024 — $9K 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 |
|---|---|
| St Michael Albertville Rotary ClubEIN 331003483 MN | $18K |
| Minneapolis Uptown Rotary FoundationEIN 020592548 MN | $16K |
| Future RootsEIN 813543391 MN | $14K |
| Twin Cities Habitat ForEIN 363363171 MN | $13K |
| North Suburban EmergencyEIN 411279766 MN | $12K |
| Conversations With FriendsEIN 814359535 MN | $11K |
| Apple Valley Rotary FoundationEIN 411855981 MN | $10K |
| Brooklyn Center Rotary FoundationEIN 363560764 MN | $10K |
| Bloomington Rotary FoundationEIN 411649217 MN | $9K |
| Fishing For LifeEIN 432058434 MN | $8K |
| Calvary Lutheran Church Of Golden ValleyEIN 410773808 MN | $8K |
| TreehouseEIN 363287099 MN | $6K |
| Fairmont Rotary ClubEIN 416038075 MN | $6K |
How these figures are calculated: methodology and disclosures. Source: IRS Form 990 e-file XML for fiscal year 2024, 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.