EIN 462368538 · Donor-advised fund program as reported on Form 990 Schedule D, fiscal year 2022.
Note from DAF+ · added 2026-09-02
This organization reported donor-advised fund assets rising from $238.0 million at the end of FY2020 to $10.10 billion at the end of FY2021, on $9.86 billion of contributions received in that single year. It reported $8.6 million in grants for FY2022, a payout rate of 0.08%. No Form 990 filing is available for any year after FY2022; by comparison, 1,968 sponsors in this index have a FY2023 filing. On 9 June 2026 the Georgia Secretary of State issued an emergency cease-and-desist order barring the organization from operating as a charitable organization in Georgia, barring its chief executive from charitable solicitation in the state, and imposing a civil penalty. That order sets out allegations which have not been adjudicated. The figures shown on this page are reproduced as filed with the IRS and should not be read as a current or independently verified statement of this organization's assets.
These figures are from fiscal year 2022 — the most recent Form 990 available for this organization. Later returns may have been filed but not yet released by the IRS or parsed into the dataset behind this page. Returns can take two to three years to work through that pipeline, so a gap here does not mean the organization stopped filing, and these numbers should not be read as current.
At 0.1%, this sponsor granted less than the 5% a private foundation is legally required to distribute, and paid out about one twentieth 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 2 grant lines totalling $5.9M across 2019–2024 — $3.0M 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 |
|---|---|
| Mullens Area Public LibraryEIN 000000000 WV | $5.9M |
How these figures are calculated: methodology and disclosures. Source: IRS Form 990 e-file XML for fiscal year 2022, 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.