EIN 596580974 · Donor-advised fund program as reported on Form 990 Schedule D, fiscal year 2023.
At 9.7%, this sponsor paid out below 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 693 grant lines totalling $29.8M across 2019–2024 — $43K per line.
$464K 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 |
|---|---|
| United Way Of Lee County IncEIN 591005169 FL | $5.1M |
| Habitat For Humanity Of Lee & Hendry Counties IncEIN 592236174 FL | $1.1M |
| Animal Refuge Center IncEIN 650057419 FL | $852K |
| Heart And Mind FoundationEIN 364404961 IL | $800K |
| Allen County SpcaEIN 356042135 IN | $750K |
| First Presbyterian ChurchEIN 591622501 FL | $748K |
| AMIKIDS Southwest FloridaEIN 593052865 FL | $694K |
| Golisano Children'S Hospital Of Southwest FloridaEIN 650645343 FL | $632K |
| Florida Gulf Coast University Foundation IncEIN 650403969 FL | $545K |
| Florida Gulf Coast UniversityEIN 650753801 FL | $449K |
| Holy Trinity High SchoolEIN 362431052 IL | $425K |
| Lee County Alliance Of The Arts IncEIN 510182649 FL | $409K |
| Hope Clubhouse Of Sw FlEIN 300437443 FL | $393K |
| Hope Hospice And Community Services IncEIN 592128697 FL | $334K |
| Harry Chapin Food Bank Of Southwest Florida IncEIN 592332120 FL | $315K |
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.