ST CROIX VALLEY FOUNDATION

EIN 411817315 · Donor-advised fund program as reported on Form 990 Schedule D, fiscal year 2023.

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DAF assets
$18.56M
at fiscal year end
Grants out
$1.85M
from DAF accounts
Contributions in
$2.59M
received into DAFs
Payout rate
10.0%
median is 12.5%
Accounts
169
funds held at year end
Average account
$110K
assets per fund

At 10.0%, this sponsor paid out below the 12.5% median for sponsors holding more than $10 million.

DAF assets by year

$10.3M
FY2019
$14.7M
FY2020
$14.6M
FY2021
$16.1M
FY2022
$18.6M
FY2023

Grants paid by year

$2.0M
FY2019
$1.0M
FY2020
$1.8M
FY2021
$1.6M
FY2022
$1.9M
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 429 grant lines totalling $13.0M across 2019–2024 — $30K per line.

$74K of this sponsor’s grants went to other DAF sponsors — 1% 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
Somerset Public LibraryEIN 396068625 WI$1.1M
Amherst H Wilder FoundationEIN 410693889 MN$834K
Lakeview Memorial Hospice ProgramEIN 411386635 MN$743K
St Paul Seminary School Of Divinity (University Of St Thomas)EIN 410693970 MN$620K
Hudson Hockey AssociationEIN 391296587 WI$519K
St Croix River AssociationEIN 263025933 WI$502K
Courage Kenny Foundation runs a DAF programEIN 411952989 MN$453K
Allina Associated Foundation runs a DAF programEIN 274116873 MN$336K
Young Mens Christian Association OfEIN 452563299 MN$319K
Solid GroundEIN 363578158 MN$260K
FamilymeansEIN 416045574 MN$231K
Twin Cities Habitat ForEIN 363363171 MN$202K
Minnesota Childrens MuseumEIN 411354181 MN$200K
Presbyterian Homes FoundationEIN 411465334 MN$160K
St Andrew'S Lutheran ChurchEIN 410880458 MN$154K

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.