EIN 137111099 · Donor-advised fund program as reported on Form 990 Schedule D, fiscal year 2023.
At 17.7%, this sponsor paid out above 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 6,579 grant lines totalling $561.1M across 2019–2024 — $85K per line.
$108.4M of this sponsor’s grants went to other DAF sponsors — 19% 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 |
|---|---|
| Schwab Charitable Fund runs a DAF programEIN 311640316 FL | $58.3M |
| Waterkeeper AllianceEIN 134071318 NY | $36.0M |
| University Of Pennsylvania runs a DAF programEIN 231352685 PA | $20.9M |
| Fidelity Charitable Gift Fund runs a DAF programEIN 110303001 OH | $12.0M |
| Columbia University runs a DAF programEIN 135598093 NY | $10.3M |
| New Venture FundEIN 205806345 DC | $6.0M |
| Barnabas FoundationEIN 362904503 IL | $5.8M |
| Stanford University runs a DAF programEIN 941156365 CA | $5.5M |
| Mayo Clinic Rochester runs a DAF programEIN 416011702 MN | $5.5M |
| Purdue FoundationEIN 351052049 IN | $5.2M |
| Mayors Fund For Los AngelesEIN 471084641 CA | $5.0M |
| Montage Health FoundationEIN 812889645 CA | $4.6M |
| Sage School IncorporatedEIN 270273042 ID | $4.5M |
| American Committee for the WeizmannEIN 131623886 NY | $4.4M |
| University Of Notre Dame Du Lac runs a DAF programEIN 350868188 IN | $4.3M |
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.