THE COMMUNITY FOUNDATION OF HARRISONBURG & ROCKINGHAM COUNTY

EIN 541920746 · Donor-advised fund program as reported on Form 990 Schedule D, fiscal year 2023.

← All sponsors
DAF assets
$29.64M
at fiscal year end
Grants out
$4.42M
from DAF accounts
Contributions in
$4.67M
received into DAFs
Payout rate
14.9%
median is 12.5%
Accounts
132
funds held at year end
Average account
$225K
assets per fund

At 14.9%, this sponsor paid out above the 12.5% median for sponsors holding more than $10 million.

DAF assets by year

$32.6M
FY2019
$29.4M
FY2020
$23.1M
FY2021
$26.6M
FY2022
$29.6M
FY2023

Grants paid by year

$2.6M
FY2019
$2.4M
FY2020
$6.1M
FY2021
$4.5M
FY2022
$4.4M
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 764 grant lines totalling $56.3M across 2019–2024 — $74K per line.

$809K 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
Sentara Rmh Medical CenterEIN 540506331 VA$6.3M
Bridgewater Healthcare Foundation IncEIN 546043653 VA$4.9M
The Bahamas Red Cross SocietyEIN 530196605 DC$4.0M
Bridgewater CollegeEIN 540506306 VA$3.9M
Eastern Mennonite SchoolEIN 541194342 VA$2.6M
Wake Forest UniversityEIN 560532138 NC$1.3M
Redeemer Classical SchoolEIN 743071696 VA$1.3M
World Resources GroupEIN 650970260 VA$1.2M
United Way Of Harrisonburg RockinghamEIN 540632716 VA$1.0M
Explore More Discovery MuseumEIN 161683676 VA$1.0M
Harrisonburg-Rockingham Free ClinicEIN 541568909 VA$769K
Blue Ridge Christian SchoolEIN 541543463 VA$764K
National Christian Foundation - Apply To Crossroads Donations Account # 166 runs a DAF programEIN 581493949 GA$703K
Shenandoah Valley Economic Education IncEIN 541168566 VA$697K
James Madison University Foundation IncEIN 237156305 VA$686K

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.