EIN 310997017 · Donor-advised fund program as reported on Form 990 Schedule D, fiscal year 2023.
At 10.6%, 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 2,648 grant lines totalling $273.1M across 2019–2024 — $103K per line.
$14.4M of this sponsor’s grants went to other DAF sponsors — 5% 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 |
|---|---|
| USC School of Architecture runs a DAF programEIN 951642394 CA | $50.0M |
| University of Louisville Foundation IncEIN 237078461 KY | $11.7M |
| Town Branch ParkEIN 834621324 KY | $10.0M |
| University Of KentuckyEIN 616001218 KY | $7.6M |
| Louisville Collegiate SchoolEIN 610449630 KY | $7.3M |
| Indian River Community Foundation runs a DAF programEIN 201729243 FL | $6.1M |
| The Louisville Orchestra IncEIN 616000384 KY | $5.2M |
| National Christian Charitable Foundation IncEIN 611404015 KY | $4.7M |
| Metro United Way runs a DAF programEIN 610444680 KY | $4.3M |
| J B Speed Art MuseumEIN 610444823 KY | $4.1M |
| Schwab Charitable Fund runs a DAF programEIN 311640316 FL | $3.6M |
| University Of VirginiaEIN 546001796 VA | $3.6M |
| The Community Foundation Of Louisville Corporate Depository InEIN 611100993 KY | $3.5M |
| Fund For The Arts IncEIN 610479626 KY | $3.5M |
| Charities Aid Foundation of America runs a DAF programEIN 431634280 VA | $2.9M |
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.