EIN 770496500 · Donor-advised fund program as reported on Form 990 Schedule D, fiscal year 2024.
At 8.0%, 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 542 grant lines totalling $16.9M across 2019–2024 — $31K per line.
$435K of this sponsor’s grants went to other DAF sponsors — 3% 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 |
|---|---|
| San Luis Obispo Museum Of ArtEIN 956134270 CA | $993K |
| Food Bank Coalition Of San Luis Obispo CountyEIN 770210727 CA | $651K |
| The Land Conservancy Of San Luis Obispo CountyEIN 770039294 CA | $518K |
| Cayucos Land ConservancyEIN 770506896 CA | $515K |
| Neighbor ChurchEIN 872649982 CA | $500K |
| Womens Shelter Program Inc Of San Luis Obispo CountyEIN 953370729 CA | $482K |
| San Luis Obispo Classical AcademyEIN 203131883 CA | $430K |
| San Luis Opispo Repertory TheatreEIN 952556678 CA | $414K |
| California Mid-State FairEIN 956002953 CA | $398K |
| San Luis Obispo County Child Abuse Prevention CounEIN 770206822 CA | $388K |
| Pacific Wildlife CareEIN 770196350 CA | $377K |
| California Polytechnic State University FoundationEIN 204927897 CA | $312K |
| Peoples' Self-Help HousingEIN 952750154 CA | $307K |
| Capslo Community Action Partnership Of San Luis Obispo County runs a DAF programEIN 952410253 CA | $298K |
| James W Brabeck Youth Legacy Fund FoundationEIN 872570873 CA | $293K |
How these figures are calculated: methodology and disclosures. Source: IRS Form 990 e-file XML for fiscal year 2024, 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.