THE LUZERNE FOUNDATION

EIN 232765498 · Donor-advised fund program as reported on Form 990 Schedule D, fiscal year 2023.

← All sponsors
DAF assets
$32.58M
at fiscal year end
Grants out
$2.68M
from DAF accounts
Contributions in
$2.09M
received into DAFs
Payout rate
8.2%
median is 12.5%
Accounts
104
funds held at year end
Average account
$313K
assets per fund

At 8.2%, this sponsor paid out below the 12.5% median for sponsors holding more than $10 million.

DAF assets by year

$14.3M
FY2019
$17.3M
FY2020
$17.3M
FY2021
$17.7M
FY2022
$32.6M
FY2023

Grants paid by year

$14.6M
FY2019
$2.1M
FY2020
$980K
FY2021
$1.6M
FY2022
$2.7M
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 511 grant lines totalling $19.8M across 2019–2024 — $39K per line.

$1.0M 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.

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
Montreat CollegeEIN 561324199 NC$1.4M
National Christian Foundation - Apply To Crossroads Donations Account # 166 runs a DAF programEIN 581493949 GA$1.0M
Parker Hill ChurchEIN 232601749 PA$1.0M
Miles For Michael Family Assistance Project runs a DAF programEIN 232765498 PA$877K
Mmi Preparatory SchoolEIN 240795967 PA$720K
Storm Warriors InternationalEIN 270201059 ME$635K
Misericordia UniversityEIN 240795406 PA$497K
Geisinger Health FoundationEIN 231995911 PA$496K
Hunts For Healing IncEIN 272034894 PA$480K
Wyoming SeminaryEIN 240795509 PA$468K
United Way Of Wyoming ValleyEIN 240831490 PA$405K
Geisinger Health System FoundationEIN 211995911 PA$392K
Luzerne County Community College Foundation IncEIN 222482796 PA$359K
St Luke'S University Health NetworkEIN 232384282 PA$341K
Vernon Baptist ChurchEIN 911866576 PA$316K

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.