The MortarStone Trust

EIN 886273927 · Donor-advised fund program as reported on Form 990 Schedule D, fiscal year 2023.

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DAF assets
$413K
at fiscal year end
Grants out
$360K
from DAF accounts
Contributions in
$282K
received into DAFs
Payout rate
87.1%
median is 12.5%
Accounts
1
funds held at year end
Average account
$413K
assets per fund

At 87.1%, this sponsor moved more than half its year-end balance out the door in a single year — roughly 7 times the 12.5% median, and among the most active sponsors of any size.

DAF assets by year

$0
FY2022
$413K
FY2023

Grants paid by year

$0
FY2022
$360K
FY2023

A missing year means no return for that year has been released yet, not that the organization was inactive.

Grant disclosure

Itemized 6 grant lines totalling $87K across 2019–2024 — $14K per line.

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
Hill Country Bible ChurchEIN 742389215 TX$25K
Reno Christian FellowshipEIN 237186202 NV$20K
Hosanna Lutheran Church Of LakevilleEIN 411416314 MN$18K
United World Mission IncEIN 596045867 NC$10K
Fellowship Of Christian AthletesEIN 440610626 MO$7K
Friends Of PortugalEIN 472987893 CA$7K

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.