THE ROTARY FOUNDATION OF ROTARY INTERNATIONAL

EIN 363245072 · Donor-advised fund program as reported on Form 990 Schedule D, fiscal year 2023.

← All sponsors
DAF assets
$43.64M
at fiscal year end
Grants out
$9.85M
from DAF accounts
Contributions in
$13.70M
received into DAFs
Payout rate
22.6%
median is 12.5%
Accounts
367
funds held at year end
Average account
$119K
assets per fund

At 22.6%, this sponsor paid out above the 12.5% median for sponsors holding more than $10 million.

DAF assets by year

$32.1M
FY2019
$40.2M
FY2020
$37.8M
FY2021
$36.7M
FY2022
$43.6M
FY2023

Grants paid by year

$12.9M
FY2019
$9.8M
FY2020
$5.9M
FY2021
$7.6M
FY2022
$9.9M
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 1,676 grant lines totalling $128.6M across 2019–2024 — $77K per line.

$3.0M of this sponsor’s grants went to other DAF sponsors — 2% 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
Serving Hands InternationalEIN 953797996 CA$7.1M
Heights Ellis County Advocacy Center IncEIN 851442637 TX$3.0M
Vanguard Charitable Endowment Program - A1064887 runs a DAF programEIN 232888152 RI$2.2M
Life PerspectivesEIN 330884706 CA$2.2M
Eternal Word Television NetworkEIN 630801391 AL$2.0M
Father Joe'S VillagesEIN 330492302 CA$2.0M
Sharp Healthcare Foundation runs a DAF programEIN 953492461 CA$1.4M
Rotary District 6960EIN 592346262 FL$1.4M
Rotary District 6900EIN 581760778 GA$1.2M
Rotary District 5950EIN 416031318 MN$1.1M
Rotary District 6780EIN 621179809 TN$1.1M
Rotary District 5870EIN 742285779 TX$997K
Rotary District 7770EIN 020782792 SC$958K
Rotary District 5110EIN 936095313 OR$953K
Rotary District 5340EIN 330304451 CA$929K

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.