TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA

EIN 231352685 · Donor-advised fund program as reported on Form 990 Schedule D, fiscal year 2022.

← All sponsors
DAF assets
$1.79M
at fiscal year end
Grants out
$1.20M
from DAF accounts
Contributions in
$73K
received into DAFs
Payout rate
67.2%
median is 12.5%
Accounts
10
funds held at year end
Average account
$179K
assets per fund

These figures are from fiscal year 2022 — the most recent Form 990 available for this organization. Later returns may have been filed but not yet released by the IRS or parsed into the dataset behind this page. Returns can take two to three years to work through that pipeline, so a gap here does not mean the organization stopped filing, and these numbers should not be read as current.

At 67.2%, this sponsor moved more than half its year-end balance out the door in a single year — roughly 5 times the 12.5% median, and among the most active sponsors of any size.

DAF assets by year

$2.8M
FY2019
$2.7M
FY2020
$2.8M
FY2021
$1.8M
FY2022

Grants paid by year

$1.7M
FY2019
$934K
FY2020
$767K
FY2021
$1.2M
FY2022

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 129 grant lines totalling $137.7M across 2019–2024 — $1.1M per line.

$1.1M of this sponsor’s grants went to other DAF sponsors — 1% 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
School District Of PhiladelphiaEIN 236004102 PA$105.5M
University City DistrictEIN 232913784 PA$25.3M
Philadelphia Foundation runs a DAF programEIN 231581832 PA$1.1M
Greater Philadelphia Chamber Of CommerceEIN 230969030 PA$932K
Schuylkill River Development CorporationEIN 232690558 PA$850K
Rebuilding Together PhiladelphiaEIN 232549594 PA$429K
The Philadelphia Education FundEIN 222567982 PA$205K
Enterprise CenterEIN 232575901 PA$200K
Maternity Care CoalitionEIN 232200410 PA$198K
Uc GreenEIN 571204276 PA$150K
The University Of Chicago Gift Administration And Business DataEIN 362177139 IL$150K
Unite For HerEIN 264444438 PA$149K
Travis Manion FoundationEIN 412237951 PA$125K
Economy League Of Greater PhiladelphiaEIN 231352264 PA$110K
American Heart AssociationEIN 135613797 TX$106K

How these figures are calculated: methodology and disclosures. Source: IRS Form 990 e-file XML for fiscal year 2022, 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.