UNITED WAY OF BERGEN COUNTY

EIN 226028959 · Donor-advised fund program as reported on Form 990 Schedule D, fiscal year 2023.

← All sponsors
DAF assets
$7.45M
at fiscal year end
Grants out
$4.17M
from DAF accounts
Contributions in
$4.44M
received into DAFs
Payout rate
56.0%
median is 12.5%
Accounts
1
funds held at year end
Average account
$7.4M
assets per fund

At 56.0%, this sponsor paid out above the 12.5% median for sponsors holding more than $10 million.

DAF assets by year

$7.4M
FY2019
$7.8M
FY2020
$8.0M
FY2021
$7.9M
FY2022
$7.4M
FY2023

Grants paid by year

$3.4M
FY2019
$2.1M
FY2020
$3.3M
FY2021
$4.3M
FY2022
$4.2M
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 2,263 grant lines totalling $54.2M across 2019–2024 — $24K per line.

$594K 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
Kpmg U S Foundation IncEIN 223263347 NJ$12.1M
Bergen County's United Way runs a DAF programEIN 226028959 NJ$3.0M
First BookEIN 521779606 DC$1.2M
American Cancer SocietyEIN 131788491 OK$887K
United Way Of Greater St Louis Inc runs a DAF programEIN 430714167 MO$877K
St Jude Children's Research HospitalEIN 620646012 TN$768K
United Way of Greater HoustonEIN 741167964 TX$591K
American Heart AssociationEIN 135613797 TX$577K
United Way Of Greater Atlanta IncEIN 580566194 GA$561K
Kpmg Foundation Matching Gift ProgramEIN 136262199 NJ$484K
March Of Dimes IncEIN 131846366 VA$475K
The Leukemia & Lymphoma SocietyEIN 135644916 NY$457K
Mile High United Waycolorado Covid Relief Fund runs a DAF programEIN 840404235 CO$434K
United Way IncEIN 952274801 CA$432K
United Way of Metropolitan ChicagoEIN 300200478 IL$425K

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.