WAUKESHA COUNTY COMMUNITY FOUNDATION

EIN 391969122 · Donor-advised fund program as reported on Form 990 Schedule D, fiscal year 2023.

← All sponsors
DAF assets
$35.65M
at fiscal year end
Grants out
$2.31M
from DAF accounts
Contributions in
$3.08M
received into DAFs
Payout rate
6.5%
median is 12.5%
Accounts
108
funds held at year end
Average account
$330K
assets per fund

At 6.5%, this sponsor paid out below the 12.5% median for sponsors holding more than $10 million.

DAF assets by year

$28.4M
FY2019
$33.0M
FY2020
$36.2M
FY2021
$31.0M
FY2022
$35.7M
FY2023

Grants paid by year

$942K
FY2019
$1.4M
FY2020
$3.3M
FY2021
$2.2M
FY2022
$2.3M
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 505 grant lines totalling $21.0M across 2019–2024 — $42K 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
Journey 21 IncEIN 844727592 WI$4.7M
Waukesha Civic TheatreEIN 396064685 WI$3.4M
Waukesha County Community Foundation Inc runs a DAF programEIN 391969122 WI$1.2M
Wayland AcademyEIN 390806363 WI$510K
University Of Wisconsin FoundationEIN 390743975 WI$390K
Prohealth Care FoundationEIN 391314542 WI$361K
Children'S Hospital Of Wisconsin FoundationEIN 391500075 WI$330K
Waukesha Free ClinicEIN 391273248 WI$325K
Mke Air And Water Show IncEIN 812026671 WI$325K
Neighborhood House Of Milwaukee IncEIN 390806269 WI$271K
Waukesha Public LibraryEIN 396005642 WI$265K
Menomonee Falls Scholarship & Educational Foundation IncEIN 391684911 WI$263K
Friends Of Waukesha Public LibraryEIN 391472222 WI$261K
Lad Lake IncEIN 390806398 WI$251K
Polish Heritage Alliance IncEIN 391408393 WI$250K

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.