EIN 391971548 · Donor-advised fund program as reported on Form 990 Schedule D, fiscal year 2023.
At 6.7%, this sponsor paid out below the 12.5% median for sponsors holding more than $10 million.
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.
Itemized 308 grant lines totalling $16.4M across 2019–2024 — $53K per line.
$22K of this sponsor’s grants went to other DAF sponsors — 0% 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.
Organizations receiving the most from this sponsor across 2019–2024, as itemized on Schedule I. Only grants above $5,000 must be listed.
| Recipient | Total 2019–2024 |
|---|---|
| Roncalli High SchoolEIN 391046808 WI | $1.1M |
| Museum Of Wisconsin Art IncEIN 391017647 WI | $971K |
| Family Promise of Washington CountyEIN 270740203 WI | $913K |
| United Way Of Washington CountyEIN 237281696 WI | $843K |
| City Of West BendEIN 396005652 WI | $720K |
| Kettle Moraine YmcaEIN 391175559 WI | $714K |
| Historic West Bend Theatre IncEIN 812527857 WI | $574K |
| Volunteer Center Of Washington CountyEIN 391444248 WI | $519K |
| Boys & Girls Clubs Of Washington County IncEIN 391773689 WI | $508K |
| Washington County Historical Society FoundationEIN 391978351 WI | $500K |
| Dr James E Albrecht Free Clinic IncEIN 391839654 WI | $393K |
| Riveredge Nature Center IncEIN 396108549 WI | $319K |
| West Bend High SchoolsEIN 396005127 WI | $311K |
| Ozaukee Christian SchoolEIN 391664111 WI | $305K |
| Ray Of Hope Medical Missions IncEIN 461459753 IN | $295K |
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.