WHARTON COUNTY COMMUNITY FOUNDATION

EIN 412024201 · Donor-advised fund program as reported on Form 990 Schedule D, fiscal year 2023.

← All sponsors
DAF assets
$1.39M
at fiscal year end
Grants out
$102K
from DAF accounts
Contributions in
$68K
received into DAFs
Payout rate
7.3%
median is 12.5%
Accounts
12
funds held at year end
Average account
$116K
assets per fund

At 7.3%, this sponsor paid out below the 12.5% median for sponsors holding more than $10 million.

DAF assets by year

$1.5M
FY2021
$1.2M
FY2022
$1.4M
FY2023

Grants paid by year

$44K
FY2021
$98K
FY2022
$102K
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 15 grant lines totalling $716K across 2019–2024 — $48K 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
Hesed House Of WhartonEIN 842536207 TX$300K
Wharton IsdEIN 716002564 TX$252K
Texas A&M Engeering Exper StationEIN 746000531 TX$94K
Wharton County A&M ClubEIN 742296077 TX$26K
Horton Foote Legacy IncEIN 454211058 TX$20K
El Campo Little LeagueEIN 842395838 TX$16K
Sam Houston State UniversityEIN 746001430 TX$7K

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.