WINONA COMMUNITY FOUNDATION

EIN 363500853 · Donor-advised fund program as reported on Form 990 Schedule D, fiscal year 2023.

← All sponsors
DAF assets
$2.98M
at fiscal year end
Grants out
$830K
from DAF accounts
Contributions in
$629K
received into DAFs
Payout rate
27.9%
median is 12.5%
Accounts
48
funds held at year end
Average account
$62K
assets per fund

At 27.9%, this sponsor paid out above the 12.5% median for sponsors holding more than $10 million.

DAF assets by year

$3.3M
FY2019
$3.5M
FY2020
$4.3M
FY2021
$2.9M
FY2022
$3.0M
FY2023

Grants paid by year

$589K
FY2019
$671K
FY2020
$1.1M
FY2021
$1.1M
FY2022
$830K
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 242 grant lines totalling $6.2M across 2019–2024 — $26K 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
Winona Family YmcaEIN 410693890 MN$565K
Winona Volunteer ServicesEIN 237376207 MN$544K
Catholic Charities Diocese Of WinonaEIN 410721636 MN$465K
Winona Public LibraryEIN 416005651 MN$392K
St Mary'S University Of MinnesotaEIN 410695527 MN$339K
Mn State College - Se Tech FoundationEIN 411540247 MN$258K
Winona Area Public SchoolsEIN 411707738 MN$232K
Habitat For HumanityEIN 411755549 MN$189K
Family & Children'S CenterEIN 390821863 WI$186K
Winona Health FoundationEIN 411879744 MN$167K
Catholic Schools Foundation Of WinonaEIN 411564670 MN$158K
Home & Community Options IncEIN 411278194 MN$131K
Women'S Resource Center Of WinonaEIN 411356358 MN$126K
Great River Shakespeare FestivalEIN 010765907 MN$111K
Marquette UniversityEIN 390806251 WI$90K

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.