Funding search · EIN 311640316 · Lone Tree, CO

Donor Advised Charitable Giving

Name: Donor Advised Charitable Giving grants, 2021–2024
Creator: PaperOrbit
License: https://www.irs.gov/charities-non-profits/exempt-organization-public-disclosure-and-availability-requirements

A grantmaking public charity (files IRS Form 990, Schedule I). Charities like this often run real grant programs with application cycles.

214,130
grants reported: $24.43B
total given: 2021–2024
filing years: $17,900
median grant

Based on grants this organization reported to the IRS for tax years 2021–2024. This is what they filed, not a complete record of their giving, and recent years may be incomplete because filings lag.

What they fund

Funder website ↗Full IRS filings ↗How this is built Report an error

Funding pattern

What this funder pays for, at what size, and how to position adjacent work. Read from their filings, with every number checked against the record.

Where the money goes

Higher education: Johns Hopkins, Stanford, UCSF, Caltech, Berkeley, Penn
Transfers to other DAF sponsors: Fidelity Charitable, NPT, Renaissance
Health systems and research hospitals: Mayo, St Jude, Sloan Kettering
Faith-based ministries and relief: LDS Church, Samaritan's Purse, Compassion International
Climate and environment: ClimateWorks, C40 Cities, Nature Conservancy
International relief and human services: Doctors Without Borders, IRC, World Central Kitchen

Typical grant

The median grant is $17,900 and half of all grants fall between $10,000 and $44,900, so the working assumption for any single donor recommendation is five figures. The eight and nine figure checks go almost entirely to two places: other donor-advised fund sponsors absorbing account transfers, and named-gift universities like Johns Hopkins at $272M or Stanford at $89.6M. With 214,130 grants to 86,917 recipients over four years, the average charity sees about two and a half gifts, so repeat giving is common but usually reflects one donor re-upping rather than an institutional renewal.

Their words

Phrases from their own grant descriptions, worth speaking back to them.

“PUBLIC, SOCIETAL BENEFIT”
“EDUCATION”
“HUMAN SERVICES”
“INTERNATIONAL, FOREIGN AFFAIRS”
“ENVIRONMENTAL AND ANIMALS”

Positioning adjacent work

Do not pitch the fund. Cultivate individual Schwab account holders and give them your EIN and exact legal name.
University-affiliated researchers should route asks through their advancement office, which already receives Schwab DAF flow.
Frame adjacent climate work against ClimateWorks, C40, and New Venture Fund; frame health work against Broad Institute or Mayo.
Ask individual donors for $10,000 to $45,000 per recommendation, not a single large institutional grant.

Worth knowing: This is a donor-advised fund sponsor, not a foundation with a program staff or a giving strategy. Every grant reflects an individual account holder's recommendation, so the California concentration (31,573 grants) tracks Schwab's Bay Area investor base, and the largest single line item, $976M to Fidelity Charitable, is an account transfer rather than charitable programming.

Top recipients

Repeat recipients are the strongest signal of whether a funder has an open door or quietly re-funds the same organizations.

Fidelity Investments Charitable Gift Fund4 grants · $1.35B
Johns Hopkins University6 grants · $1.27B
85 Fund4 grants · $591.0M
National Philanthropic Trust4 grants · $517.1M
Renaissance Charitable Foundation4 grants · $328.4M
Lucas Museum of Narrative Art2 grants · $258.0M
Stanford University Board of Trustees3 grants · $256.8M
Ucsf Foundation4 grants · $246.2M
Global Support and Development4 grants · $204.5M
John Hopkins University8 grants · $192.4M

Giving over time

$4.55B

2021

$4.89B

2022

$6.37B

2023

$8.62B

2024

Grant history

The 100 largest of 214,130 grants.

$976.6M
Fidelity Investments Charitable Gift Fund · Covington, KY · 2024
Public, societal benefit
$517.4M
Johns Hopkins University · Baltimore, MD · 2023
Education
$481.8M
Johns Hopkins University · Baltimore, MD · 2022
Education
$272.4M
Johns Hopkins University · Baltimore, MD · 2024
Education
$249.1M
National Philanthropic Trust · Jenkintown, PA · 2023
Public, societal benefit
$192.2M
John Hopkins University · Washington, DC · 2021
Education
$165.0M
Lucas Museum of Narrative Art · San Francisco, CA · 2023
Arts, culture & humanities
$161.5M
National Philanthropic Trust · Jenkintown, PA · 2024
Public, societal benefit
$160.0M
85 Fund · Washington, DC · 2023
Human services
$155.4M
Renaissance Charitable Foundation · Indianapolis, IN · 2024
Public, societal benefit
$148.3M
85 Fund · Fort Worth, TX · 2024
Alliance advocacy
$144.7M
Renaissance Charitable Foundation · Indianapolis, IN · 2023
Public, societal benefit
$141.5M
85 Fund · Washington, DC · 2021
Human services
$141.3M
85 Fund · Washington, DC · 2022
Human services
$129.1M
Fidelity Investments Charitable Gift Fund · Covington, KY · 2021
Public, societal benefit
$127.7M
Fidelity Investments Charitable Gift Fund · Covington, KY · 2023
Public, societal benefit
$120.9M
Fidelity Investments Charitable Gift Fund · Covington, KY · 2022
Public, societal benefit
$98.0M
Schmidt Ocean Institute · Palo Alto, CA · 2022
Public, societal benefit
$93.0M
Lucas Museum of Narrative Art · San Francisco, CA · 2024
Arts, culture & humanities
$91.8M
National Philanthropic Trust · Jenkintown, PA · 2021
Public, societal benefit
$90.4M
Stanford University Board of Trustees · Stanford, CA · 2023
Education
$89.7M
Stanford University Board of Trustees · Stanford, CA · 2024
Education
$89.2M
Cantor Arts Center at Stanford University · Stanford, CA · 2021
Education
$76.7M
Stanford University Board of Trustees · Stanford, CA · 2022
Education
$68.7M
Ucsf Foundation · San Francisco, CA · 2023
Education
$64.9M
Global Support and Development · Washougal, WA · 2021
Human services
$64.0M
Ucsf Foundation · San Francisco, CA · 2022
Education
$62.4M
Ucsf Foundation · San Francisco, CA · 2024
Education
$59.0M
50can · Washington, DC · 2024
Education
$57.2M
Church of Jesus Christ of Latter Day Saints · Salt Lake City, UT · 2023
Religion related
$54.6M
Climateworks Foundation · San Francisco, CA · 2024
Public, societal benefit
$54.0M
Harvard Law School · Cambridge, MA · 2021
Education
$53.9M
Global Support and Development · Charlotte, NC · 2024
Human services
$51.1M
Ucsf Foundation · Richmond, CA · 2021
Education
$49.3M
California Institute of Technology · Pasadena, CA · 2024
Education
$48.2M
Uc Berkeley Foundation · Berkeley, CA · 2021
Education
$47.2M
Morgan Stanley Global Impact Funding Trust · Purchase, NY · 2024
Public, societal benefit
$46.6M
Church of Jesus Christ of Latter Day Saints · Salt Lake City, UT · 2024
Religion related
$46.0M
Schmidt Ocean Institute · Palo Alto, CA · 2021
Public, societal benefit
$43.9M
Global Support and Development · Washougal, WA · 2022
Human services
$41.8M
Global Support and Development · Charlotte, NC · 2023
Human services
$40.9M
Uc Berkeley Foundation · Berkeley, CA · 2024
Education
$38.2M
Trustees of the University of Pennsylvania · Philadelphia, PA · 2024
Education
$38.2M
California Institute of Technology · Pasadena, CA · 2021
Education
$35.6M
American Endowment Foundation · Hudson, OH · 2022
Public, societal benefit
$35.4M
Vital Strategies · New York, NY · 2024
International, foreign affairs
$35.4M
California Institute of Technology · Pasadena, CA · 2022
Education
$35.0M
Vital Strategies · New York, NY · 2023
International, foreign affairs
$34.9M
Rockefeller Philanthropy Advisors · New York, NY · 2024
Public, societal benefit
$34.0M
Broad Institute · Cambridge, MA · 2022
Health
$33.8M
Rockefeller Philanthropy Advisors · New York, NY · 2022
Public, societal benefit
$32.3M
Broad Institute · Cambridge, MA · 2023
Health
$31.5M
California Institute of Technology · Pasadena, CA · 2023
Education
$31.4M
Broad Institute · Cambridge, MA · 2021
Health
$30.9M
Uc Berkeley Foundation · Berkeley, CA · 2023
Education
$30.4M
Understood for All · New York, NY · 2021
Public, societal benefit
$30.2M
Impactassets · Bethesda, MD · 2023
Public, societal benefit
$29.7M
Giveclear Foundation · Charlotte, NC · 2024
Public, societal benefit
$28.8M
Doctors Without Borders · New York, NY · 2023
International, foreign affairs
$27.9M
Cornell University · Ithaca, NY · 2024
Education
$27.9M
Regents of the University of California at Berkeley · Berkeley, CA · 2024
Education
$27.8M
Greater Horizons · Kansas City, MO · 2024
Public, societal benefit
$27.6M
Doctors Without Borders · New York, NY · 2024
International, foreign affairs
$27.6M
New Venture Fund · Newark, DE · 2024
Environmental and animals
$27.1M
Harvard University · Cambridge, MA · 2022
Education
$26.7M
National Christian Charitable Foundation · Alpharetta, GA · 2024
Religion related
$26.4M
Vanguard Charitable Endowment Program · Warwick, RI · 2022
Public, societal benefit
$26.2M
University of Arizona Foundation · Tucson, AZ · 2022
Education
$25.9M
Rockefeller Philanthropy Advisors · New York, NY · 2023
Public, societal benefit
$25.7M
Church of Jesus Christ of Latter Day Saints · Salt Lake City, UT · 2022
Religion related
$25.6M
Samaritan'S Purse · Boone, NC · 2024
Religion related
$25.5M
Dechomai Asset Trust · Jacksonville, FL · 2022
Public, societal benefit
$25.5M
Trustees of Princeton University · Princeton, NJ · 2023
Education
$25.2M
Mayo Clinic · Rochester, MN · 2024
Health
$25.2M
Trustees of Princeton University · Princeton, NJ · 2024
Education
$25.1M
Mayo Clinic · Rochester, MN · 2023
Health
$25.1M
Mayo Clinic · Rochester, MN · 2022
Health
$25.0M
Missouri University of Science and Technology Chapter of the American · Rolla, MO · 2024
Education
$25.0M
Murmuration Research Institute · New York, NY · 2024
Public, societal benefit
$25.0M
Philo Ridge Farm Foundation · Charlotte, VT · 2024
Public, societal benefit
$25.0M
Church of Jesus Christ of Latter Day Saints · Salt Lake City, UT · 2021
Religion related
$24.3M
Harvard University · Boston, MA · 2023
Education
$23.3M
Renaissance Charitable Foundation · Indianapolis, IN · 2021
Public, societal benefit
$23.1M
American National Red Cross · Boone, IA · 2024
Human services
$22.7M
Impactassets · Bethesda, MD · 2021
Public, societal benefit
$22.5M
Womens Leadership Center at Williams Bay Nfp · Chicago, IL · 2024
Education
$22.3M
American Endowment Foundation · Hudson, OH · 2021
Public, societal benefit
$22.0M
C40 Cities Climate Leadership Group · New York, NY · 2024
Environmental and animals
$22.0M
Morgan Stanley Global Impact Funding Trust · Purchase, NY · 2023
Public, societal benefit
$21.8M
Duke University · Durham, NC · 2024
Education
$21.4M
Kipp Foundation · New York, NY · 2024
Education
$21.0M
Southern Methodist University · Dallas, TX · 2021
Education
$20.9M
Uc Berkeley Foundation · Berkeley, CA · 2022
Education
$20.3M
Norfolk Chamber Music Festival - Yale Summer School of Music · New Haven, CT · 2021
Education
$20.1M
Harvard University · Boston, MA · 2024
Education
$19.8M
University of Arizona Foundation · Tucson, AZ · 2023
Education
$19.7M
Nueva School Hillsborough Ca · Hillsborough, CA · 2021
Education
$19.5M
Dechomai Asset Trust · Jacksonville, FL · 2024
Public, societal benefit
$19.4M
Goldman Sachs Philanthropy Fund · Cohoes, NY · 2024
Public, societal benefit
$18.7M
Brown University of Providence · Providence, RI · 2024
Public, societal benefit

View all 214,130 grants →

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Source: IRS Form 990, Schedule I, as filed by this organization. These are grants already paid. Grants paid directly to individuals are reported to the IRS only as totals, so they do not appear as named lines here.