#9 of 500 · Foundation / Grantmaker / DAF

Donor Advised Charitable Giving

EIN 31-1640316 · CO · NTEE T300 · Form 990, fiscal 2023

An independent nonprofit 501(c)(3) public charity established in 1999 and based in Lone Tree, Colorado. It is one of the largest national sponsors of donor-advised funds. It holds contributions from donors, invests the assets, and distributes grants to charities on donors' recommendations, having granted tens of billions of dollars to hundreds of thousands of organizations.

Financials, fiscal 2023

Revenue

$7.65B

Expenses

$5.16B

Total assets

$31.64B

Net assets

$31.57B

Operating margin

32.5%

1-year growth

-24.1%

5-year growth (CAGR)

13.8%

Reserve (years of spending)

73.4

Contributions share

95.7%

Programme spending

0.0%

Fundraising cost

0.0%

Executive pay share

0.05%

Employees

185

Revenue per employee

$41.4M

Grants paid

$5.01B

Years filing

24

NFP Health Score: 82 / 100

Financial 69 · Governance 100 · Operational 90. The score is built from Form 990 line items only. It cannot measure how well an organisation delivers its mission.

Mission

To increase giving in the U.S. with donor-advised funds and philanthropic resources that make charitable giving tax-smart, simple, and efficient.

Revenue history