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Nonprofiteer
← DONOR ADVISED CHARITABLE GIVING

Form 990 for tax year 2024

Filed by DONOR ADVISED CHARITABLE GIVING.

Totals

Total revenue
$11,676,597,614
Total expenses
$9,021,577,700
Contributions and grants received
$11,107,205,900
Grants paid
$8,872,852,963
Program services expenses (Part IX)
$8,998,837,777
Management and general expenses
$8,887,905
Fundraising expenses
$13,852,018
Program service expenses (Part III)
$8,998,837,777

Program services were 99.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ANNE CASSCELLS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BILL BROWNELL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DAN KINGSLEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • GREGORY AVIS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LINDA B SEGRE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LORETTA DOON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RICK WURSTER UNTIL 122024

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1

  • UNA OSILI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SAMUEL W KANG

    PRESIDENT

    Total calculated
    $967,879
    From this org
    $749,375
    From related orgs
    $0
    Other
    $218,504
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $382,158
    Bonus
    $367,217
    Other
    $0
    Deferred
    $200,000
    Nontaxable benefits
    $18,504
    Filer's total
    $967,879

  • FREDERICK K KAYNOR

    MD-BUS DEV,MKTG & STRAT PARTNER

    Total calculated
    $621,833
    From this org
    $498,329
    From related orgs
    $0
    Other
    $123,504
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $301,283
    Bonus
    $197,046
    Other
    $0
    Deferred
    $105,000
    Nontaxable benefits
    $18,504
    Filer's total
    $621,833

  • MICHAEL MAESTAS

    MD-INVEST OVERSIGHT & DUE DILIGENCE

    Total calculated
    $594,175
    From this org
    $470,671
    From related orgs
    $0
    Other
    $123,504
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $295,544
    Bonus
    $175,127
    Other
    $0
    Deferred
    $105,000
    Nontaxable benefits
    $18,504
    Filer's total
    $594,175

  • DOUGLAS CAMPBELL

    MD-STRATEGY, OFFER MGMT & ANALYSIS

    Total calculated
    $561,613
    From this org
    $438,109
    From related orgs
    $0
    Other
    $123,504
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $262,672
    Bonus
    $175,437
    Other
    $0
    Deferred
    $105,000
    Nontaxable benefits
    $18,504
    Filer's total
    $561,613

  • STEPHANIE QUEISERT

    MD-CHIEF FINANCIAL OFFICER

    Total calculated
    $527,155
    From this org
    $418,651
    From related orgs
    $0
    Other
    $108,504
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $301,737
    Bonus
    $116,914
    Other
    $0
    Deferred
    $90,000
    Nontaxable benefits
    $18,504
    Filer's total
    $527,155

  • LORRIE BRANSON

    MD-LEGAL

    Total calculated
    $320,567
    From this org
    $262,063
    From related orgs
    $0
    Other
    $58,504
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $198,253
    Bonus
    $63,810
    Other
    $0
    Deferred
    $40,000
    Nontaxable benefits
    $18,504
    Filer's total
    $320,567

  • KRISTOPHER TATE

    CORPORATE SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • PAUL TALBOT

    ASST CORP SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • BRYAN GREGSTON

    DIRECTOR

    Total calculated
    $450,003
    From this org
    $351,499
    From related orgs
    $0
    Other
    $98,504
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $237,365
    Bonus
    $114,134
    Other
    $0
    Deferred
    $80,000
    Nontaxable benefits
    $18,504
    Filer's total
    $450,003

  • CALEB LUND

    DIRECTOR

    Total calculated
    $405,552
    From this org
    $342,048
    From related orgs
    $0
    Other
    $63,504
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $230,602
    Bonus
    $111,446
    Other
    $0
    Deferred
    $45,000
    Nontaxable benefits
    $18,504
    Filer's total
    $405,552

  • ANTHONY MATTHEWS

    DIRECTOR

    Total calculated
    $386,315
    From this org
    $317,811
    From related orgs
    $0
    Other
    $68,504
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $205,819
    Bonus
    $111,992
    Other
    $0
    Deferred
    $50,000
    Nontaxable benefits
    $18,504
    Filer's total
    $386,315

  • JULIA REED

    DIRECTOR

    Total calculated
    $370,674
    From this org
    $302,170
    From related orgs
    $0
    Other
    $68,504
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $210,792
    Bonus
    $91,378
    Other
    $0
    Deferred
    $50,000
    Nontaxable benefits
    $18,504
    Filer's total
    $370,674

  • ALYSSA WILLIAMS

    DIRECTOR

    Total calculated
    $349,636
    From this org
    $286,132
    From related orgs
    $0
    Other
    $63,504
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $209,130
    Bonus
    $77,002
    Other
    $0
    Deferred
    $45,000
    Nontaxable benefits
    $18,504
    Filer's total
    $349,636

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 7:
DONOR ADVISED CHARITABLE GIVING, INC. BONUS PLAN PROVIDES FOR DISCRETIONARY AWARDS BASED ON INDIVIDUAL PERFORMANCE AND DONOR ADVISED CHARITABLE GIVING, INC.'S FINANCIAL PERFORMANCE DURING THE ANNUAL PERFORMANCE PERIOD. EVERY EMPLOYEE WHO PARTICIPATES IN THE PLAN IS ASSIGNED AN AVERAGE BONUS OPPORTUNITY, STATED IN DOLLAR TERMS, BASED ON THE POSITION. DONOR ADVISED CHARITABLE GIVING, INC.'S FINANCIAL PERFORMANCE IS MEASURED BY METRICS APPROVED BY THE COMPENSATION COMMITTEE OF THE DONOR ADVISED CHARITABLE GIVING, INC. BOARD.
FORM 990, PART VII, SECTION A, LINE 5
THE WORKFORCE OF DONOR ADVISED CHARITABLE GIVING, INC. ARE EMPLOYEES OF CHARLES SCHWAB & CO. AS OUTLINED IN AN ADMINSTRATIVE SERVICES AGREEMENT WITH CHARLES SCHWAB & CO. AND RECOGNIZED IN AN IRS PRIVATE LETTER RULING DATED FEBRUARY 14, 2014. PAYROLL AND REGULATORY PAYROLL REPORTING REQUIREMENTS ARE FULFILLED BY CHARLES SCHWAB & CO. AND REIMBURSED BY DONOR ADVISED CHARITABLE GIVING, INC.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2024
Filed
9 May 2026
IRS schema version
2024v5.5
Source object
202611199349300601

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.