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Nonprofit · EIN 31-1640316

DONOR ADVISED CHARITABLE GIVING

Tax-exempt · LONE TREE, CO 80124

Financials

$7.7B$5.2B2022$9.7B$6.7B2023$11.7B$9B2024
Revenue Expenses · by fiscal year end
Financials of DONOR ADVISED CHARITABLE GIVING by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$11,676,597,614$9,021,577,700$2,655,019,914$47,548,536,893$124,670,554$47,423,866,339
June 30, 2024990$9,661,652,588$6,747,958,156$2,913,694,432$41,110,879,271$64,368,634$41,046,510,637
June 30, 2023990$7,651,350,396$5,162,915,749$2,488,434,647$31,640,075,723$68,784,621$31,571,291,102
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$11,107,205,900
Program service revenue
$0
Investment income
$569,391,714
Other revenue
$0

Expenses

Grants and similar amounts paid
$8,872,852,963
Compensation of officers, directors and key employees
$2,663,022
Other salaries and wages
$29,456,825
Salaries, compensation and benefits (total)
$40,592,886
Professional fundraising fees
$0
Legal fees
$150,358
Accounting fees
$440,674
Travel
$872,787
Program services (functional)
$8,998,837,777
Management and general (functional)
$8,887,905
Fundraising (functional)
$13,852,018

Balance sheet and other

Total assets, start of year
$41,110,879,271
Total assets, end of year
$47,548,536,893
Total liabilities, end of year
$124,670,554
Net assets, end of year
$47,423,866,339
Publicly traded securities
$41,266,230,136
Net assets without donor restrictions
$47,423,866,339
Gross receipts
$11,676,597,614
Employees
226
Volunteers
0
Year formed
1999
State of legal domicile
CA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
SAMUEL W KANGPRESIDENT
Officer
40$749,375$218,504
FREDERICK K KAYNORMD-BUS DEV,MKTG & STRAT PARTNER
Officer
40$498,329$123,504
MICHAEL MAESTASMD-INVEST OVERSIGHT & DUE DILIGENCE
Officer
40$470,671$123,504
DOUGLAS CAMPBELLMD-STRATEGY, OFFER MGMT & ANALYSIS
Officer
40$438,109$123,504
STEPHANIE QUEISERTMD-CHIEF FINANCIAL OFFICER
Officer
40$418,651$108,504
BRYAN GREGSTONDIRECTOR
Highest-paid employee
40$351,499$98,504
CALEB LUNDDIRECTOR
Highest-paid employee
40$342,048$63,504
ANTHONY MATTHEWSDIRECTOR
Highest-paid employee
40$317,811$68,504
JULIA REEDDIRECTOR
Highest-paid employee
40$302,170$68,504
ALYSSA WILLIAMSDIRECTOR
Highest-paid employee
40$286,132$63,504
LORRIE BRANSONMD-LEGAL
Officer
40$262,063$58,504
ANNE CASSCELLSDIRECTOR
Trustee or director
1$0$0
BILL BROWNELLDIRECTOR
Trustee or director
1$0$0
DAN KINGSLEYDIRECTOR
Trustee or director
1$0$0
GREGORY AVISDIRECTOR
Trustee or director
1$0$0
6 more people on this return
NameTitleHours / weekCompensation
LINDA B SEGREDIRECTOR
Trustee or director
1$0
LORETTA DOONDIRECTOR
Trustee or director
1$0
RICK WURSTER UNTIL 122024BOARD CHAIR
Trustee or director
1$0
UNA OSILIDIRECTOR
Trustee or director
1$0
KRISTOPHER TATECORPORATE SECRETARY
Officer
1$0
PAUL TALBOTASST CORP SECRETARY
Officer
1$0
990 for the year ended June 30, 2024: 21 people
NameTitleHours / weekCompensationOther / benefits
SAMUEL W KANGPRESIDENT
Officer
40$696,337$218,504
FREDERICK K KAYNORMD-BUS DEV, MKTG & STRAT PARTNER
Officer
40$475,126$118,504
MICHAEL MAESTASMD-INVEST OVERSIGHT & DUE DILIGENCE
Officer
40$425,213$118,504
DOUGLAS CAMPBELLMD-STRATEGY, OFFER MGMT & ANALYSIS
Officer
40$411,135$118,504
STEPHANIE QUEISERTMD-CHIEF FINANCIAL OFFICER
Officer
40$393,731$98,504
BRYAN GREGSTONDIRECTOR
Highest-paid employee
40$333,433$98,504
CALEB LUNDDIRECTOR
Highest-paid employee
40$332,774$63,504
LORI KIRKLANDDIRECTOR (THRU 1/2024)
Highest-paid employee
40$317,686$68,504
ANTHONY MATTHEWSDIRECTOR
Highest-paid employee
40$297,425$68,504
JULIA REEDDIRECTOR
Highest-paid employee
40$283,705$68,504
LORRIE BRANSONASST. CORP. SECRETARY
Officer
40$229,176$53,504
ANNE CASSCELLSDIRECTOR
Trustee or director
1$0$0
BILL BROWNELLDIRECTOR
Trustee or director
1$0$0
DAN KINGSLEYDIRECTOR
Trustee or director
1$0$0
GREGORY AVISDIRECTOR
Trustee or director
1$0$0
LINDA B SEGREDIRECTOR
Trustee or director
1$0$0
LORETTA DOONDIRECTOR
Trustee or director
1$0$0
RICK WURSTERBOARD CHAIR AS OF 7/2023
Trustee or director
1$0$0
UNA OSILIDIRECTOR
Trustee or director
1$0$0
KRISTOPHER TATECORPORATE SECRETARY
Officer
1$0$0
PAUL TALBOTASST. CORP. SECRETARY
Officer
1$0$0
990 for the year ended June 30, 2023: 21 people
NameTitleHours / weekCompensationOther / benefits
SAMUEL W KANGPRESIDENT
Officer
40$593,269$178,504
FREDERICK K KAYNORMD-BUS DEV, MKTG & STRAT. PARTNER
Officer
40$474,425$118,504
MICHAEL MAESTASMD-INVEST OVERSIGHT & DUE DILIGENCE
Officer
40$391,845$113,504
DOUGLAS CAMPBELLMD-STRATEGY, OFFER MGMT & ANALYSIS
Officer
40$365,814$113,504
STEPHANIE QUEISERTCHIEF FINANCIAL OFFICER
Officer
40$350,610$93,504
LORI KIRKLANDDIRECTOR
Highest-paid employee
40$299,702$93,504
BRYAN GREGSTONDIRECTOR
Highest-paid employee
40$295,227$93,504
CALEB LUNDDIRECTOR
Highest-paid employee
40$300,691$61,504
JULIA REEDDIRECTOR
Highest-paid employee
40$258,523$63,504
JOSEPH BOGNERDIRECTOR
Highest-paid employee
40$259,493$38,504
ANNE CASSCELLSDIRECTOR
Trustee or director
1$0$0
BILL BROWNELLDIRECTOR
Trustee or director
1$0$0
CAROLYN SCHWAB-POMERANTZCHAIR OF THE BOARD OF DIRECTORS
Trustee or director
1$0$0
DAN KINGSLEYDIRECTOR
Trustee or director
1$0$0
GREGORY AVISDIRECTOR
Trustee or director
1$0$0
LINDA SEGREDIRECTOR
Trustee or director
1$0$0
LORETTA DOONDIRECTOR
Trustee or director
1$0$0
JEFF SALVESENASST. CORP. SECRETARY (AS OF 10/22)
Officer
1$0$0
KRISTOPHER TATECORPORATE SECRETARY
Officer
1$0$0
WILLIAM P GISIASST. CORP. SECRETARY (UNTIL 09/22)
Officer
1$0$0
JAMAL MODIRASSISTANT SECRETARY (UNTIL 06/22)
Officer
1$0$0

Address and contacts

Address (IRS master file)
9800 SCHWAB WAY, LONE TREE, CO 80124-5768
In care of
% STEPHANIE QUEISERT
Principal officer (990 for 2024)
STEPHANIE QUEISERT, 9800 SCHWAB WAY STEPHANIE QUEISERT, LONE TREE, CO 80124
Signed the 990
STEPHANIE QUEISERT, CHIEF FINANCIAL OFFICER
Phone
(800) 746-6216
Return prepared by
DELOITTE TAX LLP

Mission

AT DONOR ADVISED CHARITABLE GIVING, INC., OUR MISSION IS TO INCREASE CHARITABLE GIVING IN THE UNITED STATES BY OFFERING ADVANTAGEOUS WAYS TO GIVE USEFUL INFORMATION AND UNBIASED GUIDANCE.

990 for the year ended June 30, 2025

Program accomplishments

  • SEE SCHEDULE O
    Expenses $8,998,837,777 · grants $8,872,852,963

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
31-1640316
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1999
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$47,548,536,893
Income (IRS master file)
$11,676,597,614

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$11,676,597,614$9,021,577,700$47,548,536,893IRS
990-TJune 2025–––IRS
990June 2024$9,661,652,588$6,747,958,156$41,110,879,271XML
990-TJune 2024–––IRS
990June 2023$7,651,350,396$5,162,915,749$31,640,075,723XML
990-TJune 2023–––IRS
990June 2022$10,074,660,178$4,800,912,221$26,434,828,018IRS
990-TJune 2022–––IRS
990December 2021$0$0$70,160IRS
990June 2021–––IRS
990-TJune 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 31-1640316).

Questions about DONOR ADVISED CHARITABLE GIVING

What is the EIN of DONOR ADVISED CHARITABLE GIVING?
The employer identification number (EIN) of DONOR ADVISED CHARITABLE GIVING is 31-1640316.
Is DONOR ADVISED CHARITABLE GIVING tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
Are donations to DONOR ADVISED CHARITABLE GIVING tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does DONOR ADVISED CHARITABLE GIVING file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of DONOR ADVISED CHARITABLE GIVING due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did DONOR ADVISED CHARITABLE GIVING last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of DONOR ADVISED CHARITABLE GIVING?
The 990 for the year ended June 30, 2025 names STEPHANIE QUEISERT.
Who are the officers and directors of DONOR ADVISED CHARITABLE GIVING?
The 990 for the year ended June 30, 2025 lists 21 people; 11 received compensation from the organization, the highest $749,375 (SAMUEL W KANG, PRESIDENT).
How much revenue does DONOR ADVISED CHARITABLE GIVING have?
On its 990 for the year ended June 30, 2025 it reported revenue of $11,676,597,614, expenses of $9,021,577,700 and total assets of $47,548,536,893 at year end.

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