Private foundation (trust)EIN 201910865Est. 2005-10

THE DANIEL B AND

CONSHOHOCKEN, PA 19428

Total Assets

$198.9M

FY 2023

Annual Giving

$7.4M

FY 2023

Grants Made

125

FY 2023

Avg Grant

$59K

FY 2023

Grant Range

$1K–$1M

Typical

Deadlines

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2023 filing

Total Revenue

$9.2M

Total Expenses

$9.1M

Qualifying Distributions

$8.7M

Distributable Amount

$9.4M

Min. Investment Return

$9.5M

Undistributed Income

$9.4M

Payout rate 93%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.93%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

125 grants

Grant sizes from minimum $1K through median $25K to maximum $1M, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

4 years

Giving over time from 2019 to 2023. Peak $7.5M in 2021. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

404 grants

JOHN HOPKINS UNIVERSITY
$1.6M
3 grants
VANGUARD CHARITABLE ENDOWMENT
$1.5M
1 grant
JEWISH FEDERATION GREATER PHILADELPHIA
$1.2M
4 grants
TRUSTEES OF UNIVERSITY OF PENNSYLVANIA
$1.2M
3 grants
PHILADELPHIA YOUTH BASKETBALL INC
$1.1M
3 grants
FRIENDS CENTRAL SCHOOL
$1.1M
4 grants
LANKENAU MEDICAL CENTER FOUNDATION
$1.1M
4 grants
FEDERATION HOUSING INC
$1.0M
2 grants

Grant Size Distribution

404 grants

<$10K
178
grants
$10–50K
124
grants
$50–250K
83
grants
$250K–1M
14
grants
$1–5M
5
grants
$5M+

Geographic Focus

20 states

Pennsylvania
$20.5M
74% of total
Maryland
$2.0M
7% of total
Rhode Island
$1.5M
5% of total
Minnesota
$700K
3% of total
California
$565K
2% of total
New York
$475K
2% of total
Virginia
$362K
1% of total
Massachusetts
$234K
1% of total
Georgia
$212K
1% of total
New Jersey
$188K
1% of total

+10 more states

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THE DANIEL B AND — Grants, Financials & Contact | Grantivo