Public Charity

PORTFOLIOS WITH PURPOSE INC

PORTFOLIOS WITH PURPOSE INC, of NEW YORK, NY, is a Public Charity tracked in Imperigo's IRS 990 database. The 2024 filing shows $14K in revenue, $33K in expenses, $12K in total assets. IRS filings disclose 43 grants awarded by this foundation, totaling roughly $436K.

EIN: 300721627 NEW YORK, NY Fund Raising & Fund Distribution NTEE: T12 Latest filing: 2024
Total Revenue$14K
Total Expenses$33K
Total Assets$12K
Grants Given43
Grant Total$436K
Filing Years2019–2024

Mission

TO PROMOTE GIVING BY MEMBERS OF THE INVESTMENT COMMUNITY, TO ENCOURAGE INDIVIDUALS TO CONTRIBUTE TO CHARITY WHO OTHERWISE MIGHT NOT DO SO, TO PROVIDE OPPORTUNITIES FOR PEOPLE TO LEARN ABOUT CHARITIES SUPPORTED BY THEIR PEERS, ACQUAINTANCES, AND ROLE MODELS, AND TO OFFER AND PROVIDE ACCESS TO MENTORING IN THE WAYS OF PHILANTHROPY.

Sample Grants Given

MEMPHIS, TN · 2024
TO HELP WITH THE ORGANIZATION'S PROGRAM EXPENSES FOR THE UPCOMING FISCAL YEAR.
$20,000
CHAPEL HILL, NC · 2017
TO HELP WITH THE ORGANIZATION'S PROGRAM EXPENSES FOR THE UPCOMING FISCAL YEAR.
$123,672
WASHINGTON, DC · 2017
TO HELP WITH THE ORGANIZATION'S PROGRAM EXPENSES FOR THE UPCOMING FISCAL YEAR.
$88,350
HOUSTON, TX · 2017
TO HELP WITH THE ORGANIZATION'S PROGRAM EXPENSES FOR THE UPCOMING FISCAL YEAR.
$82,460
BALTIMORE, MD · 2017
TO HELP WITH THE ORGANIZATION'S PROGRAM EXPENSES FOR THE UPCOMING FISCAL YEAR.
$46,800

Showing up to 5 of 43 total records — full history available with membership.

Officers & Directors

DIRECTOR Andrew Wellington
EXECUTIVE DIRECTOR Brett Waikart
DIRECTOR Nicholas Panetta
DIRECTOR Ryan Bailey
DIRECTOR Scott Rosen
DIRECTOR Tim Selby

Officer compensation and complete director data available with membership.

Top Grant Purposes

TO HELP WITH THE ORGANIZATION'S PROGRAM EXPENSES FOR THE UPCOMING FISCAL YEAR.
$435,702 10 grants

Financial Trends

Year Revenue Expenses Assets
2024 $14K $33K $12K
2023 $21K $28K $31K
2022 $57K $55K $38K
2020 $188K $169K $88K
2019 $114K $343K $69K

Between 2019 and 2024, reported annual revenue declined from $114K to $14K (-88%), with total assets most recently reported at $12K.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in AZ, CA, DC, DE, GA, IA, and 4 other states.

AZCADCDEGAIAILKSMDNC

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for PORTFOLIOS WITH PURPOSE INC

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