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. 8 publicly reported grants to this organization, totaling roughly $144K, appear in IRS filings.

EIN: 300721627 NEW YORK, NY Latest filing: 2024
Total Revenue$14K
Total Expenses$33K
Total Assets$12K
Grant Records8
Funding Total$144K
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.

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

GENERAL SUPPORT
$60,000 2 grants
GROWTH
$23,800 2 grants
FOR GRANT RECIPIENT'S EXEMPT PURPOSES
$20,100 1 grant
For grant recipient's exempt purposes
$20,000 1 grant
GENERAL OPERATING
$10,000 1 grant

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.

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