Public Charity

PARTNERSFINANCIAL CHARITABLE FOUNDATION

PARTNERSFINANCIAL CHARITABLE FOUNDATION is a Public Charity headquartered in AUSTIN, TX. Financial data from the 2024 filing: $114K revenue, $143K expenses, $1.8M total assets. 9 publicly reported grants to this organization, totaling roughly $105K, appear in IRS filings.

EIN: 460827422 AUSTIN, TX Community Foundations NTEE: T31 Latest filing: 2024
Total Revenue$114K
Total Expenses$143K
Total Assets$1.8M
Grant Records9
Funding Total$105K
Filing Years2019–2024

Mission

TO AWARD GRANTS TO NONPROFIT ORGANIZATIONS THAT IMPROVE OUR MEMBERS' LOCAL COMMUNITIES.

Where $100 goes at Partnersfinancial Charitable Foundation

How Partnersfinancial Charitable Foundation divides every $100 it spends, from its own Form 990 filings, averaged across 7 years.

$82 Programs the work itself
$17 Management running the organization
$1 Fundraising raising the next dollar

Inside the $82 for programs

$82
To award grants to nonprofit organizations that improve our members' local communities
All program spending
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Source: Form 990 filings with the IRS, latest fiscal year 2024. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.

Sample Grants Received

2024
PUBLIC, SOCIETAL BENEFIT
$16,000
2024
GRANTS FROM DONOR ADVISED FUNDS- OPERATING SUPPORT
$6,000
2023
PUBLIC, SOCIETAL BENEFIT
$17,500
2022
PUBLIC, SOCIETAL BENEFIT
$29,000
2022
Grants from Donor Advised Funds - Operating Support
$13,750

Showing up to 5 of 9 total records — full history available with membership.

Officers & Directors

DIRECTOR Carrie Meier
CHAIRMAN Jason O'dell
EXECUTIVE DIRECTOR Jayson Samuels
DIRECTOR Jeff Ostrum
DIRECTOR John Irvin
DIRECTOR Marty Nanne

Officer compensation and complete director data available with membership.

Top Grant Purposes

General Support
$102,250 8 grants
Unspecified
$2,665 1 grant

Financial Trends

Year Revenue Expenses Assets
2024 $114K $143K $1.8M
2023 $466K $158K $1.7M
2022 $119K $160K $1.3M
2020 $89K $98K $1.4M
2019 $127K $111K $1.3M

Between 2019 and 2024, reported annual revenue declined from $127K to $114K (-10%), with total assets most recently reported at $1.8M.

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

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