Public Charity

PHILANTHROPY SOUTHWEST

PHILANTHROPY SOUTHWEST, of DALLAS, TX, is a Public Charity tracked in Imperigo's IRS 990 database. The 2024 filing shows $2.3M in revenue, $2.2M in expenses, $2.7M in total assets. 17 publicly reported grants to this organization, totaling roughly $486K, appear in IRS filings.

EIN: 510163529 DALLAS, TX Latest filing: 2024
Total Revenue$2.3M
Total Expenses$2.2M
Total Assets$2.7M
Grant Records17
Funding Total$486K
Filing Years2019–2024

Mission

FOSTER MEANINGFUL PHILANTHROPY AND TRUSTED RELATIONSHIPS THAT IMPACT THE SOUTHWEST REGION'S PEOPLE, COMMUNITIES, AND MOST PRESSING ISSUES.PHILANTHROPY SOUTHWEST (PSW) MEMBERSHIP IS ABOUT VALUABLE CONNECTIONS AND LEADING-EDGE LEARNING THAT RESULT IN STRONGER PHILANTHROPY, BOTH WITHIN YOUR FOUNDATION AND ACROSS OUR REGION. THE CHALLENGES THAT PEOPLE AND COMMUNITIES IN OUR REGION FACE ARE MANY AND UNIQUE, AND AT PSW WE BELIEVE THAT PHILANTHROPY, WHEN DONE WELL, CAN BE A HUGE PART OF THE SOLUTION. THAT'S WHY WE BRING TOGETHER MANY OF THE MOST TALENTED, PASSIONATE, AND DIVERSE PHILANTHROPIC LEADERS IN THE REGION, TO LEARN FROM EACH OTHER AND HELP EACH OTHER GROW. OUR MEMBERS TELL US THAT WHAT THEY VALUE MOST ABOUT PSW IS RELATIONSHIPS, PROFESSIONAL LEARNING, FOCUS ON THE SOUTHWEST, ADVOCACY, INNOVATION, AND DIVERSITY.

Officers & Directors

BOARD MEMBER Abel Wurmnest
PRESIDENT/CEO Anthony Fundaro
BOARD MEMBER Austin Dickson
BOARD MEMBER Brian Joseph
BOARD MEMBER Christopher Goett
CHAIR/BOARD MEMBER Felicia Chase Goodman

Officer compensation and complete director data available with membership.

Top Grant Purposes

GENERAL SUPPORT
$203,564 3 grants
Program Support
$100,000 1 grant
GENERAL OPERATING SUPPORT
$40,000 2 grants
GENERAL PURPOSE
$30,000 1 grant
75TH ANNIVERSARY CAMPAIGN SUPPORT
$25,000 1 grant

Financial Trends

Year Revenue Expenses Assets
2024 $2.3M $2.2M $2.7M
2023 $2.7M $2.3M $2.4M
2022 $2.1M $1.8M $2.3M
2020 $1.4M $1.2M $1.5M
2019 $1.4M $1.5M $1.2M

Between 2019 and 2024, reported annual revenue grew from $1.4M to $2.3M (+72%), with total assets most recently reported at $2.7M.

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

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