NonprofitsPhilanthropy Southwest

Philanthropy & Grantmaking

Philanthropy Southwest

DALLAS, TX

Total revenue

$2.3M

Total expenses

$2.2M

Net assets

$2.2M

Grants received

$2.6M

216 grants

EIN

510163529

Tax year

2024

Mission

Foster philanthropy and relationships that impact the southwest's people and communities.

Programs

2 programs

Ongoing member services:psw is committed to connected, impactful philanthropy by providing responsive and timely services, resources and educational programming to its members. To that end psw provided: leadership development opportunities, professional development, online educational exchange committed to member professional development dynamic and tailored learning experiences, connection opportunities, one southwestern voice to promote & defend philanthropy effectively, sector resources and discounts, newsletters, legislative updates, research studies - demographic, rural, urban.

Expenses: $367KGrants: $12K

Educational seminars: psw offers a number of educational and professional learning opportunities on a variety of topics designed to assist its members with all aspects of operating charitable organizations efficiently, effectively, and within the legal framework of the internal revenue code as well as the statutes of their respective states. Offerings included the following: university of texas law school nonprofit organizations institute: over 250 people attended this program led by national experts from private foundations, nonprofit organizations, law, finance and governmental entities. Topics included discussions on tax, legislative, and governance issues affecting private foundations and nonprofit organizations. Other session topics included data protection, crisis management, risk management, grantmaking, investments, compliance and reporting.psw on the road events: held in 3 locations, with more than 75 attendees - las vegas, nv, phoenix, az, and tulsa, ok.the wayfarer leadership program: offered again this year; an intensive year-long leadership training involving one-on-one coaching, self-development, and three- or four-day reflection retreats held at different locations.

Expenses: $284K

Financials

FY 2024

Revenue

Contributions & grants$1.6M
Program service revenue$724K
Investment income$47K
Other revenue
Total revenue$2.3M

Expenses

Grants paid$12K
Salaries & benefits$901K
Fundraising$350K
Other expenses$1.3M
Total expenses$2.2M
Total assets$2.7M
Net assets$2.2M

People

18 listed

NameRoleCompensation

ANTHONY FUNDARO

PRESIDENT/CEO

Board

$203K

40 hrs/wk

MICHAEL MARTINEZ

SECRETARY/BOARD MEMBER

Board

2 hrs/wk

TERESA ROSE

INCOMING CHAIR/BOARD MEMBER

Board

1 hrs/wk

KATIE ALFORD

BOARD MEMBER

Board

1 hrs/wk

KELLEY BARNES

BOARD MEMBER

Board

1 hrs/wk

ROBERT BURNS

BOARD MEMBER

Board

1 hrs/wk

AUSTIN DICKSON

BOARD MEMBER

Board

1 hrs/wk

STACEY EASTERLING

BOARD MEMBER

Board

1 hrs/wk

FELICIA CHASE GOODMAN

CHAIR/BOARD MEMBER

Board

2 hrs/wk

HEATHER HOCKER

BOARD MEMBER

Board

1 hrs/wk

BRIAN JOSEPH

BOARD MEMBER

Board

1 hrs/wk

RONALD LEWIS

BOARD MEMBER

Board

1 hrs/wk

TRACEY STEWART

BOARD MEMBER

Board

1 hrs/wk

SHELLEY SWEATT

BOARD MEMBER

Board

1 hrs/wk

ABEL WURMNEST

BOARD MEMBER

Board

1 hrs/wk

CHRISTOPHER GOETT

BOARD MEMBER

Board

1 hrs/wk

KATIE ROBBINS

TREASURER/BOARD MEMBER

Board

2 hrs/wk

MALLORY DRIGGERS

EXECUTIVE VICE PRESIDENT

Staff

$140K

40 hrs/wk

Grants received

Showing 200 of 216

FromAmountPurposeYear
$100K
GENERAL SUPPORT
2024
$100K
Project Support to Launch the Funder Impact Collaborative on Civic Engagement
2024
$25K
SUPPORT FOR CIVIC AND COMMUNITY ENGAGEMENT COLLABORATIVE
2024
$25K
GENERAL OPERATING SUPPORT
2024
$18K
Charitable Event
2024
$10K
OPERATING FUNDS
2024
$9K
General Operating Support
2024
$9K
COMMUNITY OUTREACH
2024
$9K
Membership for 2024
2024
$8K
76TH ANNUAL CONFERENCE OPER EXP
2024
$6K
HUMAN SERVICES
2024
$6K
MEMBERSHIP GRANT
2024
$6K
Support of Programs and Services
2024
$6K
EDUCATIONAL
2024
$6K
GRANT IN LIEU OF DUES
2024
$6K
General support
2024
$5K
Support the Texas Child Welfare Funders ($2,500) and general operating support ($2,535)
2024
$5K
COMMUNITY/LOCAL INITIATIVES
2024
$3K
GRANT IN LIEU OF MEMBERSHIP
2024
$2K
GENERAL OPERATING EXPENSES
2024
$675
GRANT PAID FOR MEMBERSHIP RENEWAL
2024
$500
OPERATING SUPPORT
2024
$100K
Project Support to Launch the Funder Impact Collaborative on Civic Engagement
2023
$100K
To support a convening of member philanthropy leaders.
2023
$75K
SUPPORT ANNUAL CONFERENCE
2023
$75K
TOWARD CAPITAL ASPECTS OF A 75TH ANNIVERSARY CAMPAIGN.
2023
$60K
CIVIC/COMMUNITY ENGAGEMENT
2023
$52K
PSW Advance Program, general & unrestricted for 2023
2023
$38K
To support Philanthropy Southwest's 75th anniversary campaign, programming and events.
2023
$33K
LEGACY DOCUMENTARY PROJECT CONTRIBUTION
2023
$28K
To support the Philanthropy Southwest 2023 Annual Conference
2023
$26K
Funds will support the 75th Anniversary Philanthropy Southwest conference and site visit.
2023
$25K
Health and Health Equity
2023
$25K
75TH ANNIVERSARY CAMPAIGN SUPPORT
2023
$25K
GENERAL SUPPORT
2023
$25K
EDUCATIONAL
2023
$25K
HUMAN SERVICES
2023
$18K
Charitable Event
2023
$15K
CHARITABLE - FOR GENERAL OPERATING SUPPORT.
2023
$10K
PROGRAM SUPPORT
2023
$10K
Child Welfare Funders ($2,000) and general operating support ($7,535)
2023
$9K
General support
2023
$9K
THIS GRANT IS DESIGNATED FOR GENERAL SUPPORT.
2023
$9K
for General Operating Support for 2024 Membership Dues
2023
$9K
for General Operating Support for 2023 Membership Dues
2023
$9K
To support an organizational membership with Philanthropy Southwest
2023
$8K
COMMUNITY OUTREACH
2023
$8K
Funds will help support the Philanthropy Southwest 75th Anniversary Campaign.
2023
$7K
Support for 2024 Membership Dues
2023
$6K
MEMBERSHIP GRANT FOR 2024
2023
$6K
Other: General operating, support, programs, and initiatives
2023
$6K
MEMBERSHIP GRANT FOR 2023
2023
$6K
Membership for 2023
2023
$6K
COMMUNITY EVENT
2023
$6K
Funds support the initiatives of Philanthropy Southwest in their support of the Philanthropic community.
2023
$6K
HUMAN SERVICES
2023
$5K
GENERAL OPERATING SUPPORT (75TH ANNIVERSARY CAMPAIGN)
2023
$5K
75TH ANNIVERSARY CAMPAIGN
2023
$5K
COMMUNITY/LOCAL INITIATIVES
2023
$3K
GRANT IN LIEU OF MEMBERSHIP
2023
$3K
EDUCATIONAL
2023
$2K
COMPETITIVE GRANT 2023
2023
$675
GRANT PAID FOR MEMBERSHIP RENEWAL
2023
$675
COMMUNITY/LOCAL INITIATIVES
2023
$545
GENERAL SUPPORT
2023
$495
Annual donation in lieu of dues to support Philanthropy Southwest which is a consortium of foundations that meets and discusses grant giving annually
2023
$495
GENERAL SUPPORT
2023
$495
Civic
2023
$125
DONATION TO SUPPORT PHILANTHROPY SOUTHWEST
2023
$100K
Program Support
2022
$60K
Project Support to Launch the Funder Impact Collaborative on Civic Engagement
2022
$54K
GENERAL SUPPORT
2022
$52K
Support for PSW Advance & 2022 Membership Dues
2022
$50K
FOR GENERAL OPERATING SUPPORT AND SUPPORT OF THE GRANTEE'S 74TH ANNUAL CONFERENCE.
2022
$25K
To sponsor the 74th Annual Conference in Colorado Springs, Colorado.
2022
$15K
GENERAL DONATION TO SUPPORT ORGANIZATION OR PROGRAM
2022
$15K
GENERAL OPERATING SUPPORT
2022
$14K
Support for 2023 Membership Dues ($9,075) and Annual Conference Support ($5,000).
2022
$9K
To support an organizational membership with Philanthropy Southwest.
2022
$8K
COMMUNITY OUTREACH
2022
$8K
for General Operating Support for 2022-2023 Membership Dues
2022
$6K
2022 SUPPORT
2022
$6K
Membership for 2022
2022
$6K
Other: General operating, support, programs, and initiatives
2022
$6K
Supporting grantmakers by providing a forum for the exchange of ideas, experiences, and expertise within the Southwestern Region.
2022
$5K
2022 GRANT FOR MEMBERSHIP
2022
$4K
To support the 2023 Annual Conference providing opportunities to exchange ideas, build relationships, and advance philanthropic excellence.
2022
$4K
CHARITABLE/ GRANT IN LIEU OF DUES
2022
$4K
CHARITABLE - GRANT IN LIEU OF DUES
2022
$3K
CIVIC/COMMUNITY ENGAGEMENT
2022
$3K
GRANT IN LIEU OF MEMBERSHIP
2022
$3K
General operating support
2022
$3K
TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION.
2022
$3K
EDUCATIONAL
2022
$2K
UNRESTRICTED GRANT
2022
$2K
2022 GRANT
2022
$2K
GENERAL
2022
$1K
GRANT PAID FOR MEMBERSHIP RENEWAL
2022
$1K
GENERAL OPERATING EXPENSES
2022
$500
OPERATING SUPPORT
2022
$495
Civic
2022
$495
Annual donation in lieu of dues to support Philanthropy Southwest which is a consortium of foundations that meets and discusses grant giving annually
2022
$495
GENERAL SUPPORT
2022
$495
CHARITABLE
2022
$25
APRIL 12TH BREAKFAST PSW ON THE ROAD
2022
$30K
Professional Learning Support 2022
2021
$10K
COMMUNITY IMPROVEMENT/CAPACITY BUILDING
2021
$8K
COMMUNITY OUTREACH
2021
$8K
Support and Membership Fee for 2021
2021
$8K
2021 MEMBERSHIP
2021
$6K
2021 membership dues to benefit Colorado philanthropy
2021
$6K
Trustee Initiated Operating Support
2021
$5K
Other - General operating support, programs, and initiatives
2021
$5K
Event at The Broadmoor
2021
$4K
To support the 2022 Annual Conference in Colorado providing opportunities to exchange ideas, build relationships, and advance philanthropic excellence.
2021
$4K
2021 General operating support
2021
$3K
GENERAL OPERATING EXPENSES
2021
$3K
GENERAL
2021
$2K
UNRESTRICTED GRANT
2021
$821
Penrose House gift in kind
2021
$600
SUPPORT PHILANTHROPIC EDUCATION PROGRAMS
2021
$450
CHARITABLE
2021
$60K
To provide support for Grantee's 2020 Annual Conference, and to support Grantee's general operating costs.
2020
$50K
Professional Learning Opportunities 2021
2020
$50K
GENERAL SUPPORT
2020
$27K
Giving Study & Advocacy Strategy program
2020
$25K
Programs and operations in Colorado
2020
$25K
To provide support for conference planning, and diversity, equity, and inclusion work efforts.
2020
$25K
PHILANTHROPY, VOLUNTARISM & GRANTING FOUNDATIONS
2020
$15K
To provide support for Grantee's Board of Director's Diversity, Equity, and Inclusion efforts.
2020
$15K
GENERAL DONATION TO SUPPORT ORGANIZATION OR PROGRAM
2020
$10K
PHILANTHROPY SOUTHWEST 73RD ANNUAL CONFERENCE: REBUILD TOGETHER; EMERGE STRONGER; 10000.00; 06/01/2021
2020
$10K
Funds support general operating expenses.
2020
$9K
Support for 2021 Membership Dues and Annual Conference support.
2020
$8K
2020-21 Membership
2020
$8K
for General Operating Support for 2020-2021 Membership Dues
2020
$8K
COMMUNITY OUTREACH
2020
$8K
2020 MEMBERSHIP
2020
$8K
for General Operating Support for 2020-2021 Membership Dues
2020
$8K
Support and Membership Fee for 2020
2020
$6K
2020 membership dues to benefit Colorado philanthropy
2020
$6K
Membership for 2020
2020
$5K
72ND ANNUAL CONFERENCE: ROADSHOW EDITION
2020
$5K
UNRESTRICTED GENERAL
2020
$5K
Trustee Initiated Operating Support
2020
$5K
Grant in lieu of 2020 membershipdues to support professional developmentopportunities for foundation staff and boards
2020
$5K
2020 Annual Conference Fund - TBC
2020
$5K
Trustee Initiated Operating Support
2020
$4K
SUPPORT FOR ANNUAL GRANT
2020
$4K
SUPPORT OF COMMUNITY VOLUNTEERISM
2020
$4K
CHARITABLE/ GRANT IN LIEU OF DUES
2020
$4K
TOWARDS SUPPORT OF 2020 MEMBERSHIP DUES.
2020
$4K
CHARITABLE - GRANT IN LIEU OF DUES
2020
$4K
GRANT IN LIEU OF MEMBERSHIP DUES
2020
$4K
GRANT IN LIEU OF MEMBERSHIP DUES
2020
$3K
CHARITABLE
2020
$3K
EDUCATIONAL
2020
$2K
General operating support
2020
$2K
2020 General operating support
2020
$2K
TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION.
2020
$2K
OPERATING GRANT
2020
$2K
Annual Membership- 2020
2020
$2K
General Operating Expenses
2020
$2K
Fund the Texas Child Welfare Funders Symposium
2020
$1K
Sustaining Partner Program
2020
$1K
GENERAL OPERATING EXPENSES
2020
$1K
PHILANTHROPY - MEMBERSHIP DUES
2020
$1K
GENERAL
2020
$830
SPRING ROAD SHOW
2020
$600
SUPPORT PHILANTHROPIC PROGRAMS
2020
$500
Trustee & Staff Matching Gift Program
2020
$500
OPERATING SUPPORT
2020
$450
GENERAL SUPPORT
2020
$450
Annual donation in leui of dues to support Philanthropy Southwest who is a consortium of foundations who meet and discuss grant giving annually
2020
$450
CHARITABLE
2020
$450
CHARITABLE
2020

Funded by

$2.6M from 83 funders · 216 grants · 2017–2024

Houston Endowment Inc

$310K · 9 grants · 2020–2024

Casey Family Programs

$225K · 5 grants · 2020–2023

Walton Family Foundation Inc

$216K · 7 grants · 2020–2023

The Dallas Foundation

$204K · 3 grants · 2020–2024

George & Fay Young Foundation Inc

$164K · 5 grants · 2019–2023

Episcopal Health Foundation

$110K · 2 grants · 2020–2022

Sapphire Foundation Inc

$106K · 3 grants · 2020–2023

The Priddy Foundation

$95K · 4 grants · 2020–2021

Details

EIN510163529
NTEE codeT00C
Subsection03
Ruling date1976-01
Formed1975
Employees6
Volunteers60
PHILANTHROPY SOUTHWEST — Mission, Financials & Grants Received | Grantivo