NonprofitsPortfolios With Purpose Inc

Philanthropy, Voluntarism & Grantmaking Foundations

Portfolios With Purpose Inc

NEW YORK, NY

Total revenue

$14K

Total expenses

$33K

Net assets

Grants received

$110K

6 grants

EIN

300721627

Tax year

2024

Mission

Portfolios with purpose was established to promote giving by members of the investment community. Its purposes are 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, acquantainces, and role models, and to offer and provide access to mentoring in the ways of philanthropy.

Financials

FY 2024

Revenue

Contributions & grants$14K
Program service revenue
Investment income$1
Other revenue
Total revenue$14K

Expenses

Grants paid$20K
Salaries & benefits
Fundraising
Other expenses$13K
Total expenses$33K
Total assets$12K
Net assets

People

6 listed

NameRoleCompensation

BRETT WAIKART

EXECUTIVE DIRECTOR

Board

20 hrs/wk

SCOTT ROSEN

DIRECTOR

Board

0.5 hrs/wk

NICHOLAS PANETTA

DIRECTOR

Board

0.5 hrs/wk

ANDREW WELLINGTON

DIRECTOR

Board

0.5 hrs/wk

TIM SELBY

DIRECTOR

Board

0.5 hrs/wk

RYAN BAILEY

DIRECTOR

Board

0.5 hrs/wk

Grants received

Showing 6 of 6

FromAmountPurposeYear
$10K
GENERAL SUPPORT
2022
$50K
GENERAL SUPPORT
2020
$10K
GENERAL OPERATING
2020
$10K
TO PROMOTE INVESTMENTLITERACY AND EDUCATION
2020
$20K
FOR GRANT RECIPIENT'S EXEMPT PURPOSES
2017

Funded by

$110K from 6 funders · 6 grants · 2017–2022

100 Women In Finance Foundation

$50K · 1 grant · 2020

Pzena Charitable Foundation Inc

$10K · 1 grant · 2020

The Dallas Foundation

$10K · 1 grant · 2022

Details

EIN300721627
NTEE codeT12
Subsection03
Ruling date2013-04
Formed2012
Employees0
Volunteers0
PORTFOLIOS WITH PURPOSE INC — Mission, Financials & Grants Received | Grantivo