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Portfolios With Purpose Inc

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.

$20k
Granted FY2024still arriving
1
Grants FY2024still arriving
1
States reached
$20k
Largest
01What you fund
01100% classified

What you funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year — across FY20172024.

Food & Nutrition$124kPublic Benefit$88kHealth$84kYouth Development$82kEducation$34kHousing & Shelter$23k
02FY2024 · 1 grant

Where the money goes

Your grants by size, and where they go.

$20,000
Median grant
1
States reached
$12k
Total assets
Largest grants
RecipientAmount
ST JUDE CHILDREN'S RESEARCH HOSPITAL$20,000
02The need
03

Do your dollars go where the need is?

Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.

show:

Dollar for dollar, your grants (FY17–24) land where the poverty rate runs at 15%, against an area that typically sits at 11%. 100% of your dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.

area typical 11%NOTRE DAME SCHOOL OF DALLAS: $26k → 14%LEMONADE DAY: $82k → 16%CONVERGENCE - CENTER FOR POLICY RESOLUTION: $88k → 14%ST JUDE CHILDREN'S RESEARCH HOSPITAL: $20k → 17%MEALS ON WHEELS: $124k → 13%UNITED PARENT SUPPORT FOR DOWN SYNDROME: $13k → 14%THE ROBERTO CLEMENTE HEALTH CLINIC: $47k → 19%WEST DALLAS COMMUNITY SCHOOL: $8k → 14%PROMISE HOUSE: $23k → 14%SCOTTISH RITE HOSPITAL: $4k → 14%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount

Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.

US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.

03Your field

The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.

1
Samuel Waxman Cancer Research Foundation

The samuel waxman cancer research foundation (the "foundation") funds innovative research to bring faster cures to patients. in addition to supporting ongoing collaborative research in specific cancers, our scientists are investigating the…

2
The Water Research Foundation

The purpose of the water research foundation (wrf) is a definitive research organization to advance the science of all things water to better meet the evolving needs of its subscribers and the water sector. to engage exclusively in…

Environment
3
American Society of Clinical Oncology Inc

See schedule o:asco is a professional oncology society committed to conquering cancer through research, education, and promotion of the highest quality patient care.

Health
4
Make-a-Wish Foundation International

None

Human Services
5
Curesearch for Children's Cancer

Curesearch's mission is to fund & support targeted & innovative cancer research with measurable results, & to be the authoritative source of information & resources for all those affected by children's cancer. see schedule o for…

Health
6
Solving Kids' Cancer Inc

Skc impacts children through the initiation of clinical research trials of investigative treatment strategies. our vision is to continue expanding the armamentarium of effective and less toxic treartment strategies for pediatric…

Health
7
The Children's Cancer Cause Inc

The mission of children's cancer cause is to champion policies and programs that improve the lives of children with cancer and survivors.

Health
8
Alliance for Clinical Trials in Oncology Foundation

To aid the alliance for clinical trials in oncology national clinical trials cooperative group and support the clinical trials and laboratory research of the alliance, as well as efforts to educate the medical community on methods of…

Health
9
Cog Research Foundation Llc

Cog research foundation, llc is a california 501(c)(3) entity founded in 2024 and designed to become the federal grantee organization for the children's oncology group (cog). the cog, a member of the national cancer institute (nci)…

Health
10
Asco Association

Asco association promotes the common business interests of its members by: (1) advocating for policies that improve the quality of cancer care; (2) maintaining the highest standards of oncology medical care through programs supporting…

Community Improvement
11
Raspberry Pi Foundation North America Inc

Raspberry pi foundation north america enables young people to realize their full potential through the power of computer science and ai.

Science & Tech
12
Cancer Research and Biostatistics

To help conquer cancer and other diseases through the application of biostatistical principles and innovative data management methods.

Health

For reference, the grantee most central to the portfolio’s shape is Make-a-Wish Foundation of America and the most unlike its peers is Jordans Joy. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.

For each theme you fund, this compares how the sector’s money is shifting with how your own giving is shifting.

← shrinkinggrowing →↓ leaning in → pulling backsteadyCancer Support OrganizationsFallen First Responder Supp…Land Conservation Organizat…Veteran Support ServicesCommunity Arts OrganizationsAnimal Rescue and AdoptionCommunity Health CentersIndependent K-8 SchoolsChristian Missionary Organi…At-Risk Youth MentoringSenior Support Services
the sector your giving your giving is ahead of the sector the sector’s ahead of you· dot size = how much the theme matters to each side
Ordered by the change in your giving — leaning in on top, pulling back at the bottom. The bar between the two dots is how out of step you are with the sector. Hover any row for detail.

Sector change and giving change are each shown relative to their own range, growing (right) or shrinking (left); both normalized, so inflation isn’t mistaken for growth.

Your grantees are a median of 23 years old; the field is 16. You back the established end — and your money leans older still.

THE FIELDby orgYOUR GRANTEESby number22%0%<5yr14%3%5–10yr19%30%10–20yr16%33%20–35yr13%24%35–55yr16%9%55yr+
THE FIELDby orgYOUR MONEYby value22%0%<5yr14%0%5–10yr19%39%10–20yr16%41%20–35yr13%10%35–55yr16%11%55yr+

The field is 22% startups (under 5 years old) — 0% of your grantees by number, and just 0% of your money.

Closures · last 5 years

The orgs you fund almost never close 0.0% lost their exemption, against 13% of the field you don’t fund.

orgs you fund
0.0%0/35
the rest of the field
13%
240,396/1,819,530

Age = years since IRS exemption (a founding proxy). “Closed” = auto-revocation for 3 years of non-filing — a floor on closure, not proof, and bigger established orgs lapse least. Association, not causation.

04the grantee network

34 grantees tracked through their own filings, 2017–2025.

Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.

Counted here: distinct organizations you funded across 20172025, not grant rows in a single year — so this will not match the grant count on the cover.

2
Load-bearing (≥25% of a budget)
9
Early backer (in before they grew)
31/34
Grantees still filing
20/34
Grew since you first funded

Where your money sits — by cause, then by grantee

MEALS ON WHEELS ORANGE COUNTY NC — $123,672 · OtherMEALS ON WHEELS ORANGE COUNTY NCDallas LD Inc — $82,460 · OtherDallas LD IncCONVERGENCE CENTER FOR POLICY RESOLUTION — $88,350 · EducationCONVERGENCE CENTER FOR POLICY R…NOTRE DAME OF DALLAS SCHOOLS FOUNDATION INC — $25,932 · EducationNOTRE DAME OF DALLAS SCHOOLS FO…WEST DALLAS COMMUNITY SCHOOL — $7,800 · EducationWEST DALLAS COMMUNITY SCHOOLTHE ROBERTO CLEMENTE SANTA ANA HEALTH CLINIC INC — $46,800 · HealthTHE ROBERTO CLEMENTE …ST JUDE CHILDREN'S RESEARCH HOSPITAL INC — $20,000 · HealthST JUDE CHILDREN'S RE…UPS FOR DOWNS NFP — $12,966 · HealthUPS FOR DOWNS NFPTEXAS SCOTTISH RITE HOSPITAL FOR CRIPPLED CHILDREN — $4,322 · HealthPROMISE HOUSE INC — $23,400 · Housing & Shelter
Other$206,132Education$122,082Health$84,088Housing & Shelter$23,400

Each org by its size and your share of it — top-left is where you’re load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ your share of their budgetMEALS ON WHEELS ORANGE COUNTY NC — $123,672 over 1y, 26% of budgetCONVERGENCE CENTER FOR POLICY RESOLUTION — $88,350 over 2y, 1.6% of budgetDallas LD Inc — $82,460 over 1y, 68% of budgetTHE ROBERTO CLEMENTE SANTA ANA HEALTH CLINIC INC — $46,800 over 2y, 6.1% of budgetPROMISE HOUSE INC — $23,400 over 1y, 0.6% of budgetST JUDE CHILDREN'S RESEARCH HOSPITAL INC — $20,000 over 1y, 0.0% of budgetUPS FOR DOWNS NFP — $12,966 over 1y, 8.1% of budgetWEST DALLAS COMMUNITY SCHOOL — $7,800 over 1y, 0.3% of budgetTEXAS SCOTTISH RITE HOSPITAL FOR CRIPPLED CHILDREN — $4,322 over 1y, 0.0% of budget
Go grantee by grantee — a decade per org, and how each moved after you funded them

A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.

The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.

The Goldman Sachs Charitable Gift FundNY11.7× affinity4 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Goldman Sachs Charitable Gift Fund · Gs Donor Advised Philanthropy Fund for Wealth Management Inc · Jpmorgan Chase Foundation · Jewish Communal Fund · Charities Aid Foundation America · The Pfizer Foundation Inc · National Philanthropic Trust · Network for Good · Vanguard Charitable Endowment Program · The Blackbaud Giving Fund · The Bank of America Charitable Foundation Inc · Paypal Charitable Giving Fund

Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.

Government reliance of your grantees

Every dot is one organization Portfolios With Purpose Inc funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal or a single department — and drag the year to watch it move.

2024
202122232425
no gov · 10%0%1%3%5%your share of their income ↑0%6%13%19%25%share of the org’s income from government
    no gov moneyreceives it· size = income
    1get no government money at all
    3report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–25%
    typical government reliance, FY2025

    Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.

    04Through Plinth

    Warm introductions · Powered by PlinthPlus

    How do I get to Portfolios With Purpose Inc?

    Find your warmest path to Portfolios With Purpose Inc through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

    Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

    On method. Every financial figure here is read directly from IRS e-file XML — your own 990/990-PF and the multi-year returns of the 10 grantees we resolved across every year we hold, several hundred filings in all (a different count from the grant rows on the cover, which are one fiscal year)— each linked to its source. Grantee achievements and outcomes are each organization’s own program-service reporting (Form 990, Part III); we read these as association with sustained funding — the foundation is one of several forces — suppress low-confidence name matches rather than guess, and say so where a figure rests on a single grant or filing. Not everything on this page is a filed figure, and the difference matters. Filed is what you reported on your return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears. How we build these →

    Generated from your IRS Form 990 e-file return for fiscal year 2024, released 2024. Filings run roughly 12–24 months behind; figures are dated accordingly.

    Source object · view filing

    More from the funding graph