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New York · Public charity

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 FY2024(still arriving)
1
Grants FY2024
9
Organizations funded FY2017
Read the full brief
Median grant, FY2024
$20,000
Largest grant, FY2024
$20,000
States reached, FY2024
1
Total assets, FY2024
$12k
100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Food & Nutrition$124kPublic Benefit$88kHealth$84kYouth Development$82kEducation$34kHousing & Shelter$23k

Top grantees

Largest recipients by total granted, FY2017 to FY2024, and the share of each one’s budget the grants supplied at peak.

GranteeTotal grantedYearsShare of their budget
Meals on Wheels Orange County Nc$123,672126%
Convergence Center for Policy Resolution$88,35022%
Dallas LD Inc$82,460168%
The Roberto Clemente Santa Ana Health Clinic Inc$46,80026%
Notre Dame of Dallas Schools Foundation Inc$25,9321n/a
Promise House Inc$23,40011%
St Jude Children's Research Hospital Inc$20,00010%
Ups for Downs Nfp$12,96618%
West Dallas Community School$7,80010%
Texas Scottish Rite Hospital for Crippled Children$4,32210%

Where it is load-bearing

Portfolios With Purpose Inc supplied at least a quarter of the budget for 2 of its grantees at some point. The chart plots its 9 largest grantees; load-bearing ones sit top left.

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's 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

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 9.

Nonprofits that may fit its grantmaking

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

The Goldman Sachs Cha…Gs Donor Advised Phil…Jpmorgan Chase Founda…Jewish Communal FundCharities Aid Foundat…The Pfizer Foundation…National Philanthropi…Network for GoodVanguard Charitable E…The Blackbaud Giving …The Bank of America C…Paypal Charitable Giv…
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

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

Compare Portfolios With Purpose Inc with peer funders

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.

About Portfolios With Purpose Inc

How much does Portfolios With Purpose Inc give?
Portfolios With Purpose Inc reported 1 grants totaling $20,000 in its FY2024 IRS filing.
What does Portfolios With Purpose Inc fund?
By grant dollars over FY2017 to FY2024, its largest causes are Food & Nutrition (28%), Public Benefit (20%), Health (19%).
Who are Portfolios With Purpose Inc's largest grantees?
By total granted over FY2017 to FY2024: Meals on Wheels Orange County Nc ($124k), Convergence Center for Policy Resolution ($88k), Dallas LD Inc ($82k).
Which funders back the same organizations as Portfolios With Purpose Inc?
Its strongest co-funders, measured against what their size predicts, include The Goldman Sachs Charitable Gift Fund, Gs Donor Advised Philanthropy Fund for Wealth Management Inc, Jpmorgan Chase Foundation.
Where is Portfolios With Purpose Inc based?
Portfolios With Purpose Inc is based in NY.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 10 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its 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.

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

Source object · view filing

Play a game based on Portfolios With Purpose’s filings →

More from the funding graph

The unnamed billions
grants reported with no recipient in the public record
The regranting layer
51% of grant dollars land in the regranting layer
The DAF merry-go-round
$9.7B circulates between donor-advised funds
The endowment market
who holds foundation money, and what just moved
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home