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Portfolios With Purpose Inc at a glanceMostly funded, not a grantmaker: see who funds it →

· 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 FY2024still arriving
1
Grants FY2024still arriving
1
States reached
$20k
Largest
01What it fundsRead
02The needRead
03Its fieldRead
04Through PlinthRead
01What it funds
01100% 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
02FY2024 · 1 grant

Where the money goes

Grants by size, and the largest recipients.

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

Does the money reach high-need areas?

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

show:

Dollar for dollar, its grants (FY17–24) land where the poverty rate runs at 15%, against an area that typically sits at 11%. 100% of its dollars go to grantees based in above-average-need neighborhoods. Most of its 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
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. 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
How this is measured
The grantee most central to the portfolio’s shape is Make-a-Wish Foundation of America; 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.
04the grantee network

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

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

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

Where the money sits, by cause and 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 grantee by its size and the funder’s share of it; top left is load-bearing

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
Grantee by grantee: a decade per organization, before and after funding

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

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.

How much its grantees rely on government

Each dot is one organization Portfolios With Purpose Inc funds: left to right is the share of its income from government, bottom to top the share from Portfolios With Purpose Inc. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 10%0%1%3%5%funder's 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, FY20–25
    How this is measured
    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 a grant caused the public funding. Coverage is precision-first, a floor rather than 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 to 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 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