Texas · Nonprofit
PHILANTHROPY SOUTHWEST
PHILANTHROPY SOUTHWEST (Texas) receives grants from 88 organizations whose IRS filings report $3,554,150 to it, the largest being Walton Family Foundation Inc ($424,725). 64 of them have funded it in more than one year.
- Revenue FY2024
- $2.3M
- Funders on record
- 88
- Grants received
- $3.6M
- Net assets
- $2.2M
What Philanthropy Southwest does
Mission
Foster meaningful philanthropy and trusted relationships that impact the southwest region's people, communities, and most pressing issues.Philanthropy Southwest (psw) membership is about valuable connections and leading-edge learning that result in stronger philanthropy, both within your foundation and across our region. The challenges that people and communities in our region face are many and unique, and at psw we believe that philanthropy, when done well, can be a huge part of the solution. That's why we bring together many of the most talented, passionate, and diverse philanthropic leaders in the region, to learn from each other and help each other grow. Our members tell us that what they value most about psw is relationships, professional learning, focus on the southwest, advocacy, innovation, and diversity.
As stated on its FY2024 Form 990.
Programs
In-person annual conference: 562 individuals attended the 76th annual conference in santa fe, nm, including members, non-members, spouse/guest registrants, and speakers. The conference included four plenary sessions and 40 breakout sessions, networking events, site visits, pre-conference sessions, the celebration of philanthropy dinner, and ceo/ed breakfast. New to the conference this year were master class sessions both pre-conference and during the conference. Ceu credits were offered for some sessions. Other than member dues, this is the primary program event for psw.
$920,756 spent$594,750 earned by the program59% of program spendingOngoing 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.
$367,386 spentof which $12,150 as grants$75,847 earned by the program23% of program spendingEducational 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.
$283,864 spent$53,810 earned by the program18% of program spending
The 3 programs described on its FY2024 Form 990, listed largest first by expense. Program spending in total: $1,572,006.
The organization over time
Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2021 to 2022, from $1.6M to $2.3M (+38%).
How it's funded, over time
Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.
Government-grant reliance: 2020 8% · 2021 2%. Grants only. Government contracts and fees sit inside program revenue.
67% of PHILANTHROPY SOUTHWEST’s revenue is contributions — about as donation-reliant as the typical peer (82% for the typical peer).
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 2 of the last 8 reported years ran a deficit.
reserve
Leadership and staff
The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.
Chief executive
Anthony Fundaro
President/CEO
As listed on its FY2024 Form 990.
Who funds it, year by year
2017 → 2023: the base broadened from 18 funders to 37 funders, grant income rose $98k → $746k.
6 of 88 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 8% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.
From the IRS filings of PHILANTHROPY SOUTHWEST’s funders (the co-funder graph). Top 30 of 88 funders by total. Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How concentrated its funding is
PHILANTHROPY SOUTHWEST has a broad base — no single funder exceeds 12% of grant income, and it takes 7 funders to reach half.
the vertical line marks half of all grant income — 7 funders to its left
Largest funder’s share by year: 2017 28% · 2018 53% · 2019 29% · 2020 21% · 2021 15% · 2022 18% · 2023 23% — diversifying over time.
“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How long its funders stay
54% of PHILANTHROPY SOUTHWEST's funders are still giving 3 years after their first grant; 73% give in more than one year at all.
Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.
Where its funders are
54% of PHILANTHROPY SOUTHWEST's grant income comes from Texas funders.
In-state vs out-of-state, by year
Funder states come from each funder’s own filing. $296k arriving through sponsors registered in 3 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Against its field
PHILANTHROPY SOUTHWEST has grown faster than half of the 2,910 philanthropy nonprofits its size.
this organization peer median middle 50% of peers· 2,910 philanthropy nonprofits $1M–$10M, FY2024
Organizations like PHILANTHROPY SOUTHWEST
Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.
In Texas
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Where the money goes
72% of spending goes to programs.
Governance
Public support
81%
Share of support from the public (Schedule A) — the basis for its public-charity status.
Screen this organization
A dated, signed PDF of the compliance screen for PHILANTHROPY SOUTHWEST: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds PHILANTHROPY SOUTHWEST?
- PHILANTHROPY SOUTHWEST (Texas) receives grants from 88 organizations whose IRS filings report $3,554,150 to it, the largest being Walton Family Foundation Inc ($424,725). 64 of them have funded it in more than one year.
- How many funders does PHILANTHROPY SOUTHWEST have?
- IRS filings report 88 organizations giving $3,554,150 in grants to PHILANTHROPY SOUTHWEST, 64 of which have funded it in more than one year.
- Who is the largest funder of PHILANTHROPY SOUTHWEST?
- Walton Family Foundation Inc is the largest funder on record, with $424,725 in grants. The full list of funders is on this page.
- How can an organization like PHILANTHROPY SOUTHWEST find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in Texas. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
Play a game about who funds Philanthropy Southwest →
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2024 (financials across 2017–2024), and the filings of 88 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing