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Oregon · Nonprofit

Purpose Trust Ownership Network

Purpose Trust Ownership Network (Oregon) receives grants from 2 organizations whose IRS filings report $178,000 to it, the largest being THE PRUDENTIAL FOUNDATION ($98,000). 0 of them have funded it in more than one year.

Revenue FY2025
$550k
Funders on record
2
Grants received
$178k
Net assets
$452k
0/2 repeat funders
01What it does

What Purpose Trust Ownership Network does

Mission

The Purpose Trust Ownership Network (PTON) is a nonprofit organization dedicated to advancing educational, research, and charitable efforts regarding purpose trusts for the benefit of the broader public. It serves as a central hub for advocacy, resource co-creation, and community collaboration around purpose trust ownership models.

As stated on its FY2025 Form 990.

Programs

  1. Hiring & Talent Infrastructure To support its growth, PTON formalized its internal human resources processes. Hiring Key Staff: The hiring of Issie Corvi as the Program Manager is a foundational component of PTON's operational infrastructure, as she now serves as the primary coordinator for the organization's strategic workgroups. Standardized Hiring: Developed a comprehensive hiring timeline, including job description approval by an HR Committee, specific screening call criteria, and multi-round interview stages.

    $89,661 spent
    68% of program spending
  2. Outreach & Community Building PTON established a multi-wave outreach strategy to grow its network of practitioners and advocates. Strategic Initialization: Developed core marketing assets, including a centralized website blurb, visual graphics, and boilerplate promo copy to professionalize its public image. Partner Synergy: Leveraged an extensive network of "outreach partners," such as Project Equity, NCEO, the Purpose Foundation, and various state centers, to broaden the reach of its mission. Event Planning: Organizational energy was directed toward the planning of future conferences, which serve as primary venues for community collaboration and practitioner networking.

    $18,326 spent$40,850 earned by the program
    14% of program spending
  3. Education & Resource Co-creation PTON significantly advanced its mission through specialized workgroups designed to create public-facing educational resources. Lawyers Workgroup: Focused on populating a resource library and designing specialized breakout sessions for the upcoming 2026 Purpose Trust Ownership Conference. B Corp Alignment: A past workgroup successfully determined how purpose trust structures (PPTs and EOTs) align with B Lab?s certification standards.

    $3,447 spent
    3% of program spending
  4. Fundraising for long term organizational sustainablity.Raising funds for the long-term sustainability of the organization. - Activity Code: 0 Grants Amount: 0 Expense Amount: 19460 Revenue Amount: 509000

    $19,460 spent$509,000 earned by the program
    15% of program spending

The 4 programs described on its FY2025 Form 990, listed largest first by expense. Program spending in total: $130,894.

02The organization over time
03Who funds it

Who funds it, year by year

Grant support over time, funder by funder — shade shows the grant size each year.

Funder
'25*
total
funders
2

From the IRS filings of Purpose Trust Ownership Network’s funders (the co-funder graph). 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

Purpose Trust Ownership Network leans on a few funders — its largest provides 55% of grant income and the top three 100%; half comes from just 1 funder.

the vertical line marks half of all grant income — 1 funder to its left

45% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund Purpose Trust Ownership Network.

55%
largest funder
100%
top three
~2
effective funders

“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.

Where its funders are

Purpose Trust Ownership Network draws 100% of its grant income from funders outside Oregon, across 2 states in all.

PA
NJ

Funder states come from each funder’s own filing. 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.

04Its place in the field

Against its field

Purpose Trust Ownership Network runs a healthier operating margin than three-quarters of the 2,065 public benefit nonprofits its size.

Operating margin76% · top quartile
Months of reserve41.3mo · top quartile

this organization peer median middle 50% of peers· 2,065 public benefit nonprofits $100k–$1M, FY2025

Organizations like Purpose Trust Ownership Network

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 Oregon

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

13% of spending goes to programs.

Program 13%Management 87%Fundraising 0%

Governance

5
board members
100%
independent
✓Conflict-of-interest policy✓Whistleblower policy✓Document retention–Board reviewed the 990–Audited financials

Screen this organization

A dated, signed PDF of the compliance screen for Purpose Trust Ownership Network: 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.

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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 Purpose Trust Ownership Network?
Purpose Trust Ownership Network (Oregon) receives grants from 2 organizations whose IRS filings report $178,000 to it, the largest being THE PRUDENTIAL FOUNDATION ($98,000). 0 of them have funded it in more than one year.
How many funders does Purpose Trust Ownership Network have?
IRS filings report 2 organizations giving $178,000 in grants to Purpose Trust Ownership Network.
Who is the largest funder of Purpose Trust Ownership Network?
THE PRUDENTIAL FOUNDATION is the largest funder on record, with $98,000 in grants. The full list of funders is on this page.
How can an organization like Purpose Trust Ownership Network find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in Oregon. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2025–2025), and the filings of 2 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 22, 2026. What this page cannot tell you · view filing