EIN 51-0163529

Philanthropy Southwest

IRS 501(c) type
501(c)(3)
Num. employees
7
City
State
Year formed
1975
Most recent tax filings
2023-12-01
Description
Philanthropy Southwest fosters meaningful philanthropy and trusted relationships through education, leadership development, and ongoing member services.
Also known as...
Conference of Southwest Foundations
Total revenues
$2,678,418
2023
Total expenses
$2,325,090
2023
Total assets
$2,398,110
2023
Num. employees
7
2023

Program areas at Philanthropy Southwest

In-person annual conference: there were 512 individuals registered for the 75th annual conference, including member, non-member, speakers (111), and spouse/guest registrants. The conference included four plenary sessions and 32 breakout sessions, networking events, site visits, pre-conference sessions, the 75th anniversary celebration and celebration of Philanthropy dinner, ceo / ed breakfast. Other than member dues, this is the primary fundraising event for psw.
Educational 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.webinars: "federal daf regulations from treasury: how they impact your organization and "improving mental health for Texas kids in foster care".psw on the road events: held in 5 locations, with 158 attendees - Oklahoma city, ok, fort worth, tx, denver, co, and santa fe, nm
Ongoing 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.as psw reflects on the past 75 years, psw is excited to share how we are preserving our legacy, showcasing our story, and furthering our mission for the future of psw.- preserving our legacy: with the support of memory forward, psw has compiled an extensive collection of photos, documents, and more to chronicle our 75-year history.- showcasing our story: to commemorate the 75th anniversary, we created a documentary to highlight the remarkable journey of psw. Produced by the family pictures institute for inclusive storytelling and premiered at our celebration of Philanthropy event held at the driskill (the location of our founders' first meeting), the film follows psw from its founding to today to our vision for the future.

Who funds Philanthropy Southwest

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
Houston EndowmentProject Support To Launch the Funder Impact Collaborative on Civic Engagement$100,000
Walton Family FoundationTo Support A Convening of Member Philanthropy Leaders.$100,000
Hoblitzelle FoundationToward Capital Aspects of A 75th Anniversary Campaign.$75,000
...and 37 more grants received totalling $792,185

Personnel at Philanthropy Southwest

NameTitleCompensation
Anthony J FundaroPresident and Chief Executive Officer$206,033
Al JamesVice President$107,408
Mallory DriggersExecutive Vice President$104,842

Financials for Philanthropy Southwest

RevenuesFYE 12/2023
Total grants, contributions, etc.$2,015,543
Program services$604,635
Investment income and dividends$39,146
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$18,616
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$478
Total revenues$2,678,418

Form 990s for Philanthropy Southwest

Fiscal year endingDate received by IRSFormPDF link
2023-122024-10-24990View PDF
2022-122023-11-08990View PDF
2021-122022-11-09990View PDF
2020-122021-11-05990View PDF
2019-122021-04-02990View PDF
...and 10 more Form 990s
Data update history
December 27, 2024
Received grants
Identified 6 new grant, including a grant for $75,000 from Hoblitzelle Foundation
December 8, 2024
Posted financials
Added Form 990 for fiscal year 2023
November 27, 2024
Updated personnel
Identified 2 new personnel
October 13, 2024
Updated personnel
Identified 6 new personnel
September 21, 2024
Received grants
Identified 6 new grant, including a grant for $60,195 from The Addy Foundation
Nonprofit Types
Grantmaking organizationsProfessional associationsBusiness and community development organizationsCharities
Issues
EducationCommunity improvementBusiness and industry
Characteristics
MembershipsEndowed supportTax deductible donationsAccepts online donations
General information
Address
3000 Pegasus Park Dr Suite 706
Dallas, TX 75247
Metro area
Dallas-Fort Worth-Arlington, TX
County
Dallas County, TX
Website URL
philanthropysouthwest.org/ 
Phone
(214) 740-1787
IRS details
EIN
51-0163529
Fiscal year end
December
Taxreturn type
Form 990
Year formed
1975
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T03: Philanthropy, Voluntarism and Grantmaking Foundations Professional Societies and Associations
NAICS code, primary
813920: Professional Associations
Parent/child status
Independent
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