EIN 51-0163529

Philanthropy Southwest

IRS 501(c) type
501(c)(3)
Num. employees
7
City
State
Year formed
1975
Most recent tax filings
2022-12-01
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
$2,050,559
2022
Total expenses
$1,807,714
2022
Total assets
$2,268,165
2022
Num. employees
7
2022

Program areas at Philanthropy Southwest

In-person annual conference: there were over 456 individuals registered for the 74th annual conference, including member, non-member and spouse/guest registrants. The conference included five plenary sessions and 32 breakout sessions, networking events, site visits, and the celebration of Philanthropy dinner, ceo / ed breakfast
Education : Philanthropy Southwest 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 300 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 and psw on the road events: psw completed 3 webinars for membership on topics ranging from legal matters for community foundation, board governance-best &emerging practices; psw on the road events were held in 5 locations, with 158 attendees - Colorado springs, co, santa fe, nm, little rock, ar, houston, tx, and austin, tx
Ongoing member services :Philanthropy Southwest 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, 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.

Who funds Philanthropy Southwest

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
Episcopal Health FoundationProgram Support$100,000
Hoblitzelle FoundationToward Capital Aspects of A 75th Anniversary Campaign.$75,000
The Addy FoundationCivic/community Engagement$60,195
...and 20 more grants received totalling $517,799

Personnel at Philanthropy Southwest

NameTitleCompensation
Anthony J FundaroPresident and Chief Executive Officer$176,925
Lauren HaskinsVice President of Membership and Partnerships$104,106
Katie RobbinsTreasurer$0
Bonnie GonzalezSecretary / Director$0
Matthew RandazzoIncoming Chair and Board Member$0
...and 11 more key personnel

Financials for Philanthropy Southwest

RevenuesFYE 12/2022
Total grants, contributions, etc.$1,512,692
Program services$508,805
Investment income and dividends$27,650
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$-4,479
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$5,891
Total revenues$2,050,559

Form 990s for Philanthropy Southwest

Fiscal year endingDate received by IRSFormPDF link
2022-122023-11-08990View PDF
2021-122022-11-09990View PDF
2020-122021-11-05990View PDF
2019-122021-04-02990View PDF
2018-122020-01-28990View PDF
...and 9 more Form 990s
Data update history
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
May 18, 2024
Received grants
Identified 1 new grant, including a grant for $8,850 from Hardesty Family Foundation
January 23, 2024
Posted financials
Added Form 990 for fiscal year 2022
January 23, 2024
Updated personnel
Identified 3 new personnel
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 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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