EIN 13-2943020

The Philanthropy Roundtable

IRS 501(c) type
501(c)(3)
Num. employees
42
Year formed
1978
Most recent tax filings
2023-12-01
Description
The Philanthropy Roundtable promotes philanthropic freedom, empowers donors, fosters community development, and supports initiatives that enhance liberty and personal responsibility.
Total revenues
$10,968,725
2023
20192020202120222023$9m$11m
Total expenses
$10,972,117
2023
20192020202120222023$8m$10m$12m
Total assets
$20,395,788
2023
20192020202120222023$14m$18m
Num. employees
42
2023
20192020202120222023040

Program areas at The Philanthropy Roundtable

Program areas: The Roundtable's programmatic work advances The values of liberty, opportunity, and personal responsibility by supporting philanthropic donors with strategic, operational, and charitable investment education. Charitable focus areas for The Roundtable include strengthening america's communities, creating pathways to opportunity, and promoting america's founding principles.
Annual meeting: The Roundtable's annual premier gathering for hundreds of philanthropic decision makers committed to strengthening our free society and to exploring, collaborating, and solving our nation's greatest problems through meaningful Philanthropy.
Philanthropic freedom and public policy: The Roundtable's public policy work advances philanthropic freedom and protects The rights of individual donors, private foundations, and other charitable givers to give how, when, and where they choose.

Grants made by The Philanthropy Roundtable

GranteeGrant descriptionAmount
Acton Institute for the Study of Religion and Liberty2023 Simon-Devos Prize$100,000
Hope International2023 Simon-Devos Prize$100,000

Who funds The Philanthropy Roundtable

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
Fidelity Investments Charitable Gift FundFor Grant Recipient's Exempt Purposes$1,739,000
Donors TrustFor General Operations$720,120
National Philanthropic TrustPublic, Societal Benefit$575,000
...and 149 more grants received totalling $8,612,120

Personnel at The Philanthropy Roundtable

NameTitleCompensation
Christie HerreraPresident and Chief Executive Officer$351,705
Jenny KimVice President , Operations and General$163,794
Rhett ButlerVice President of Development
Caitlin SummersVice President of Events
Annie Dwyer DunnVice President of Strategic Initiatives and Content$184,455
...and 31 more key personnel

Financials for The Philanthropy Roundtable

RevenuesFYE 12/2023
Total grants, contributions, etc.$10,079,683
Program services$373,657
Investment income and dividends$381,038
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$37,200
Net gain from sale of non-inventory assets$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$97,147
Total revenues$10,968,725

Form 990s for The Philanthropy Roundtable

Fiscal year endingDate received by IRSFormPDF link
2023-122024-11-07990View PDF
2022-122023-06-29990View PDF
2021-122022-06-08990View PDF
2020-122021-05-26990View PDF
2019-122020-08-11990View PDF
...and 9 more Form 990s

Organizations like The Philanthropy Roundtable

OrganizationLocationRevenue
Council on FoundationsWashington, DC$13,215,376
Community Anti-Drug Coalitions of America (CADCA)Alexandria, VA$14,629,529
National Taxpayers Union Foundation (NTUF)Washington, DC$2,748,480
Philanthropy NorthwestSeattle, WA$4,230,276
New AmericaWashington, DC$46,779,045
Independent SectorWashington, DC$5,511,238
Prosperity NowWashington, DC$20,410,607
Alliance for a Just SocietySeattle, WA$5,349,926
Center for Rural Affairs (CFRA)Lyons, NE$7,387,243
State Policy NetworkArlington, VA$27,111,882
Data update history
January 20, 2025
Received grants
Identified 66 new grant, including a grant for $720,120 from Donors Trust
January 3, 2025
Posted financials
Added Form 990 for fiscal year 2023
December 25, 2024
Updated personnel
Identified 2 new personnel
December 25, 2024
Used new vendors
Identified 2 new vendors, including , and
November 24, 2024
Received grants
Identified 12 new grant, including a grant for $60,000 from The Dunn Foundation
Nonprofit Types
Grantmaking organizationsSocial advocacy organizationsCharities
Issues
Community improvementBusiness and industry
Characteristics
Political advocacyLobbyingNational levelTax deductible donationsAccepts online donations
General information
Address
1120 20th St NW 400n
Washington, DC 20036
Metro area
Washington-Arlington-Alexandria, DC-VA-MD-WV
County
District of Columbia, DC
Website URL
philanthropyroundtable.org/ 
Phone
(202) 822-8333
Twitter profile
@philanthropymag 
IRS details
EIN
13-2943020
Fiscal year end
December
Taxreturn type
Form 990
Year formed
1978
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T00: Philanthropy, Voluntarism, and Grantmaking Foundations: General
NAICS code, primary
813319: Social Advocacy Organizations
Parent/child status
Independent
California AB-488 details
AB 488 status
May Operate or Solicit for Charitable Purposes
Charity Registration status
Current
FTB status revoked
Not revoked
AG Registration Number
122615
FTB Entity ID
None yet
AB 488 data last updated ("as-of") date
2025-03-19
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