THE PHILANTHROPY ROUNDTABLE INC

As filed

Subsection

03

NTEE code

T50Z

Classification

1000

Street

1120 20TH ST NW STE 400N

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Mission and programs · 2024

• 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.

  Expenses $2,839,406 · Grants $200,000

• 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.

  Expenses $4,029,955 · Grants $299

• 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.

  Expenses $888,122 · Revenue $516,637

As filed on the 2024 return.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us. Earlier years are each on their own filing page.

Filings

• 2024

  Revenue

  $12,485,005

  Expenses

  $10,202,952

  Contributions

  $11,032,786

  Grants paid

  $200,299

• 2023

  Revenue

  $10,968,725

  Expenses

  $10,972,117

  Contributions

  $10,079,683

  Grants paid

  $200,179

• 2022

  Revenue

  $11,055,810

  Expenses

  $12,354,593

  Contributions

  $10,297,104

  Grants paid

  $200,158

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

• 2021 · 990

  Revenue

  $10,468,910

  Expenses

  $10,423,804

  Assets (EOY)

  $16,718,572

• 2020 · 990

  Revenue

  $9,804,880

  Expenses

  $8,659,352

  Assets (EOY)

  $16,091,710

• 2020 · 990-T

  Revenue

  — not reported

  Expenses

  — not reported

  Assets (EOY)

  — not reported

• 2019 · 990

  Revenue

  $9,087,146

  Expenses

  $8,260,682

  Assets (EOY)

  $14,064,355

• 2018 · 990

  Revenue

  $8,394,762

  Expenses

  $8,631,703

  Assets (EOY)

  $12,348,521

• 2017 · 990

  Revenue

  $8,819,058

  Expenses

  $8,917,853

  Assets (EOY)

  $13,424,759

• 2016 · 990

  Revenue

  $8,594,071

  Expenses

  $8,712,374

  Assets (EOY)

  $12,757,851

• 2015 · 990

  Revenue

  $9,403,708

  Expenses

  $8,424,670

  Assets (EOY)

  $11,731,595

• 2014 · 990

  Revenue

  $7,742,082

  Expenses

  $7,134,888

  Assets (EOY)

  $11,276,561

• 2013 · 990

  Revenue

  $5,742,772

  Expenses

  $6,419,839

  Assets (EOY)

  $10,821,430

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

• FOUNDATION FOR EXCELLENCE IN EDUCATION INC

  $200,000

  2022 · 2022 SIMON-DEVOS PRIZE

• HOPE INTERNATIONAL

  $100,000

  2023 · 2023 SIMON-DEVOS PRIZE

• ACTON INSTITUTE

  $100,000

  2023 · 2023 SIMON-DEVOS PRIZE

• WESTERN STOCK SHOW ASSOCIATION

  $100,000

  2024 · 2024 SIMON-DEVOS PRIZE

• INTERCESSORS FOR AMERICA

  $100,000

  2024 · 2024 SIMON-DEVOS PRIZE

Where these grants went next →

Grants received

• FIDELITY INVESTMENTS CHARITABLE GIFT FUND

  $1,739,000

  2022 · For grant recipient's exempt purposes

• FIDELITY INVESTMENTS CHARITABLE GIFT FUND

  $1,651,500

  2024 · For grant recipient's exempt purposes

• FIDELITY INVESTMENTS CHARITABLE GIFT FUND

  $1,502,500

  2023 · For grant recipient's exempt purposes

• DONORS TRUST INC

  $1,500,000

  2024 · for the Freedom Project and the Mental Health Initiative

• DONORS TRUST INC

  $1,223,100

  2022 · for general operations

• NATIONAL PHILANTHROPIC TR

  $850,000

  2024 · ENVIRONMENT, ANIMALS

• NATIONAL PHILANTHROPIC TR

  $750,000

  2023 · PUBLIC, SOCIETAL BENEFIT

• DONORS TRUST INC

  $720,120

  2023 · for general operations

• NATIONAL PHILANTHROPIC TR

  $575,000

  2022 · PUBLIC, SOCIETAL BENEFIT

• VANGUARD CHARITABLE ENDOWMENT PROGRAM

  $569,650

  2023 · FOR RECIPIENT'S EXEMPT PURPOSE

The 10 largest by cash amount. The API serves every itemized grant.

Other IRS files