The Philanthropy Roundtable Inc
- Assets
- $20.4m
- Revenue
- $11.0m
- Investments
- $0.0
- Employees
- 42
- Location
- Washington, DC
- Founding
- 07/1978
- Data as of
- 12/2023
- EIN
- 13-2943020
Organization Overview
The Philanthropy Roundtable Inc is located in Washington, DC. The organization was established in 1978. According to its NTEE Classification (T50) the organization is classified as: Philanthropy, Charity & Voluntarism Promotion, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. As of 12/2023, Philanthropy Roundtable Inc employed 42 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Philanthropy Roundtable Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, Philanthropy Roundtable Inc generated $11.0m in total revenue. This represents relatively stable growth, over the past 8 years the organization has increased revenue by an average of 1.9% each year. All expenses for the organization totaled $11.0m during the year ending 12/2023. While expenses have increased by 3.4% per year over the past 8 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Philanthropy Roundtable Inc has awarded 17 individual grants totaling $1,650,000. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2023
Describe the Organization's Mission:
Part 3 - Line 1
PHILANTHROPY ROUNDTABLE'S VISION IS TO BUILD AND SUSTAIN A VIBRANT AMERICAN PHILANTHROPIC MOVEMENT THAT STRENGTHENS OUR FREE SOCIETY. TO ACHIEVE THIS VISION, PHILANTHROPY ROUNDTABLE PURSUES A MISSION TO FOSTER EXCELLENCE IN PHILANTHROPY, PROTECT PHILATHROPIC FREEDOM AND HELP DONORS ADVANCE LIBERTY, OPPORTUNITY AND PERSONAL RESPONSIBILITY.
Describe the Organization's Program Activity:
Part 3 - Line 4a
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.
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.
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.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Richard Graber Chairman | OfficerTrustee | 2 | $0 |
David Stover Treasurer | OfficerTrustee | 2 | $0 |
Heather Templeton Dill Secretary | OfficerTrustee | 1 | $0 |
Cason Carter Board Member | Trustee | 1 | $0 |
John Jackson Board Member | Trustee | 1 | $0 |
Fred Klipsch Board Member | Trustee | 1 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Miller & Chevalier Self-defense Lobbying Services | 12/30/23 | $156,250 |
Rubino & Company Chartered Accounting Services | 12/30/23 | $152,814 |
Royal Imperial Consulting Llc It Consultant | 12/30/23 | $198,550 |
Manatt Phelps & Phillips Llp Self-defense Lobbying Services | 12/30/23 | $120,000 |
Article One Group Self-defense Lobbying Services | 12/30/23 | $146,250 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $10,079,683 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $10,079,683 |
| Total Program Service Revenue | $373,657 |
| Investment income | $381,038 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $37,200 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $10,968,725 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $200,179 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $1,540,120 |
| Compensation of current officers, directors, key employees. | $267,833 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $3,080,876 |
| Pension plan accruals and contributions | $160,237 |
| Other employee benefits | $520,934 |
| Payroll taxes | $329,556 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $212,836 |
| Fees for services: Accounting | $189,722 |
| Fees for services: Lobbying | $967,803 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $20,048 |
| Fees for services: Other | $770,578 |
| Advertising and promotion | $70,178 |
| Office expenses | $189,606 |
| Information technology | $421,453 |
| Royalties | $0 |
| Occupancy | $783,980 |
| Travel | $309,936 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $795,662 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $269,148 |
| Insurance | $21,792 |
| All other expenses | $34,998 |
| Total functional expenses | $10,972,117 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $146,078 |
| Savings and temporary cash investments | $2,043,305 |
| Pledges and grants receivable | $1,706,047 |
| Accounts receivable, net | $7,422 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $251,520 |
| Net Land, buildings, and equipment | $2,621,962 |
| Investments—publicly traded securities | $9,699,616 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $3,919,838 |
| Total assets | $20,395,788 |
| Accounts payable and accrued expenses | $601,510 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $7,632,048 |
| Total liabilities | $8,233,558 |
| Net assets without donor restrictions | $9,921,515 |
| Net assets with donor restrictions | $2,240,715 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $20,395,788 |
Grants Awarded
Over the last fiscal year, The Philanthropy Roundtable Inc has awarded $200,000 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
HOPE INTERNATIONAL PURPOSE: 2023 SIMON-DEVOS PRIZE | $100,000 |
ACTON INSTITUTE PURPOSE: 2023 SIMON-DEVOS PRIZE | $100,000 |