Partnersfinancial Charitable Foundation
- Assets
- $1.6m
- Revenue
- $113.6k
- Investments
- $0.0
- Employees
- 0
- Location
- Austin, TX
- Founding
- 02/2013
- Data as of
- 12/2021
- EIN
- 46-0827422
Organization Overview
Partnersfinancial Charitable Foundation is located in Austin, TX. The organization was established in 2013. According to its NTEE Classification (T31) the organization is classified as: Community Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Partnersfinancial Charitable Foundation 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 12/2021, Partnersfinancial Charitable Foundation generated $113.6k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (3.3%) each year. All expenses for the organization totaled $100.9k during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
Since 2017, Partnersfinancial Charitable Foundation has awarded 19 individual grants totaling $136,000. 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
2021
Describe the Organization's Mission:
Part 3 - Line 1
TO AWARD GRANTS TO NONPROFIT ORGANIZATIONS THAT IMPROVE OUR MEMBERS' LOCAL COMMUNITIES.
Describe the Organization's Program Activity:
Part 3 - Line 4a
TO AWARD GRANTS TO NONPROFIT ORGANIZATIONS THAT IMPROVE OUR MEMBERS' LOCAL COMMUNITIES. RECOMMENDATIONS ARE MADE BY PARTNERSFINANCIAL MEMBERSHIP AND APPROVED BY THE GRANTS COMMITTEE.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Jason O'dell President | OfficerTrustee | 1 | $0 |
John Irvin Chairman | OfficerTrustee | 1 | $0 |
Marty Nanne Director | Trustee | 1 | $0 |
Peter Lucas Director | Trustee | 1 | $0 |
Ryan Barradas Director | Trustee | 1 | $0 |
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 | $67,177 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $67,177 |
| Total Program Service Revenue | $0 |
| Investment income | $46,443 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| 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 | $113,620 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $86,500 |
| 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. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $4,732 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $2,613 |
| Fees for services: Other | $3,600 |
| Advertising and promotion | $0 |
| Office expenses | $3,335 |
| Information technology | $90 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $0 |
| All other expenses | $0 |
| Total functional expenses | $100,870 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $40,719 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| 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 | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $1,537,987 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $1,578,706 |
| Accounts payable and accrued expenses | $0 |
| 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 | $0 |
| Total liabilities | $0 |
| Net assets without donor restrictions | $1,578,706 |
| Net assets with donor restrictions | $0 |
| 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 | $1,578,706 |
Grants Awarded
Over the last fiscal year, Partnersfinancial Charitable Foundation has awarded $10,000 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
Cloquet, MN PURPOSE: TO PROVIDE A CHRISTMAS EXPERIENCE FOR THOSE FACING THE HARDSHIPS OF ILLNESS, DEATH OR FINANCIAL COMPLICATIONS | $5,000 |
Faribault, MN PURPOSE: PROVIDE SUPPORT FOR ALL FIRST RESPONDERS, BOTH ACTIVE AND RETIRED | $5,000 |
Grants Recieved
Over the last fiscal year, we have identified 2 grants that Partnersfinancial Charitable Foundation has recieved totaling $13,500.
| Awarding Organization | Amount |
|---|---|
Daniell Family Foundation Inc Farmington, CT PURPOSE: UNRESTRICTED | $7,500 |
Schwab Charitable Fund San Francisco, CA PURPOSE: PUBLIC, SOCIETAL BENEFIT | $6,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Dallas Foundation A Tx Nonprofit Corporation Dallas, TX | $387,395,879 | $137,312,103 |
Austin Community Foundation Austin, TX | $433,764,301 | $88,798,773 |
San Antonio Area Foundation San Antonio, TX | $587,345,748 | $192,937,536 |
The Greater New Orleans Foundation New Orleans, LA | $406,748,750 | $50,799,913 |
Arkansas Community Foundation Inc Little Rock, AR | $560,797,819 | $112,679,416 |
Oklahoma City Community Foundation Inc Oklahoma City, OK | $855,000,248 | $159,496,642 |
Community Foundation Of North Texas Fort Worth, TX | $520,525,998 | $72,575,782 |
Baton Rouge Area Foundation Baton Rouge, LA | $293,247,071 | $35,030,558 |
Astros Golf Foundation Houston, TX | $9,630,590 | $24,941,045 |
Santa Fe Community Foundation Santa Fe, NM | $107,508,749 | $26,179,829 |
Houston Jewish Community Foundation Houston, TX | $219,913,135 | $24,014,170 |
El Paso Community Foundation El Paso, TX | $84,044,216 | $21,715,289 |