Difference between revisions of "Philanthropy Roundtable"

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{{#badges:Koch Exposed}}The '''Philanthropy Roundtable''' was established by the [[Bradley Foundation]] in 1987 as a 501(c)(3) organization to help facilitate conservative grant-making.  The organization describes itself as "America’s leading network of charitable donors working to strengthen our free society, uphold donor intent, and protect the freedom to give." <ref>The Philanthropy Roundtable, "[http://www.philanthropyroundtable.org/who_we_are/about_us/ About Us]", "Philanthropy website", accessed June 10, 2013.</ref>
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The '''Philanthropy Roundtable''' was established with funding from the [[Institute for Educational Affairs]] in the 1970s to help facilitate and coordinate conservative grant-making and foundations.  The organization describes itself as "America’s leading network of charitable donors working to strengthen our free society, uphold donor intent, and protect the freedom to give." <ref>The Philanthropy Roundtable, "[http://www.philanthropyroundtable.org/who_we_are/about_us/ About Us]", "Philanthropy website", accessed June 10, 2013.</ref> Philanthropy Roundtable is a registered 501(c)3 and is currently an associate member of the [[State Policy Network]] (SPN).
  
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In 2012, Philanthropy Roundtable recorded an annual revenue of $6,850,567, and $6,109,817 in total expenses, while issuing $250,000 in grants.<ref name="2012 990">Philanthropy Roundtable, [http://www.guidestar.org/FinDocuments/2012/132/943/2012-132943020-096bcb2c-9.pdf 2012 IRS form 990], organizational tax filing, April 23, 2013. Accessed July 3, 2014.</ref>
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In 1999, Philanthropy Roundtable spun off the Koch-funded [[DonorsTrust]] (DT) and [[Donors Capital Fund]] (DCF), two "donor-advised funds" that create separate accounts for individual donors, who then recommend disbursements from the accounts to different non-profits. The identity of the original mystery donors is therefore cloaked because the funds are then distributed in the name of DT or DCF, contributing another step to what has been called a "murky money maze."<ref>John Mashey, [http://www.desmogblog.com/sites/beta.desmogblog.com/files/fake2.pdf Fake science, fakexperts, funny finances, free of tax 2], ''DeSmog Blog'' report, updated October 23, 2012, p. 19.</ref> [[Whitney L. Ball]], Philanthropy Roundtable's former executive director,<ref>Philanthropy Roundtable, [http://www.philanthropyroundtable.org/topic/excellence_in_philanthropy/whitney_ball Whitney Ball: The Future of Donor-Advised Funds], interview from ''Philanthropy'' magazine, September/October 2005.</ref> co-founded the two Donors funds and is president and CEO of DT<ref>DonorsTrust, [http://www.donorstrust.org/AboutUs/DirectorsStaff.aspx Directors & Staff], organizational website, accessed July 2014.</ref> and a director of DCF.<ref>Donors Capital Fund, [http://www.donorscapitalfund.org/AboutUs/DirectorsOfficers.aspx Directors & Officers], organizational website, accessed July 2014.</ref>
  
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{{Template:KochConnection}}
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__TOC__
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==News and Controversies==
  
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==Ties to the Koch Brothers==
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===Lack of Transparency===
  
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In October 2011 the Roundtable awarded [[Charles G. Koch]] the William E. Simon Prize for Philanthropic Leadership.  The award gives $250,000 to a charity of the prize recipient's choice, and is intended to "honor living philanthropists who have shown exemplary leadership through their own charitable giving, either directly or through foundations they have created." In its explanation for why Koch was the recipient, the Roundtable claimed that "For more than 40 years, he has been at the forefront of strategic investment in ideas, think tanks, and academic research." <ref> [http://www.philanthropyroundtable.org/topic/excellence_in_philanthropy/2011_william_e_simon_prize_for_philanthropic_leadership The Philanthropy Roundtable announces Charles G. Koch as the 2011 recipient of the William E. Simon Prize.], accessed 10/20/2011 </ref> Not surprisingly, Koch has maintained a longstanding financial relationship with the foundation. 
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The Roundtable is outspoken in its opposition to transparency. In 2013, Roundtable president Adam Meyerson wrote that the "right to confidentiality in charitable giving is grounded in our constitutional freedom of association, and it is one of the most important elements of philanthropic freedom." Responding to critics of the fund's lack of transparency, he claimed that "a sizable minority [of donors] want their philanthropy to be anonymous and will not give unless they can keep their donations confidential," and concluded with the statement, "So-called “dark money” illuminates our free society."<ref>Adam Meyerson, "[http://www.philanthropyroundtable.org/topic/philanthropic_freedom/presidents_note President's Note: Misconceptions about 'Dark Money']," ''Philanthropy'', Fall 2013. Archived on Philanthropy Roundtable's website, accesssed July 8, 2014.</ref>  
  
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Between 1993 and 2005, the Philanthropy Roundtable received $94,500 in donations from Koch's own philanthropic organization, the [[Charles G. Koch Charitable Foundation]].<ref>[http://old.mediatransparency.org/recipientfundergrants.php?funderID=9&recipientID=280 Media Transparency: Grants to Philanthropy Roundtable from Charles G. Koch Charitable Foundation], accessed 10/20/2011 </ref>  Koch contributed $125,000 more to the Roundtable between 2006-2009, bringing [[Charles Koch]]'s total contributions to the [[Philanthropy Roundtable]] between 1993 and 2009 to $219,500.<ref> [http://mediamattersaction.org/transparency/organization/Philanthropy_Roundtable/funders?year=- Media Matters Action Network: Conservative Transparency], accessed 10/20/2011 </ref>
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According to Media Matters, "The Philanthropy Foundation fights what it considers the increasingly growing public view that foundations should be accountable to the public. The group is opposed to more efforts at transparency, believing that "foundations are private organizations that should be free to make their own governance and grantmaking decisions so long as they operate with integrity and use their assets for genuinely charitable purposes."" <ref>Media Matters, [https://web.archive.org/web/20120503191744/http://mediamattersaction.org/transparency/organization/Philanthropy_Roundtable Media Philanthropy Roundtable], Conservative Transparency Project, organization profile, May 3, 2012. Archived by Internet Wayback Machine, accessed July 8, 2014.</ref>
  
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Koch has a long history of involvement at the Roundtable's annual meetings.  A 1997 report by the National Committee on Response Philanthropy documented the participation of the Koch Brothers in the 1995 conference:
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===Education Reform a Priority===
  
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"In a presentation at the Philanthropy Roundtable's 1995 annual conference, [[Richard Fink]], president of the [[Koch family foundations|Charles G. Koch and Claude R. Lambe charitable foundations]], made good use of market metaphors to outline how foundations can exert the greatest impact on public policy. Adapting laissez-faire economist Friedrich Hayek's model of the production process to social change grant-making, Fink argued that the translation of ideas into action requires the development of intellectual raw materials, their conversion into specific policy products, and the marketing and distribution of these products to citizen-consumers.
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In an interview with the ''Chronicle of Philanthropy'', the President of the Philanthropy Roundatble, [[Adam Meyerson]], indicated that education 'reform' was one of the key priorities for the organisation during [[George W. Bush]]'s second term, "President Bush has the potential to be the most important president in the history of American education -- the president who finally solves our crisis in the education of low-income children. But he cannot achieve this breakthrough simply through the federal [[No Child Left Behind]] law, the focus of his first term. Reform of education is going to come primarily from the ground up -- from state and local government, and from philanthropists and social entrepreneurs," he said.[http://philanthropy.com/free/articles/v17/i03/03000701.htm]
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==Ties to the Bradley Foundation==
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The Bradley Foundation has been a strong supporter of the Philanthropy Roundtable. Between 1991 and 2015, Bradley documents on a 2016 Philanthropy Roundtable Grant History form that it has given the organization $4,837,500.<ref>Bradley Foundation, [Philanthropy Roundtable Grant History], ''Bradley Files'', 2016.</ref>
  
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Grantmakers, Fink argued, would do well to invest in change along the entire production continuum, funding scholars and university programs where the intellectual framework for social transformation is developed, think tanks where scholarly ideas get translated into specific policy proposals, and implementation groups to bring these proposals into the political marketplace and eventually to consumers." <ref>[http://old.mediatransparency.org/pdaconservativephilanthropy.php] accessed October 20, 2011 </ref>
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A background document from the [https://www.exposedbycmd.org/bradley-files/ Bradley Files] provides insight into the history of the Philanthropy Roundtable and its activities,
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:"The Roundtable began in the late 1970s under the auspices of the Institute for Educational affairs as an informal network of grant makers focused on promoting private, voluntary approaches to improve the lives of individual citizens in their respective communities, and, thereby, in the nation as a whole. Over time the Roundtable evolved into a nationwide network of donors supporting annually conferences and publications which became a free-standing organization with an independent board and staff. In this organizational arrangement the Roundtable aims to assist philanthropists in learning about effective giving strategies."
  
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Charles Koch was a presenter at the 2011 annual Philanthropy Roundtable conference.<ref> [http://www.philanthropyroundtable.org/topic/events/2011_annual_meeting_agenda] accessed October 20, 2011 </ref>
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:"The Roundtable's total expenses in 2015 were $8,415,471. Of that amount 87% is allocated for program expenses, 8% for administration and 5% for fundraising. The Philanthropy Roundtable ended 2015 with 635 contributing members, with 68 of these individuals and organizations contributing $25,000 or more. A total of 28 donors made a contribution of at least $100,000 in 2015. The list of prominent donors include amongst others the Anschutz, Arnold, Gates, Kauffman, Maclellan, Marcus, Milbank, Murdock, Randolph, Seattle, Spencer, and Templeton Foundations."<ref>Bradley Foundation, [Philanthropy Roundtable Grant Proposal Record], ''Bradley Files'', June 14, 2016.</ref>
  
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==Background==
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{{Bradley}}
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==Ties to the Koch Brothers==
  
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According to the Institute for Policy Studies, "The Philanthropy Roundtable arose as part of a strategy to build a rightwing funding base to contest the power of the "liberal establishment." The organization was initially financed by the Institute for Education Affairs, founded in 1978 by Irving Kristol and former U.S. Treasury Secretary and Olin Foundation president William Simon, two key figures in shaping the strategies of corporate and rightwing philanthropy.  Under their direction, the IEA aimed to funnel millions of dollars into the "war of ideas" with what they called the "adversary culture"—meaning liberals, progressives, and secularists. <ref> [http://www.rightweb.irc-online.org/profile/Philanthropy_Roundtable Institute For Policy Studies Philanthropy Roundtable Profile], accessed 10/20/2011 </ref>
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In October 2011, the Roundtable awarded [[Charles G. Koch]] the "[[William E. Simon]] Prize for Philanthropic Leadership." The award gives $250,000 to a charity of the prize recipient's choice and is intended to "honor living philanthropists who have shown exemplary leadership through their own charitable giving, either directly or through foundations they have created."<ref name="KochSimon"/> Koch chose to direct the $250,000 prize to the [[Institute for Humane Studies]].<ref>Philanthropy Roundtable, [http://207.153.189.83/EINS/132943020/132943020_2011_088991a6.PDF 2011 IRS Form 990], organizational annual IRS filing, April 27, 2012.</ref> In its explanation for why Koch was the recipient, the Roundtable stated, "For more than 40 years, he has been at the forefront of strategic investment in ideas, think tanks, and academic research."<ref name="KochSimon">Philanthropy Roundtable, [http://www.philanthropyroundtable.org/topic/excellence_in_philanthropy/2011_william_e_simon_prize_for_philanthropic_leadership The Philanthropy Roundtable announces Charles G. Koch as the 2011 recipient of the William E. Simon Prize], organizational website, accessed October 20, 2011.</ref> Koch has maintained a long-standing financial relationship with the organization. 
  
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Each year the Roundtable convenes an annual conference drawing together presenters from conservative advocates, media commentators - such as David Brooks from the ''New York Times'' - and mainstream [[non-government organization]]s. Its November 2004 annual conference at Palm Beach, Florida, USA included a special pre conference environmental meeting. The after dinner speaker was Danish climate change denier [[Bjorn Lomborg]] while other feature sessions were on oceans and aquaculture policy, the fate of the Amazon forests, environmental education and water policy in Florida.
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[[Koch Family Foundations]] gave an aggregate of $363,445 to the Philanthropy Roundtable between 1993 and 2012.<ref>American Bridge 21st Century Foundation, [http://conservativetransparency.org/recipient/philanthropy-roundtable/ Philanthropy Roundtable Transactions], ''ConservativeTransparency.org'', accessed July 7, 2014.</ref> The Philanthropy Roundtable received $319,245 in donations from the [[Charles G. Koch Charitable Foundation]] between 1993 and 2012; and $44,200 from the [[Claude R. Lambe Foundation]] between 2002 and 2003.<ref>American Bridge 21st Century Foundation, [http://conservativetransparency.org/recipient/philanthropy-roundtable/?order_by=donor_name+ASC#grants Philanthropy Roundtable: Donors], ''ConservativeTransparency.org'', accessed July 2014.</ref>
  
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A feature session of the main conference agenda was a discussion on what to do about teachers unions. [http://www.philanthropyroundtable.org/conf_agenda.html].  
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Koch has a long history of involvement at the Roundtable's annual meetings. He was a presenter at the 2011 annual Philanthropy Roundtable conference.<ref>Philanthropy Roundtable, [http://www.philanthropyroundtable.org/topic/events/2011_annual_meeting_agenda 2011 Annual Meeting Agenda], organizational website, accessed October 20, 2011.</ref> A 1997 report by the National Committee on Responsive Philanthropy documented the participation of the Koch Brothers in the 1995 conference:
  
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===Lack of Transparency===
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:"In a presentation at the Philanthropy Roundtable's 1995 annual conference, [[Richard Fink]], president of the [[Koch family foundations|Charles G. Koch and Claude R. Lambe charitable foundations]], made good use of market metaphors to outline how foundations can exert the greatest impact on public policy. Adapting laissez-faire economist Friedrich Hayek's model of the production process to social change grant-making, Fink argued that the translation of ideas into action requires the development of intellectual raw materials, their conversion into specific policy products, and the marketing and distribution of these products to citizen-consumers.
  
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According to Media Matters database on conservative funders, the Roundtable is outspoken in its opposition to transparency. "The Philanthropy Foundation fights what it considers the increasingly growing public view that foundations should be accountable to the public. The group is opposed to more efforts at transparency, believing that "foundations are private organizations that should be free to make their own governance and grantmaking decisions so long as they operate with integrity and use their assets for genuinely charitable purposes."" <ref> [http://mediamattersaction.org/transparency/organization/Philanthropy_Roundtable/funders?year=- Media Matters Action Network: Conservative Transparency], accessed 10/20/2011 </ref>
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:"Grantmakers, Fink argued, would do well to invest in change along the entire production continuum, funding scholars and university programs where the intellectual framework for social transformation is developed, think tanks where scholarly ideas get translated into specific policy proposals, and implementation groups to bring these proposals into the political marketplace and eventually to consumers."<ref>National Committee for Responsive Philanthropy, [http://www.ncrp.org/index.php?option=com_ixxocart&Itemid=41&p=product&id=7&parent=3 Moving a Public Policy Agenda: the Strategic Philanthropy of Conservative Foundations], organizational report, July 1997, [https://web.archive.org/web/20120310131911/http://old.mediatransparency.org/pdaconservativephilanthropy.php quoted here].</ref>
  
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===Education Reform a Priority===
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The Koch brothers also fund [[DonorsTrust]] and [[Donors Capital Fund]], which the Philanthropy Roundtable spun off in 1999. The obscure [[Knowledge and Progress Fund]], controlled by [[Charles G. Koch]], with [[Richard Fink]] as president, has given only to Donors since 2005.<ref name="mashey">John Mashey, [http://www.desmogblog.com/sites/beta.desmogblog.com/files/fake2.pdf Fake science, fakexperts, funny finances, free of tax 2], ''DeSmog Blog'' report, updated October 23, 2012, p. 71.</ref><ref name="PRW">Connor Gibson, Greenpeace, [https://www.prwatch.org/news/2012/10/11819/meet-network-hiding-koch-money-donors-trust-and-donors-capital-fund Meet the Network Hiding the Koch Money: "Donors Trust" and "Donors Capital Fund"], ''PRWatch.org'', originally published by Greenpeace, October 29, 2012.</ref>
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It gave $1.25 million to Donors in 2007, $1.25 million in 2008, and then $2 million in 2010, according to PBS ''Frontline''.<ref>[http://www.pbs.org/wgbh/pages/frontline/environment/climate-of-doubt/robert-brulle-inside-the-climate-change-countermovement/ Robert Brulle: Inside the Climate Change “Countermovement”], PBS ''Frontline'', October 23, 2012.</ref>
  
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In an interview with the ''Chronicle of Philanthropy'', the President of the Philanthropy Roundatble, [[Adam Meyerson]], indicated that education 'reform' was one of the key priorities for the organisation during [[George W. Bush]]'s second term, "President Bush has the potential to be the most important president in the history of American education -- the president who finally solves our crisis in the education of low-income children. But he cannot achieve this breakthrough simply through the federal [[No Child Left Behind]] law, the focus of his first term. Reform of education is going to come primarily from the ground up -- from state and local government, and from philanthropists and social entrepreneurs," he said.[http://philanthropy.com/free/articles/v17/i03/03000701.htm]
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In May 2021, Jenny Kim, a former [[Koch Industries]] in-house attorney, left the company to become Philanthropy Roundtable's first general counsel.<ref name=prjk>Dan Clark, [https://www.law.com/corpcounsel/2021/05/10/koch-in-house-attorney-becomes-first-gc-at-the-philanthropy-roundtable/?slreturn=20210411142614 "Koch In-House Attorney Becomes First GC at The Philanthropy Roundtable"], ''Law.com Corporate Counsel'', May 10, 2021, accessed May 11, 2021.</ref>
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{{Template:KochConnection}}
  
 
===Links to Neoconservatives===
 
===Links to Neoconservatives===
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"Philanthropy Roundtable directors have included Leslie Lenkwosky and John Waters, both of whom served in the George W. Bush administration, as well as Kim Dennis, now executive director of the [[Searle Freedom Trust]]. Adam Meyerson, a former vice president of the Heritage Foundation, has been the director since 2001.  Meyerson is co-editor of the Wall Street Journal on Management, former editorial writer for the Wall Street Journal, former managing editor of the American Spectator, and the spouse of Nina Shea, the director of the Center for Religious Freedom at Hudson Institute and a long-standing neoconservative activist." <ref> [http://www.rightweb.irc-online.org/profile/Philanthropy_Roundtable Institute For Policy Studies Philanthropy Roundtable Profile], accessed 10/20/2011 </ref>
 
"Philanthropy Roundtable directors have included Leslie Lenkwosky and John Waters, both of whom served in the George W. Bush administration, as well as Kim Dennis, now executive director of the [[Searle Freedom Trust]]. Adam Meyerson, a former vice president of the Heritage Foundation, has been the director since 2001.  Meyerson is co-editor of the Wall Street Journal on Management, former editorial writer for the Wall Street Journal, former managing editor of the American Spectator, and the spouse of Nina Shea, the director of the Center for Religious Freedom at Hudson Institute and a long-standing neoconservative activist." <ref> [http://www.rightweb.irc-online.org/profile/Philanthropy_Roundtable Institute For Policy Studies Philanthropy Roundtable Profile], accessed 10/20/2011 </ref>
  
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==Personnel==
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==Funding==
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Philanthropy Roundtable is not required by law to disclose its donors. However, a search of IRS filings, revealed the following contributors to Philanthropy Roundtable between 2014 and 2019.
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===2014-2019===
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*Abell-Hanger Foundation: $100,000 (2015-2018)
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*Annenberg Foundation: $20,000 (2014-2017)
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*Apgar Foundation: $25,000 (2014-2018)
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*Armstrong Foundation: $25,000 (2014-2018)
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*Asness Family Foundation: $25,000 (2017-2018)
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*Barnes Family Foundation: $5,750 (2014-2018)
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*Barney Family Foundation: $50,000 (2014-2018)
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*Bergstrom Foundation: $6,000 (2015-2019)
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*Beth and Ravenel Curry Foundation: $20,000 (2014-2017)
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*[[Bill & Melinda Gates Foundation]]: $1,600,000 (2014-2018)
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*Bouncer Foundation: $60,000 (2014-2019)
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*Bowana Foundation: $91,000 (2014-2015)
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*[[Bradley Foundation]]: $1,950,000 (2014-2019)
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*[[Bradley Impact Fund]]: $23,000 (2014-2016)
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*Bryant Family Foundation: $5,000 (2014)
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*California Endowment: $20,000 (2014-2018)
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*California Wellness Foundation: $30,000 (2014-2018)
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*Caroline M Lowndes Foundation: $15,000 (2017-2019)
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*Cassin Educational Initivative Foundation: $7,000 (2016-2017)
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*Challenge Foundation: $25,000 (2016)
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*Charles and Lisa Simonyi Fund for Arts and Sciences: $50,000 (2014-2018)
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*[[Charles G Koch Foundation]]: $44,209 (2014-2019)
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*[[Charles Koch Institute]]: $7,636 (2014)
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*Charles Stewart Mott Foundation: $120,000 (2015-2018)
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*Chiaroscuro Foundation: $150,000 (2014-2015)
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*Chicago Community Trust: $22,000 (2017-2018)
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*Cockrell Foundation: $45,000 (2014-2018)
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*Communities Foundation of Texas: $820,362 (2015-2017)
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*Community Foundation for the Land of Lincoln: $100,000 (2017)
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*Community Foundation of Greater Memphis: $27,000 (2015)
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*Couchman and Noble Foundation: $6,000 (2014-2017)
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*Council on Foundations: $50,000 (2017)
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*David and Julia Uihlein Charitable Foundation: $5,000 (2016)
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*David and Lucile Packard Foundation: $100,000 (2014-2018)
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*David Belk Cannon Foundation: $95,000 (2014-2018)
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*David Nathan Meyerson Foundation: $5,000 (2015)
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*Declaration of Trust of the Joseph and Mary Cacioppo Foundation: $164,500 (2014-2018)
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*Delaski Family Foundation: $5,000 (2017)
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*Dillon Foundation: $5,300 (2014-2017)
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*[[Donors Capital Fund]]: $1,100,798 (2014-2016)
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*[[DonorsTrust]]: $1,505,052 (2014-2019)
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*Dr. Scholl Foundation: $5,000 (2017)
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*Ed Foundation: $400,000 (2014-2017)
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*[[Ed Uihlein Family Foundation]]: $475,000 (2016-2018)
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*Ewing Halsell Foundation: $15,000 (2017)
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*Ewing Marion Kauffman Foundation: $370,000 (2014-2017)
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*Ford Motor Co Fund: $10,000 (2015-2017)
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*Frist Foundation: $25,000 (2014-2018)
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*Garcia Family Foundation: $35,000 (2017-2019)
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*Garthwaite Family Foundation: $37,500 (2014-2018)
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*George Edward Durell Foundation: $30,000 (2015-2018)
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*George W Brackenridge Foundation: $25,000 (2014-2017)
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*GFC Foundation: $30,000 (2014-2017)
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*Gianforte Family Trust: $200,000 (2017-2018)
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*Gibbs Family Foundation: $5,000 (2015)
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*Girard Foundation: $20,000 (2018-2019)
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*Gleason Family Foundation: $170,000 (2015-2019)
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*Goldman Sachs Philanthropy Fund: $35,000 (2017-2018)
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*Goldring Family Foundation: $5,000 (2014)
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*Gordon E and Betty Moore Foundation: $20,000 (2018)
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*Graham and Carolyn Holloway Foundation: $15,070 (2015-2019)
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*Greater Horizons: $10,000 (2015)
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*Greater Houston Community Foundation: $60,000 (2014-2018)
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*Gulf Coast Community Foundation: $5,000 (2017)
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*Hamlin Family Foundation: $5,500 (2018)
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*Harry & Jeanette Weinberg Foundation: $404,350 (2014-2018)
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*Harvey and Carol Massey Foundation: $35,000 (2016-2017)
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*Hatton W Sumners Foundation for the Study and Teaching of Self-Government: $34,000 (2014-2018)
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*Henry E Haller Jr Foundation: $5,000 (2014-2018)
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*Holthouse Foundation for Kids: $20,000 (2015-2018)
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*Houston Endowment: $10,000 (2018)
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*Isabel Foundation: $22,500 (2014-2017)
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*[[Jack Miller Family Foundation]]: $125,000 (2014-2018)
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*[[Jacqueline Hume Foundation]]: $85,000 (2014-2017)
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*Jerome V Bruni Foundation: $40,000 (2014-2017)
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*John D & Catherine T Macarthur Foundation: $580,000 (2014-2018)
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*John S & James L Knight Foundation: $154,000 (2014-2018)
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*[[John Templeton Foundation]]: $725,000 (2014-2018)
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*John W Anderson: $9,000 (2017-2019)
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*[[John William Pope Foundation]]: $628,094 (2014-2018)
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*Joseph and Elizabeth Wilf Foundation: $40,000 (2017)
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*Joseph and Mary Cacioppo Foundation: $5,000 (2015)
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*[[Kovner Foundation]]: $180,000 (2015-2018)
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*L A W Foundation: $100,000 (2015)
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*Lilly Endowment: $650,000 (2014-2018)
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*Longwood Foundation: $75,000 (2014-2018)
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*Lynch Foundation: $125,000 (2014-2018)
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*Macdougal Family Foundation: $5,000 (2014-2018)
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*Maclellan Foundation: $500,000 (2016-2018)
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*Margaret and Daniel Loeb Foundation: $5,000 (2015)
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*[[Mercer Family Foundation]]: $270,000 (2015-2016)
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*Minneapolis Foundation: $5,000 (2015)
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*Morse Charitable Foundation: $15,000 (2015-2017)
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*M. J. Murdock Charitable Trust: $300,000 (2016-2018)
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*National Christian Charitable Foundation: $335,000 (2014-2017)
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*Noble Research Institute: $40,000 (2014-2017)
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*Nord Family Foundation: $11,000 (2018)
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*Ohnell Family Foundation: $25,000 (2014-2018)
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*Palmer Foundation: $30,000 (2016-2017)
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*Paul E Singer Foundation: $550,000 (2014-2017)
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*Perkins Malo Hunter Foundation: $7,000 (2017-2019)
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*Peter and Audrey Denton Family Foundation: $12,500 (2014-2018)
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*Piston Family Foundation: $5,000 (2018)
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*Popular Foundation: $5,000 (2014)
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*[[Randolph Foundation]]: $145,000 (2014-2017)
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*Rasmuson Foundation: $16,000 (2015-2018)
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*Richard M Fairbanks Foundation: $31,000 (2015-2018)
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*Robert W Galvin Foundation: $50,000 2017-2018
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*Robert Wood Johnson Foundation: $58,500 (2014-2018)
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*Robin and Sandy Stuart Foundation: $5,000 (2018-2019)
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*Rose Hills Foundation: $5,000 (2018)
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*Salt & Light Foundation: $7,500 (2014-2016)
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*[[Sarah Scaife Foundation]]: $400,000 (2015-2018)
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*Sarah and Ross Perot Jr Foundation: $10,000 (2016-2017)
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*Schwab Charitable Fund: $231,500 (2014-2018)
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*SD Bechtel Jr Foundation: $150,000 (2015-2018)
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*[[Searle Freedom Trust]]: $495,000 (2014-2019)
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*Seedlings Foundation: $5,000 (2014)
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*Sidney A Swensrud Foundation: $70,000 (2014-2018)
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*Silicon Valley Community Foundation: $186,000 (2014-2018)
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*Slovin Foundation: $5,000 (2016)
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*[[Snider Foundation]]: $140,000 (2015-2018)
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*Specialty Foundation: $8,000 (2015-2018)
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*Spurlino Foundation: $44,000 (2014-2018)
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*Tapeats Fund: $5,000 (2015)
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*Thomas D Klingenstein Fund: $20,370 (2014-2017)
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*T W Lewis Foundation: $47,615 (2017-2018)
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*Vanguard Charitable Endowment Fund: $98,500 (2014-2017)
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*[[Walton Family Foundation]]: $925,000 (2014-2019)
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*Wengart Foundation: $22,500 (2014-2017)
 +
*Wilf Family Foundation: $20,000 (2017-2018)
 +
*William & Flora Hewlett Foundation: $600,000 (2014-2018)
 +
*Zimmerman Family Foundation: $6,000 (2014-2018)
 +
 
  
−
===Board of Directors===
+
===2013===
−
As of June 2014:<ref>Philanthropyroundtable.org, [http://www.philanthropyroundtable.org/who_we_are/board/], accessed June 20, 2014</ref>
+
In 2013, Philanthropy Roundtable received $25,000 in membership fees and/or other funding from the [[John William Pope Foundation]], a right-wing foundation that has also [[SPN Funding|funded]] the '''[[State Policy Network]]''' (SPN).<ref name="BridgeProject_Finances"/> The Roundtable also received $1,000 in membership fees and/or grants from the [[Tepper Family Foundation]] in 2013<ref name="BridgeProject_Finances"/> (recommended annual contribution levels for Roundtable members are $25,000, $10,000, $5,000, $1,000, or $500 as of July 2014).<ref>Philanthropy Roundtable, [http://media.philanthropyroundtable.org/web/Membership+Form.pdf Membership Form], organizational form, accessed July 2014.</ref>
  
−
*[[Michael W. Grebe]] (Chairman), President and CEO of the [[Lynde and Harry Bradley Foundation]]
+
Additional Funds Received:
−
*[[James Piereson]] (Vice Chairman), President of the [[William E. Simon Foundation]]
 
−
*[[John Tyler]] (Secretary), Vice President and Corporate Secretary of the [[Ewing Marion Kauffman Foundation]]
 
−
*[[Donn Weinberg]] (Treasurer), Executive Vice President of the [[Harry and Jeanette Weinberg Foundation]]
 
−
*[[Ana Thompson]] (Finance Committee Chair), Executive Director of the [[Bay Area Lyme Foundation]]
 
−
*[[Betsy DeVos]], Chairwoman of the [[Windquest Group]]
 
−
*[[Heather Higgins]], President and Director of the [[Randolph Foundation]]
 
−
*[[Daniel S. Peters]], President of the [[Lovett and Ruth Peters Foundation]]
 
−
*[[David Riggs]], Vice President of the [[John William Pope Foundation]]
 
  
−
===Staff===
+
*[[DonorsTrust]] - $14,100
−
As of June 2014:<ref>Philanthropyroundtable.org, [http://www.philanthropyroundtable.org/who_we_are/staff/], accessed June 20,2014</ref>
+
*[[Dick and Betsy DeVos Family Foundation]] - $5,000
−
*[[Adam Meyerson]], President
+
*[[John William Pope Foundation]] - $25,000
−
*[[J.P. De Gance]], Chief Operating Officer
+
*[[Tepper Family Foundation]] - $1,000
−
*[[Karl Zinsmeister]], Vice President for Publications
+
*[[Colcom Foundation]] - $5,000
−
*[[Joanne Florino]], Senior Vice President for Public Policy
+
*[[Donors Capital Fund]] - $159,000
−
*[[Matt Bazik]], Program Coordinator, K-12 Education
+
*[[The Lynde and Harry Bradley Foundation]] - $250,000
−
*[[Ryan Bolyard]], Information Technology Manager
 
−
*[[Mary Neven Brockway]], Executive Assistant
 
−
*[[Marques Chavez]], Director of Communications
 
−
*[[Dan Fishman]], Director of K-12 Education Programs
 
−
*[[Will Hild]], Director of Culture and Community Programs
 
−
*[[Michael Horn]], Membership Manager
 
−
*[[Cecelia Miles Hubach]], Research and Data Coordinator
 
−
*[[Caitrin Nicol Keiper]], Executive Editor
 
−
*[[Jo Kwong]], Director of Economic Opportunity Programs
 
−
*[[Suzi Marchena]] Director of Finance and Human Resources]]
 
−
*[[Dorothy Martinez]], Senior Director of Regional Events
 
−
*[[Ashley May]], Strategic Communications Specialist
 
−
*[[Thomas Meyer]], Program Manager, Veterans Services
 
−
*[[Lindsay Miller]], Managing Director of Events
 
−
*[[Cristina Minniti]], Events Coordinator
 
−
*[[Anthony Pienta]], Deputy Director of K-12 Education Programs
 
−
*[[Christopher Roberts]], Project Coordinator
 
−
*[[Andrea Scott]], Assistant Editor
 
−
*[[Christina Speaks]], Office Manager
 
−
*[[Amanda Telford]], Director of Outreach
 
−
*[[Rachel Verdejo]], Grants Manager
 
−
*[[Taryn Wolf]], Graphic Designer
 
−
*[[Liz Essley Whyte]], Managing Editor
 
  
−
==Funding==
+
===2012===
 +
In 2012, Philanthropy Roundtable received membership fees and/or other funding from the following right-wing foundations with ties (as funders or otherwise) to SPN:
  
−
===2013 Finances and Donations===
+
*[[JM Foundation]] - $25,000
−
In 2013 the Philanthropy Roundtable received grants from the following organizations:<ref>American Bridge Foundation Conservative Transparency Project, [http://conservativetransparency.org/recipient/philanthropy-roundtable/ Philanthropy Roundtable Transactions], accessed July 7, 2014.</ref>
 
 
*[[John William Pope Foundation]] - $25,000
 
*[[John William Pope Foundation]] - $25,000
−
*[[Tepper Family Foundation]] -$1,000
+
*[[The Vernon K. Krieble Foundation]] - $2,500
 +
*[[Searle Freedom Trust]] - $100,000
 +
*[[The Lynde and Harry Bradley Foundation]] - $260,000
 +
*[[Armstrong Foundation]] - $2,500
 +
*[[Roe Foundation]] - $2,500
 +
*[[DonorsTrust]] - $13,100
 +
*[[Dick and Betsy DeVos Family Foundation]] - $5,000
 +
*[[Jaquelin Hume Foundation]] - $40,000
 +
*[[Lovett and Ruth Peters Foundation]] - $25,000
 +
*[[William E. Simon Foundation]] - $430,000
 +
*[[Thomas B. Fordham Foundation]] - $10,000
 +
 
 +
The Philanthropy Roundtable also received membership fees and/or grants from at least the following other foundations in 2012:<ref name="BridgeProject_Finances"/>
  
−
===2012 Finances and Donations===
 
−
In 2012 the Philanthropy Roundtable received grants from the following organizations:<ref>American Bridge Foundation Conservative Transparency Project, [http://conservativetransparency.org/recipient/philanthropy-roundtable/ Philanthropy Roundtable Transactions], accessed July 7, 2014.</ref>
 
 
*[[Paul E. Singer Foundation]] - $25,000
 
*[[Paul E. Singer Foundation]] - $25,000
−
*[[JM Foundation]] - $25,000
 
 
*[[Colcom Foundation]] - $5,000
 
*[[Colcom Foundation]] - $5,000
 
*[[F.M. Kirby Foundation]] - $27,500
 
*[[F.M. Kirby Foundation]] - $27,500
Line 103: Line 224:
 
*[[Allegheny Foundation]] - $15,000
 
*[[Allegheny Foundation]] - $15,000
 
*[[Charles G. Koch Charitable Foundation]] - $5,777
 
*[[Charles G. Koch Charitable Foundation]] - $5,777
−
*[[John William Pope Foundation]] - $25,000
 
 
*[[Scaife Family Foundation]] - $20,000
 
*[[Scaife Family Foundation]] - $20,000
 
*[[Joyce and Donald Rumsfeld Foundation]] - $2,000
 
*[[Joyce and Donald Rumsfeld Foundation]] - $2,000
−
*[[The Vernon K. Krieble Foundation]] - $2,500
+
*[[Challenge Foundation]] - $25,000
−
*[[Searle Freedom Trust]] - $100,000
 
−
*[[The Challenge Foundation]] - $25,000
 
−
*[[The Lynde and Harry Bradley Foundation]] - $260,000
 
−
*[[Armstrong Foundation]] - $2,500
 
−
*[[The Roe Foundation]] - $2,500
 
−
*[[DonorsTrust]] -13,100
 
−
*[[Dick and Betsy DeVos Family Foundation]] - $5,000
 
−
*[[Jaquelin Hume Foundation]] - $40,000
 
 
*[[Mercer Family Foundation]] - $10,000
 
*[[Mercer Family Foundation]] - $10,000
−
*[[Lovett and Ruth Peters Foundation]] - $25,000
 
 
*[[Barney Family Foundation]] - $10,000
 
*[[Barney Family Foundation]] - $10,000
 
*[[Ravenel and Elizabeth Curry Foundation]] - $10,000
 
*[[Ravenel and Elizabeth Curry Foundation]] - $10,000
Line 122: Line 233:
 
*[[Stuart Family Foundation]] - $5,000
 
*[[Stuart Family Foundation]] - $5,000
 
*[[Earhart Foundation]] - $25,000
 
*[[Earhart Foundation]] - $25,000
−
*[[The Randolph Foundation]] - $20,000
+
*[[Randolph Foundation]] - $20,000
−
*[[William E. Simon Foundation]] - $430,000
 
−
*[[Thomas B. Fordham Foundation]] - $10,000
 
 
*[[Diana Davis Spencer Foundation]] - $15,000
 
*[[Diana Davis Spencer Foundation]] - $15,000
  
−
In 2012 the Philanthropy Roundtable contributed grants to the following organizations:<ref>American Bridge Foundation Conservative Transparency Project, [http://conservativetransparency.org/recipient/philanthropy-roundtable/ Philanthropy Roundtable Transactions], accessed July 7, 2014.</ref>
+
The Philanthropy Roundtable contributed to the following organizations in 2012:<ref name="BridgeProject_Finances"/>
−
*[[Marcus Autism Center]] - $150,000
+
 
−
*[[The Piedmont Schools of Atlanta]] - $100,000
+
*[[Marcus Autism Center]] - $150,000*
 +
*[[The Piedmont Schools of Atlanta]] - $100,000*
 +
 
 +
<nowiki>*</nowiki> These two organizations were chosen to receive "up to a $250,000 prize payable to the charity or charities of of the prize recipient's choice"<ref>Philanthropy Roundtable, [http://207.153.189.83/EINS/132943020/132943020_2012_096bcb2c.PDF 2012 IRS Form 990], organizational annual IRS filing, April 23, 2013.</ref> by the 2012 recipient of the [[William E. Simon]] Prize for Philanthropic Leadership, [[Home Depot]] co-founder [[Bernie Marcus]]. The [[William E. Simon Foundation]] asked the Philanthropy Roundtable to the prize.<ref>Philanthropy Roundtable, [http://www.philanthropyroundtable.org/topic/excellence_in_philanthropy/winner_of_the_2012_william_e_simon_prize Winner of the 2012 William E. Simon Prize], organizational website, accessed July 2014.</ref>
  
−
===2011 Finances and Donations===
+
===2011===
−
In 2011, Philanthropy Roundtable received funding from the following right-wing organizations that comprise the '''[[State Policy Network]]''' (SPN):<ref>American Bridge Foundation Conservative Transparency Project, [http://conservativetransparency.org/recipient/philanthropy-roundtable/ Philanthropy Roundtable Transactions], accessed July 7, 2014.</ref>
+
In 2011, Philanthropy Roundtable received membership fees and/or other funding from the following right-wing organizations with ties to SPN:<ref name="BridgeProject_Finances"/>
  
−
:The [[Thomas B. Fordham Foundation]]: $10000
+
* [[Thomas B. Fordham Foundation]]: $10,000
−
:The [[Roe Foundation]]: $2500
+
* [[Roe Foundation]]: $2,500
−
:[[Donors Capital Fund]]:$455,165
+
* [[Donors Capital Fund]]: $455,165
−
:[[DonorsTrust]]: $11100
+
* [[DonorsTrust]]: $11,100
 +
* [[Lynde and Harry Bradley Foundation]]: $260,000
 +
* [[Castle Rock Foundation]]: $75,000
 +
* [[Searle Freedom Trust]]: $100,000
 +
* [[Jaquelin Hume Foundation]]: $40,000
  
−
Other major right-wing organizations that contributed grants to the Philanthropy Roundtable in 2011 include:<ref>American Bridge Foundation Conservative Transparency Project, [http://conservativetransparency.org/recipient/philanthropy-roundtable/ Philanthropy Roundtable Transactions], accessed July 7, 2014.</ref>
+
Other major right-wing organizations that contributed membership fees and/or grants to the Philanthropy Roundtable in 2011 include:<ref name="BridgeProject_Finances"/>
−
:[[Lynde and Harry Bradley Foundation]]: $260000
 
−
:[[Challenge Foundation]]: $25000
 
−
:[[Scaife Family Foundation]]: $20000
 
−
:[[Joyce and Donald Rumsfeld Foundation]]: $1000
 
−
:[[Charles G. Koch Charitable Foundation]]: $25000
 
−
:[[Castle Rock Foundation]]: $75000
 
−
:[[Searle Freedom Trust]]: $100,000
 
−
:[[Allegheny Foundation]]: $15000
 
−
:[[Lillian S. Wells Foundation]]: $50000
 
−
:[[Deramus Foundation]]: $5000
 
−
:[[Randolph Foundation]]: $15000 
 
−
:[[George Edward Durell Foundation]]: $5000
 
−
:[[Jaquelin Hume Foundation]]: $40000
 
−
:[[Philip M. McKenna Foundation]]: $500
 
−
:[[Diana Davis Spencer Foundation]]: $15000
 
−
:[[Colcom Foundation]]: $5000
 
−
:[[Weiler Foundation]]: $5000
 
  
−
===2010 Finances and Donations===
+
* [[Challenge Foundation]]: $25,000
−
In 2010, Philanthropy Roundtable received funding from the following right-wing organizations that comprise the '''[[State Policy Network]]''' (SPN):<ref name="BridgeProject_Finances"/>:  
+
* [[Scaife Family Foundation]]: $20,000
 +
* [[Joyce and Donald Rumsfeld Foundation]]: $1,000
 +
* [[Charles G. Koch Charitable Foundation]]: $25,000
 +
* [[Allegheny Foundation]]: $15,000
 +
* [[Lillian S. Wells Foundation]]: $50,000
 +
* [[Deramus Foundation]]: $5,000
 +
* [[Randolph Foundation]]: $15,000 
 +
* [[George Edward Durell Foundation]]: $5,000
 +
* [[Philip M. McKenna Foundation]]: $500
 +
* [[Diana Davis Spencer Foundation]]: $15,000
 +
* [[Colcom Foundation]]: $5,000
 +
* [[Weiler Foundation]]: $5,000
  
−
:[[DonorsTrust]]: $23100
+
===2010===
−
:[[Roe Foundation]]: $2500
+
In 2010, Philanthropy Roundtable received membership fees and/or other funding from the following right-wing organizations with ties to SPN:<ref name="BridgeProject_Finances">American Bridge 21st Century Foundation, [http://conservativetransparency.org/recipient/philanthropy-roundtable/?order_by=donor_name+ASC#grants Philanthropy Roundtable Financial Record], "ConservativeTransparency.org", accessed July 2014.</ref>
−
:[[Thomas B. Fordham Foundation]]: $10000
 
−
:[[Donors Capital Fund]]: $248,400
 
  
−
Other major right-wing organizations that contributed grants to the Philanthropy Roundtable in 2011 include:
+
* [[DonorsTrust]]: $23,100
−
:[[Diana Davis Spencer Foundation]]: $10000
+
* [[Roe Foundation]]: $2,500
−
:[[Lynde and Harry Bradley Foundation]]: $260,000
+
* [[Thomas B. Fordham Foundation]]: $10,000
−
:[[Scaife Family Foundation]]: $20000
+
* [[Donors Capital Fund]]: $248,400
−
:[[Gilder Foundation]]: $10000
+
* [[Lynde and Harry Bradley Foundation]]: $260,000
−
:[[Earhart Foundation]]: $10000
+
* [[William E. Simon Foundation]]: $410,500
−
:[[William E. Simon Foundation]]: $55500
+
* [[Dick and Betsy DeVos Family Foundation]]: $5,000
−
:[[Challenge Foundation]]: $50000
+
* [[JM Foundation]]: $25,000
−
:[[Earhart Foundation]]: $15000
+
* [[Jaquelin Hume Foundation]]: $25,000
−
:[[Dick and Betsy DeVos Family Foundation]]: $5000
+
* [[Castle Rock Foundation]]: $60,000
−
:[[William E. Simon Foundation]]: $360,000
+
* [[Vernon K. Krieble Foundation]]: $2,500
−
:[[JM Foundation]]: $25000
+
* [[Walton Family Foundation]]: $150,000
−
:[[Charles G. Koch Charitable Foundation]]; $25000
+
* [[Searle Freedom Trust]]: $100,000
−
:[[Joyce and Donald Rumsfeld Foundation]]: $1000
 
−
:[[Jaquelin Hume Foundation]]: $25000
 
−
:[[Deramus Foundation]]: $5000
 
−
:[[Castle Rock Foundation]]: $60000
 
−
:[[Allegheny Foundation]]: $15000
 
−
:[[Lillian S. Wells Foundation]]: $50000
 
−
:[[Philip M. McKenna Foundation]]: $500
 
−
:[[Vernon K. Krieble Foundation]]: $2500
 
−
:[[Samuel Roberts Noble Foundation]] : $10000
 
−
:[[Walton Family Foundation]]: $150,000:[[Colcom Foundation]]: $5000
 
−
:[[Searle Freedom Trust]]: $100,000
 
  
−
Between 1993 and 2010, the Roundtable received donations from all of the following organizations:
+
Other major right-wing organizations that contributed membership fees and/or grants to the Philanthropy Roundtable in 2010 include:<ref name="BridgeProject_Finances"/>
  
−
*[[Allegheny Foundation]]
+
* [[Diana Davis Spencer Foundation]]: $10,000
−
*[[Barbara and Barre Seid Foundation]]
+
* [[Scaife Family Foundation]]: $20,000
−
*[[Brady Education Foundation]]
+
* [[Gilder Foundation]]: $10,000
−
*[[Castle Rock Foundation]]
+
* [[Earhart Foundation]]: $10,000
−
*[[Charles G. Koch Charitable Foundation]]
+
* [[Challenge Foundation]]: $50,000
−
*[[Claude R. Lamb Charitable Foundation]]
+
* [[Earhart Foundation]]: $15,000
−
*[[Dick and Besty Devos Foundation]]
+
* [[Charles G. Koch Charitable Foundation]]; $25,000
−
*[[Earhart Foundation]]
+
* [[Joyce and Donald Rumsfeld Foundation]]: $1,000
−
*[[F.M. Kirby Foundation]]
+
* [[Deramus Foundation]]: $5,000
−
*[[Gilder Foundation]]
+
* [[Allegheny Foundation]]: $15,000
−
*[[Gordon and Mary Cain Foundation]]
+
* [[Lillian S. Wells Foundation]]: $50,000
−
*[[JM Foundation]]
+
* [[Philip M. McKenna Foundation]]: $500
−
*[[John Templeton Foundation]]
+
* [[Samuel Roberts Noble Foundation]] : $10,000
−
*[[John M. Olin Foundation]], Inc.
+
* [[Colcom Foundation]]: $5,000
−
*[[Lynde and Harry Bradley Foundation]]
+
 
−
**Between 2001 and 2010, Philanthropy Roundtable received $2.33 million from the conservative [[Lynde and Harry Bradley Foundation|Bradley Foundation]]<ref>Daniel Bice, Bill Glauber, Ben Poston. [http://www.jsonline.com/news/milwaukee/from-local-roots-bradley-foundation-builds-conservative-empire-k7337pb-134187368.html Milwaukee Journal Sentinel]. November 28, 2011. </ref>.
+
==Core Financials==
−
*[[Philip M. McKenna Foundation, Inc.]]
+
'''<big>2020</big>'''<ref>Philanthropy Roundtable, [https://www.documentcloud.org/documents/22089764-philanthropy-roundtable-2020-990 2020 IRS 990 Form], ''Philanthropy Roundtable'', 2021.</ref>:
−
*[[Randolph Foundation]]
+
*Total Revenue: $9,804,880
−
*[[Roe Foundation]]
+
*Total Expenses: $8,659,352
−
*[[Ruth and Lovett Peters Foundation]]
+
*Net Assets: $14,442,864
−
*[[Samuel Roberts Noble Foundation]]
+
 
−
*[[Scaife Foundations]]  
+
'''Grants Distributed'''
−
*[[Shelby Cullom Davis Foundation]]
+
*Christo Rey San Jose Jesuit High School: $200,000
−
*[[Smith Richardson Foundation]]
+
*[[Talent Market]]: $25,000
−
*[[Thomas B. Fordham Foundation]]
+
 
−
*[[Walton Family Foundation]]
+
'''<big>2019</big>'''<ref>Philanthropy Roundtable, [https://beta.documentcloud.org/documents/20428980-philanthropy-roundtable-2019-990 2019 IRS 990 Form], ''Philanthropy Roundtable'', May 8, 2020.</ref>:
−
*[[William E. Simon Foundation]]
+
*Total Revenue: $9,087,146
−
*[[William H. Donner Foundation]] <ref>[http://mediamattersaction.org/transparency/organization/Philanthropy_Roundtable/funders Media Matters Action Network: Conservative Transparency], accessed October 20,2011 </ref>
+
*Total Expenses: $8,260,682
 +
*Net Assets: $12,613,369
 +
 
 +
'''Grants Distributed'''
 +
*Partnership Schools: $200,000
 +
 
 +
'''<big>2018</big>'''<ref>Philanthropy Roundtable, [https://beta.documentcloud.org/documents/20428977-philanthropy-roundtable-2018-990 2018 IRS 990 Form], ''Philanthropy Roundtable'', May 3, 2019.</ref>:
 +
*Total Revenue: $8,394,762
 +
*Total Expenses: $8,631,703
 +
*Net Assets: $10,897,857
 +
 
 +
'''Grants Distributed'''
 +
*Heterodox Academy
 +
*Passages America Israel
 +
 
 +
'''<big>2017</big>'''<ref>Philanthropy Roundtable, [https://beta.documentcloud.org/documents/20428978-philanthropyy-roundtable-2017-990 2017 IRS 990 Form], ''Philanthropy Roundtable'', May 1, 2018.</ref>:
 +
*Total Revenue: $8,819,058
 +
*Total Expenses: $8,917,853
 +
*Net Assets: $11,588,105
 +
 
 +
'''Grants Distributed'''
 +
*Memphis Brooks Museum: $150,000
 +
*Riverfront Development Corporation: $100,000
 +
 
 +
'''<big>2016</big>'''<ref>Philanthropy Roundtable, [https://beta.documentcloud.org/documents/20428979-philanthropy-roundtable-2016-990 2016 IRS 990 Form], ''Philanthropy Roundtable'', May 24, 2017.</ref>:
 +
*Total Revenue: $8,594,071
 +
*Total Expenses: $8,712,374
 +
*Net Assets: $11,170,498
 +
 
 +
'''Grants Distributed'''
 +
*[[American Enterprise Institute]]: $50,000
 +
*[[Institute for Justice]]: $50,000
 +
*Juiliard School of Music: $50,000
 +
*Success Academy Charter Schools: $50,000
 +
*ThanksUSA: $50,000
 +
*Communities Foundation of Texas: $100,000
 +
 
 +
'''<big>2015</big>'''<ref>Philanthropy Roundtable, [https://beta.documentcloud.org/documents/20428985-philanthropy-roundtable-2015-990 2015 IRS 990 Form], ''Philanthropy Roundtable'', May 16, 2016.</ref>:
 +
*Total Revenue: $9,403.708
 +
*Total Expenses: $8,424,670
 +
*Net Assets: $11,098,617
 +
 
 +
'''Grants Distributed'''
 +
*International Justice Mission: $250,000
 +
*Communities Foundation of Texas: $200,000
 +
 
 +
'''<big>2014</big>'''<ref>Philanthropy Roundtable, [https://beta.documentcloud.org/documents/20428984-philanthropy-roundtable-2014-990 2014 IRS 990 Form], ''Philanthropy Roundtable'', May 11, 2015.</ref>:
 +
*Total Revenue: $7,742,082
 +
*Total Expenses: $7,134,888
 +
*Net Assets: $10,937,530
 +
 
 +
'''Grants Distributed'''
 +
*Huntsman Cancer Foundation: $200,000
 +
*St. Vincent DePaul Soup Kitchen: $25,000
 +
*YMCA Utah: $25,000
 +
 
 +
'''<big>2013</big>'''<ref>Philanthropy Roundtable, [https://pp-990.s3.amazonaws.com/2014_09_EO/13-2943020_990_201312.pdf?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=AKIAI7C6X5GT42DHYZIA%2F20170718%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20170718T194437Z&X-Amz-Expires=1800&X-Amz-SignedHeaders=host&X-Amz-Signature=e8b0b0e1b0b0d553e95adef5df94150afe4ff1a3b23231e6053745fe71db2182 2013 IRS 990 Form], ''Philanthropy Roundtable'', April 29, 2014.</ref>:
 +
*Total Revenue: $5,742,772
 +
*Total Expenses: $6,419,839
 +
*Net Assets: $10,527,485
 +
 
 +
'''Grants Distributed'''
 +
*Ramon C Cortines School of Visual and Performing Arts
 +
 
 +
==Personnel==
 +
 
 +
===Staff===
 +
As of December 2020:<ref>Philanthropy Roundtable, [https://www.philanthropyroundtable.org/home/about/our-staff Staff], accessed December 2020.</ref>
 +
*Elise Westhoff, President and CEO
 +
*Jessica Browning, Vice President of Conferences and Events
 +
*Debi Hate, Vice President of Strategy and Innovation
 +
*Katherine Haley, Vice President of Programs
 +
*Christie Herrera, Vice President of Policy and Government Affairs
 +
*Windle Jarvis, Vice President of Development
 +
*Brandon Millett, Vice President of Marketing and Communications
 +
*Amanda Rossie, Vice President of Operations and Finance
 +
*Anna Bobb, Director of Health Programs
 +
*Christina Bussie, Office Manager
 +
*Patrick Burke, Assistant Director K-12 Education Programs
 +
*Alexandra Carlier, Creative Services Manager
 +
*Alysa Davis, Health Program Coordinator
 +
*Joanne Florino, Adam Meyerson Distinguished Fellow in Philanthropic Excellence
 +
*Catherine Harris, Assistant Director of Individual Giving
 +
*Mary Margaret Holden, Events Assistant
 +
*Howard Husock, Senior Executive Fellow
 +
*Molly Kincaid, Director of Marketing
 +
*Suzi Marchena, Director of Finance and Human Resources
 +
*Tony Mayer, Director of Economic Opportunity Programs
 +
*[[Eric Peterman]], Research and Data Manager
 +
*Shaun Rieley, Director of Civics and Veterans Programs
 +
*Megan Schmidt, Program Manager
 +
*Madeline Fry Schultz, Editorial Manager
 +
*Tareea Smith, Event Marketing Manager
 +
*Caitlin Summers, Director of Conferences and Events
 +
*Sandra Swirski, Executive Director, Alliance for Charitable Reform
 +
*Jeanie Truslow, Executive Assistant, Senior Leadership Team
 +
*[[Rachel Verdejo]], Director of Foundation Relations
 +
*Victoria Watson, Assistant Director of Development
 +
*[[Taryn Wolf]], Creative Director
 +
 
 +
'''Former Staff'''
 +
*[[Adam Meyerson]], President
 +
*[[J.P. De Gance]], Executive Vice President
 +
*[[Angie Lawry]], Vice President of Marketing and Communications
 +
*[[Sean Parnell]], Vice President of Public Policy
 +
*[[David Riggs]], Vice President of Philanthropic Strategy
 +
*[[Karl Zinsmeister]], Vice President of Publications
 +
*[[Stanton Coman]], Data Manager
 +
*[[Marques Chavez]], Director of Communications
 +
*[[Jane Crosby]], Events Manager
 +
*[[Julie Drinkard]], Director of Membership
 +
*[[Courtney Ford]], Events Assistant
 +
*[[Will Hild]], Director of External Affairs, Culture of Freedom Initiative
 +
*[[Molly Hodges]], Events Marketing Manager
 +
*[[Caitrin Nicol Keiper]], Editor
 +
*[[Jo Kwong]], Director of Economic Opportunity Programs
 +
*[[Ashley May]], Managing Editor
 +
*[[Kristen McIntyre]], Strategic Communications Manager
 +
*[[Thomas Meyer]], Director of Veterans Services
 +
*[[Lindsay Miller]], Director of Events
 +
*[[Anthony Pienta]], Director of K-12 Education Programs
 +
*[[Ellen Smethurst]], Executive Assistant to the President
 +
*[[Christina Speaks]], Office Manager
 +
*[[Anne Snyder]], Director, Character Initiative
 +
*[[Sarah Spinner]], Manager of Grant Strategy, Culture of Freedom Initiative
 +
*[[Christina Tenney]], Manager of External Relations, Culture of Freedom Initiative
 +
*[[Bethany Turner]], Digital Marketing Coordinator
 +
*[[Joanne Florino]], Senior Vice President for Public Policy
 +
*[[Matt Bazik]], Program Coordinator, K-12 Education
 +
*[[Ryan Bolyard]], Information Technology Manager
 +
*[[Mary Neven Brockway]], Executive Assistant
 +
*[[Dan Fishman]], Director of K-12 Education Programs
 +
*[[Michael Horn]], Membership Manager
 +
*[[Cecelia Miles Hubach]], Research and Data Coordinator
 +
*[[Dorothy Martinez]], Senior Director of Regional Events
 +
*[[Cristina Minniti]], Events Coordinator
 +
*[[Christopher Roberts]], Project Coordinator
 +
*[[Andrea Scott]], Assistant Editor
 +
*[[Amanda Telford]], Director of Outreach
 +
*[[Liz Essley Whyte]], Managing Editor
  
−
==Contact==
+
===Board of Directors===
−
1150 17th Street, NW <br>
+
As of December 2020:<ref>Philanthropy Roundtable, [https://www.philanthropyroundtable.org/home/about/our-leadership Our Leadership], accessed December 2020.</ref>
−
Suite 503<br>
 
−
Washington, D.C. 20036<br>
 
−
Phone: (202) 822-8333<br>
 
−
Fax:(202) 822-8325 <br>
 
−
Web: http://www.philanthropyroundtable.org/<br>
 
  
−
==Projects==
+
*[[Richard W. Graber]], Chairman; president and CEO of The [[Lynde and Harry Bradley Foundation]]
−
*[http://www.mediatransparency.org/story.php?storyID=56 Team Schiavo], funding the fight over [[Terri Schiavo]]
+
*[[David Stover]], Treasurer
 +
*[[Heather Templeton Dill]], Secretary
 +
*[[John Jackson]], co-founder and executive vice president of [[Hoplin Jackson Charitable Advisors]]
 +
*[[Fred Klipsch]], Chairman of the [[Hoosiers for Quality Education]]
 +
*[[Tom Lewis]], founder, owner and CEO of [[T.W. Lewis Company]]
 +
*[[John Tyler]], general counsel and chief ethics officer of the [[Ewing Marion Kauffman Foundation]]
 +
*[[Elise Westhoff]], President and CEO of Philanthropy Roundtable
  
−
==SourceWatch Resources==
 
  
−
*[[Venn Strategies, LLC]]
+
'''Former Board of Directors'''
 +
*[[Donn Weinberg]] (Chairman and Treasurer), Executive Vice President of the [[Harry and Jeanette Weinberg Foundation]]
 +
*[[Daniel S. Peters]], (Vice Chairman), President of the [[Lovett and Ruth Peters Foundation]]
 +
*[[Heather Higgins]], President and Director of the [[Randolph Foundation]]
 +
*[[Suzie Kovner]], Co-Chairman of [[The Kovner Foundation]]
 +
*[[Michael W. Grebe]] (Chairman), President and CEO of the [[Lynde and Harry Bradley Foundation]]
 +
*[[Betsy DeVos]], Chairwoman of the [[Windquest Group]]
 +
*[[James Piereson]] (Vice Chairman), President of the [[William E. Simon Foundation]]
 +
*[[Ana Thompson]] (Finance Committee Chair), Executive Director of the [[Bay Area Lyme Foundation]]
 +
*[[David Riggs]], Vice President of the [[John William Pope Foundation]]
  
−
==External links==
+
==Contact Information==
−
*Lauren Kafka, "[http://philanthropy.com/free/articles/v17/i03/03000701.htm What Nonprofit Leaders Want: Charity and foundation leaders offer advice on the best ways for the president to help philanthropy]", ''Chronicle of Philanthropy'', November 11, 2004.
+
EIN: 13-2943020 <br>
−
*[http://www.sourcewatch.org/index.php?title=Philanthropy_Roundtable&action=edit&section=9 Muckety's Interactive Map of Philanthropy Roundtable's Connections]
 
  
−
==References==
+
Philanthropy Roundtable<br>
 +
1120 20th Street NW <br>
 +
Suite 550 South<br>
 +
Washington, D.C. 20036<br>
 +
Phone: (202) 822-8333<br>
 +
Fax:(202) 822-8325 <br>
 +
Email: main@philanthropyroundtable.org <br>
 +
Website: http://www.philanthropyroundtable.org/<br>
 +
Twitter: https://twitter.com/philanthropyrnd <br>
 +
Facebook: https://www.facebook.com/pages/Philanthropy-Roundtable/109354359083923<br>
 +
==Articles and Resources==
 +
===IRS Form 990s===
 +
<div class="docframe">
 +
<big>2020</big>
 +
<p>{{#widget:Iframe|url=https://www.documentcloud.org/documents/22089764-philanthropy-roundtable-2020-990|width=350|height=250}}</p>
 +
</div>
 +
<div class="docframe">
 +
<big>2019</big>
 +
<p>{{#widget:Iframe|url=https://beta.documentcloud.org/documents/20428980-philanthropy-roundtable-2019-990|width=350|height=250}}</p>
 +
</div>
 +
<div class="docframe">
 +
<big>2018</big>
 +
<p>{{#widget:Iframe|url=https://beta.documentcloud.org/documents/20428977-philanthropy-roundtable-2018-990|width=350|height=250}}</p>
 +
</div>
 +
<div class="docframe">
 +
<big>2017</big>
 +
<p>{{#widget:Iframe|url=https://beta.documentcloud.org/documents/20428978-philanthropyy-roundtable-2017-990|width=350|height=250}}</p>
 +
</div>
 +
<div class="docframe">
 +
<big>2016</big>
 +
<p>{{#widget:Iframe|url=https://beta.documentcloud.org/documents/20428979-philanthropy-roundtable-2016-990|width=350|height=250}}</p>
 +
</div>
 +
<div class="docframe">
 +
<big>2015</big>
 +
<p>{{#widget:Iframe|url=https://beta.documentcloud.org/documents/20428985-philanthropy-roundtable-2015-990|width=350|height=250}}</p>
 +
</div>
 +
<div class="docframe">
 +
<big>2014</big>
 +
<p>{{#widget:Iframe|url=https://beta.documentcloud.org/documents/20428984-philanthropy-roundtable-2014-990|width=350|height=250}}</p>
 +
</div>
 +
{{Clear}}
 +
===References===
 
<references/>
 
<references/>
−
[[Category:Koch Connection]]
 

Latest revision as of 22:08, 19 July 2022

The Philanthropy Roundtable was established with funding from the Institute for Educational Affairs in the 1970s to help facilitate and coordinate conservative grant-making and foundations. The organization describes itself as "America’s leading network of charitable donors working to strengthen our free society, uphold donor intent, and protect the freedom to give." [1] Philanthropy Roundtable is a registered 501(c)3 and is currently an associate member of the State Policy Network (SPN).

In 1999, Philanthropy Roundtable spun off the Koch-funded DonorsTrust (DT) and Donors Capital Fund (DCF), two "donor-advised funds" that create separate accounts for individual donors, who then recommend disbursements from the accounts to different non-profits. The identity of the original mystery donors is therefore cloaked because the funds are then distributed in the name of DT or DCF, contributing another step to what has been called a "murky money maze."[2] Whitney L. Ball, Philanthropy Roundtable's former executive director,[3] co-founded the two Donors funds and is president and CEO of DT[4] and a director of DCF.[5]

News and Controversies

Lack of Transparency

The Roundtable is outspoken in its opposition to transparency. In 2013, Roundtable president Adam Meyerson wrote that the "right to confidentiality in charitable giving is grounded in our constitutional freedom of association, and it is one of the most important elements of philanthropic freedom." Responding to critics of the fund's lack of transparency, he claimed that "a sizable minority [of donors] want their philanthropy to be anonymous and will not give unless they can keep their donations confidential," and concluded with the statement, "So-called “dark money” illuminates our free society."[6]

According to Media Matters, "The Philanthropy Foundation fights what it considers the increasingly growing public view that foundations should be accountable to the public. The group is opposed to more efforts at transparency, believing that "foundations are private organizations that should be free to make their own governance and grantmaking decisions so long as they operate with integrity and use their assets for genuinely charitable purposes."" [7]

Education Reform a Priority

In an interview with the Chronicle of Philanthropy, the President of the Philanthropy Roundatble, Adam Meyerson, indicated that education 'reform' was one of the key priorities for the organisation during George W. Bush's second term, "President Bush has the potential to be the most important president in the history of American education -- the president who finally solves our crisis in the education of low-income children. But he cannot achieve this breakthrough simply through the federal No Child Left Behind law, the focus of his first term. Reform of education is going to come primarily from the ground up -- from state and local government, and from philanthropists and social entrepreneurs," he said.[1]

Ties to the Bradley Foundation

The Bradley Foundation has been a strong supporter of the Philanthropy Roundtable. Between 1991 and 2015, Bradley documents on a 2016 Philanthropy Roundtable Grant History form that it has given the organization $4,837,500.[8]

A background document from the Bradley Files provides insight into the history of the Philanthropy Roundtable and its activities,

"The Roundtable began in the late 1970s under the auspices of the Institute for Educational affairs as an informal network of grant makers focused on promoting private, voluntary approaches to improve the lives of individual citizens in their respective communities, and, thereby, in the nation as a whole. Over time the Roundtable evolved into a nationwide network of donors supporting annually conferences and publications which became a free-standing organization with an independent board and staff. In this organizational arrangement the Roundtable aims to assist philanthropists in learning about effective giving strategies."
"The Roundtable's total expenses in 2015 were $8,415,471. Of that amount 87% is allocated for program expenses, 8% for administration and 5% for fundraising. The Philanthropy Roundtable ended 2015 with 635 contributing members, with 68 of these individuals and organizations contributing $25,000 or more. A total of 28 donors made a contribution of at least $100,000 in 2015. The list of prominent donors include amongst others the Anschutz, Arnold, Gates, Kauffman, Maclellan, Marcus, Milbank, Murdock, Randolph, Seattle, Spencer, and Templeton Foundations."[9]
Bradley Files

In 2017, the Center for Media and Democracy (CMD), publishers of SourceWatch, launched a series of articles on the Milwaukee-based Lynde and Harry Bradley Foundation, exposing the inner-workings of one of America's largest right-wing foundations. 56,000 previously undisclosed documents laid bare the Bradley Foundation's highly politicized agenda. CMD detailed Bradley's efforts to map and measure right wing infrastructure nationwide, including by dismantling and defunding unions to impact state elections; bankrolling discredited spin doctor Richard Berman and his many front groups; and more.

Find the series here at ExposedbyCMD.org.

Ties to the Koch Brothers

In October 2011, the Roundtable awarded Charles G. Koch the "William E. Simon Prize for Philanthropic Leadership." The award gives $250,000 to a charity of the prize recipient's choice and is intended to "honor living philanthropists who have shown exemplary leadership through their own charitable giving, either directly or through foundations they have created."[10] Koch chose to direct the $250,000 prize to the Institute for Humane Studies.[11] In its explanation for why Koch was the recipient, the Roundtable stated, "For more than 40 years, he has been at the forefront of strategic investment in ideas, think tanks, and academic research."[10] Koch has maintained a long-standing financial relationship with the organization.

Koch Family Foundations gave an aggregate of $363,445 to the Philanthropy Roundtable between 1993 and 2012.[12] The Philanthropy Roundtable received $319,245 in donations from the Charles G. Koch Charitable Foundation between 1993 and 2012; and $44,200 from the Claude R. Lambe Foundation between 2002 and 2003.[13]

Koch has a long history of involvement at the Roundtable's annual meetings. He was a presenter at the 2011 annual Philanthropy Roundtable conference.[14] A 1997 report by the National Committee on Responsive Philanthropy documented the participation of the Koch Brothers in the 1995 conference:

"In a presentation at the Philanthropy Roundtable's 1995 annual conference, Richard Fink, president of the Charles G. Koch and Claude R. Lambe charitable foundations, made good use of market metaphors to outline how foundations can exert the greatest impact on public policy. Adapting laissez-faire economist Friedrich Hayek's model of the production process to social change grant-making, Fink argued that the translation of ideas into action requires the development of intellectual raw materials, their conversion into specific policy products, and the marketing and distribution of these products to citizen-consumers.
"Grantmakers, Fink argued, would do well to invest in change along the entire production continuum, funding scholars and university programs where the intellectual framework for social transformation is developed, think tanks where scholarly ideas get translated into specific policy proposals, and implementation groups to bring these proposals into the political marketplace and eventually to consumers."[15]

The Koch brothers also fund DonorsTrust and Donors Capital Fund, which the Philanthropy Roundtable spun off in 1999. The obscure Knowledge and Progress Fund, controlled by Charles G. Koch, with Richard Fink as president, has given only to Donors since 2005.[16][17] It gave $1.25 million to Donors in 2007, $1.25 million in 2008, and then $2 million in 2010, according to PBS Frontline.[18]

In May 2021, Jenny Kim, a former Koch Industries in-house attorney, left the company to become Philanthropy Roundtable's first general counsel.[19]

Koch Wiki

Charles Koch is the right-wing billionaire owner of Koch Industries. As one of the richest people in the world, he is a key funder of the right-wing infrastructure, including the American Legislative Exchange Council (ALEC) and the State Policy Network (SPN). In SourceWatch, key articles on Charles Koch and his late brother David include: Koch Brothers, Americans for Prosperity, Stand Together Chamber of Commerce, Stand Together, Koch Family Foundations, Koch Universities, and I360.

Links to Neoconservatives

According to the Institute for Policy Studies, the Roundtable has well-established links to prominent neoconservatives:

"Philanthropy Roundtable directors have included Leslie Lenkwosky and John Waters, both of whom served in the George W. Bush administration, as well as Kim Dennis, now executive director of the Searle Freedom Trust. Adam Meyerson, a former vice president of the Heritage Foundation, has been the director since 2001. Meyerson is co-editor of the Wall Street Journal on Management, former editorial writer for the Wall Street Journal, former managing editor of the American Spectator, and the spouse of Nina Shea, the director of the Center for Religious Freedom at Hudson Institute and a long-standing neoconservative activist." [20]

Funding

Philanthropy Roundtable is not required by law to disclose its donors. However, a search of IRS filings, revealed the following contributors to Philanthropy Roundtable between 2014 and 2019.

2014-2019

  • Abell-Hanger Foundation: $100,000 (2015-2018)
  • Annenberg Foundation: $20,000 (2014-2017)
  • Apgar Foundation: $25,000 (2014-2018)
  • Armstrong Foundation: $25,000 (2014-2018)
  • Asness Family Foundation: $25,000 (2017-2018)
  • Barnes Family Foundation: $5,750 (2014-2018)
  • Barney Family Foundation: $50,000 (2014-2018)
  • Bergstrom Foundation: $6,000 (2015-2019)
  • Beth and Ravenel Curry Foundation: $20,000 (2014-2017)
  • Bill & Melinda Gates Foundation: $1,600,000 (2014-2018)
  • Bouncer Foundation: $60,000 (2014-2019)
  • Bowana Foundation: $91,000 (2014-2015)
  • Bradley Foundation: $1,950,000 (2014-2019)
  • Bradley Impact Fund: $23,000 (2014-2016)
  • Bryant Family Foundation: $5,000 (2014)
  • California Endowment: $20,000 (2014-2018)
  • California Wellness Foundation: $30,000 (2014-2018)
  • Caroline M Lowndes Foundation: $15,000 (2017-2019)
  • Cassin Educational Initivative Foundation: $7,000 (2016-2017)
  • Challenge Foundation: $25,000 (2016)
  • Charles and Lisa Simonyi Fund for Arts and Sciences: $50,000 (2014-2018)
  • Charles G Koch Foundation: $44,209 (2014-2019)
  • Charles Koch Institute: $7,636 (2014)
  • Charles Stewart Mott Foundation: $120,000 (2015-2018)
  • Chiaroscuro Foundation: $150,000 (2014-2015)
  • Chicago Community Trust: $22,000 (2017-2018)
  • Cockrell Foundation: $45,000 (2014-2018)
  • Communities Foundation of Texas: $820,362 (2015-2017)
  • Community Foundation for the Land of Lincoln: $100,000 (2017)
  • Community Foundation of Greater Memphis: $27,000 (2015)
  • Couchman and Noble Foundation: $6,000 (2014-2017)
  • Council on Foundations: $50,000 (2017)
  • David and Julia Uihlein Charitable Foundation: $5,000 (2016)
  • David and Lucile Packard Foundation: $100,000 (2014-2018)
  • David Belk Cannon Foundation: $95,000 (2014-2018)
  • David Nathan Meyerson Foundation: $5,000 (2015)
  • Declaration of Trust of the Joseph and Mary Cacioppo Foundation: $164,500 (2014-2018)
  • Delaski Family Foundation: $5,000 (2017)
  • Dillon Foundation: $5,300 (2014-2017)
  • Donors Capital Fund: $1,100,798 (2014-2016)
  • DonorsTrust: $1,505,052 (2014-2019)
  • Dr. Scholl Foundation: $5,000 (2017)
  • Ed Foundation: $400,000 (2014-2017)
  • Ed Uihlein Family Foundation: $475,000 (2016-2018)
  • Ewing Halsell Foundation: $15,000 (2017)
  • Ewing Marion Kauffman Foundation: $370,000 (2014-2017)
  • Ford Motor Co Fund: $10,000 (2015-2017)
  • Frist Foundation: $25,000 (2014-2018)
  • Garcia Family Foundation: $35,000 (2017-2019)
  • Garthwaite Family Foundation: $37,500 (2014-2018)
  • George Edward Durell Foundation: $30,000 (2015-2018)
  • George W Brackenridge Foundation: $25,000 (2014-2017)
  • GFC Foundation: $30,000 (2014-2017)
  • Gianforte Family Trust: $200,000 (2017-2018)
  • Gibbs Family Foundation: $5,000 (2015)
  • Girard Foundation: $20,000 (2018-2019)
  • Gleason Family Foundation: $170,000 (2015-2019)
  • Goldman Sachs Philanthropy Fund: $35,000 (2017-2018)
  • Goldring Family Foundation: $5,000 (2014)
  • Gordon E and Betty Moore Foundation: $20,000 (2018)
  • Graham and Carolyn Holloway Foundation: $15,070 (2015-2019)
  • Greater Horizons: $10,000 (2015)
  • Greater Houston Community Foundation: $60,000 (2014-2018)
  • Gulf Coast Community Foundation: $5,000 (2017)
  • Hamlin Family Foundation: $5,500 (2018)
  • Harry & Jeanette Weinberg Foundation: $404,350 (2014-2018)
  • Harvey and Carol Massey Foundation: $35,000 (2016-2017)
  • Hatton W Sumners Foundation for the Study and Teaching of Self-Government: $34,000 (2014-2018)
  • Henry E Haller Jr Foundation: $5,000 (2014-2018)
  • Holthouse Foundation for Kids: $20,000 (2015-2018)
  • Houston Endowment: $10,000 (2018)
  • Isabel Foundation: $22,500 (2014-2017)
  • Jack Miller Family Foundation: $125,000 (2014-2018)
  • Jacqueline Hume Foundation: $85,000 (2014-2017)
  • Jerome V Bruni Foundation: $40,000 (2014-2017)
  • John D & Catherine T Macarthur Foundation: $580,000 (2014-2018)
  • John S & James L Knight Foundation: $154,000 (2014-2018)
  • John Templeton Foundation: $725,000 (2014-2018)
  • John W Anderson: $9,000 (2017-2019)
  • John William Pope Foundation: $628,094 (2014-2018)
  • Joseph and Elizabeth Wilf Foundation: $40,000 (2017)
  • Joseph and Mary Cacioppo Foundation: $5,000 (2015)
  • Kovner Foundation: $180,000 (2015-2018)
  • L A W Foundation: $100,000 (2015)
  • Lilly Endowment: $650,000 (2014-2018)
  • Longwood Foundation: $75,000 (2014-2018)
  • Lynch Foundation: $125,000 (2014-2018)
  • Macdougal Family Foundation: $5,000 (2014-2018)
  • Maclellan Foundation: $500,000 (2016-2018)
  • Margaret and Daniel Loeb Foundation: $5,000 (2015)
  • Mercer Family Foundation: $270,000 (2015-2016)
  • Minneapolis Foundation: $5,000 (2015)
  • Morse Charitable Foundation: $15,000 (2015-2017)
  • M. J. Murdock Charitable Trust: $300,000 (2016-2018)
  • National Christian Charitable Foundation: $335,000 (2014-2017)
  • Noble Research Institute: $40,000 (2014-2017)
  • Nord Family Foundation: $11,000 (2018)
  • Ohnell Family Foundation: $25,000 (2014-2018)
  • Palmer Foundation: $30,000 (2016-2017)
  • Paul E Singer Foundation: $550,000 (2014-2017)
  • Perkins Malo Hunter Foundation: $7,000 (2017-2019)
  • Peter and Audrey Denton Family Foundation: $12,500 (2014-2018)
  • Piston Family Foundation: $5,000 (2018)
  • Popular Foundation: $5,000 (2014)
  • Randolph Foundation: $145,000 (2014-2017)
  • Rasmuson Foundation: $16,000 (2015-2018)
  • Richard M Fairbanks Foundation: $31,000 (2015-2018)
  • Robert W Galvin Foundation: $50,000 2017-2018
  • Robert Wood Johnson Foundation: $58,500 (2014-2018)
  • Robin and Sandy Stuart Foundation: $5,000 (2018-2019)
  • Rose Hills Foundation: $5,000 (2018)
  • Salt & Light Foundation: $7,500 (2014-2016)
  • Sarah Scaife Foundation: $400,000 (2015-2018)
  • Sarah and Ross Perot Jr Foundation: $10,000 (2016-2017)
  • Schwab Charitable Fund: $231,500 (2014-2018)
  • SD Bechtel Jr Foundation: $150,000 (2015-2018)
  • Searle Freedom Trust: $495,000 (2014-2019)
  • Seedlings Foundation: $5,000 (2014)
  • Sidney A Swensrud Foundation: $70,000 (2014-2018)
  • Silicon Valley Community Foundation: $186,000 (2014-2018)
  • Slovin Foundation: $5,000 (2016)
  • Snider Foundation: $140,000 (2015-2018)
  • Specialty Foundation: $8,000 (2015-2018)
  • Spurlino Foundation: $44,000 (2014-2018)
  • Tapeats Fund: $5,000 (2015)
  • Thomas D Klingenstein Fund: $20,370 (2014-2017)
  • T W Lewis Foundation: $47,615 (2017-2018)
  • Vanguard Charitable Endowment Fund: $98,500 (2014-2017)
  • Walton Family Foundation: $925,000 (2014-2019)
  • Wengart Foundation: $22,500 (2014-2017)
  • Wilf Family Foundation: $20,000 (2017-2018)
  • William & Flora Hewlett Foundation: $600,000 (2014-2018)
  • Zimmerman Family Foundation: $6,000 (2014-2018)


2013

In 2013, Philanthropy Roundtable received $25,000 in membership fees and/or other funding from the John William Pope Foundation, a right-wing foundation that has also funded the State Policy Network (SPN).[21] The Roundtable also received $1,000 in membership fees and/or grants from the Tepper Family Foundation in 2013[21] (recommended annual contribution levels for Roundtable members are $25,000, $10,000, $5,000, $1,000, or $500 as of July 2014).[22]

Additional Funds Received:

2012

In 2012, Philanthropy Roundtable received membership fees and/or other funding from the following right-wing foundations with ties (as funders or otherwise) to SPN:

The Philanthropy Roundtable also received membership fees and/or grants from at least the following other foundations in 2012:[21]

The Philanthropy Roundtable contributed to the following organizations in 2012:[21]

* These two organizations were chosen to receive "up to a $250,000 prize payable to the charity or charities of of the prize recipient's choice"[23] by the 2012 recipient of the William E. Simon Prize for Philanthropic Leadership, Home Depot co-founder Bernie Marcus. The William E. Simon Foundation asked the Philanthropy Roundtable to the prize.[24]

2011

In 2011, Philanthropy Roundtable received membership fees and/or other funding from the following right-wing organizations with ties to SPN:[21]

Other major right-wing organizations that contributed membership fees and/or grants to the Philanthropy Roundtable in 2011 include:[21]

2010

In 2010, Philanthropy Roundtable received membership fees and/or other funding from the following right-wing organizations with ties to SPN:[21]

Other major right-wing organizations that contributed membership fees and/or grants to the Philanthropy Roundtable in 2010 include:[21]

Core Financials

2020[25]:

  • Total Revenue: $9,804,880
  • Total Expenses: $8,659,352
  • Net Assets: $14,442,864

Grants Distributed

  • Christo Rey San Jose Jesuit High School: $200,000
  • Talent Market: $25,000

2019[26]:

  • Total Revenue: $9,087,146
  • Total Expenses: $8,260,682
  • Net Assets: $12,613,369

Grants Distributed

  • Partnership Schools: $200,000

2018[27]:

  • Total Revenue: $8,394,762
  • Total Expenses: $8,631,703
  • Net Assets: $10,897,857

Grants Distributed

  • Heterodox Academy
  • Passages America Israel

2017[28]:

  • Total Revenue: $8,819,058
  • Total Expenses: $8,917,853
  • Net Assets: $11,588,105

Grants Distributed

  • Memphis Brooks Museum: $150,000
  • Riverfront Development Corporation: $100,000

2016[29]:

  • Total Revenue: $8,594,071
  • Total Expenses: $8,712,374
  • Net Assets: $11,170,498

Grants Distributed

2015[30]:

  • Total Revenue: $9,403.708
  • Total Expenses: $8,424,670
  • Net Assets: $11,098,617

Grants Distributed

  • International Justice Mission: $250,000
  • Communities Foundation of Texas: $200,000

2014[31]:

  • Total Revenue: $7,742,082
  • Total Expenses: $7,134,888
  • Net Assets: $10,937,530

Grants Distributed

  • Huntsman Cancer Foundation: $200,000
  • St. Vincent DePaul Soup Kitchen: $25,000
  • YMCA Utah: $25,000

2013[32]:

  • Total Revenue: $5,742,772
  • Total Expenses: $6,419,839
  • Net Assets: $10,527,485

Grants Distributed

  • Ramon C Cortines School of Visual and Performing Arts

Personnel

Staff

As of December 2020:[33]

  • Elise Westhoff, President and CEO
  • Jessica Browning, Vice President of Conferences and Events
  • Debi Hate, Vice President of Strategy and Innovation
  • Katherine Haley, Vice President of Programs
  • Christie Herrera, Vice President of Policy and Government Affairs
  • Windle Jarvis, Vice President of Development
  • Brandon Millett, Vice President of Marketing and Communications
  • Amanda Rossie, Vice President of Operations and Finance
  • Anna Bobb, Director of Health Programs
  • Christina Bussie, Office Manager
  • Patrick Burke, Assistant Director K-12 Education Programs
  • Alexandra Carlier, Creative Services Manager
  • Alysa Davis, Health Program Coordinator
  • Joanne Florino, Adam Meyerson Distinguished Fellow in Philanthropic Excellence
  • Catherine Harris, Assistant Director of Individual Giving
  • Mary Margaret Holden, Events Assistant
  • Howard Husock, Senior Executive Fellow
  • Molly Kincaid, Director of Marketing
  • Suzi Marchena, Director of Finance and Human Resources
  • Tony Mayer, Director of Economic Opportunity Programs
  • Eric Peterman, Research and Data Manager
  • Shaun Rieley, Director of Civics and Veterans Programs
  • Megan Schmidt, Program Manager
  • Madeline Fry Schultz, Editorial Manager
  • Tareea Smith, Event Marketing Manager
  • Caitlin Summers, Director of Conferences and Events
  • Sandra Swirski, Executive Director, Alliance for Charitable Reform
  • Jeanie Truslow, Executive Assistant, Senior Leadership Team
  • Rachel Verdejo, Director of Foundation Relations
  • Victoria Watson, Assistant Director of Development
  • Taryn Wolf, Creative Director

Former Staff

Board of Directors

As of December 2020:[34]


Former Board of Directors

Contact Information

EIN: 13-2943020

Philanthropy Roundtable
1120 20th Street NW
Suite 550 South
Washington, D.C. 20036
Phone: (202) 822-8333
Fax:(202) 822-8325
Email: main@philanthropyroundtable.org
Website: http://www.philanthropyroundtable.org/
Twitter: https://twitter.com/philanthropyrnd
Facebook: https://www.facebook.com/pages/Philanthropy-Roundtable/109354359083923

Articles and Resources

IRS Form 990s

2020

2019

2018

2017

2016

2015

2014

References

  1. ↑ The Philanthropy Roundtable, "About Us", "Philanthropy website", accessed June 10, 2013.
  2. ↑ John Mashey, Fake science, fakexperts, funny finances, free of tax 2, DeSmog Blog report, updated October 23, 2012, p. 19.
  3. ↑ Philanthropy Roundtable, Whitney Ball: The Future of Donor-Advised Funds, interview from Philanthropy magazine, September/October 2005.
  4. ↑ DonorsTrust, Directors & Staff, organizational website, accessed July 2014.
  5. ↑ Donors Capital Fund, Directors & Officers, organizational website, accessed July 2014.
  6. ↑ Adam Meyerson, "President's Note: Misconceptions about 'Dark Money'," Philanthropy, Fall 2013. Archived on Philanthropy Roundtable's website, accesssed July 8, 2014.
  7. ↑ Media Matters, Media Philanthropy Roundtable, Conservative Transparency Project, organization profile, May 3, 2012. Archived by Internet Wayback Machine, accessed July 8, 2014.
  8. ↑ Bradley Foundation, [Philanthropy Roundtable Grant History], Bradley Files, 2016.
  9. ↑ Bradley Foundation, [Philanthropy Roundtable Grant Proposal Record], Bradley Files, June 14, 2016.
  10. ↑ Jump up to: 10.0 10.1 Philanthropy Roundtable, The Philanthropy Roundtable announces Charles G. Koch as the 2011 recipient of the William E. Simon Prize, organizational website, accessed October 20, 2011.
  11. ↑ Philanthropy Roundtable, 2011 IRS Form 990, organizational annual IRS filing, April 27, 2012.
  12. ↑ American Bridge 21st Century Foundation, Philanthropy Roundtable Transactions, ConservativeTransparency.org, accessed July 7, 2014.
  13. ↑ American Bridge 21st Century Foundation, Philanthropy Roundtable: Donors, ConservativeTransparency.org, accessed July 2014.
  14. ↑ Philanthropy Roundtable, 2011 Annual Meeting Agenda, organizational website, accessed October 20, 2011.
  15. ↑ National Committee for Responsive Philanthropy, Moving a Public Policy Agenda: the Strategic Philanthropy of Conservative Foundations, organizational report, July 1997, quoted here.
  16. ↑ John Mashey, Fake science, fakexperts, funny finances, free of tax 2, DeSmog Blog report, updated October 23, 2012, p. 71.
  17. ↑ Connor Gibson, Greenpeace, Meet the Network Hiding the Koch Money: "Donors Trust" and "Donors Capital Fund", PRWatch.org, originally published by Greenpeace, October 29, 2012.
  18. ↑ Robert Brulle: Inside the Climate Change “Countermovement”, PBS Frontline, October 23, 2012.
  19. ↑ Dan Clark, "Koch In-House Attorney Becomes First GC at The Philanthropy Roundtable", Law.com Corporate Counsel, May 10, 2021, accessed May 11, 2021.
  20. ↑ Institute For Policy Studies Philanthropy Roundtable Profile, accessed 10/20/2011
  21. ↑ Jump up to: 21.0 21.1 21.2 21.3 21.4 21.5 21.6 21.7 American Bridge 21st Century Foundation, Philanthropy Roundtable Financial Record, "ConservativeTransparency.org", accessed July 2014.
  22. ↑ Philanthropy Roundtable, Membership Form, organizational form, accessed July 2014.
  23. ↑ Philanthropy Roundtable, 2012 IRS Form 990, organizational annual IRS filing, April 23, 2013.
  24. ↑ Philanthropy Roundtable, Winner of the 2012 William E. Simon Prize, organizational website, accessed July 2014.
  25. ↑ Philanthropy Roundtable, 2020 IRS 990 Form, Philanthropy Roundtable, 2021.
  26. ↑ Philanthropy Roundtable, 2019 IRS 990 Form, Philanthropy Roundtable, May 8, 2020.
  27. ↑ Philanthropy Roundtable, 2018 IRS 990 Form, Philanthropy Roundtable, May 3, 2019.
  28. ↑ Philanthropy Roundtable, 2017 IRS 990 Form, Philanthropy Roundtable, May 1, 2018.
  29. ↑ Philanthropy Roundtable, 2016 IRS 990 Form, Philanthropy Roundtable, May 24, 2017.
  30. ↑ Philanthropy Roundtable, 2015 IRS 990 Form, Philanthropy Roundtable, May 16, 2016.
  31. ↑ Philanthropy Roundtable, 2014 IRS 990 Form, Philanthropy Roundtable, May 11, 2015.
  32. ↑ Philanthropy Roundtable, 2013 IRS 990 Form, Philanthropy Roundtable, April 29, 2014.
  33. ↑ Philanthropy Roundtable, Staff, accessed December 2020.
  34. ↑ Philanthropy Roundtable, Our Leadership, accessed December 2020.
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