PATHSTONE FOUNDATION

ROCHESTER, NY, 14607-1910 (585) 340-3368 Est. 2014 EIN 46-4871866
T11— Philanthropy & Grantmaking Form 990 501(c)(3)
pathstone.foundation

Mission

The mission of PathStone Foundation is to raise funds to support the activities and mission of PathStone Corporation, a visionary, diverse organization empowering individuals, families and communities to attain economic and social resources for building better lives.

Giving Portfolio

Total Grants
5
Total Giving
$1.2M
Recipients
5
Years Active
2019 - 2023
Avg grant: $243,031 Median: $84,000

Yearly Trends

YearGrantsTotal Giving Avg GrantNewRepeat
20231$30K $30K01
20221$84K $84K01
20211$889K $889K01
20201$192K $192K01
20191$21K $21K10

Sectors Funded

Community Improvement
5

Top States

New York
5

Grantee Size Profile

$10M - $50M
5

Top Grantees

NY - 5 grants
$1.2M

Grants Awarded · 5 grants

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Financials

Total Revenue
$176,396
Total Expenses
$174,513
Net Assets
$284,451
6 volunteers
From latest filing (tax period ending 2024-09-30)

Financial Health

Operating Reserve
19.6 months Healthy
Net assets / monthly expenses
Year-over-Year Change
Revenue ↓ 65.8%
Expenses ↓ 56.6%
Revenue Sources
Contributions 102.8%
Expense Breakdown
Program 18.2% Management 72.2% Fundraising 9.7%

Officers & Trustees (10)

We treat individual compensation with extra care. Named amounts are on Grow plans.

Filing History (5 filings)

YearRevenueExpensesNet Assets
2023 Form 990$176,396 $174,513$284,451
2022 Form 990$515,410 $402,481$730,600
2021 Form 990$1,157,460 $1,186,180$593,266
2020 Form 990$807,825 $651,324$661,155
2019 Form 990$572,845 $202,421$480,945

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EIN: 46-4871866 · Source: IRS Form 990 e-file data