The Ptm Charitable Foundation
The Ptm Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SOUTHPORT, CT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.6M in total assets. In 2024, it awarded 1 grants totaling $130K. Net investment income was $184K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.6M
+3.3% YoY
Annual Giving
$130K
-7.0% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$130K
-7.0% YoY
Under IRS private-foundation payout rules, The Ptm Charitable Foundation reported a distributable amount of $164K for 2024 — the minimum it must pay out in qualifying distributions.
About The Ptm Charitable Foundation
Based on IRS filings
The Ptm Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SOUTHPORT, CT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.6M in total assets. In 2024, it awarded 1 grants totaling $130K. Net investment income was $184K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,625,799 | $1,574,228 | $1,563,146 |
| Revenue | $200,501 | $183,967 | $221,985 |
| Expenses | $148,930 | $172,885 | $172,014 |
| Qualifying Distributions | $130,765 | $149,154 | $146,101 |
| Net Investment Income | $183,827 | $161,836 | $203,151 |
| Distributable Amount | $164,302 | $141,850 | $146,387 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include See Attached Statement 7 ($130,345).
| Recipient | Purpose | Amount |
|---|---|---|
| SEE ATTACHED STATEMENT 7 NEW YORK, NY | FOR THE ORGANIZATION'S CHARITABLE USE | $130,345 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| R BRADFORD EVANS | PR/TR/DIR | — | — |
| BARBARA REED EVANS | VP/SEC/DIR | — | — |
| ROBERT H ARNOLD | DIRECTOR | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Ptm Charitable Foundation?
The Ptm Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SOUTHPORT, CT. It holds $1.6M in total assets as of 2024.
How large is The Ptm Charitable Foundation?
As of 2024, The Ptm Charitable Foundation holds $1.6M in total assets with $201K in annual revenue. It awarded 1 grants totaling $130K in 2024.
Where does The Ptm Charitable Foundation operate?
The Ptm Charitable Foundation has awarded grants in New York.
What size grants does The Ptm Charitable Foundation award?
In 2024, The Ptm Charitable Foundation awarded 1 grants totaling $130K — an average of about $130K per grant, based on its IRS Form 990 filings.
How much is The Ptm Charitable Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Ptm Charitable Foundation reported a distributable amount of $164K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Ptm Charitable Foundation's EIN?
The Ptm Charitable Foundation's EIN (Employer Identification Number) is 13-3800384. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.