Nonprofit · EIN 33-1284308
PURPOSE TRUST OWNERSHIP NETWORK
Tax-exempt · EUGENE, OR 97403
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $549,850 | $130,894 | $418,956 | $452,017 | $0 | $452,017 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $549,850
- Program service revenue
- $0
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $22,750
- Salaries, compensation and benefits (total)
- $89,660
- Professional fundraising fees
- $0
- Legal fees
- $6,122
- Accounting fees
- $2,475
- Travel
- $9,404
- Program services (functional)
- $17,415
- Management and general (functional)
- $113,479
Balance sheet and other
- Total assets, start of year
- $32,990
- Total assets, end of year
- $452,017
- Total liabilities, end of year
- $0
- Net assets, end of year
- $452,017
- Gross receipts
- $549,850
- Employees
- 1
- Volunteers
- 25
- Year formed
- 2024
- State of legal domicile
- OR
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| Issie Corvi | Program Manager Key employee | – | $55,320 | $0 |
| Jenny Everett | Director Trustee or director | 3 | $0 | $9,850 |
| Natalie Reitman-White | President & Director Trustee or director, Officer | 4 | $0 | $0 |
| Peter Koehler | Treasurer Officer | 2 | $0 | $0 |
| David Gray | Secretary & Director Trustee or director, Officer | 2 | $0 | $0 |
| Brenna Davis | Director Trustee or director | 2 | $0 | $0 |
| Courtney Kemp | Director Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2775 BAKER BLVD, EUGENE, OR 97403-1681
- Mailing address (990-N for 2024)
- 2775 Baker Boulevard, Eugene OR 97403
- Principal officer (990-N for 2024)
- David Gray, 1837 East 13th Street, Vancouver British Columbia V5N 2B9, CA
- Signed the 990
- David Gray, Director & Secretary
- Phone
- (541) 501-6083
- Website
- https://trustownership.org/
Mission
The Purpose Trust Ownership Network (PTON) is a nonprofit organization dedicated to advancing educational, research, and charitable efforts regarding purpose trusts for the benefit of the broader public. It serves as a central hub for advocacy, resource co-creation, and community collaboration around purpose trust ownership models.
Program accomplishments
- Hiring & Talent Infrastructure To support its growth, PTON formalized its internal human resources processes. Hiring Key Staff: The hiring of Issie Corvi as the Program Manager is a foundational component of PTON's operational infrastructure, as she now serves as the primary coordinator for the organization's strategic workgroups. Standardized Hiring: Developed a comprehensive hiring timeline, including job description approval by an HR Committee, specific screening call criteria, and multi-round interview stages.Expenses $89,661
- Outreach & Community Building PTON established a multi-wave outreach strategy to grow its network of practitioners and advocates. Strategic Initialization: Developed core marketing assets, including a centralized website blurb, visual graphics, and boilerplate promo copy to professionalize its public image. Partner Synergy: Leveraged an extensive network of "outreach partners," such as Project Equity, NCEO, the Purpose Foundation, and various state centers, to broaden the reach of its mission. Event Planning: Organizational energy was directed toward the planning of future conferences, which serve as primary venues for community collaboration and practitioner networking.Expenses $18,326 · revenue $40,850
- Education & Resource Co-creation PTON significantly advanced its mission through specialized workgroups designed to create public-facing educational resources. Lawyers Workgroup: Focused on populating a resource library and designing specialized breakout sessions for the upcoming 2026 Purpose Trust Ownership Conference. B Corp Alignment: A past workgroup successfully determined how purpose trust structures (PPTs and EOTs) align with B Lab?s certification standards.Expenses $3,447
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-N on file |
| 2023 | December 31, 2023 | May 15, 2024 | Check at the IRS |
IRS record
- EIN
- 33-1284308
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2024
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Public and societal benefit (W99)
- Assets (IRS master file)
- $452,017
- Income (IRS master file)
- $549,850
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $549,850 | $130,894 | $452,017 | IRS |
| 990-N for 2024 Officer: David Gray | December 31, 2024 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 33-1284308).
Questions about PURPOSE TRUST OWNERSHIP NETWORK
- What is the EIN of PURPOSE TRUST OWNERSHIP NETWORK?
- The employer identification number (EIN) of PURPOSE TRUST OWNERSHIP NETWORK is 33-1284308.
- Is PURPOSE TRUST OWNERSHIP NETWORK tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2024.
- Are donations to PURPOSE TRUST OWNERSHIP NETWORK tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PURPOSE TRUST OWNERSHIP NETWORK file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of PURPOSE TRUST OWNERSHIP NETWORK due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PURPOSE TRUST OWNERSHIP NETWORK last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of PURPOSE TRUST OWNERSHIP NETWORK?
- The 990-N for 2024 names David Gray.
- Who are the officers and directors of PURPOSE TRUST OWNERSHIP NETWORK?
- The 990 for the year ended December 31, 2025 lists 7 people; 1 received compensation from the organization, the highest $55,320 (Issie Corvi, Program Manager).
- How much revenue does PURPOSE TRUST OWNERSHIP NETWORK have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $549,850, expenses of $130,894 and total assets of $452,017 at year end.
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