CFP Foundation

HOUSTON, TX EIN: 76-0537479

The CFP Foundation is a private family foundation established in 1997 and granted tax-exempt status in August 1998. Based in Houston, Texas, the foundation operates as a 501(c)(3) nonprofit organization focused primarily on educational initiatives.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$63.0M

+6.5% YoY

Annual Giving

$3.4M

-15.6% YoY

Grant Count

59

+9.3% YoY

Avg Grant Size

$58K

-22.7% YoY

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The foundation's giving priorities center on education, with a particular emphasis on supporting educational institutions and programs in Texas. The foundation also engages in broader philanthropic work related to grantmaking and voluntarism.

Grantmaking

The CFP Foundation operates as a private family foundation that typically selects grantees rather than accepting unsolicited proposals. The foundation does not maintain formal grant programs or public application processes.

Grant Range

$10,000 to $1,000,000+

Average Grant

$63,000-$98,000

How to Apply

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Geographic Focus

Where this funder awards grants

The foundation's grantmaking is primarily concentrated in Texas, particularly the Houston and North Texas regions. However, grants have also been made to organizations in California and Colorado, with these three states accounting for approximately 98% of all grants.

Grant Distribution by State

4states

Cities

AustinBasaltBellaireDallasHighlandsHoustonIncluded For EfileMountain ViewNavasotaSparksStafford

Financial History

Multi-year comparison from IRS filings

Assets & Revenue (2023-2024):

  • Total assets: $59.2 million (2023); $63.0 million (2024)
  • Total revenues: -$1.17 million (2023)
  • Total expenses: $4.64 million (2023)
  • Investment income and dividends: $1.07 million (2023)
  • Total liabilities: $0 (2023)

Asset Growth: Total assets have grown from $16.7 million in 2011 to $63 million in 2024.

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$4M$7M$11M$14M20202021202220232024
Metric202420232022
Total Assets$63,005,164$59,184,469$64,988,568
Revenue$8,040,782$-1,165,661$2,068,244
Expenses$4,220,087$4,638,438$5,191,245
Qualifying Distributions$3,690,531$4,264,920$4,651,804
Net Investment Income$7,573,226$845,351$1,638,803
Distributable Amount$4,377,190$3,924,364$4,057,057

Giving Over Time

Total grant dollars and number of grants per year

$0$1M$2M$3M$4M1 grants202054 grants202154 grants202254 grants202359 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

St John's School$500KSouthern Methodist Unive…$400KUniversity of Texas at A…$200KSouthern Methodist Unive…$127KEx Students Association …$117KFuelEd Schools Inc$100KTexas Children's Hospital$100KThe Methodist Hospital F…$100KSmall Steps Nurturing Ce…$75KHouston Museum of Natura…$70K

Grant Size Distribution

201 grants across all recorded years

135<$50K27$50–100K24$100–250K9$250–500K5$500K–1M1$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Leadership team and compensation from IRS filings

Founders & Trustees:

  • Gary Crum (MBA '72, UT Austin) — Founding Trustee and Chief Executive Officer
  • Sylvie Crum (BA '74, UT Austin) — Founding Trustee and Chief Executive Officer

Staff:

  • Clayton M. Harkness — Executive Director (compensation: $123,000-$128,000)

The foundation is governed by 3 officers and trustees.

Compensation Overview

From 2024 IRS filing

Clayton M HarknessCo-Executive Director$128K

From 2024 filing

NameTitleHoursCompensation
Gary T CrumPresident/Treasurer2
Sylvie P CrumExecutive VP1
Clayton M HarknessCo-Executive Director40$128,000

Recent News & Activity

Recent developments and announcements

2023

The CFP Foundation provided lead funding for the "Houston Loves Teachers" campaign, a multi-year collective impact initiative announced in May 2023. This campaign was developed in collaboration with Good Reason Houston and the Harris County-Houston Sports Authority's CFP National Championship Host Committee. The campaign supports the recruitment and retention of teachers in Greater Houston area public schools through resources, job postings, and a resume portal. The foundation's funding covered the campaign launch through May 2024, with Good Reason Houston managing ongoing operations.

Contact Information

Address: 11 Greenway Plaza, Suite 2600, Houston, TX 77046

Phone: (713) 830-3400

The foundation does not maintain a public website or published email address.

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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