OUR MISSION IS TO HELP PEOPLE IN NEED IMPROVE THEIR FINANCIAL LIVES BY EXPANDING ACCESS TO PRO BONO FINANCIAL PLANNING.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$32.2M
+9.8% YoY
Annual Giving
$469K
-1.2% YoY
Grant Count
20
+11.1% YoY
Avg Grant Size
$23K
-11.1% YoY
About Foundation for Financial
Based on IRS filings
Foundation for Financial is a nonprofit organization focused on Human Services, based in WASHINGTON, DC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $32.2M in total assets. In 2024, it awarded 20 grants totaling $469K. Net investment income was $839K.
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 | $32,232,401 | $29,351,117 | $26,181,813 |
| Revenue | $3,395,599 | $2,459,469 | $2,147,262 |
| Expenses | $2,283,914 | $2,026,744 | $1,830,846 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $839,059 | $775,511 | $608,746 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
84 grants across all recorded years
Open Grants
2 open opportunities from Foundation for Financial
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JONATHAN DAUPHINEESQ | CEO | 40 | $529,053 |
| KATHERINE EGAN | VP OF DEV. & | 40 | $202,574 |
| RACHEL ROTH | SENIOR DIREC | 40 | $162,373 |
| JAMIE GRANTHAM | OPERATIONS D | 40 | $115,550 |
| DR DAVE YESKE DBA CFP | CHAIR | 2 | — |
| BEN HARRISON | IMMEDIATE PA | 1 | — |
| ANTHONY TONY SVACH CIMA | VICE CHAIR | 1 | — |
| SCOTT KAHAN CFP | TRUSTEE | 0.5 | — |
| JOE CHORNYAK | TRUSTEE | 0.5 | — |
| YONHEE GORDON | TRUSTEE | 0.5 | — |
| ERIC GREY | TRUSTEE | 0.5 | — |
| ALEXANDRA ARMSTRONG CFP | TRUSTEE | 0.5 | — |
| KALITA BLESSING | TRUSTEE | 0.5 | — |
| BERNIE CLARK | TRUSTEE | 0.5 | — |
| TERRI FIEDLER | TRUSTEE | 0.5 | — |
| STEVE LARSON | TRUSTEE | 0.5 | — |
| JEFFREY JEFF CONCEPCION | TRUSTEE | 0.5 | — |
| PAUL DRAKELEY | TRUSTEE | 0.5 | — |
| MARTY KURTZ CFP | TRUSTEE | 0.5 | — |
| ED WALTERS | TRUSTEE | 0.5 | — |
| JOCELYN WRIGHT | TRUSTEE | 0.5 | — |
| GABRIAL GARCIA | TRUSTEE | 0.5 | — |
| ERICA JAMES | TRUSTEE | 0.5 | — |
| ROHIT MAHNA | TRUSTEE | 0.5 | — |
| KRISTIN PUGH | TRUSTEE | 0.5 | — |
| HUSSAIN ZAIDI | TRUSTEE | 0.5 | — |
| MEGAN CARPENTER | TRUSTEE | 0.5 | — |
| NATALIE WOLFSEN | TRUSTEE | 0.5 | — |
Subject Areas
Focus areas based on grantmaking activity
Related Funders
Similar funders by location and focus area
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Total Given
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Total Given
$4.2M
Partnership for a Healthier America
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Assets
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Grants
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Total Given
$350K
Association of Schools of Allied Health
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Assets
$2.3M
Grants
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Total Given
$60K
Fulcrum Foundation Inc
WASHINGTON, DC
Assets
$53K
Grants
10
Total Given
$13K
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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