Foundation for Financial
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
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
Go deeper than public filings
PRO- Giving trend analysis — growing or declining?
- Organizations like yours that won grants here
- Strategic fit assessment for your organization
- Application timing recommendations
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
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does Foundation for Financial fund?
Explore the funder–grantee relationships behind this foundation, powered by GrantGraph™ — our database of 11 million+ funding connections.
- Similar orgs that won grants here
- GrantGraph™ relationship mapping
- 11M+ connections in GrantGraph™
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 | — |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
States
Cities
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
What could you do with Foundation for Financial on Grantable?
- Assess strategic fit with your organization
- Get AI-generated opportunity briefs
- Monitor for new funding opportunities
- Draft a tailored letter of inquiry