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
1 open opportunity from Foundation for Financial
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Financial Planning Association ($75,000), After Innocence ($40,000), Britepaths ($35,000).
| Recipient | Purpose | Amount |
|---|---|---|
| 3RD DECADE TUSCON, AZ | OUTREACH | $26,000 |
| AFTER INNOCENCE OAKLAND, CA | OUTREACH | $40,000 |
| BEDFORD STUYVESANT RESTORATION CORP BROOKLYN, NY | OUTREACH | $25,000 |
| BRITEPATHS FAIRFAX, VA | OUTREACH | $35,000 |
| DEBTWAVE CREDIT COUNSELING ESCONDIDO, CA | OUTREACH | $18,000 |
| FINANCIAL PLANNING ASSOCIATION DENVER, CO | OUTREACH | $75,000 |
| FLYTE NEW ORLEANS, LA | OUTREACH | $25,000 |
| NAPFA CONSUMER EDUCATION FOUNDATION CHICAGO, IL | OUTREACH | $7,500 |
| SAVVY LADIES NEW YORK, NY | OUTREACH | $26,000 |
| WINGS FOR WIDOWS WAYZATA, MN | OUTREACH | $31,000 |
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
Frequently Asked Questions
What is Foundation for Financial?
Foundation for Financial is a nonprofit organization focused on Human Services, based in WASHINGTON, DC. It holds $32.2M in total assets as of 2024.
How large is Foundation for Financial?
As of 2024, Foundation for Financial holds $32.2M in total assets with $3.4M in annual revenue. It awarded 20 grants totaling $469K in 2024.
Where does Foundation for Financial operate?
Foundation for Financial has awarded grants in Arizona, California, Colorado, District of Columbia, Florida, Georgia, Illinois, Louisiana, Massachusetts, Maryland, Minnesota, New York, Ohio, Pennsylvania, Rhode Island, South Carolina, Texas, Virginia.
What size grants does Foundation for Financial award?
In 2024, Foundation for Financial awarded 20 grants totaling $469K — an average of about $23K per grant, based on its IRS Form 990 filings.
What is Foundation for Financial's EIN?
Foundation for Financial's EIN (Employer Identification Number) is 58-1446336. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Foundation for Financial's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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