Foundation for Financial Planning Inc
Foundation for Financial Planning Inc is a public charity based in Washington, DC, that supports pro bono financial planning for people in crisis or need. It makes grants to help nonprofit programs connect underserved people with volunteer financial planners and free, quality financial advice.
Foundation for Financial Planning Inc at a glance
In short: Foundation for Financial Planning Inc gave $469K across 20 grants in 2024 (avg $23K), top state Colorado. 50% of 2024 grantees were new. Source: 2024 IRS Form 990.
- Annual giving (2024)
- $469,110
- -1.2% vs 2023
- Grants made (2024)
- 20
- +11.1% vs 2023
- Average grant
- $23,456
- -11.1% vs 2023
- Median grant
- $20,000
- Total assets
- $32,232,401
- +9.8% vs 2023
- New grantees (estimate)
- 50% first-time grantees (10 of 20, 2024; small sample)
- Primary geography
- Colorado (19% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990, 2024 View filing
Data from IRS Form 990, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Foundation for Financial Planning Inc
- How to Apply
-
Submit a grant application through the online application portal. The foundation’s stated annual application period is typically mid-January through April 30.
- Review Cycle
- April 30, 2026, was the stated deadline for the 2026 cycle; that date has passed.
- Deadline
- April 30, 2026, was the stated deadline for the 2026 cycle; that date has passed.
- Contact
Mailing address: 1425 K Street Nw Ste 602, Washington, DC 20005-4909
Phone: (202) 864-5180
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Open Grants
1 open opportunity from Foundation for Financial Planning Inc
Who Foundation for Financial Planning Inc funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Financial Planning Association ($75K). Together the top 10 received $323K.
Grant Size Distribution
84 grants across all recorded years
The most common grant size was under $50K: 76 grants of 84 (90%).
Geographic Focus
Where this funder awards grants
The foundation describes its grantmaking as supporting national and community-based organizations across the country. In filing year 2024, the largest shares of grant dollars by recipient state were Colorado (19%), California (17%), New York (11%), Illinois (9%), and Arizona (9%).
Grant Distribution by State
Share of 2024 grant dollars across all 20 itemized grants.
States
Cities
Is Foundation for Financial Planning Inc open to new grantees?
50%
first-time grantees, 2024
In 2024, 10 of 20 grantees (50%) were first-time recipients. With only 20 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. First grants averaged $16K; repeat grants $31K. How we count
Medians: $15K first-time, $26K repeat.
Estimate from itemized grant lists in IRS Form 990 filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $331K (2021) to $475K (2023). In 2024 it made 20 grants totaling $469K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Financial Planning Association Denver, CO | Outreach | $75,000 |
| After Innocence Oakland, CA | Outreach | $40,000 |
| Britepaths Fairfax, VA | Outreach | $35,000 |
| Wings for Widows Wayzata, MN | Outreach | $31,000 |
| 3RD Decade Tuscon, AZ | Outreach | $26,000 |
| Savvy Ladies New York, NY | Outreach | $26,000 |
| Bedford Stuyvesant Restoration Corp Brooklyn, NY | Outreach | $25,000 |
| Flyte New Orleans, LA | Outreach | $25,000 |
| Chico State Enterprises Chico, CA | Outreach | $20,400 |
| Community Action Partnership of Providence County Providence, RI | Outreach | $20,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2024 | $32,232,401 | $3,395,599 | $2,283,914 | $469,110 | 20 | $839,059 |
| 2023 | $29,351,117 | $2,459,469 | $2,026,744 | $475,000 | 18 | $775,511 |
| 2022 | $26,181,813 | $2,147,262 | $1,830,846 | $417,000 | 15 | $608,746 |
| 2021 | $30,168,381 | $3,652,624 | $1,645,279 | $330,830 | 14 | $1,402,505 |
| 2020 | $26,016,219 | $1,093,291 | $1,505,159 | $440,530 | 17 | — |
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
The foundation’s mission is to help people in need improve their financial lives by expanding access to pro bono financial planning. Its website describes grantmaking for community-based and national nonprofit organizations, with emphasis on programs that are scalable, replicable, and sustainable. Areas it identifies for particular attention include programs for military members and veterans, people with cancer, and volunteer initiatives with the Financial Planning Association.
Eligible programs must engage CERTIFIED FINANCIAL PLANNER™ professionals as volunteers, include one-on-one advice and counseling, and serve people who are underserved by the market and cannot ordinarily access quality, ethical financial advice. The foundation says programs may provide one-time counseling or ongoing coaching.
Examples of grantees include the Financial Planning Association, whose stated mission is to elevate the profession that transforms lives through financial planning; After Innocence, which provides re-entry assistance to people released after wrongful convictions; and Savvy Ladies, which helps women achieve financial independence through counseling and educational presentations. Other 2024 grantees include organizations whose stated missions include providing safety-net services, supporting vulnerable populations through financial education, and promoting affordable homeownership and financial coaching.
Grantmaking
In filing year 2024, the foundation reported 20 grants totaling $469,110. Grants ranged from $7,500 to $75,000, with a median of $20,000. Its website says annual grants are generally $5,000 to $40,000, with exceptions for programs delivering outstanding impact.
Among the largest 2024 grants were $75,000 to the Financial Planning Association in Denver for outreach; $40,000 to After Innocence in Oakland for outreach; $35,000 to Britepaths in Fairfax for outreach; and $31,000 to Wings for Widows in Wayzata for outreach. Other notable awards included $26,000 each to 3rd Decade and Savvy Ladies, and $25,000 each to Bedford Stuyvesant Restoration Corp and FLYTE.
The foundation’s website says applications are submitted through an online portal and reviewed by its Grants Committee, which it describes as comprising independent financial planners and industry leaders. Applicants must be U.S.-based 501(c)(3) nonprofits, and proposals must meet the program requirements described above. The website says approved applicants generally begin receiving funding in January of the following calendar year.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Jonathan Dauphinee as CEO; Katherine Egan as VP of Dev.; Rachel Roth as Senior Direc; Jamie Grantham as Operations D; Dr. Dave Yeske, DBA CFP, as Chair; Ben Harrison as Immediate Pa; Anthony Tony Svach, CIMA, as Vice Chair; and Scott Kahan, CFP, Joe Chornyak, and Yonhee Gordon as trustees.
Foundation for Financial Planning Inc is led by Jonathan Dauphineesq, CEO on every filing since 2020; 4 of 28 officers listed in 2024 are compensated.
Officers on the 2024 filing
Jonathan Dauphineesq
CEO
On filings since 2020
40 hrs/week
$360K (2020) → $529K (2024)
Dave Yeske Dba CFP
Chair
Trustee → Vice Chair, 2022
Vice Chair → Chair, 2024
On filings since 2020
2 hrs/week
No compensation reported
Rachel Roth
Senior Director
Director → Senior Director, 2022
On filings since 2020
40 hrs/week
$123K (2020) → $162K (2024)
Alexandra Armstrong CFP
Trustee
On filings since 2020
0.5 hrs/week
No compensation reported
Bernie Clark
Trustee
On filings since 2020
0.5 hrs/week
No compensation reported
Jeffrey Jeff Concepcion
Trustee
On filings since 2020
0.5 hrs/week
No compensation reported
Marty Kurtz CFP
Trustee
On filings since 2020
0.5 hrs/week
No compensation reported
Scott Kahan CFP
Trustee
Chairman → Immediate Past C, 2021
Immediate Past C → Trustee, 2024
On filings since 2020
0.5 hrs/week
No compensation reported
Terri Fiedler
Trustee
On filings since 2020
0.5 hrs/week
No compensation reported
Ed Walters
Trustee
On filings since 2021
0.5 hrs/week
No compensation reported
Eric Grey
Trustee
On filings since 2021
0.5 hrs/week
No compensation reported
Jocelyn Wright
Trustee
On filings since 2021
0.5 hrs/week
No compensation reported
Steve Larson
Trustee
On filings since 2021
0.5 hrs/week
No compensation reported
Yonhee Gordon
Trustee
On filings since 2021
0.5 hrs/week
No compensation reported
Joe Chornyak
Trustee
On filings since 2022
0.5 hrs/week
No compensation reported
Erica James
Trustee
On filings since 2023
0.5 hrs/week
No compensation reported
Gabrial Garcia
Trustee
On filings since 2023
0.5 hrs/week
No compensation reported
Hussain Zaidi
Trustee
On filings since 2023
0.5 hrs/week
No compensation reported
Kalita Blessing
Trustee
On filings since 2023
0.5 hrs/week
No compensation reported
Kristin Pugh
Trustee
On filings since 2023
0.5 hrs/week
No compensation reported
Paul Drakeley
Trustee
On filings since 2023
0.5 hrs/week
No compensation reported
Rohit Mahna
Trustee
On filings since 2023
0.5 hrs/week
No compensation reported
Megan Carpenter
Trustee
New on the 2024 filing
0.5 hrs/week
No compensation reported
Natalie Wolfsen
Trustee
New on the 2024 filing
0.5 hrs/week
No compensation reported
Katherine Egan
Vice President of Development
Senior Director → Vice President of Development, 2022
On filings since 2020
40 hrs/week
$140K (2020) → $203K (2024)
Jamie Grantham
Operations D
On filings since 2022
40 hrs/week
$104K (2022) → $116K (2024)
Anthony Tony Svach Cima
Vice Chair
Trustee → Vice Chair, 2024
On filings since 2020
1 hr/week
No compensation reported
Ben Harrison
Immediate Pa
Vice Chairman → Chair, 2022
Chair → Immediate Pa, 2024
On filings since 2020
1 hr/week
No compensation reported
Former officers (7)
- Former: Eric Clarke (2020–2023) — Trustee
- Former: David Canter (2020–2022) — Trustee
- Former: Laura Tarbox CFP (2020–2022) — Trustee
- Former: Kate Healy (2020–2021) — Chairman
- Former: John Fodor (2020) — Trustee
- Former: Kenneth Kacy Gott CFP (2020) — Immediate Past
- Former: William Bill C. Anderson (2020) — Trustee
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $529K, to Jonathan Dauphineesq (CEO). 4 officers or directors reported compensation on that filing.
Frequently asked questions about Foundation for Financial Planning Inc
How much does Foundation for Financial Planning Inc give each year?
Foundation for Financial Planning Inc gave $469K across 20 grants in 2024, according to its 2024 IRS Form 990. In 2023 it gave $475K across 18 grants.
What is Foundation for Financial Planning Inc's typical grant size?
Foundation for Financial Planning Inc's median grant in 2024 was $20,000, and its average grant was $23,456, across 20 grants on its 2024 IRS Form 990. Organizations receiving their first grant from Foundation for Financial Planning Inc that year got $16K on average.
Where does Foundation for Financial Planning Inc give grants?
Foundation for Financial Planning Inc's top state is Colorado, with 19% of the grant dollars itemized on its 2024 IRS Form 990. The next largest states were California (17%) and New York (11%). The most frequent recipient cities were Chicago, IL (3 grants) and Tuscon, AZ (2 grants).
Does Foundation for Financial Planning Inc give general operating support?
Not in 2024: none of the 20 grants with a stated purpose on Foundation for Financial Planning Inc's 2024 IRS Form 990 were described as general or operating support. Recurring purposes include "Outreach" (20 grants).
Who are Foundation for Financial Planning Inc's largest grantees?
Foundation for Financial Planning Inc's largest 2024 grantees include Financial Planning Association ($75,000), After Innocence ($40,000) and Britepaths ($35,000), according to its 2024 IRS Form 990. Together they received 32% of its itemized 2024 grant dollars.
How large is Foundation for Financial Planning Inc?
Foundation for Financial Planning Inc reported $32.2M in total assets on its 2024 IRS Form 990. Its revenue that year was $3.4M.
What does Foundation for Financial Planning Inc fund?
The foundation’s mission is to help people in need improve their financial lives by expanding access to pro bono financial planning. Its website describes grantmaking for community-based and national nonprofit organizations, with emphasis on programs that are scalable, replicable, and sustainable. See mission & focus areas ↑
How do I apply for a grant from Foundation for Financial Planning Inc?
Submit a grant application through the online application portal. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Foundation for Financial Planning Inc's EIN?
Foundation for Financial Planning Inc's EIN (Employer Identification Number) is 58-1446336. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated October 2026. Sourced from IRS Form 990 filings. Research dossier generated October 2026.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS November 15, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS November 15, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS October 31, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS November 7, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS October 23, 2025)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Foundation for Financial Planning Inc funds
Human Services Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Foundation for Financial Planning Inc's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Foundation for Financial Planning Inc funder profile. GrantGraph. Retrieved October 20, 2026, from https://grantable.co/funders/foundation-for-financial-planning-inc-morg_75ccb8e9896549bba574caac876d238c
BibTeX
@misc{grantable_581446336_2026,
author = {{Grantable}},
title = {{Foundation for Financial Planning Inc funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/foundation-for-financial-planning-inc-morg_75ccb8e9896549bba574caac876d238c},
note = {Accessed 2026-10-20. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Foundation for Financial Planning Inc's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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