Foundation for Financial Planning Inc
Foundation for Financial is a public charity based in Washington, DC. It supports programs that connect volunteer financial planners with people in crisis or need, expanding access to free financial advice for underserved populations.
Key facts about Foundation for Financial Planning Inc
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.
- EIN
- 58-1446336
- Latest 990 filing
- Form 990, 2024
- Annual giving (2024)
- $469,110
- Grants made (2024)
- 20
- Average grant
- $23,456
- Median grant
- $20,000
- New grantees (estimate)
- 50% first-time grantees (10 of 20, 2024)
- Total assets
- $32,232,401
- Primary geography
- Colorado (19% of itemized 2024 grant dollars)
- Accepts unsolicited proposals
- Yes
- How to apply
- The foundation accepts unsolicited requests through its annual online application. Full details ↓
- Deadline
- The listed April 30, 2026 deadline has passed.
Data from IRS Form 990, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2024 IRS Form 990 · 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
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. 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.
Mission & Focus Areas
The organization’s stated mission is to help people in need improve their financial lives by expanding access to pro bono financial planning. Its website describes grantmaking to community-based and national 501(c)(3) nonprofits, with an emphasis on programs serving underserved people and connecting them one-on-one with volunteer CFP® professionals. It identifies military members and veterans, people with cancer, low-income seniors, and domestic violence survivors among populations its grantees serve.
The 2024 grantees illustrate the range of organizations supported. The Financial Planning Association describes its mission as elevating the financial planning profession. After Innocence says it provides re-entry assistance to people released after wrongful convictions. Britepaths describes providing short-term safety-net services while helping neighbors work toward self-sufficiency. Wings for Widows says it provides personalized financial coaching and education to newly widowed people. Savvy Ladies describes helping women achieve financial independence through counseling and presentations; 3rd Decade describes providing financial education and mentorship to young adults, with a focus on low- to moderate-income individuals. Bedford Stuyvesant Restoration describes work to improve quality of life in Central Brooklyn, and FLYTE describes creating financial education programs for vulnerable populations in Southeast Louisiana.
Grantmaking
In filing year 2024, the foundation gave $469,110 through 20 grants. Grants ranged from $7,500 to $75,000, with a median of $20,000. The foundation’s website says annual grants are generally $5,000–$40,000, with exceptions for programs delivering outstanding impact.
Review Cycle
The listed April 30, 2026 deadline has passed. The website describes April 30 as the typical annual application deadline.
Open Grants
1 open opportunity from Foundation for Financial Planning Inc
Ready to take the next step with Foundation for Financial Planning Inc?
Geographic Focus
Where this funder awards grants
The foundation describes its grantmaking as supporting national and community-based programs across the United States. In 2024, the largest shares of grant dollars by recipient state went to 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
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.
Grant Insights
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%).
Giving History
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 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2024 | $32,232,401 | $3,395,599 | $2,283,914 | $469,110 |
| 2023 | $29,351,117 | $2,459,469 | $2,026,744 | $475,000 |
| 2022 | $26,181,813 | $2,147,262 | $1,830,846 | $417,000 |
| 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 |
| Net Investment Income | $839,059 | $775,511 | $608,746 |
Data update history
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
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Jonathan Dauphineesq 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.
Contact
Mailing address: 1425 K Street Nw Ste 602, Washington, DC 20005-4909
Phone: (202) 864-5180
Website: https://ffpprobono.org
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 organization’s stated mission is to help people in need improve their financial lives by expanding access to pro bono financial planning. See mission & focus areas ↑
How do I apply for a grant from Foundation for Financial Planning Inc?
The foundation accepts unsolicited requests through its annual online application. 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.
Does Foundation for Financial Planning Inc accept unsolicited proposals?
Yes, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990 filings. Research dossier generated September 2026.
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