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EIN 33-1163601

Bay Area Financial Education Foundation

IRS 501(c) type
501(c)(3)
Num. employees
0
City
San Francisco
State
California
Year formed
2007
Most recent tax filings
2023-12-01
NTEE code, primary
B90: Educational Services
Description
The Bay Area Financial Education Foundation strives to enhance the financial literacy of Bay Area Youth, offering student workshops taught by qualified volunteers from the financial services industry in 2022. The foundation also supports like-minded organizations and aims to expand its reach through various programs.
Total revenues
$103,389
2023
Total expenses
$113,271
2023
Total assets
$104,971
2023
Num. employees
0
2023

Program areas at Bay Area Financial Education Foundation

In 2023, BAFEF continued to expand its financial literacy program through student workshops. Taught by credentialed volunteers from the financial services industry, these workshops are offered to high school and college students, providing them with the basics of personal finance, which is currently not provided through California's public school system. Our classes are provided for free and cover topics including budgeting, credit, paying for college and taxes. We focus on reaching underserved and at-risk youth. The Foundation presented 65 workshops in 2023.

Who funds Bay Area Financial Education Foundation

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
T Rowe Price FoundationFinancial Well-Being$13,750
Schwab Charitable FundEducation$12,750
Philanthropic Ventures Foundation (PVF)General Support$10,000
...and 3 more grants received

Personnel at Bay Area Financial Education Foundation

NameTitleCompensation
Tina MarchettiExecutive Director$82,046
Salina YeungTreasurer$0
Cameron A CrismanPresident$0
Conrad HerrmannVice President and Secretary$0
Theodore S JablonskiChairman$0

Financials for Bay Area Financial Education Foundation

RevenuesFYE 12/2023
Total grants, contributions, etc.$103,357
Program services$0
Investment income and dividends$32
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$103,389

Form 990s for Bay Area Financial Education Foundation

Fiscal year endingDate received by IRSFormPDF link
2023-122024-08-19990View PDF
2022-122023-10-04990View PDF
2021-122022-11-15990View PDF
2020-122021-11-15990View PDF
2019-122021-04-02990View PDF
...and 9 more Form 990s
Data update history
September 21, 2024
Updated personnel
Identified 3 new personnel
May 18, 2024
Received grants
Identified 2 new grant, including a grant for $5,036 from American Online Giving Foundation
December 31, 2023
Received grants
Identified 2 new grant, including a grant for $13,750 from T Rowe Price Foundation
November 28, 2023
Posted financials
Added Form 990 for fiscal year 2022
November 25, 2023
Posted financials
Added Form 990 for fiscal year 2021
Nonprofit Types
Grantmaking organizationsSchoolsEducational service providersCharities
Issues
Education
Characteristics
Partially liquidatedCommunity engagement / volunteeringTax deductible donationsNo full-time employeesAccepts online donations
General information
Address
166 27th Ave
San Francisco, CA 94121
Metro area
San Francisco-Oakland-Berkeley, CA
County
San Francisco County, CA
Website URL
bafef.org/ 
Phone
(415) 663-6933
IRS details
EIN
33-1163601
Fiscal year end
December
Taxreturn type
Form 990
Year formed
2007
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
B90: Educational Services
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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