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EIN 39-1974526

CBM Credit Education Foundation

IRS 501(c) type
501(c)(3)
Num. employees
1
City
Sun City Center
State
Florida
Year formed
2000
Most recent tax filings
2023-12-01
NTEE code, primary
T21: Corporate foundations
Description
The CBM Credit Education Foundation is a corporate foundation located in Sun City Center, FL. Its purpose is to engage in the active conduct of consumer credit education through speaking engagements on topics such as identity and it primarily funds programs. Grantees include Edgewood College and others, and the foundation made three grants last year.
Also known as...
William Wilcox
Total revenues
$319,837
2023
Total expenses
$218,152
2023
Total assets
$4,385,661
2023
Num. employees
1
2023

Program areas at CBM Credit Education Foundation

The Foundation engages in the active conduct of consumer Credit Education through speaking engagements on topics such as identity theft and the proper use of consumer Credit.
The Foundation co-conducts an ongoing training program for secondary school teachers on personal finance and the proper use of Credit. This includes in person and virtual options.
The president of the Foundation volunteers and serves on the board of several consumer Education organizations, including call for action.

Grants made by CBM Credit Education Foundation

GranteeGrant descriptionAmount
Edgewood CollegePrograms$34,549

Personnel at CBM Credit Education Foundation

NameTitleCompensation
William WilcoxPresident$64,000
Gary SwitzkyVice President , Director$12,000

Financials for CBM Credit Education Foundation

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Investment income and dividends$211,626
Net rental income$0
Net gain from sale of non-inventory assets$108,211
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$319,837

Form 990s for CBM Credit Education Foundation

Fiscal year endingDate received by IRSFormPDF link
2023-122024-03-22990PFView PDF
2022-122023-05-04990PFView PDF
2021-122022-04-14990PFView PDF
2020-122021-05-20990PFView PDF
2019-122020-10-19990PRView PDF
...and 8 more Form 990s
Data update history
May 20, 2024
Posted financials
Added Form 990PF for fiscal year 2023
November 25, 2023
Posted financials
Added Form 990PF for fiscal year 2021
July 10, 2023
Posted financials
Added Form 990PF for fiscal year 2022
April 3, 2022
Posted financials
Added Form 990PF for fiscal year 2020
August 19, 2021
Posted financials
Added Form 990R for fiscal year 2019
Nonprofit Types
Grantmaking organizationsPrivate foundationsCorporate foundationsPrivate non-operating foundationsCharities
Issues
EducationHuman services
Characteristics
Provides grantsPartially liquidatedTax deductible donations
General information
Address
512 Rimini Vista Way
Sun City Center, FL 33573
Metro area
Tampa-St. Petersburg-Clearwater, FL
County
Hillsborough County, FL
Phone
(608) 215-9085
IRS details
EIN
39-1974526
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
2000
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T21: Corporate foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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