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EIN 58-1446336

Foundation for Financial Planning

IRS 501(c) type
501(c)(3)
Num. employees
8
City
Washington
State
District of Columbia
Year formed
1981
Most recent tax filings
2023-12-01
NTEE code, primary
W03: Public and Societal Benefit Professional Societies and Associations
Description
Foundation for Financial Planning expands access to pro bono financial planning to improve the financial lives of at-risk populations, including active military members and wounded veterans, people with cancer and other serious illness, and seniors. Its mission is to help people in need through its charitable efforts as the nation's leading charity dedicated to advancing pro bono financial planning.
Total revenues
$2,459,469
2023
Total expenses
$2,026,744
2023
Total assets
$29,351,117
2023
Num. employees
8
2023

Program areas at Foundation for Financial Planning

Foundation for Financial Planning (ffp) is the nation's leading charity dedicated to advancing pro bono Financial Planning for at-risk populations, including active military members and wounded veterans, people with cancer and other serious illness, seniors and family caregivers, low-income individuals and families, domestic violence survivors and many more. Over its more than 25 years, ffp has provided over 9 million in grants to national and community-based pro bono programs; worked with partners to activate more than 27,000 Financial planners to volunteer their time and talents; reached over 715,000 people in crisis or need; and acted as a leader and catalyst to foster a rich tradition of pro bono service across the Financial Planning profession.

Grants made by Foundation for Financial Planning

GranteeGrant descriptionAmount
The Financial Planning AssociationOutreach$75,000
Angel FoundationOutreach$45,000
After InnocenceOutreach$40,000
...and 15 more grants made

Who funds Foundation for Financial Planning

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
Fidelity Investments Charitable Gift FundFor Grant Recipient's Exempt Purposes$57,030
Schwab Charitable FundHuman Services$53,100
ImpactAssetsGeneral Support$34,000
...and 7 more grants received

Personnel at Foundation for Financial Planning

NameTitleCompensation
Jonathan DauphineesqChief Executive Officer$368,040
Jon PreviouslySenior Vice President of Economic Strategy
Katherine EganVice President of Dev. / Vice President of Development and Comm. / Senior Director$158,960
Anthony "Tony" SvachManaging Director$0
Jamie ReddDirector, Operations
...and 12 more key personnel

Financials for Foundation for Financial Planning

RevenuesFYE 12/2023
Total grants, contributions, etc.$1,683,627
Program services$0
Investment income and dividends$775,511
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$331
Total revenues$2,459,469

Form 990s for Foundation for Financial Planning

Fiscal year endingDate received by IRSFormPDF link
2023-122024-11-07990View PDF
2022-122023-10-31990View PDF
2021-122022-11-15990View PDF
2020-122021-11-15990View PDF
2019-122021-03-31990View PDF
...and 10 more Form 990s
Data update history
September 21, 2024
Received grants
Identified 5 new grant, including a grant for $25,000 from Commonwealth Cares Fund
December 30, 2023
Posted financials
Added Form 990 for fiscal year 2022
December 30, 2023
Updated personnel
Identified 2 new personnel
December 27, 2023
Received grants
Identified 4 new grant, including a grant for $26,025 from Deena Jo Heide-Diesslin Foundation
August 2, 2023
Updated personnel
Identified 16 new personnel
Nonprofit Types
Grantmaking organizationsPublic sector nonprofitsMilitary and veteran charitiesCharities
Issues
HealthHuman servicesDiseases and disordersCommunity improvementPublic policyBusiness and industryMilitary and veterans
Characteristics
Community engagement / volunteeringTax deductible donationsAccepts online donations
General information
Address
1425 K St NW Ste 602
Washington, DC 20005
Metro area
Washington-Arlington-Alexandria, DC-VA-MD-WV
County
District of Columbia, DC
Website URL
ffpprobono.org/ 
Phone
(202) 864-5180
IRS details
EIN
58-1446336
Fiscal year end
December
Taxreturn type
Form 990
Year formed
1981
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
W03: Public and Societal Benefit Professional Societies and Associations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
California AB-488 details
AB 488 status
May Operate or Solicit for Charitable Purposes
Charity Registration status
Current
FTB status revoked
Not revoked
AG Registration Number
CT0279550
FTB Entity ID
4852344
AB 488 data last updated ("as-of") date
2024-12-31
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