From public IRS filings
Foundation for Financial Planning
WASHINGTON, DC · Human Services
Built from IRS filings (latest Form 990: tax year 2024). Foundation for Financial Planning has not reviewed or approved this page. Kindora is not affiliated with it.
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Mission
SEE PAGE 2, PART III
Financials (IRS Form 990)
Total revenue
$3.4M
Total expenses
$2.3M
Total assets
$32.2M
Program expense ratio
76%
Source: IRS Form 990, tax year 2024.
Who funds Foundation for Financial Planning
$1.7M in foundation grants on record from 15 funders — matched from IRS 990 grant line items. Some matches may be approximate.
| Funder | Total given | Grants |
|---|---|---|
| Donor Advised Charitable Giving | $583K | 4 |
| American Online Giving Foundation | $413K | 4 |
| Fidelity Investments Charitable Gift Fund | $286K | 4 |
| Commonwealth Cares Fund | $125K | 2 |
| Impactassetsinc | $80K | 3 |
| Raymond James Charitable Endowment Fund | $65K | 2 |
| Certified Financial Planner Board of Standards Center for Financial Planning | $50K | 1 |
| Columbus Foundation | $38K | 3 |
| Blackbaud Giving Fund | $30K | 3 |
| Vanguard Charitable Endowment Program | $10K | 1 |
Leadership
JONATHAN DAUPHINEESQ — CEO (Principal officer)
Names of officers and trustees come from the organization's public filings and leave this page when a later filing drops them. If you are named here and object, write to privacy@kindora.co.