Overview

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Est.

1981

Fiscal Year Start

Jan 1

Organization Type

Grantseeker

AI Summary

The Foundation for Financial Planning Inc (EIN: 58-1446336) is a nonprofit organization dedicated to enhancing financial services and human services through its mission of providing pro bono financial planning assistance. With an operating budget of $1.8 million and total revenue of $3.4 million for the 2024 filing year, the organization benefits from a diverse range of funding sources, none of which account for 50% or more of its revenue. More information can be found on their website at https://ffpprobono.org/.

Mission Statement

SEE PAGE 2, PART III
Revenues
$3.4M
Expenses
$2.3M
Net Income:
+$1.1M
Assets
$32.2M
Liabilities
$705.1K
Net Assets:
+$31.5M
Operating Budget
$1.8M
Operating Budget by Year

Due Diligence

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Charity Verification Snapshot
IRS EO Business Master File Status
Listed as tax-exempt
IRS Pub 78 Status
Eligible for tax-deductible gifts
IRS Revocation Status
Not in Automatic Revocation of Exemption List
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Total No. of Grants
10
Median grant size
$20.3K
Largest grant received
$229.1K
J
Jonathan Dauphineesq
Board Member
M
Marty Kurtz CFP
Board Member
J
Jeffrey Jeff Concepcion
Board Member

Frequently Asked Questions

What is FOUNDATION FOR FINANCIAL PLANNING INC’s budget?
In 2024, FOUNDATION FOR FINANCIAL PLANNING INC reported an annual operating budget of around $1.8 million. More detailed financial information is available to registered users.
What causes does FOUNDATION FOR FINANCIAL PLANNING INC support?
FOUNDATION FOR FINANCIAL PLANNING INC supports work in Financial services and Human services.
Where does FOUNDATION FOR FINANCIAL PLANNING INC operate?
FOUNDATION FOR FINANCIAL PLANNING INC is headquartered in Washington, DC.
Who funded FOUNDATION FOR FINANCIAL PLANNING INC recently?
In 2025, FOUNDATION FOR FINANCIAL PLANNING INC received grants from AMERICAN ONLINE GIVING FOUNDATION INC, RAYMOND JAMES CHARITABLE ENDOWMENT FUND, and THE MINNEAPOLIS FOUNDATION. More information on this organization’s funders is available to registered users.
What is the largest grant FOUNDATION FOR FINANCIAL PLANNING INC received in 2024?
The largest grant to FOUNDATION FOR FINANCIAL PLANNING INC in 2024 exceeds $229 thousand.