FOUNDATION FOR FINANCIAL PLANNING INC

As filed

Subsection

03

NTEE code

P125

Classification

2000

Street

1425 K ST NW STE 602

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Mission and programs · 2024

• 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 30 YEARS, FFP HAS PROVIDED OVER 10.4 MILLION IN GRANTS TO NATIONAL AND COMMUNITY-BASED PRO BONO PROGRAMS; WORKED WITH PARTNERS TO ACTIVATE MORE THAN 30,000 FINANCIAL PLANNERS TO VOLUNTEER THEIR TIME AND TALENTS; REACHED OVER 776,000 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.

  Expenses $1,732,127 · Grants $472,860

As filed on the 2024 return.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

The first 25 listed. Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us. Earlier years are each on their own filing page.

Filings

• 2024

  Revenue

  $3,395,599

  Expenses

  $2,283,914

  Contributions

  $2,556,191

  Grants paid

  $472,860

• 2023

  Revenue

  $2,459,469

  Expenses

  $2,026,744

  Contributions

  $1,683,627

  Grants paid

  $485,000

• 2022

  Revenue

  $2,147,262

  Expenses

  $1,830,846

  Contributions

  $1,538,150

  Grants paid

  $418,250

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

• 2021 · 990

  Revenue

  $3,652,624

  Expenses

  $1,645,279

  Assets (EOY)

  $30,168,381

• 2020 · 990

  Revenue

  $1,093,291

  Expenses

  $1,505,159

  Assets (EOY)

  $26,016,219

• 2019 · 990

  Revenue

  $2,034,064

  Expenses

  $1,457,627

  Assets (EOY)

  $24,629,946

• 2018 · 990

  Revenue

  $1,817,952

  Expenses

  $1,453,170

  Assets (EOY)

  $21,426,508

• 2017 · 990

  Revenue

  $1,710,347

  Expenses

  $1,437,485

  Assets (EOY)

  $23,180,556

• 2016 · 990

  Revenue

  $1,562,200

  Expenses

  $1,517,085

  Assets (EOY)

  $20,939,394

• 2015 · 990

  Revenue

  $1,605,933

  Expenses

  $1,063,860

  Assets (EOY)

  $19,596,282

• 2014 · 990

  Revenue

  $2,152,665

  Expenses

  $1,027,946

  Assets (EOY)

  $19,870,703

• 2013 · 990

  Revenue

  $1,321,861

  Expenses

  $822,234

  Assets (EOY)

  $18,580,949

• 2012 · 990

  Revenue

  — not reported

  Expenses

  $955,912

  Assets (EOY)

  $16,675,089

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

• FINANCIAL PLANNING ASSOCIATION

  $77,500

  2022 · OUTREACH

• FINANCIAL PLANNING ASSOCIATION

  $75,000

  2024 · OUTREACH

• FINANCIAL PLANNING ASSOCIATION

  $75,000

  2023 · OUTREACH

• FAMILY REACH FOUNDATION

  $60,000

  2022 · OUTREACH

• ANGEL FOUNDATION

  $45,000

  2023 · OUTREACH

• AFTER INNOCENCE

  $40,000

  2024 · OUTREACH

• AFTER INNOCENCE

  $40,000

  2023 · OUTREACH

• BRITEPATHS

  $35,000

  2024 · OUTREACH

• BRITEPATHS

  $35,000

  2022 · OUTREACH

• LOCAL INITIATIVES SUPPORT CORPORATI

  $35,000

  2022 · OUTREACH

The 10 largest by cash amount. The API serves every itemized grant.

Where these grants went next →

Grants received

• AMERICAN ONLINE GIVING FOUNDATION INC

  $244,709

  2024 · GENERAL SUPPORT

• DONOR ADVISED CHARITABLE GIVING

  $229,050

  2023 · HUMAN SERVICES

• DONOR ADVISED CHARITABLE GIVING

  $173,250

  2024 · HUMAN SERVICES

• FIDELITY INVESTMENTS CHARITABLE GIFT FUND

  $123,250

  2024 · For grant recipient's exempt purposes

• COMMONWEALTH CARES FUND INC

  $100,000

  2024 · UNRESTRICTED

• FIDELITY INVESTMENTS CHARITABLE GIFT FUND

  $57,030

  2022 · For grant recipient's exempt purposes

• DONOR ADVISED CHARITABLE GIVING

  $53,100

  2022 · HUMAN SERVICES

• CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC

  $50,000

  2024 · TO SUPPORT THE FOUNDATION'S MISSION TO HELP VULNERABLE FAMILIES AND INDIVIDUALS TAKE CONTROL OF THEIR

• RAYMOND JAMES CHARITABLE ENDOWMENT FUND

  $50,000

  2024 · GENERAL SUPPORT

• IMPACTASSETS INC

  $34,000

  2023 · GENERAL SUPPORT

The 10 largest by cash amount. The API serves every itemized grant.

Other IRS files