This organization files Form 990, which has no section for application policy. Its filings cannot say either way.
The latest filing we hold carries no statement about applications. That is not the same as closed: public-charity Form 990s have no field for it, and many foundations leave the section blank.
Grants paid by year
Total assets by year
Where the money went · FY2024
Form 990 splits expenses into program services, management and fundraising. The split is self-reported, and a grantmaker, a research institute and a direct-service nonprofit book the same work differently. A line the return does not carry reads "not available"; it is never counted as zero.
| Year | Form | Revenue | Expenses | Grants paid | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2024 | 990 | $3,395,599 | $2,283,914 | $472,860 | $32,232,401 | $31,527,305 |
| FY2023 | 990 | $2,459,469 | $2,026,744 | $485,000 | $29,351,117 | $28,635,743 |
| FY2022 | 990 | $2,147,262 | $1,830,846 | $418,250 | $26,181,813 | $25,537,659 |
| FY2021 | 990 | $3,652,624 | $1,645,279 | $507,260 | $30,168,381 | $29,450,622 |
| FY2020 | 990 | $1,093,291 | $1,505,159 | $452,069 | $26,016,219 | $25,483,639 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
Recipient focus areas
Where recipients are
Based on the 99% of grant rows we could match to an organization record. The rest stay as reported. The IRS assigns the NTEE category when it grants exemption. It often reflects the original filing, not today's giving.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| FINANCIAL PLANNING ASSOCIATIONDENVER, CO | OUTREACH | $77,500 | 2022 | |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jonathan Dauphineesq | CEO | 40.00 | $529,053 |
| Katherine Egan | VP OF DEV. & | 40.00 | $202,574 |
| Rachel Roth | SENIOR DIREC | 40.00 | $162,373 |
| Jamie Grantham | OPERATIONS D |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| OUTREACH |
| $75,000 |
| 2020 |
| FINANCIAL PLANNING ASSOCIATIONDENVER, CO | OUTREACH | $75,000 | 2023 |
| FINANCIAL PLANNING ASSOCIATIONDENVER, CO | OUTREACH | $75,000 | 2021 |
| FINANCIAL PLANNING ASSOCIATIONDENVER, CO | OUTREACH | $75,000 | 2024 |
| FAMILY REACHBOSTON, MA | OUTREACH | $60,000 | 2020 |
| FAMILY REACHBOSTON, MA | OUTREACH | $60,000 | 2021 |
| FAMILY REACH FOUNDATIONBOSTON, MA | OUTREACH | $60,000 | 2022 |
| ANGEL FOUNDATIONMENDOTA HEIGHTS, MN | OUTREACH | $45,000 | 2023 |
| AFTER INNOCENCEOAKLAND, CA | OUTREACH | $40,000 | 2023 |
| AFTER INNOCENCEOAKLAND, CA | OUTREACH | $40,000 | 2024 |
| BRITEPATHSFAIRFAX, VA | OUTREACH | $37,700 | 2020 |
| BRITEPATHSFAIRFAX, VA | OUTREACH | $35,000 | 2024 |
| BRITEPATHSFAIRFAX, VA | OUTREACH | $35,000 | 2021 |
| BRITEPATHSFAIRFAX, VA | OUTREACH | $35,000 | 2022 |
| LOCAL INITIATIVES SUPPORT CORPORATINEW YORK, NY | OUTREACH | $35,000 | 2022 |
| TEXAS TECH FOUNDATION INCLUBBOCK, TX | OUTREACH | $35,000 | 2023 |
| BRITEPATHSFAIRFAX, VA | OUTREACH | $35,000 | 2023 |
| WINGS FOR WIDOWSWAYZATA, MN | OUTREACH | $31,000 | 2024 |
| WINGS FOR WIDOWSWAYZATA, MN | OUTREACH | $30,000 | 2023 |
| WORKING IN SUPPORT OF EDUCATIONNEW YORK, NY | OUTREACH | $27,000 | 2020 |
| SAVVY LADIESNEW YORK, NY | OUTREACH | $26,000 | 2024 |
| 3RD DECADETUSCON, AZ | OUTREACH | $26,000 | 2024 |
| DEBTWAVE CREDIT COUNSELINGSAN DIEGO, CA | OUTRECH | $25,000 | 2020 |
| FLYTENEW ORLEANS, LA | OUTREACH | $25,000 | 2023 |
| 40.00 |
| $115,550 |
| Dr Dave Yeske Dba Cfp | CHAIR | 2.00 | $0 |
| Ben Harrison | IMMEDIATE PA | 1.00 | $0 |
| Anthony Tony Svach Cima | VICE CHAIR | 1.00 | $0 |
| Scott Kahan Cfp | TRUSTEE | 0.50 | $0 |
| Joe Chornyak | TRUSTEE | 0.50 | $0 |
| Yonhee Gordon | TRUSTEE | 0.50 | $0 |
| Eric Grey | TRUSTEE | 0.50 | $0 |
| Alexandra Armstrong Cfp | TRUSTEE | 0.50 | $0 |
| Kalita Blessing | TRUSTEE | 0.50 | $0 |
| Bernie Clark | TRUSTEE | 0.50 | $0 |
| Terri Fiedler | TRUSTEE | 0.50 | $0 |
| Steve Larson | TRUSTEE | 0.50 | $0 |
| Jeffrey Jeff Concepcion | TRUSTEE | 0.50 | $0 |
| Paul Drakeley | TRUSTEE | 0.50 | $0 |
| Marty Kurtz Cfp | TRUSTEE | 0.50 | $0 |
| Ed Walters | TRUSTEE | 0.50 | $0 |
| Jocelyn Wright | TRUSTEE | 0.50 | $0 |
| Gabrial Garcia | TRUSTEE | 0.50 | $0 |
| Erica James | TRUSTEE | 0.50 | $0 |
| Rohit Mahna | TRUSTEE | 0.50 | $0 |
| Kristin Pugh | TRUSTEE | 0.50 | $0 |
| Hussain Zaidi | TRUSTEE | 0.50 | $0 |
| Megan Carpenter | TRUSTEE | 0.50 | $0 |
| Natalie Wolfsen | TRUSTEE | 0.50 | $0 |
Nearest by size, location and giving pattern in the database. Geography weighs heavily. Treat it as a starting list, not a ranking of fit.
Form 990 · FY2023 · period ending Dec 31, 2023IRS bulk XML
Filing id 202423129349302127
Form 990 · FY2022 · period ending Dec 31, 2022
Filing id 202343049349301729
Form 990 · FY2021 · period ending Dec 31, 2021
Filing id 202243199349323134
Form 990 · FY2020 · period ending Dec 31, 2020
Filing id 202103199349312110
Form 990 · FY2018 · period ending Dec 31, 2018
Filing id 201903199349312915
Form 990 · FY2017 · period ending Dec 31, 2017
Filing id 201813199349307756
Form 990 · FY2016 · period ending Dec 31, 2016
Filing id 201743139349301039
Form 990 · FY2015 · period ending Dec 31, 2015
Filing id 201612429349300856
IRS filings are the source for every fact on this page. Nothing a model writes is ever a source; it can only point at a row here.