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Colorado · Public charity

The Financial Planning Association

To elevate the profession that transforms lives through the power of financial planning.

$123k
Granted FY2022
1
Grants FY2022
1
Organizations funded FY2022
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Median grant, FY2022
$122,616
Largest grant, FY2022
$122,616
States reached, FY2022
1
Total assets, FY2022
$6.1M

Top grantees

Largest recipients by total granted, FY2022 to FY2022, and the share of each one’s budget the grants supplied at peak.

GranteeTotal grantedYearsShare of their budget
FPA of Metro New York Inc$122,616155%

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About The Financial Planning Association

How much does The Financial Planning Association give?
The Financial Planning Association reported 1 grants totaling $122,616 in its FY2022 IRS filing.
What does The Financial Planning Association fund?
By grant dollars over FY2022 to FY2022, its largest causes are Human Services (100%).
Who are The Financial Planning Association's largest grantees?
By total granted over FY2022 to FY2022: FPA of Metro New York Inc ($123k).
Where is The Financial Planning Association based?
The Financial Planning Association is based in CO.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 1 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990 e-file return for fiscal year 2022, released 2022. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Possibly out of date. A more recent filing (FY2024) is on record and reports no grant expense, so the figures above are from FY2022, the most recent year this funder made grants.

Source object · view filing

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More from the funding graph

The unnamed billions
grants reported with no recipient in the public record
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The endowment market
who holds foundation money, and what just moved
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home