funder-graph › Recipients
Who funds Community Financial Resources
EIN 20-3788598 · Oakland, CA · NTEE W05
Community Financial Resources of Oakland, CA (EIN 20-3788598) was named as a grant recipient by 22 funders in 44 grants paid totaling $3,824,068 in tax years 2018–2024, as reported on the funders' Forms 990-PF and 990 Schedule I. Each edge was resolved to this EIN at the match tier shown. Dataset version 2026.09.0, built 2026-09-03.
Grants received
$3,824,068
44 grants paid
Funders
22
distinct grantmakers
Tax years
2018–2024
as reported by funders
Approved for future payment
$1,364,527
not included in grants received
Funders
| Funder | State | Match | Grants | Total paid | Latest year |
|---|---|---|---|---|---|
| West Contra Costa Public Education Fund 68-0005307 | CA | A | 4 | $764,829 | 2023 |
| Jpmorgan Chase Foundation 23-7049738 | NY | C | 2 | $750,000 | 2023 |
| The Monarch Charitable Foundation Aka the Monarch Foundation 82-4278252 | DE | B | 2 | $480,521 | 2022 |
| The Chicago Community Trust 36-2167000 | IL | A | 2 | $400,000 | 2022 |
| My New Red Shoes 20-4683289 | CA | AB | 4 | $252,020 | 2024 |
| East Bay Community Foundation 94-6070996 | CA | A | 2 | $208,500 | 2021 |
| S H Cowell Foundation 94-1392803 | CA | C | 4 | $170,000 | 2023 |
| Wells Fargo Foundation 41-1367441 | MN | B | 2 | $155,000 | 2024 |
| Richmond Community Foundation 94-3337754 | CA | A | 1 | $113,866 | 2021 |
| The San Francisco Foundation 01-0679337 | CA | A | 2 | $100,000 | 2020 |
| Tides Center 94-3213100 | CA | A | 2 | $76,640 | 2022 |
| Annie E Casey Foundation Inc 52-1951681 | MD | C | 3 | $62,000 | 2023 |
| United Way of the Bay Area 94-1312348 | CA | A | 3 | $60,000 | 2022 |
| Schwab Charitable Fund 31-1640316 | CA | A | 1 | $51,000 | 2020 |
| Walter and Elise Haas Fund 94-6068564 | CA | C | 1 | $50,000 | 2022 |
| Justice Justice Foundation 27-1207919 | DE | C | 2 | $50,000 | 2020 |
| Sunlight Giving 47-1820379 | CA | C | 1 | $30,000 | 2019 |
| Marx-Stark Family Foundation 30-0064749 | CO | C | 2 | $19,500 | 2022 |
| Mid-Iowa Health Foundation 42-1235348 | IA | C | 1 | $14,527 | 2022 |
| Techqueria 83-2656715 | CA | A | 1 | $10,630 | 2020 |
| Excite Credit Union (fka Alliance Credit Union) 94-1243656 | CA | A | 1 | $5,000 | 2020 |
| Amazonsmile Foundation 46-2626883 | WA | C | 1 | $35 | 2020 |
Match tier: A Reported EIN · B Exact name and place · C Strong name match · D Probable name match · U Unresolved. Tiers C and D are inferred, not reported; see how matching works.
Grants
The 47 most recent grants naming this organization.
| Tax year | Funder | Recipient | Match | Amount | Type | Purpose | Source filing |
|---|---|---|---|---|---|---|---|
| 2024 | Wells Fargo Foundation | Community Financial Resources Oakland, CA | B | $100,000 | paid | DEBT MANAGEMENT TOOLS FOR LOW-INCOME CONSUMERS | 202541219349101199 |
| 2024 | Wells Fargo Foundation | Community Financial Resources Oakland, CA | B | $55,000 | paid | DEBT MANAGEMENT TOOLS FOR LOW-INCOME CONSUMERS | 202541219349101199 |
| 2024 | Mbolden Change | Community Financial Resources Oakland, CA | A | $16,000 | paid | Low-income individuals | 202543149349302574 |
| 2023 | Jpmorgan Chase Foundation | Community Financial Resources Oakland, CA | C | $300,000 | paid | IN SUPPORT OF FINANCIAL HEALTH | 202443059349101309 |
| 2023 | My New Red Shoes | Community Financial Resources Oakland, CA | A | $116,000 | paid | Low-income individuals | 202412969349301921 |
| 2023 | West Contra Costa Public Education Fund | Community Financial Resources Oakland, CA | A | $73,679 | paid | program funding & admin | 202421299349303922 |
| 2023 | S H Cowell Foundation | Community Financial Resources Oakland, CA | C | $40,000 | paid | TO SUSTAIN FINANCIAL EDUCATION AND ASSISTANCE PARTNERSHIPS IN SOUTHSIDE RICHMOND. | 202630269349100208 |
| 2023 | S H Cowell Foundation | Community Financial Resources Oakland, CA | C | $40,000 | paid | TO SUSTAIN FINANCIAL EDUCATION AND ASSISTANCE PARTNERSHIPS IN SOUTHSIDE RICHMOND. | 202402909349100430 |
| 2023 | Annie E Casey Foundation Inc | Community Financial Resources Oakland, CA | C | $1,000 | paid | CHARITABLE CONTRIBUTION THROUGH THE MATCHING GIFTS PROGRAM | 202443199349105409 |
| 2023 | Annie E Casey Foundation Inc | Community Financial Resources Oakland, CA | C | $1,000 | paid | CHARITABLE CONTRIBUTION THROUGH THE MATCHING GIFTS PROGRAM | 202533099349102133 |
| 2022 | Mid-Iowa Health Foundation | Community Financial Resources Oakland, CA | C | $764,527 | approved, future | CENTRAL IOWA BASIC INCOME PILOT PROGRAM | 202301439349100520 |
| 2022 | Jpmorgan Chase Foundation | Community Financial Resources Oakland, CA | C | $300,000 | approved, future | IN SUPPORT OF FINANCIAL HEALTH | 202322839349100212 |
| 2022 | The Monarch Charitable Foundation Aka the Monarch Foundation | Community Financial Resources Oakland, CA | B | $247,432 | paid | The Bridge Project | 202313209349100531 |
| 2022 | The Monarch Charitable Foundation Aka the Monarch Foundation | Community Financial Resources Oakland, CA | B | $233,089 | paid | The Bridge Project Year 1 | 202313209349100531 |
| 2022 | The Chicago Community Trust | Community Financial Resources Oakland, CA | A | $200,000 | paid | Support to provide pathways to financial well-being through products, tools, and capacity building that improve financial stability, protect assets, and establish a foundation to build wealth for low-income, low-wealth households, with a focus on communities of color. | 202312279349301591 |
| 2022 | The Chicago Community Trust | Community Financial Resources Oakland, CA | A | $200,000 | paid | Support to provide pathways to financial well-being through products, tools, and capacity building that improve financial stability, protect assets, and establish a foundation to build wealth for low-income, low-wealth households, with a focus on communities of color. | 202432279349301703 |
| 2022 | S H Cowell Foundation | Community Financial Resources Oakland, CA | C | $75,000 | paid | TO EXPAND FINANCIAL EDUCATION AND ASSISTANCE PARTNERSHIPS IN SOUTHSIDE RICHMOND. | 202303129349101945 |
| 2022 | My New Red Shoes | Community Financial Resources Oakland, CA | B | $60,010 | paid | Low-income individuals | 202313149349301246 |
| 2022 | My New Red Shoes | Community Financial Resources Oakland, CA | B | $60,010 | paid | Low-income individuals | 202430929349300898 |
| 2022 | Walter and Elise Haas Fund | Community Financial Resources Oakland, CA | C | $50,000 | paid | ONE YEAR OF GENERAL OPERATING SUPPORT TO PROMOTE QUALITY BANKING TOOLS AND PRODUCT-BASED FINANCIAL CAPABILITY SERVICES TO LOW-INCOME FAMILIES IN THE BAY AREA. | 202343179349104229 |
| 2022 | Tides Center | Community Financial Resources Oakland, CA | A | $38,320 | paid | HEALTHY INDIVIDUALS AND COMMUNITIES | 202440469349300404 |
| 2022 | Tides Center | Community Financial Resources Oakland, CA | A | $38,320 | paid | HEALTHY INDIVIDUALS AND COMMUNITIES | 202323189349300212 |
| 2022 | West Contra Costa Public Education Fund | Community Financial Resources Oakland, CA | A | $31,050 | paid | response to COVID-19 | 202331359349319008 |
| 2022 | United Way of the Bay Area | Community Financial Resources Berkeley, CA | A | $15,000 | paid | PROGRAM GRANT | 202341299349303014 |
| 2022 | Mid-Iowa Health Foundation | Community Financial Resources Oakland, CA | C | $14,527 | paid | CENTRAL IOWA BASIC INCOME PILOT PROGRAM | 202301439349100520 |
| 2022 | Marx-Stark Family Foundation | Community Financial Resources Oakland, CA | C | $12,000 | paid | General Support | 202310749349100431 |
| 2021 | West Contra Costa Public Education Fund | Community Financial Resources Oakland, CA | A | $545,100 | paid | Community assistance | 202221329349306732 |
| 2021 | Jpmorgan Chase Foundation | Community Financial Resources Oakland, CA | C | $450,000 | paid | IN SUPPORT OF FINANCIAL HEALTH | 202232809349100618 |
| 2021 | Jpmorgan Chase Foundation | Community Financial Resources Oakland, CA | C | $300,000 | approved, future | IN SUPPORT OF FINANCIAL HEALTH | 202232809349100618 |
| 2021 | Richmond Community Foundation | Community Finanacial Resources Cfr Oakland, CA | A | $113,866 | paid | MOBILITY LABS AND HEALTHY RICHMOND | 202201369349310750 |
| 2021 | East Bay Community Foundation | Community Financial Resources Oakland, CA | A | $80,500 | paid | COMMUNITY ECONOMIC SUPPORT RELATED TO COVID-19, FBO: BLACK ORGANIZING PROJECT, FBO: HEALTHY & ACTIVE BEFORE 5, FBO: SAFE RETURN PROJECT | 202241339349303434 |
| 2021 | United Way of the Bay Area | Community Financial Resources Berkeley, CA | A | $15,000 | paid | PROGRAM GRANT -VITA SUPPORT | 202231369349318308 |
| 2021 | Marx-Stark Family Foundation | Community Financial Resources Oakland, CA | C | $7,500 | paid | General Support | 202200749349100900 |
| 2020 | East Bay Community Foundation | Community Financial Resources Oakland, CA | A | $128,000 | paid | COMMUNITY ECONOMIC SUPPORT RELATED TO COVID-19, COMMUNITY ECONOMIC SUPPORT RELATED TO COVID-19 (INTERMEDIARY FOR DESIGNATED ORGANIZATION EAST OAKLAND COLLECTIVE), COMMUNITY ECONOMIC SUPPORT RELATED TO COVID-19, FOR BOP-IDENTIFIED INDIVIDUALS | 202111379349306811 |
| 2020 | West Contra Costa Public Education Fund | Community Financial Resources Berkeley, CA | A | $115,000 | paid | 202101279349301905 | |
| 2020 | Annie E Casey Foundation Inc | Community Financial Resources Oakland, CA | C | $60,000 | paid | SUPPORT FOR FINANCIAL CAPABILITY PROGRAMMING IN SELECTED LEARN AND EARN TO ACHIEVE POTENTIAL SITES | 202143169349102124 |
| 2020 | Schwab Charitable Fund | Community Financial Resources Berkeley, CA | A | $51,000 | paid | PUBLIC, SOCIETAL BENEFIT | 202140489349301804 |
| 2020 | The San Francisco Foundation | Community Financial Resources Oakland, CA | A | $50,000 | paid | CORE SUPPORT TO HELP LOW-INCOME BAY AREA RESIDENTS IMPROVE THEIR FINANCIAL CAPABILITY AND STABILITY THROUGH CONSUMER-FRIENDLY FINANCIAL PRODUCTS AND TOOLS THAT INSTILL BENEFICIAL MONEY MANAGEMENT BEHAVIORS, PRIMARILY TO PARTICIPANTS OF THE YOUTH TECH COHORT, OAKLAND CODES (OC). | 202141369349301959 |
| 2020 | United Way of the Bay Area | Community Financial Resources Berkeley, CA | A | $30,000 | paid | PROGRAM GRANT - VITA | 202101379349306790 |
| 2020 | Justice Justice Foundation | Community Financial Resources Oakland, CA | C | $25,000 | paid | Health and active before 5 (HAB45) | 202230609349100758 |
| 2020 | Justice Justice Foundation | Community Financial Resources Oakland, CA | C | $25,000 | paid | Health and active before 5 (HAB45) | 202102879349101150 |
| 2020 | S H Cowell Foundation | Community Financial Resources Oakland, CA | C | $15,000 | paid | GENERAL OPERATING EXPENSES | 202142929349100004 |
| 2020 | Techqueria | Community Financial Resources Oakland, CA | A | $10,630 | paid | 202141349349305799 | |
| 2020 | Excite Credit Union (fka Alliance Credit Union) | Community Financial Resources Oakland, CA | A | $5,000 | paid | TO PROVIDE RESEARCH, EDUCATION, PROGRAM DEVELOPMENT AND TECHNICAL ASSISTANCE FOR NON-PROFIT ORGANIZATIONS AND THEIR LOW-INCOME CONSTITUENTS ON FINANCIAL LITERACY, MONEY MANAGEMENT, AND ACCESSING AND EFFECTIVELY USING LOW-COST FINANCIAL PRODUCTS AND SERVICES. | 202113149349307751 |
| 2020 | Amazonsmile Foundation | Community Financial Resources Oakland, CA | C | $35 | paid | GENERAL SUPPORT | 202113199349100901 |
| 2019 | Sunlight Giving | Community Financial Resources Berkeley, CA | C | $30,000 | paid | GENERAL SUPPORT | 202240819349101239 |
| 2018 | The San Francisco Foundation | Community Financial Resources Berkeley, CA | A | $50,000 | paid | PROJECT SUPPORT TO HELP LOW-INCOME BAY AREA RESIDENTS IMPROVE THEIR FINANCIAL CAPABILITY AND STABILITY THROUGH CONSUMER-FRIENDLY FINANCIAL PRODUCTS AND TOOLS THAT INSTILL BENEFICIAL MONEY MANAGEMENT BEHAVIORS. | 201941339349301714 |
Match tier: A Reported EIN · B Exact name and place · C Strong name match · D Probable name match · U Unresolved. Tiers C and D are inferred, not reported; see how matching works.
Recipient matching for this dataset version has not yet completed its independent precision check. Tier A rows carry the EIN the filer reported; tiers B–D are inferred and should be read as leads until the check is published on the methodology page.
Derived from IRS Form 990-PF and Form 990 Schedule I e-file XML filed by the funders shown; this organization's identity from the IRS Exempt Organizations Business Master File. Dataset version 2026.09.0, built 2026-09-03. The rows as Parquet: manifest.
The same organization elsewhere in the program: exempt status and filing health · federal awards · grant guidance · open opportunities.
This is informational only, derived from public data on the dates shown. It is not an eligibility determination, and not legal, tax, or accounting advice. Verify against the official source before relying on it.