funder-graph › Recipients
Who funds Certified Financial Planner Board of Standards Inc
EIN 74-2385850 · Washington, DC · NTEE S41
Certified Financial Planner Board of Standards Inc of Washington, DC (EIN 74-2385850) was named as a grant recipient by 7 funders in 30 grants paid totaling $3,734,465 in tax years 2018–2025, 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
$3,734,465
30 grants paid
Funders
7
distinct grantmakers
Tax years
2018–2025
as reported by funders
Funders
| Funder | State | Match | Grants | Total paid | Latest year |
|---|---|---|---|---|---|
| Schwab Charitable Fund 31-1640316 | CA | A | 8 | $1,152,655 | 2025 |
| American Online Giving Foundation Inc 81-0739440 | DE | A | 5 | $1,071,104 | 2025 |
| Certified Financial Planner Board of Standards Inc 35-2787547 | DC | A | 2 | $750,366 | 2024 |
| Fidelity Investments Charitable Gift Fund 11-0303001 | MA | A | 8 | $365,840 | 2025 |
| Impactassetsinc 26-2048480 | MD | A | 4 | $364,250 | 2024 |
| The Community Foundation of Greater Birmingham 63-1209631 | AL | A | 2 | $20,000 | 2023 |
| National Philanthropic Trust 23-7825575 | PA | A | 1 | $10,250 | 2021 |
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 30 most recent grants naming this organization.
| Tax year | Funder | Recipient | Match | Amount | Type | Purpose | Source filing |
|---|---|---|---|---|---|---|---|
| 2025 | Donor Advised Charitable Giving Inc | Certified Financial Planner Board of Standards Inc Washington, DC | A | $624,450 | paid | PUBLIC, SOCIETAL BENEFIT | 202611199349300601 |
| 2025 | American Online Giving Foundation Inc | Certified Financial Planner Board of Standards Inc Washington, DC | A | $365,000 | paid | GENERAL SUPPORT | 202641969349302754 |
| 2025 | American Online Giving Foundation Inc | Certified Financial Planner Board of Standards Inc Washington, DC | A | $365,000 | paid | GENERAL SUPPORT | 202533509349301608 |
| 2025 | Fidelity Investments Charitable Gift Fund | Certified Financial Planner Board of Standards Inc Washington, DC | A | $51,340 | paid | For grant recipient's exempt purposes | 202601389349301700 |
| 2024 | Certified Financial Planner Board of Standards Inc | Cfp Board of Standards Center for Financial Planning Washington, DC | A | $563,723 | paid | TO SUPPORT THE CENTER'S ONGOING EFFORTS TO ADVANCE COMPETENT AND ETHICAL FINANCIAL PLANNING AND EXPAND CFP PROFESSIONAL DIVERSITY FOR THE BENEFIT OF THE PUBLIC. | 202533169349308153 |
| 2024 | American Online Giving Foundation Inc | Certified Financial Planner Board of Standards Inc Washington, DC | A | $317,507 | paid | GENERAL SUPPORT | 202530159349302758 |
| 2024 | Donor Advised Charitable Giving Inc | Certified Financial Planner Board of Standards Inc Washington, DC | A | $145,600 | paid | PUBLIC, SOCIETAL BENEFIT | 202541069349300729 |
| 2024 | Impactassetsinc | Certified Financial Planner Board of Standards Inc Washington, DC | A | $110,000 | paid | GENERAL SUPPORT | 202543169349307999 |
| 2024 | Fidelity Investments Charitable Gift Fund | Certified Financial Planner Board of Standards Inc Washington, DC | A | $41,700 | paid | For grant recipient's exempt purposes | 202521349349310887 |
| 2023 | Certified Financial Planner Board of Standards Inc | Cfp Board of Standards Center for Financial Planning Washington, DC | A | $186,643 | paid | TO SUPPORT THE CENTER'S ONGOING EFFORTS TO ADVANCE COMPETENT AND ETHICAL FINANCIAL PLANNING AND EXPAND CFP PROFESSIONAL DIVERSITY FOR THE BENEFIT OF THE PUBLIC. | 202403169349301215 |
| 2023 | Impactassetsinc | Certified Financial Planner Board of Standards Inc Washington, DC | A | $154,000 | paid | GENERAL SUPPORT | 202443189349305024 |
| 2023 | Schwab Charitable Fund | Certified Financial Planner Board of Standards Inc Washington, DC | A | $91,200 | paid | PUBLIC, SOCIETAL BENEFIT | 202411039349301716 |
| 2023 | The Community Foundation of Greater Birmingham | Cfp Board Center for Financial Planning Washington, DC | A | $10,000 | paid | EDUCATION; DAF FUNDED | 202433199349302863 |
| 2022 | Schwab Charitable Fund | Certified Financial Planner Board of Standards Inc Washington, DC | A | $123,350 | paid | PUBLIC, SOCIETAL BENEFIT | 202330939349300403 |
| 2022 | Impactassetsinc | Certified Financial Planner Board of Standards Inc Washington, DC | A | $50,000 | paid | GENERAL SUPPORT | 202333199349308098 |
| 2022 | Fidelity Investments Charitable Gift Fund | Certified Financial Planner Board of Standards Inc Washington, DC | A | $48,700 | paid | For grant recipient's exempt purposes | 202430459349302913 |
| 2022 | Fidelity Investments Charitable Gift Fund | Brighton Center Inc Newport, KY | A | $48,700 | paid | For grant recipient's exempt purposes | 202321309349304807 |
| 2022 | American Online Giving Foundation Inc | Certified Financial Planner Board of Standards Inc Washington, DC | A | $12,065 | paid | GENERAL SUPPORT | 202340469349301209 |
| 2021 | Fidelity Investments Charitable Gift Fund | Certified Financial Planner Board of Standards Inc Washington, DC | A | $35,900 | paid | For grant recipient's exempt purposes | 202221339349302787 |
| 2021 | Schwab Charitable Fund | Certified Financial Planner Board of Standards Inc Washington, DC | A | $34,300 | paid | PUBLIC, SOCIETAL BENEFIT | 202230499349301028 |
| 2021 | National Philanthropic Trust | Certified Financial Planner Board of Standards Washington, DC | A | $10,250 | paid | PUBLIC, SOCIETAL BENEFIT | 202231339349309863 |
| 2020 | Fidelity Investments Charitable Gift Fund | Certified Financial Planner Board of Standards Inc Washington, DC | A | $71,800 | paid | For grant recipient's exempt purposes | 202121359349300427 |
| 2020 | Impactassetsinc | Certified Financial Planner Board of Standards Inc Washington, DC | A | $50,250 | paid | GENERAL SUPPORT | 202133199349315428 |
| 2020 | Schwab Charitable Fund | Certified Financial Planner Board of Standards Inc Washington, DC | A | $37,855 | paid | PUBLIC, SOCIETAL BENEFIT | 202140489349301804 |
| 2020 | American Online Giving Foundation Inc | Certified Financial Planner Board of Standards Inc Washington, DC | A | $11,532 | paid | GENERAL SUPPORT | 202120469349300002 |
| 2019 | Fidelity Investments Charitable Gift Fund | Certified Financial Planner Board of Standards Inc Washington, DC | A | $38,200 | paid | For grant recipient's exempt purposes | 202041789349301474 |
| 2019 | Schwab Charitable Fund | Certified Financial Planner Board of Standards Inc Washington, DC | A | $28,000 | paid | PUBLIC, SOCIETAL BENEFIT | 202010489349300101 |
| 2018 | Schwab Charitable Fund | Certified Financial Planner Board of Standards Inc Washington, DC | A | $67,900 | paid | HEALTH & HUMAN SERVICES | 201930459349302018 |
| 2018 | Fidelity Investments Charitable Gift Fund | Certified Financial Planner Board of Standards Inc Washington, DC | A | $29,500 | paid | FOR GRANT RECIPIENT'S EXEMPT PURPOSES | 201931359349301478 |
| 2018 | The Community Foundation of Greater Birmingham | Cfp Board Center for Financial Planning Washington, DC | A | $10,000 | paid | GENERAL SUPPORT | 201922739349300632 |
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.