CFP Foundation
EIN 760537479Total Given 2016–2024
$24.1M
172 grants · $2.7M avg/year
based on 9 yrs of IRS 990-PF records on file
$1M+/yr
mid-tier
capacity
$25K
typical mid grants · $20K–$70K
grant size
59%
supporter · 55/93 multi-year
repeat
$94.5M
Assets (2024)
93
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Contact Person
See detail attachment
Phone
(713) 830-3400
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $2.2M | $55.1M | $10.5M | 1 |
| 2017 | $2.3M | $66.2M | $8.0M | 1 |
| 2018 | $2.7M | $59.0M | $4.4M | 1 |
| 2019 | $2.9M | $73.4M | $7.3M | 1 |
| 2020 | $2.8M | $91.1M | $12.7M | 1 |
| 2021 | $3.4M | $101.6M | $8.7M | 54 |
| 2022 | $4.4M | $75.3M | $2.1M | 54 |
| 2024 | $3.4M | $94.5M | $8.0M | 59 |
Grant Size Distribution
Based on 172 grants on record
Minimum
$10K
25th Pctl
$20K
Median
$25K
Average
$140K
75th Pctl
$70K
Maximum
$2.9M
Geographic Distribution
Texas Counties Served
91.3% of US grants
· Rank #1 of 4 states
$22.5M across
157 grants
5 of 254 counties
Top 5 counties
- 1 Harris
- 2 Travis
- 3 Dallas
- 4 Fort Bend
- 5 Grimes
Officers & Directors
Grants Awarded (172 total)
| Purpose | ||||
|---|---|---|---|---|
| See detail attachment | included for efile, TX | $2,915,000 | General support | 2019 |
| See detail attachment | included for efile, TX | $2,830,000 | General support | 2020 |
| See detail attachment | included for efile, TX | $2,710,000 | General support | 2018 |
| See detail attachment | included for efile, TX | $2,260,000 | General support | 2017 |
| See detail attachment | included for efile, TX | $2,172,500 | General support | 2016 |
| Southern Methodist University | Dallas, TX | $525,000 | General Support | 2022 |
| University of Texas at Austin - Longhorn Foundation | Austin, TX | $500,000 | General Support | 2022 |
| St John's School | Houston, TX | $500,000 | General Support | 2024 |
| University of Texas at Austin - Texas Challenge | Austin, TX | $400,000 | General Support | 2022 |
| Southern Methodist University | Dallas, TX | $400,000 | General Support | 2024 |
| St Francis Episcopal Day School | Houston, TX | $395,000 | General Support | 2021 |
| St Francis Episcopal Day School | Houston, TX | $395,000 | General Support | 2022 |
| Southern Methodist University | Dallas, TX | $325,000 | General Support | 2021 |
| University of Texas at Austin - McCombs School of Business | Austin, TX | $300,000 | General Support | 2021 |
| University of Texas at Austin - McCombs School of Business | Austin, TX | $300,000 | General Support | 2022 |
| University of Texas at Austin - Longhorn Foundation | Austin, TX | $250,000 | General Support | 2021 |
| Small Steps Nurturing Center | Houston, TX | $225,000 | General Support | 2021 |
| Small Steps Nurturing Center | Houston, TX | $225,000 | General Support | 2022 |
| University of Texas at Austin - The Blanton Museum of Art | Austin, TX | $225,000 | General Support | 2022 |
| Yellowstone Academy Inc | Houston, TX | $210,000 | General Support | 2022 |
| University of Texas at Austin - Texas Challenge | Austin, TX | $200,000 | General Support | 2021 |
| University of Texas at Austin - Texas Challenge | Austin, TX | $200,000 | General Support | 2024 |
| Camp for All Foundation | Houston, TX | $165,000 | General Support | 2022 |
| Southern Methodist University | Dallas, TX | $127,040 | General Support | 2024 |
| University of Texas at Austin - The Blanton Museum of Art | Austin, TX | $125,000 | General Support | 2021 |