EIN 20-2025908

Napfa Foundation

IRS 501(c) type
501(c)(3)
Num. employees
0
Year formed
2004
Most recent tax filings
2025-08-01
Description
Web site "turning Americans into confident and proactive financial decision makers" assists consumers with financial decisions and major life transactions.
Related structure
Napfa Foundation is a subordinate organization under National Association of Personal Financial Advisors.
Also known as...
Napfa Consumer Education Foundation
Total revenues
$199,439
2025
Total expenses
$157,803
2025
Total assets
$602,257
2025
Num. employees
0
2025

Program areas at Napfa Foundation

Web site "turning americans into confident and proactive financial decision makers" assists consumers with financial decisions and major life transactions. Consumers are able to select the transition in their life that is relevant to their current situations and immediately learn more about financial tasks inherent with that transition.

Who funds Napfa Foundation

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
DAFgiving360Education$14,100
Vanguard CharitableFor Recipient's Exempt Purpose$12,000
Foundation for Financial PlanningOutreach$7,500

Financials for Napfa Foundation

RevenuesFYE 08/2025
Total grants, contributions, etc.$169,318
Program services$0
Investment income and dividends$12,293
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$8,628
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$9,200
Total revenues$199,439

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Data update history
August 28, 2026
Posted financials
Added Form 990 for fiscal year 2025
August 24, 2026
Updated personnel
Identified 2 new personnel
January 14, 2026
Received grants
Identified 1 new grant, including a grant for $7,500 from Foundation for Financial Planning
September 8, 2025
Posted financials
Added Form 990 for fiscal year 2024
September 4, 2025
Updated personnel
Identified 3 new personnel
Nonprofit Types
Grantmaking organizationsHuman service organizationsFamily service centersChapter / child organizationsCharities
Issues
EducationHuman servicesPublic policy
Characteristics
Legally formed as corporationTax deductible donationsNo full-time employeesAccepts online donations
General information
Address
8700 W Bryn Mawr Ave 700n
Chicago, IL 60631
Metro area
Chicago-Naperville-Elgin, IL-IN-WI
County
Cook County, IL
Website URL
napfa.org/napfa-foundation 
Phone
(847) 483-5400
IRS details
EIN
20-2025908
Fiscal year end
August
Taxreturn type
Form 990
Year formed
2004
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
P50: Personal Social Services
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Subordinate organization
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