CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC
Data sourced from IRS 990-PF public filings
Supports financial planning education and youth programs through sponsorships in Washington, DC.
Grants (Last Year)
$0
Total Grants on File
2
Recipients Funded
2
Giving History
| Year | Total Granted | Grants Made | Avg Grant |
|---|---|---|---|
| 2023 | $336,643 | 2 | $168,322 |
Top Grant Recipients
WASHINGTON, DC
NEW YORK, NY
Officers & Trustees
From 2023 IRS 990-PF filing
JOSEPH MAUGERI
MANAGING DIRECTOR
JAMES KATSAOUNIS
MANAGING DIRECTOR
ADAM ZAJAC
DIRECTOR
ERIN KOEPPEL
MANAGING DIRECTOR
JOHN LOPER
MANAGING DIRECTOR
THOMAS SPORKIN
MANAGING DIRECTOR
CATHERINE HEALY
MANAGING DIRECTOR
MAUREEN THOMPSON
VP OF PUBLIC POLICY
ELIZABETH STEWART
CHIEF OPERATING OFFICER
ROGER MYERS JR
STRATEGIC ADVISOR
Showing 10 of 27 officers and trustees.
IRS Filing History
CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC has IRS 990-PF filings on record for 1 year, spanning 2023 to 2023.
Frequently Asked Questions
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