Liabilities / Assets
28th percentile
Higher debt load relative to assets than 28% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
28th percentile
Higher debt load relative to assets than 28% of similar nonprofits.
Liabilities / Revenue
31st percentile
Higher debt load relative to revenue than 31% of similar nonprofits.
Net Margin
2nd percentile
Higher net margin than 2% of similar nonprofits.
Top Officer Pay
49th percentile
Higher top officer pay than 49% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
14th percentile
Faster asset growth than 14% of similar nonprofits.
Revenue Growth
98th percentile
Faster revenue growth than 98% of similar nonprofits.
Assets
Down$511,384
Down $62,709 (-11%) from 2016
Net Assets
Down$511,154
Down $57,846 (-10%) from 2016
Liabilities
Down$230
Down $4,863 (-95%) from 2016
Revenue
Up$71,210
Up $56,061 (+370%) from 2016
Expenses
Up$181,927
Up $143,872 (+378%) from 2016
Net Income
Down-$110,717
Down $87,811 (-383%) from 2016
In association with the Bank Policy Institute (BPI), the organization provides funding through three initiatives: Foundation Grant Awards, BPI Chairman Student Scholarships, and Charitable Giving.
The FSR Foundation is committed to improving the financial literacy of Americans of all ages and supporting the charitable giving of members of the Financial Services Roundtable. It also provides student scholarships.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $435,179 | $497,805 | ▲ $62,626 |
| Cash and Non-Interest-Bearing Accounts | $138,914 | $13,579 | ▼ $125,335 |
| Total Assets | $574,093 | $511,384 | ▼ $62,709 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $5,093 | $230 | ▼ $4,863 |
| Total Liabilities | $5,093 | $230 | ▼ $4,863 |
| Net Assets / Fund Balance | |||
| Unrestricted Net Assets | $569,000 | $511,154 | ▼ $57,846 |
| Total Net Assets Fund Balance | $569,000 | $511,154 | ▼ $57,846 |
| Total Liabilities and Net Assets / Fund Balance | $574,093 | $511,384 | ▼ $62,709 |
| Name | Title |
|---|---|
| Eric Hoplin | President |
| Jim Rohr | Director |
| Tom Watjen | Director |
| Judy Chapa | Secretary |
| George Forsberg | Treasurer |
| Line Item | Amount |
|---|---|
| Grants and Similar Amounts Paid | $178,700 |
| Other Expenses | $3,227 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Orgs | $178,700 | - | - | $178,700 |
| Fees for Services Accounting | - | $1,300 | - | $1,300 |
| Fees for Services Other | - | $679 | - | $679 |
| Other Expenses | - | $159 | - | $159 |
| Total Functional Expenses | $178,700 | $3,227 | $0 | $181,927 |
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| Trust for the National Mall | Washington, DC | 501(c)(3) | General Support | $35,000 |
| Prevent Cancer Foundation | Alexandria, VA | 501(c)(3) | Spring Gala Sponsorship | $25,000 |
| Global War on Terror Memorial Foundation | Pittsburgh, PA | 501(c)(3) | General Support | $15,000 |
| National Capital Area Council Boy Scouts of America | Bethesda, MD | 501(c)(3) | Inaugural Gala and Golf Outing Sponsorship | $15,000 |
| Drake University | Des Moines, IA | 501(c)(3) | Scholarships | $10,000 |
| Illinois Wesleyan University | Bloomington, IL | 501(c)(3) | Scholarships | $10,000 |
| Junior Achievement USA | Colorado Springs, CO | 501(c)(3) | General Support | $10,000 |
| Naf | New York, NY | 501(c)(3) | Sponsorship | $10,000 |
| Northwestern University | Evanston, IL | 501(c)(3) | Scholarships | $10,000 |
| The Resurrection Project | Chicago, IL | 501(c)(3) | General Support | $10,000 |
| Working in Support of Education | New York, NY | 501(c)(3) | General Support | $10,000 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“The form 990 is prepared by an independent accountant and then provided to management for review. Once all questions have been addressed, a final copy of the 990 is provided to the Board for comment prior to filing.”
“The Foundation makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”
“The Organization did not provide compensation to any top management officials, key employees, or other officers.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 5093 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 230 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | The FSR Foundation is committed to improving the financial literacy of Americans of all ages and supporting the charitable giving of members of the Financial Services Roundtable. It also provides student scholarships. |
| IRS990/AllOtherContributionsAmt | 0 | 60000 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | The Organization |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 2022894322 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 600 13th Street NW No 400 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | Washington |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | DC |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 20005 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 138914 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 13579 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 0 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 0 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 60000 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 178700 |
| IRS990/CYInvestmentIncomeAmt | 0 | 11210 |
| IRS990/CYOtherExpensesAmt | 0 | 3227 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | -110717 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 181927 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 71210 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/Desc | 0 | Grants: Each year, we honor two organizations that provide outstanding achievements in promoting financial literacy, with the FSR Foundation Award. To help advance their mission, we provide major grants to both organizations and we give them a platform to showcase their vision and impact to all FSR member companies. |
| IRS990/DescribedInSection501c3Ind | 0 | 1 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 0 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 20000 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 1300 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 1300 |
| IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt | 0 | 679 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 679 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | Eric Hoplin |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | Judy Chapa |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | George Forsberg |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | Tom Watjen |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | Jim Rohr |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | President |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | Secretary |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | Treasurer |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | Director |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 2008 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedInd | 0 | 0 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 5 |
| IRS990/GrantAmt | 0 | 20000 |
| IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt | 0 | 178700 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 178700 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 1 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossReceiptsAmt | 0 | 71210 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 0 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 0 |
| IRS990/IndependentVotingMemberCnt | 0 | 5 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 11210 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 11210 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 435179 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 497805 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | DC |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LobbyingActivitiesInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | In association with the Financial Services Roundtable (FSR), the organization provides funding through three initiatives: Foundation Grant Awards, FSR Chairman Student Scholarships, and Charitable Giving. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 569000 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 511154 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 52871 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsSFAS117Ind | 0 | X |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/Desc | 0 | Bank fees |
| IRS990/OtherExpensesGrp/Desc | 1 | Miscellaneous |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 1089 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 159 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 1089 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 159 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrincipalOfficerNm | 0 | Eric Hoplin |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgSrvcAccomActy2Grp/Desc | 0 | Charitable Giving: The FSR Foundation supports the charitable and corporate social responsibility priorities of FSR member companies by providing donations to augment their giving. These donations are typically only given at the request of an FSR member company. |
| IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt | 0 | 128700 |
| IRS990/ProgSrvcAccomActy2Grp/GrantAmt | 0 | 128700 |
| IRS990/ProgSrvcAccomActy3Grp/Desc | 0 | Scholarships: Promoting student education in the area of financial services and business has long been a priority of the FSR Foundation. We honor the Chairman of FSR as a thank you for their voluntary service, by awarding a large scholarship in their name to a school or financial literacy non-profit of their choice. |
| IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt | 0 | 30000 |
| IRS990/ProgSrvcAccomActy3Grp/GrantAmt | 0 | 30000 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 5000 |
| IRS990/PYExcessBenefitTransInd | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 35000 |
| IRS990/PYInvestmentIncomeAmt | 0 | 10149 |
| IRS990/PYOtherExpensesAmt | 0 | 3055 |
| IRS990/PYOtherRevenueAmt | 0 | 0 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | -22906 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/PYTotalExpensesAmt | 0 | 38055 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 15149 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | -110717 |
| IRS990/RelatedEntityInd | 0 | 0 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 0 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 0 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 60000 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 5000 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 126000 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 191000 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 11210 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 10149 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 9145 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 8033 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 6813 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 45350 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.44420 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.34080 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 104994 |
| IRS990ScheduleA/SubstantialContributorsTotAmt | 0 | 86006 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 60000 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 5000 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 126000 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 191000 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 236350 |
| IRS990/ScheduleBRequiredInd | 0 | 1 |
| IRS990ScheduleI/GrantRecordsMaintainedInd | 0 | 1 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 0 | 10000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 1 | 25000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 2 | 10000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 3 | 15000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 4 | 15000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 5 | 35000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 6 | 10000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 7 | 10000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 8 | 10000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 9 | 10000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 10 | 10000 |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 0 | 501(c)(3) |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 1 | 501(c)(3) |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 2 | 501(c)(3) |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 3 | 501(c)(3) |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 4 | 501(c)(3) |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 5 | 501(c)(3) |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 6 | 501(c)(3) |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 7 | 501(c)(3) |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 8 | 501(c)(3) |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 9 | 501(c)(3) |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 10 | 501(c)(3) |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 0 | Sponsorship |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 1 | Spring Gala Sponsorship |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 2 | General Support |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 3 | General Support |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 4 | Inaugural Gala and Golf Outing Sponsorship |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 5 | General Support |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 6 | General Support |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 7 | General Support |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 8 | Scholarships |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 9 | Scholarships |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 10 | Scholarships |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 0 | NAF |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 1 | Prevent Cancer Foundation |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 2 | Junior Achievement USA |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 3 | Global War on Terror Memorial Foundation |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 4 | National Capital Area Council Boy Scouts of America |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 5 | Trust for the National Mall |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 6 | The Resurrection Project |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 7 | Working in Support of Education |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 8 | Illinois Wesleyan University |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 9 | Northwestern University |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 10 | Drake University |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 0 | 133480246 |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 1 | 521429544 |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 2 | 841267604 |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 3 | 473700489 |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 4 | 530204610 |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 5 | 300080738 |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 6 | 363576073 |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 7 | 134024627 |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 8 | 370662594 |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 9 | 362167817 |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 10 | 420680460 |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 0 | 218 West 40th Street 5th Floor |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 1 | 1600 Duke Street Suite 500 |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 2 | One Education Way |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 3 | PO Box 6652 |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 4 | 9190 Rockville Pike |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 5 | 1300 Pennsylvania Avenue NW Suite |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 6 | 1818 South Paulina Street |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 7 | 227 East 56th Street Suite 201 |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 8 | PO Box 2900 |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 9 | 633 Clark Street |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 10 | 2507 University Avenue |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine2Txt | 0 | 370 |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 0 | New York |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 1 | Alexandria |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 2 | Colorado Springs |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 3 | Pittsburgh |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 4 | Bethesda |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 5 | Washington |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 6 | Chicago |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 7 | New York |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 8 | Bloomington |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 9 | Evanston |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 10 | Des Moines |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 0 | NY |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 1 | VA |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 2 | CO |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 3 | PA |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 4 | MD |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 5 | DC |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 6 | IL |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 7 | NY |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 8 | IL |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 9 | IL |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 10 | IA |
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| IRS990ScheduleI/RecipientTable/USAddress/ZIPCd | 1 | 22314 |
| IRS990ScheduleI/RecipientTable/USAddress/ZIPCd | 2 | 80906 |
| IRS990ScheduleI/RecipientTable/USAddress/ZIPCd | 3 | 15212 |
| IRS990ScheduleI/RecipientTable/USAddress/ZIPCd | 4 | 20814 |
| IRS990ScheduleI/RecipientTable/USAddress/ZIPCd | 5 | 20004 |
| IRS990ScheduleI/RecipientTable/USAddress/ZIPCd | 6 | 60608 |
| IRS990ScheduleI/RecipientTable/USAddress/ZIPCd | 7 | 10022 |
| IRS990ScheduleI/RecipientTable/USAddress/ZIPCd | 8 | 61702 |
| IRS990ScheduleI/RecipientTable/USAddress/ZIPCd | 9 | 60208 |
| IRS990ScheduleI/RecipientTable/USAddress/ZIPCd | 10 | 50311 |
| IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt | 0 | The President maintains communication with grant recipients and works with them to provide an impact assessment on the use of grant funds. |
| IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Part I, Line 2: |
| IRS990ScheduleI/Total501c3OrgCnt | 0 | 11 |
| IRS990ScheduleI/TotalOtherOrgCnt | 0 | 0 |
| IRS990/ScheduleJRequiredInd | 0 | 0 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | The form 990 is prepared by an independent accountant and then provided to management for review. Once all questions have been addressed, a final copy of the 990 is provided to the Board for comment prior to filing. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | The Foundation makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | The Organization did not provide compensation to any top management officials, key employees, or other officers. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990, Part VI, Section B, line 11b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990, Part VI, Section C, line 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990, Part VI, Section B, line 15: |
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| IRS990/SignificantChangeInd | 0 | 0 |
| IRS990/SignificantNewProgramSrvcInd | 0 | 0 |
| IRS990/SubjectToProxyTaxInd | 0 | 0 |
| IRS990/TaxablePartyNotificationInd | 0 | 0 |
| IRS990/TaxExemptBondsInd | 0 | 0 |
| IRS990/TempOrPermanentEndowmentsInd | 0 | 0 |
| IRS990/TerminateOperationsInd | 0 | 0 |
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| IRS990/TotalAssetsEOYAmt | 0 | 511384 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 574093 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 511384 |
| IRS990/TotalCompGreaterThan150KInd | 0 | 0 |
| IRS990/TotalContributionsAmt | 0 | 60000 |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 3227 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 178700 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 181927 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 5093 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 230 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 5093 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 230 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 569000 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 511154 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 178700 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 11210 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 71210 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/TotalVolunteersCnt | 0 | 0 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 574093 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 511384 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990/TypeOfOrganizationCorpInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | 0 |
| IRS990/UnrestrictedNetAssetsGrp/BOYAmt | 0 | 569000 |
| IRS990/UnrestrictedNetAssetsGrp/EOYAmt | 0 | 511154 |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | 600 13th Street NW No 400 |
| IRS990/USAddress/CityNm | 0 | Washington |
| IRS990/USAddress/StateAbbreviationCd | 0 | DC |
| IRS990/USAddress/ZIPCd | 0 | 20005 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 5 |
| IRS990/VotingMembersIndependentCnt | 0 | 5 |
| IRS990/WebsiteAddressTxt | 0 | N/A |
| IRS990/WhistleblowerPolicyInd | 0 | 0 |
| ReturnHeader/BuildTS | 0 | 2019-02-21 02:37:17Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Eric Hoplin |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | President |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 2022894322 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2018-11-11 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | The Financial Services Roundtable |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | Scholarship Foundation |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | FINA |
| ReturnHeader/Filer/EIN | 0 | 262353925 |
| ReturnHeader/Filer/PhoneNum | 0 | 2022894322 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 600 13th Street NW No 400 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Washington |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | DC |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 20005 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | DD9DEC10CB97E0E679036E6E8D036B3AA424D311 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | DD9DEC10CB97E0E679036E6E8D036B3AA424D311 |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 72.214.41.82 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2018-11-14 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | ES |
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Displayed year
2017 • Form 990Detailed filing. Detailed filing data is available for this year.