Funder DirectoryCBM CREDIT EDUCATION FOUNDATION INC
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Private foundation (trust)EIN 391974526Est. 2000-01

CBM CREDIT EDUCATION FOUNDATION INC

SUN CITY CENTER, FL 33573

Total Assets

$4.7M

FY 2023

Annual Giving

$53K

FY 2023

Grants Made

3

FY 2023

Avg Grant

$18K

FY 2023

Grant Range

$8K–$35K

Typical

Deadlines

Applications

Programs & Activities

Program 1

$166K

The foundation engages in the active conduct of consumer credit education through speaking engagements on topics such as identity theft and the proper use of consumer credit.

Program 2

The foundation co-conducts an ongoing training program for secondary school teachers on personal finance and the proper use of credit. This includes in person and virtual options.

Program 3

The president of the foundation volunteers and serves on the board of several consumer education organizations, including call for action.

Program 4

Lifesmarts: promotes financial literacy for students as a part of the national consumer league. The foundations sponsors the program for the state of wisconsin which is a contest that then leads into the national contest. The overall goal of the progream is create consumer savvy young people who will be well equipped for adult life in today's complex, global marketplace.

Focus Areas

Human Services

Financial Snapshot

2023 filing

Total Revenue

$320K

Total Expenses

$218K

Qualifying Distributions

$166K

Distributable Amount

$225K

Min. Investment Return

$229K

Undistributed Income

$171K

Payout rate 74%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.74%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

5 years

Giving over time from 2018 to 2023. Peak $73K in 2018. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

16 grants

EDGEWOOD COLLEGE
$192K
5 grants
NCL
$43K
5 grants
NCL - WISCONSIN LIFE SMARTS
$37K
5 grants
CALL FOR ACTION
$3K
1 grant

Grant Size Distribution

16 grants

<$10K
8
grants
$10–50K
7
grants
$50–250K
1
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

2 states

Wisconsin
$195K
71% of total
District of Columbia
$79K
29% of total

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