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
$166KThe 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
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
Qualifying distributions as a share of distributable amount.
Giving Over Time
5 years
Total dollars recorded per filing year. Scale adjusts to the foundation's range.
Top Recipients
16 grants
Grant Size Distribution
16 grants
Geographic Focus
2 states
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