Program areas at FINRA Investor Education Foundation
FOSTER SUSTAINABLE, INCLUSIVE FINANCIAL CAPABILITY IN COMMUNITIES OF NEED, AT THE WORKPLACE, AND IN THE MILITARY - See Schedule O
Communicate research findings and innovations. The Foundation leverages online, social media, print, and in-person distribution channels to advance the financial inclusion and capability of underserved groups and to provide decision-makers with an empirical understanding of financial inclusion/exclusion in the u.s. The Foundation publishes nfcs data sets, methodological documents, and findings in user-friendly formats, participates in and directs research and other professional forums, and promotes the work of both seasoned leaders and young researchers active in the field of financial capability. In furtherance of this goal, the Foundation maintains alliances with federal agencies, state government, municipalities, and leading nonprofit organizations active in the field of financial capability.
Grants made by FINRA Investor Education Foundation
Grantee | Grant description | Grant year | Amount |
---|
Stanford University | To Study Household Financial Resilience in the United States From the Great Recession To the Onset of the Covid-19 Pandemic (2008 To 2020) and To Examine Factors Affecting Financial Stability, Especially Among Financially Vulnerable Groups. | 2022-12 | $57,143 |
Clayton Collaborative Authority | To Enable the Clayton County Library System To Leverage Interest in the Region's Well-Established Film Industry To Engage Youth, Adults, and Entrepreneurs in A Variety of Activity-Based Financial Education Experiences, Thereby Integrating Financial Education and Workforce Development. | 2022-12 | $25,000 |
Orange County Library Board of Trustees | To Collaborate With the University of Central Florida To Help English Language Learners Acquire Essential Personal Finance Skills and Knowledge Through Instruction That Engages Participants in A Variety of Listening, Speaking, Writing, and Practice Exercises That Make Unfamiliar Financial Concepts As Concrete As Possible. | 2022-12 | $24,965 |
...and 14 more grants made |
Who funds FINRA Investor Education Foundation
Grants from foundations and other nonprofits
Personnel at FINRA Investor Education Foundation
Name | Title | Compensation | Date of data |
---|
Robert W Cook | Chairman and Chief Executive Officer | $0 | 2023-11-15 |
Robert A Renner | Senior Vice President | | 2021-11-15 |
Jennifer P Mitchell | Corporate Secretary / Secretary - Part Yr | $0 | 2022-12-31 |
Geraldine M Walsh | President | $0 | 2022-12-31 |
Eileen M Famiglietti | Treasurer | $0 | 2022-12-31 |
...and 1 more key personnel |
Financials for FINRA Investor Education Foundation
Revenues | FYE 12/2022 | FYE 12/2021 | % Change |
---|
Total grants, contributions, etc. | $5,860,131 | $203,649 | 2777.6% |
Program services | $0 | $0 | - |
Investment income and dividends | $974,509 | $698,375 | 39.5% |
Tax-exempt bond proceeds | $0 | $0 | - |
Royalty revenue | $0 | $0 | - |
Net rental income | $0 | $0 | - |
Net gain from sale of non-inventory assets | $3,013,254 | $1,065,250 | 182.9% |
Net income from fundraising events | $0 | $0 | - |
Net income from gaming activities | $0 | $0 | - |
Net income from sales of inventory | $0 | $0 | - |
Miscellaneous revenues | $0 | $0 | - |
Total revenues | $9,847,894 | $1,967,274 | 400.6% |
Organizations like FINRA Investor Education Foundation
Organization | Type | Location | Revenue |
---|
Texas Organizing Project Education Fund | 501(c)(3) | San Antonio, TX | $5,764,243 |
New Virginia Majority Education Fund | 501(c)(3) | Alexandria, VA | $6,398,902 |
The Center for Cultural Power (CELEF) | 501(c)(3) | Oakland, CA | $6,070,622 |
North Carolina Citizens for Protecting our Schools | 501(c)(4) | Raleigh, NC | $3,910,000 |
FPF Education and Innovation Foundation | 501(c)(3) | Washington, DC | $10,804,315 |
Project Management Institute Educational Foundation | 501(c)(3) | Newtown Square, PA | $6,205,512 |
Roessler-Chadwick Foundation Group | 501(c)(3) | Palos Verdes Peninsula, CA | $3,323,944 |
KC Action Fund | 501(c)(4) | Kansas City, MO | $2,986,547 |
Education Reform Now Advocacy | 501(c)(4) | New York, NY | $15,070,705 |
The Gruber Foundation | 501(c)(3) | New Haven, CT | $7,178,975 |
Data update history
January 19, 2024
Posted financials
Added Form 990 for fiscal year 2022
January 18, 2024
Updated personnel
Identified 1 new personnel
January 12, 2024
Updated personnel
Identified 1 new personnel
December 29, 2023
Used new vendors
Identified 3 new vendors, including , , and
Nonprofit Types
Grantmaking organizationsSocial advocacy organizationsSchoolsChapter / child organizations
Issues
EducationCommunity improvement
Characteristics
Funds one specific organizationPartially liquidatedOperates internationallyEndowed supportNo full-time employees
General information
- Address
- 9509 Key W Ave
- Rockville, MD 20850
- Metro area
- Washington-Arlington-Alexandria, DC-VA-MD-WV
- County
- Montgomery County, MD
- Website URL
- finrafoundation.org/Â
- Phone
- (202) 728-8949
IRS details
- EIN
- 20-0863779
- Fiscal year end
- December
- Taxreturn type
- Form 990
- Year formed
- 2004
- Eligible to receive tax-deductible contributions (Pub 78)
- No
Categorization
- NTEE code, primary
- B11: Education Single Organization Support
- NAICS code, primary
- 813319: Social Advocacy Organizations
- Parent/child status
- Subordinate organization
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