Program areas at FINRA Investor Education Foundation
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, and leading nonprofit organizations active in the field of financial capability.
Grants made by FINRA Investor Education Foundation
Grantee | Grant description | Grant year | Amount |
---|
Nova Southeastern University (NSU) | To Enable Alvin Sherman Library at Nova Southeastern University To Educate and Counsel Broward County Veterans on Financial Literacy, Sustainable Homeownership, and Foreclosure and Homelessness Prevention. | 2023-12 | $25,000 |
Clayton Collaborative Authority | To Enable the Clayton County Library System To Integrate Activity-Based Financial Education Experiences Into Entrepreneurship and Workforce Development Efforts, Especially Those Related To the Region's Film Industry. | 2023-12 | $25,000 |
Farmington Public Library Foundation | To Collaborate With A Coalition of Public- and Private-Sector Partners To Deliver Multigenerational Financial Capability Experiences and Services Informed By An Interactive Polling Process To Ensure Alignment With Community Priorities. | 2023-12 | $25,000 |
...and 7 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 | 2024-11-15 |
Geraldine M. Walsh | President | $0 | 2024-11-02 |
Financials for FINRA Investor Education Foundation
Revenues | FYE 12/2023 | FYE 12/2022 | % Change |
---|
Total grants, contributions, etc. | $6,980,741 | $5,860,131 | 19.1% |
Program services | $0 | $0 | - |
Investment income and dividends | $1,792,618 | $974,509 | 84% |
Tax-exempt bond proceeds | $0 | $0 | - |
Royalty revenue | $0 | $0 | - |
Net rental income | $0 | $0 | - |
Net gain from sale of non-inventory assets | $623,737 | $3,013,254 | -79.3% |
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 | $9,397,096 | $9,847,894 | -4.6% |
Organizations like FINRA Investor Education Foundation
Organization | Type | Location | Revenue |
---|
Texas Organizing Project Education Fund | 501(c)(3) | San Antonio, TX | $7,416,849 |
New Virginia Majority Education Fund | 501(c)(3) | Alexandria, VA | $6,398,902 |
Alliance for Innovative Regulation Institute | 501(c)(3) | Washington, DC | $4,625,872 |
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 |
Patriotic Millionaires Research Center | 501(c)(3) | Washington, DC | $3,884,210 |
FPF Education and Innovation Foundation | 501(c)(3) | Washington, DC | $9,124,457 |
The Ronald Reagan Presidential Foundation and Institute | 501(c)(3) | Simi Valley, CA | $37,037,340 |
Vote Run Lead Action | 501(c)(4) | New York, NY | $3,680,664 |
The Gruber Foundation | 501(c)(3) | New Haven, CT | $7,178,975 |
Data update history
January 21, 2025
Posted financials
Added Form 990 for fiscal year 2023
November 2, 2024
Updated personnel
Identified 5 new personnel
January 19, 2024
Posted financials
Added Form 990 for fiscal year 2022
January 18, 2024
Updated personnel
Identified 1 new personnel
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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