FINRA Investor Education Foundation
THE MISSION IS TO EMPOWER AMERICANS WITH THE KNOWLEDGE, SKILLS AND TOOLS TO MAKE SOUND FINANCIAL DECISIONS THROUGHOUT LIFE.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$85.6M
+8.3% YoY
Annual Giving
$258K
-36.8% YoY
Grant Count
10
-44.4% YoY
Avg Grant Size
$26K
+13.8% YoY
About FINRA Investor Education Foundation
Based on IRS filings
FINRA Investor Education Foundation is a nonprofit organization focused on Community Improvement & Capacity Building, based in ROCKVILLE, MD. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $85.6M in total assets. In 2024, it awarded 10 grants totaling $258K. Net investment income was $3.1M.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $85,576,894 | $79,051,155 | $68,490,035 |
| Revenue | $8,900,744 | $9,397,096 | $9,847,894 |
| Expenses | $4,768,560 | $5,045,365 | $4,246,470 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $3,099,834 | $2,416,355 | $3,987,763 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
62 grants across all recorded years
Open Grants
2 open opportunities from FINRA Investor Education Foundation
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include University of Tennessee ($51,956), Farmington Public Library Fdn ($25,000), Kenosha Public Library ($25,000).
| Recipient | Purpose | Amount |
|---|---|---|
| BUFFALO & ERIE COUNTY PUBLIC LIBRARY BUFFALO, NY | To coordinate basic financial education services for county residents in partnership with several community-based agencies. | $22,798 |
| FARMINGTON PUBLIC LIBRARY FDN FARMINGTON, NM | To collaborate with 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. | $25,000 |
| FDN FOR BALTIMORE CTY PUBLIC LIBRARY TOWSON, MD | To undertake various financial education programs that build generational wealth, including programs that help children learn the fundamentals of earning, spending, and saving money through a "junior marketplace" that models everyday financial transactions; help teens explore career planning, credit, banking, and investing; and help adults and small business owners address budgeting, saving, debt elimination, investing, establishing and repairing credit, college financing, and preparing for retirement. | $24,915 |
| IOWA STATE UNIVERSITY FOUNDATION AMES, IA | To offer a workplace financial wellness program that encompasses the services of a dedicated resource coordinator, financial education, and an employer-sponsored small-dollar loan for the university's many employees | $20,000 |
| KENOSHA PUBLIC LIBRARY KENOSHA, WI | To expand community-based financial capability services, including: a financial empowerment series designed for residents near and below the poverty line; goal-oriented financial coaching; virtual programming; and various events to help families work together toward their financial objectives. | $25,000 |
| NOVA SOUTHEASTERN UNIV INC FORT LAUDERDALE, FL | To support the university's library in its efforts to educate and counsel Broward County veterans and others on financial literacy, fraud prevention, sustainable homeownership, foreclosure, homelessness prevention, and other financial capability and investing topics. | $25,000 |
| SOUTH ARKANSAS COLLEGE EL DORADO, AR | To support the college library in its efforts to deliver financial education programs addressing a range of financial topics of interest to prospective community college students and those already enrolled in community college. | $23,562 |
| UNITED WAY OF HARRISONBURG & ROCKINGHAM CTY HARRISONBURG, VA | To deliver workplace financial capability services encompassing referrals to local agencies, emergency financial support, group financial education, and one-on-one financial coaching - all in partnership with employers in the area. | $20,000 |
| UNITED WAY OF PICKENS COUNTY EASLEY, SC | To deliver workplace financial wellness services, in partnership with local employers, through a program known as Pathways at Work, which encompasses Volunteer Income Tax Assistance, financial education workshops, one-on-one financial coaching, and an employer-sponsored small-dollar loan. | $20,000 |
| UNIVERSITY OF TENNESSEE KNOXVILLE, TN | To examine the condition of financial education from the perspective of personal finance teachers in high schools across Tennessee, while giving particular attention to high-poverty schools, the experiences of special education students, and the situation in urban, suburban, and rural schools. | $51,956 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ELLEN FRAWLEY | BOARD MEMBER - AS OF 1/08/24 | 1 | — |
| Gwen Weithaus | BOARD MEMBER - AS OF 5/21/24 | 1 | — |
| JASON FICHTNER | BOARD MEMBER - AS OF 1/08/24 | 1 | — |
| Jonathan S Sokobin | CHAIRPERSON - AS OF 2/12/24 | 1 | — |
| MENEKSE GENCER | BOARD MEMBER | 1 | — |
| PAUL ROYE | BOARD MEMBER - AS OF 1/08/24 | 1 | — |
| PEGGY HO | BOARD MEMBER | 2 | — |
| Robert W Cook | Chairperson, THRU 2/11/24, Ex Officio Board Member | 1 | — |
| Eileen M Famiglietti | Treasurer | 6 | — |
| Geraldine M Walsh | President | 48 | — |
| Jennifer P Mitchell | Corporate Secretary | 3 | — |
| John W Thiel | Board Member | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is FINRA Investor Education Foundation?
FINRA Investor Education Foundation is a nonprofit organization focused on Community Improvement & Capacity Building, based in ROCKVILLE, MD. It holds $85.6M in total assets as of 2024.
How large is FINRA Investor Education Foundation?
As of 2024, FINRA Investor Education Foundation holds $85.6M in total assets with $8.9M in annual revenue. It awarded 10 grants totaling $258K in 2024.
Where does FINRA Investor Education Foundation operate?
FINRA Investor Education Foundation has awarded grants in Arkansas, California, District of Columbia, Florida, Georgia, Iowa, Kansas, Massachusetts, Maryland, Michigan, Missouri, Montana, New Hampshire, New Mexico, New York, Ohio, Pennsylvania, Pr, South Carolina, Tennessee, Texas, Virginia, Vermont, Wisconsin, West Virginia.
What size grants does FINRA Investor Education Foundation award?
In 2024, FINRA Investor Education Foundation awarded 10 grants totaling $258K — an average of about $26K per grant, based on its IRS Form 990 filings.
What is FINRA Investor Education Foundation's EIN?
FINRA Investor Education Foundation's EIN (Employer Identification Number) is 20-0863779. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in FINRA Investor Education Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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