ICI Education Foundation
The ICI Education Foundation (ICIEF) is a non-profit organization formed to advance the financial well-being of individuals by strategically partnering with organizations and participating in initiatives that increase financial literacy and promote the importance of saving and investing.
ICI Education Foundation at a glance
In short: ICI Education Foundation gave $76K across 3 grants in 2025 (avg $25K), top state Virginia. Source: 2025 IRS Form 990.
- Annual giving (2025)
- $76,100
- -50.3% vs 2024
- Grants made (2025)
- 3
- -40.0% vs 2024
- Average grant
- $25,367
- -17.1% vs 2024
- Median grant
- $30,000
- Total assets
- $2,206,987
- +5.8% vs 2024
- Primary geography
- Virginia (39% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026.
Who ICI Education Foundation funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Society for Financial Education and Profess ($30K). Together the top 3 received $76K.
Grant Size Distribution
20 grants across all recorded years
The most common grant size was under $50K: 20 grants of 20 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
Cities
How ICI Education Foundation gives
- Giving grew 35% from 2022 to 2025. Method
From the foundation's IRS Form 990 filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $57K (2022) to $153K (2024). In 2025 it made 3 grants totaling $76K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Society for Financial Education and Profess Alexandria, VA | Education Grant | $30,000 |
| The Bottom Line Inc Ma, MA | Education Grant | $30,000 |
| Jumpstart Coalition for Personal Financial Literac DC, WA | Education Grant | $16,100 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $2,206,987 | $-111,401 | $84,553 | $76,100 | 3 | $-111,401 |
| 2024 | $2,086,410 | $275,390 | $161,773 | $153,000 | 5 | $95,390 |
| 2023 | $1,909,769 | $282,800 | $149,381 | $140,000 | 5 | $82,800 |
| 2022 | $1,801,522 | $263,725 | $84,849 | $56,500 | 3 | $26,291 |
| 2021 | $1,818,818 | $154,338 | $143,428 | $91,950 | 4 | $40,552 |
| 2020 | $1,875,992 | $263,424 | $224,779 | $136,250 | 4 | $35,524 |
| 2019 | $1,791,617 | $283,354 | $217,640 | $120,000 | 3 | $44,999 |
About ICI Education Foundation
Based on IRS filings
ICI Education Foundation is a public charity, based in Washington, DC. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $2.2M in total assets. In 2025, it awarded 3 grants totaling $76K.
Leadership & Key People
Officers and directors from IRS filings
ICI Education Foundation is led by Tracey Wingate, President on every filing since 2021; none of the 8 officers listed in 2025 report compensation.
Officers on the 2025 filing
Tracey Wingate
President
On filings since 2021
5 hrs/week
No compensation reported
George Walker
Chair
On filings since 2024
0.3 hrs/week
No compensation reported
Dawn M. Vroegop
Director
On filings since 2019
0.3 hrs/week
No compensation reported
George Cw Gatch
Director
Chairman → Director, 2022
On filings since 2019
0.3 hrs/week
No compensation reported
Eric J. Pan
Director
On filings since 2021
1 hr/week
No compensation reported
Mark A. Delcoco
Treasurer
On filings since 2019
1 hr/week
No compensation reported
Nhan H. Nguyen
Former Officer
Secretary → Former Officer, 2025
On filings since 2021
1 hr/week
No compensation reported
Linda J. Brenner
Vice President
On filings since 2022
15 hrs/week
No compensation reported
Former officers (8)
- Former: Michael D. McNamee (2019–2023) — Former Officer
- Former: Yie-Hsin Hung (2022–2023) — Chair
- Former: Christina M. Kilroy (2019–2022) — Former Officer
- Former: Miriam E. Bridges (2021–2022) — Former Officer
- Former: Frances M. Stadler (2019–2021) — Former Secretary
- Former: Linda M. French (2019–2021) — Secretary
- Former: Paul Schott Stevens (2019–2021) — Director
- Former: William F. Truscott (2019–2021) — Director
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about ICI Education Foundation
How much does ICI Education Foundation give each year?
ICI Education Foundation gave $76K across 3 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $153K across 5 grants.
What is ICI Education Foundation's typical grant size?
ICI Education Foundation's median grant in 2025 was $30,000, and its average grant was $25,367, across 3 grants on its 2025 IRS Form 990.
Where does ICI Education Foundation give grants?
ICI Education Foundation's top state is Virginia, with 39% of the grant dollars itemized on its 2025 IRS Form 990. The next largest states were Massachusetts (39%) and Washington (21%).
Does ICI Education Foundation give general operating support?
Not in 2025: none of the 3 grants with a stated purpose on ICI Education Foundation's 2025 IRS Form 990 were described as general or operating support. Recurring purposes include "Education Grant" (3 grants).
How large is ICI Education Foundation?
ICI Education Foundation reported $2.2M in total assets on its 2025 IRS Form 990.
What is ICI Education Foundation's EIN?
ICI Education Foundation's EIN (Employer Identification Number) is 52-1659777. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS August 5, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS August 12, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS August 11, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS August 13, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS August 14, 2025)
- Added Form 990 for fiscal year 2019 (received by the IRS August 11, 2020)
- Added Form 990 for fiscal year 2025 (received by the IRS August 12, 2026)
- IRS filings on file for fiscal years 2020–2024
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