GrantExec

Finra Investor Education Foundation

EIN: 200863779
Accepts Applications
Total Assets
$79.1M
Key Financial Metrics (2024)

Total Giving

$409K

Number of Grants

18

Median Grant

$24K

Grant Range

$10K - $51K

Historical Giving Trends
YearAssetsTotal Giving# GrantsMedian Grant
2024$79.1M$409K18$24K
2023$68.5M$447K20$20K
Recent Grant Recipients

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.

β€’ 2023

$25K

EBRI

To examine trends in aggregate out-of-pocket healthcare spending by type of health plan and analyze how cost-sharing has been changing due to shifts toward less comprehensive and/or high-deductible insurance plans.

β€’ 2023

$24K

FARMINGTON PUBLIC LIBRARY FNDT

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.

β€’ 2023

$25K

FNDT FOR BALTIMORE CTY PUBLIC LIBRARY

To undertake financial capability programming for various age groups with the aim of building generational wealth, especially within high-need and underserved communities.

β€’ 2023

$25K

LA CASA DE ESPERANZA

To advance a collaborative and sustainable workplace financial wellness initiative.

β€’ 2023

$20K

MEMORIAL LIBRARY OF NAZARETH & VICINITY

To deliver a diverse array of sustainable financial capability experiences for teens and adults, supplemented by concurrent programming for children, giving particular attention to preparing financially for college, saving money, the psychology of money, managing debt, credit health, and mastering the basics of financial literacy.

β€’ 2023

$11K

NOVA SOUTHEASTERN UNIVERSITY

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.

β€’ 2023

$25K

ORANGE COUNTY LIBRARY DISTRICT

To collaborate with the University of Central Florida to help English language learners acquire essential personal finance skills and knowledge.

β€’ 2023

$25K

OSCEOLA LIBRARY SYSTEM

To expand personal finance collections and share fraud prevention messages to help residents in the county make well-informed financial decisions following a FEMA-declared major natural disaster.

β€’ 2023

$10K

RESEARCH FNDT CITY UNIVERSITY OF NY

To enable LaGuardia Community College Library to provide financial and investor education to college students and the wider community using Open Educational Resources, giving particular attention to the challenges experienced by lower-income households when living in high-cost urban areas.

β€’ 2023

$25K

Quick Facts

Location

Maryland

Return Type

990

Most Recent Filing

2024

Annual Expenses

$5.0M

Giving Rate

0.5% of assets

Application Policy

Accepts Applications

Yes - Open to Applications