Maryland · Public charity
FINRA Investor Education Foundation
The mission is to empower americans with the knowledge, skills and tools to make sound financial decisions throughout life.
- $537k
- Granted FY2024(still arriving)
- 10
- Itemized grants FY2024
- 18
- Organizations funded FY2023
- 72%
- First-time grantees FY2023
- Itemized, FY2024
- $258k
- The rest is grants the schedule does not break out
- Median grant, FY2024
- $24,915
- Largest grant, FY2024
- $51,956
- Organizations funded a year
- 4 to 19
- FY2017 to FY2023
- States reached, FY2024
- 10
- Total assets, FY2024
- $86M
How open it is to new grantees
In FY2023, 72% of the organizations FINRA Investor Education Foundation funded were first-time grantees, receiving 73% of its grant dollars.
New vs renewed · share of each year
In FY2023, 27% of grant dollars renewed an existing relationship; $299k went to new ones.
Where new relationships form · theme of each grantee’s first grant
How this is measured
The numbers by year
| Fiscal year | Organizations funded | To those organizations | First-time grantees |
|---|---|---|---|
| FY2024still arriving | 10 | $258k | 50% |
| FY2023 | 18 | $409k | 72% |
| FY2022 | 19 | $390k | 84% |
| FY2021 | 8 | $167k | 75% |
| FY2020 | 4 | $174k | 25% |
| FY2019 | 12 | $340k | 75% |
| FY2018 | 7 | $278k | 43% |
| FY2017 | 11 | $392k | n/a |
What it funded, over time
Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.
Where its grants go
Grant dollars by states, across the years we hold.
Which US states its grants reach
Top grantees
Largest recipients by total granted, FY2017 to FY2024, and the share of each one’s budget the grants supplied at peak.
| Grantee | Total granted | Years | Share of their budget |
|---|---|---|---|
| The Urban Institute | $211,750 | 3 | 0% |
| Montana State University | $159,012 | 3 | n/a |
| Iowa State University | $156,398 | 3 | n/a |
| The University of Tennessee | $103,124 | 2 | n/a |
| National Disability Institute Inc | $100,000 | 2 | 1% |
| University of Puerto Rico | $93,437 | 3 | n/a |
| The Research Foundation for The State University of New York | $82,659 | 3 | 0% |
| New York University | $60,698 | 2 | 0% |
| Friends of Libraries in Oklahoma Inc | $58,704 | 2 | n/a |
| United Way of South Central Indiana | $52,319 | 1 | n/a |
Show all 64 grantees
| Grantee | Total granted | Years | Share of their budget |
|---|---|---|---|
| The Urban Institute | $211,750 | 3 | 0% |
| Montana State University | $159,012 | 3 | n/a |
| Iowa State University | $156,398 | 3 | n/a |
| The University of Tennessee | $103,124 | 2 | n/a |
| National Disability Institute Inc | $100,000 | 2 | 1% |
| University of Puerto Rico | $93,437 | 3 | n/a |
| The Research Foundation for The State University of New York | $82,659 | 3 | 0% |
| New York University | $60,698 | 2 | 0% |
| Friends of Libraries in Oklahoma Inc | $58,704 | 2 | n/a |
| United Way of South Central Indiana | $52,319 | 1 | n/a |
| Nova Southeastern University Inc | $50,000 | 2 | 0% |
| Farmington Public Library Foundation | $50,000 | 2 | 28% |
| Clayton Collaborative Authority | $50,000 | 2 | n/a |
| Sara Hightower Regional Library | $50,000 | 2 | n/a |
| Kenosha Public Library | $50,000 | 2 | n/a |
| Foundation for Baltimore County Public Library | $49,830 | 2 | 5% |
| Research Foundation of the City University of New York | $49,638 | 2 | 0% |
| Education & Research Fund of Employee Benefit Research Institute | $47,496 | 2 | 4% |
| Catholic Charities Diocese of Fort Worth | $40,000 | 2 | 0% |
| Catholic Charities of Northeast Kansas Inc | $40,000 | 2 | 0% |
| West Georgia Regional Library System | $25,000 | 1 | n/a |
| Orange County Library District | $24,965 | 1 | n/a |
| Orange County Library Board of Trustees | $24,965 | 1 | n/a |
| South Arkansas College | $23,562 | 1 | n/a |
| South Arkansas College | $23,562 | 1 | n/a |
| Buffalo & Erie County Public Library | $22,798 | 1 | n/a |
| Buffalo and Erie County Public Library Co | $22,798 | 1 | n/a |
| Memorial Library of Nazareth & Vicinity | $21,576 | 2 | 2% |
| Catholic Charities of Ashtabula County | $20,000 | 1 | 1% |
| La Casa de Esperanza Inc | $20,000 | 1 | 0% |
| United Way of Greater New Bedford Inc | $20,000 | 1 | 1% |
| Green Mountain United Way Inc | $20,000 | 1 | 4% |
| United Way Fox Cities Inc | $20,000 | 1 | 0% |
| United Way of Northwest Vermont Inc | $20,000 | 1 | 1% |
| United Way of Trumbull County | $20,000 | 1 | 5% |
| Granite United Way | $20,000 | 1 | 0% |
| United Way of Summit and Medina County | $20,000 | 1 | n/a |
| Iowa State University Foundation | $20,000 | 1 | 0% |
| Catholic Charities of Idaho | $20,000 | 1 | 1% |
| United Way of Central Shenandoah Valley Inc | $20,000 | 1 | 3% |
| Barry County United Way | $20,000 | 1 | 1% |
| United Way of Geauga County | $20,000 | 1 | 2% |
| United Way of Dane County Inc | $20,000 | 1 | 0% |
| United Way of Madison County Indiana Inc | $20,000 | 1 | 2% |
| United Way of Bartholomew County Inc | $20,000 | 1 | 1% |
| United Way of Greater Atlanta Inc | $20,000 | 1 | 0% |
| United Way of Logan County Inc | $20,000 | 1 | 3% |
| United Way of Pickens County | $20,000 | 1 | 1% |
| United Way of Greater Stark County | $20,000 | 1 | 0% |
| Mexico Sustainability Project Inc | $20,000 | 1 | n/a |
| United Way of Buffalo and Erie County | $20,000 | 1 | 0% |
| Catholic Community Services of Southern Arizona Inc | $20,000 | 1 | 0% |
| Consumer Credit Counseling Service of the Savannah Area Inc | $20,000 | 1 | 4% |
| Catholic Charities | $20,000 | 1 | n/a |
| University of Wisconsin Madison | $20,000 | 1 | n/a |
| Rise Memphis Inc | $20,000 | 1 | 2% |
| United Way of Greater Toledo | $20,000 | 1 | 0% |
| Texas State Library and Archives Commission | $19,956 | 1 | n/a |
| University of Maryland College Park | $11,963 | 1 | n/a |
| Employee Benefit Research Institute | $11,874 | 1 | 0% |
| Volusia County | $10,000 | 1 | n/a |
| Cabell County Public Library | $9,852 | 1 | 0% |
| Osceola County | $9,661 | 1 | n/a |
| Free Library of Philadelphia Foundation | $9,541 | 1 | 0% |
Where it is load-bearing
FINRA Investor Education Foundation supplied at least a quarter of the budget for 1 of its grantees at some point. The chart plots its 40 largest grantees; load-bearing ones sit top left.
Tap a dot to name the grantee.
How this is measured
Co-funders
Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.
Open a dossier: United Way Worldwide · Lumen Clarke M Williams Foundation · Tr Ua Fifth Third Foundation · Td Charitable Foundation · Premier Bank Foundation · Firstenergy Foundation · AT&T Foundation · Centerpoint Energy Foundation Inc · AARP · The Blackbaud Giving Fund · Dollar General Literacy Foundation · Share Our Strength
How this is measured
Compare FINRA Investor Education Foundation with peer funders
Warm introductions · Powered by PlinthPlus
How do I get to FINRA Investor Education Foundation?
Find your warmest path to FINRA Investor Education Foundation through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.
Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.
About FINRA Investor Education Foundation
- How much does FINRA Investor Education Foundation give?
- FINRA Investor Education Foundation reported 10 itemized grants totaling $258,231, out of $537,145 in total grant expense reported on the return in its FY2024 IRS filing. It funded between 4 and 19 organizations a year over FY2017 to FY2023.
- What does FINRA Investor Education Foundation fund?
- By grant dollars over FY2017 to FY2024, its largest causes are Education (51%), Philanthropy (11%), Social Science (11%).
- Who are FINRA Investor Education Foundation's largest grantees?
- By total granted over FY2017 to FY2024: The Urban Institute ($212k), Montana State University ($159k), Iowa State University ($156k).
- Does FINRA Investor Education Foundation fund new organizations?
- In FY2023, 72% of the organizations it funded were first-time grantees.
- Which funders back the same organizations as FINRA Investor Education Foundation?
- Its strongest co-funders, measured against what their size predicts, include United Way Worldwide, Lumen Clarke M Williams Foundation, Tr Ua Fifth Third Foundation.
- Where is FINRA Investor Education Foundation based?
- FINRA Investor Education Foundation is based in MD.
Play a game based on FINRA Investor Education’s filings →