Virginia · Nonprofit
THE MOTLEY FOOL FOUNDATION
THE MOTLEY FOOL FOUNDATION (Virginia) receives grants from 9 organizations whose IRS filings report $1,016,416 to it, the largest being DONOR ADVISED CHARITABLE GIVING INC ($531,500). 4 of them have funded it in more than one year, and 97% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
- Revenue FY2025
- $1.9M
- Funders on record
- 9
- Grants received
- $1.0M
- Net assets
- $12M
What The Motley Fool Foundation does
Mission
With a vision of "financial freedom for all, and a mission "to create pathways to financial freedom for those living paycheck-to-paycheck," the foundation creates impact by helping more americans get on the path to financial freedom and become their greatest financial selves.
As stated on its FY2025 Form 990.
Programs
On its FY2024 return the organization reported a significant change in how it conducts a program.
The foundation decided to focus on two main programs and ceased producing the sparks conversation series (a video series containing conversations with people working for financial freedom).
Its own explanation, from Schedule O of that return (Part III, line 3).
At the fool community foundation, we believe investing is one of the most powerful ways to build wealth and financial freedom. The freedometer will be an interactive, easy-to-use online resource that breaks down core investing concepts into approachable, bite-sized lessons. Our goal is to help every learner no matter their starting point feel confident that investing is something they can genuinely do.the first phase in fy24 included creating the initial model, conducting beta tests, collecting test-user feedback, and generating ideas for further development. The second phase in fy25 included further product development, content creation, and multiple rounds of focus group testing.development will continue in fy26, and the tool will ultimately be provided to the public, educational institutions, and business users.
$589,583 spent56% of program spendingThe foundation created a venture philanthropy impact fund, the if fund, to accelerate and expand programming with other vetted 501(c) (3) organizations.for the fund, the foundation applies a venture capital approach to find and support other innovative, developing nonprofits.the foundation identifies "diamonds in the rough," early-stage nonprofits aged 1-10 years that are transitioning from successful startups to established organizations and have innovative models for large-scale impact. Candidates are sourced from the public and other sources, vetted by multiple team members, and reviewed and approved by a board committee and the full board.during each of the three years of our formal engagement, the approved organizations are awarded a $300,000 unrestricted grant, delivered in $100,000 annual installments. Initial grants were awarded in fy24. By creating a solid foundation for the future, impactfool (if) nonprofits can confidently embrace growth opportunities and realize their true potential to deliver maximum impact at scale.the foundation provides each organization with if scaling partners: members of our team with expertise in nonprofit management and social impact. The…
$452,095 spentof which $44,481 as grants43% of program spendingOther program expenses included small grants to other 501c3 organizations that work to promote financial freedom and for disaster relief and other non-recurring adverse events.
$10,224 spentof which $250 as grants1% of program spending
The 3 programs described on its FY2024 Form 990, listed largest first by expense. Program spending in total: $1,051,902.
The organization over time
Each line starts at 100 in 2020, so what you read is the shape rather than the size: 150 means half as much again as 2020, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2021 to 2022, from $1.3M to $13M (+924%).
How it's funded, over time
Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.
16% of THE MOTLEY FOOL FOUNDATION’s revenue is contributions — more earned-revenue than three-quarters of its peers (81% for the typical peer).
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 3 of the last 6 reported years ran a deficit.
reserve
Leadership and staff
The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.
Who funds it, year by year
2020 → 2023: the base broadened from 1 funder to 6 funders, grant income rose $63 → $349k.
8 of 9 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 97% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.
From the IRS filings of THE MOTLEY FOOL FOUNDATION’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How concentrated its funding is
THE MOTLEY FOOL FOUNDATION leans on a few funders — its largest provides 52% of grant income and the top three 92%; half comes from just 1 funder.
the vertical line marks half of all grant income — 1 funder to its left
97% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund THE MOTLEY FOOL FOUNDATION.
Largest funder’s share by year: 2020 100% · 2021 50% · 2022 78% · 2023 72% — diversifying over time.
“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How long its funders stay
60% of THE MOTLEY FOOL FOUNDATION's funders are still giving 1 year after their first grant; 44% give in more than one year at all.
Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.
Where its funders are
97% of THE MOTLEY FOOL FOUNDATION's grant income arrives through donor-advised or pass-through sponsors, whose addresses record where the money is held rather than where the donor is. Of the $29k that is directly attributable, 100% of it comes from funders outside Virginia, across 1 state.
Funder states come from each funder’s own filing. $987k arriving through sponsors registered in 7 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Against its field
THE MOTLEY FOOL FOUNDATION holds deeper cash reserves than three-quarters of the 6,891 human services nonprofits its size.
this organization peer median middle 50% of peers· 6,891 human services nonprofits $1M–$10M, FY2025
Organizations like THE MOTLEY FOOL FOUNDATION
Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.
In Virginia
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Where the money goes
54% of spending goes to programs.
Governance
Public support
18%
Share of support from the public (Schedule A) — the basis for its public-charity status.
Footprint & structure
Files a return copy in 29 states
Part of a family of 2 related entities
- The Motley Fool LLC · disregarded
- The Motley Fool Holdings Inc · corp_trust
Screen this organization
A dated, signed PDF of the compliance screen for THE MOTLEY FOOL FOUNDATION: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds THE MOTLEY FOOL FOUNDATION?
- THE MOTLEY FOOL FOUNDATION (Virginia) receives grants from 9 organizations whose IRS filings report $1,016,416 to it, the largest being DONOR ADVISED CHARITABLE GIVING INC ($531,500). 4 of them have funded it in more than one year, and 97% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
- How many funders does THE MOTLEY FOOL FOUNDATION have?
- IRS filings report 9 organizations giving $1,016,416 in grants to THE MOTLEY FOOL FOUNDATION, 4 of which have funded it in more than one year.
- Who is the largest funder of THE MOTLEY FOOL FOUNDATION?
- DONOR ADVISED CHARITABLE GIVING INC is the largest funder on record, with $531,500 in grants. The full list of funders is on this page.
- How can an organization like THE MOTLEY FOOL FOUNDATION find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in Virginia. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2020–2025), and the filings of 9 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing