Funding search · EIN 200863779 · Rockville, MD

Finra Investor Education Foundation

Name: Finra Investor Education Foundation grants, 2022–2024
Creator: PaperOrbit
License: https://www.irs.gov/charities-non-profits/exempt-organization-public-disclosure-and-availability-requirements

A grantmaking public charity (files IRS Form 990, Schedule I). Charities like this often run real grant programs with application cycles.

48
grants reported: $1.1M
total given: 2022–2024
filing years: $23,562
median grant

Based on grants this organization reported to the IRS for tax years 2022–2024. This is what they filed, not a complete record of their giving, and recent years may be incomplete because filings lag.

What they fund

financial education services sustainable workplace income wellness advance

Funder website ↗Full IRS filings ↗How this is built Report an error

Funding pattern

What this funder pays for, at what size, and how to position adjacent work. Read from their filings, with every number checked against the record.

Top recipients

Repeat recipients are the strongest signal of whether a funder has an open door or quietly re-funds the same organizations.

The Board of Trustees of the Leland Stanford Junior University1 grant · $57,143
University of Tennessee1 grant · $51,956
University of Tennessee Extension1 grant · $51,168
South Arkansas College2 grants · $47,124
University of Puerto Rico1 grant · $28,208
Farmington Public Library Fdn1 grant · $25,000
Farmington Public Library Fndt1 grant · $25,000
Nova Southeastern Univ1 grant · $25,000
Clayton Collaborative Authority1 grant · $25,000
Sara Hightower Regional Library1 grant · $25,000

Giving over time

$446,862

2022

$408,626

2023

$258,231

2024

Grant history

All 48 reported grants, largest first.

$57,143
The Board of Trustees of the Leland Stanford Junior University · Redwood City, CA · 2022
To study household financial resilience in the United States from the Great Recession to the onset of the COVID-19 pandemic (2008 to 2020) and to examine factors affecting financial stability, especially among financial… read allTo study household financial resilience in the United States from the Great Recession to the onset of the COVID-19 pandemic (2008 to 2020) and to examine factors affecting financial stability, especially among financially vulnerable groups. less
$51,956
University of Tennessee · Knoxville, TN · 2024
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 e… read allTo 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. less
$51,168
University of Tennessee Extension · Knoxville, TN · 2023
To examine the condition of financial education in high schools across Tennessee, giving particular attention to Title I schools and comparing the situation in urban, suburban, and rural schools.
$28,208
University of Puerto Rico · San Juan, PR · 2022
To undertake research about the financial capability of Hispanic people in the United States, both as a single cohort and disaggregated by heritage.
$25,000
Farmington Public Library Fdn · Farmington, NM · 2024
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
Kenosha Public Library · Kenosha, WI · 2024
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 vario… read allTo 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. less
$25,000
Nova Southeastern Univ · Fort Lauderdale, FL · 2024
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 … read allTo 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. less
$25,000
Clayton Collaborative Authority · Jonesboro, GA · 2023
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.
$25,000
Farmington Public Library Fndt · Farmington, NM · 2023
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 commu… read allTo 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. less
$25,000
Nova Southeastern University · Ft Lauderdale, FL · 2023
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.
$25,000
Sara Hightower Regional Library System · Rome, GA · 2023
To partner with the University of West Georgia's Center for Economic Education and Financial Literacy to deliver customized financial education for adults, teens, and children, especially in ways that align with existin… read allTo partner with the University of West Georgia's Center for Economic Education and Financial Literacy to deliver customized financial education for adults, teens, and children, especially in ways that align with existing social service initiatives maintained by local nonprofits and agencies. less
$25,000
West Georgia Regional Library System · Carrollton, GA · 2023
To collaborate with the University of West Georgia's Center for Economic Education and Financial Literacy to roll out "Financial Literacy on Wheels," an initiative that brings personal finance experiences to lower-incom… read allTo collaborate with the University of West Georgia's Center for Economic Education and Financial Literacy to roll out "Financial Literacy on Wheels," an initiative that brings personal finance experiences to lower-income and underserved families in the region through enhanced bookmobile services. less
$25,000
Clayton Collaborative Authority · Jonesboro, GA · 2022
To enable the Clayton County Library System to leverage interest in the region's well-established film industry to engage youth, adults, and entrepreneurs in a variety of activity-based financial education experiences, … read allTo enable the Clayton County Library System to leverage interest in the region's well-established film industry to engage youth, adults, and entrepreneurs in a variety of activity-based financial education experiences, thereby integrating financial education and workforce development. less
$25,000
Kenosha Public Library · Kenosha, WI · 2022
To expand financial education and financial coaching in low-income and underserved communities, focusing especially on topics such as banking, credit, budgeting, and managing debt.
$25,000
Sara Hightower Regional Library · Rome, GA · 2022
To partner with the University of West Georgia's Center for Economic Education and Financial Literacy to deliver customized financial education for adults and teens in collaboration with existing social service initiati… read allTo partner with the University of West Georgia's Center for Economic Education and Financial Literacy to deliver customized financial education for adults and teens in collaboration with existing social service initiatives maintained by local nonprofits and government agencies. less
$24,965
Orange County Library District · Orlando, FL · 2023
To collaborate with the University of Central Florida to help English language learners acquire essential personal finance skills and knowledge.
$24,965
Orange County Library System · Orlando, FL · 2022
To collaborate with the University of Central Florida to help English language learners acquire essential personal finance skills and knowledge through instruction that engages participants in a variety of listening, sp… read allTo collaborate with the University of Central Florida to help English language learners acquire essential personal finance skills and knowledge through instruction that engages participants in a variety of listening, speaking, writing, and practice exercises that make unfamiliar financial concepts as concrete as possible. less
$24,915
Fdn for Baltimore Cty Public Library · Towson, MD · 2024
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 m… read allTo 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. less
$24,915
Fndt for Baltimore Cty Public Library · Towson, MD · 2023
To undertake financial capability programming for various age groups with the aim of building generational wealth, especially within high-need and underserved communities.
$24,819
Research Fndt City University of Ny · New York, NY · 2023
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 exper… read allTo 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. less
$24,819
Research Foundation of the City University of New York · New York, NY · 2022
To support LaGuardia Community College Library's efforts to provide financial and investor education to college students and the wider community using Open Educational Resources in multiple languages, thereby empowering… read allTo support LaGuardia Community College Library's efforts to provide financial and investor education to college students and the wider community using Open Educational Resources in multiple languages, thereby empowering underserved groups to make informed financial choices. less
$23,748
Ebri · Washington, DC · 2023
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.
$23,748
Ebri Education and Research Fund · Washington, DC · 2022
To research how out-of-pocket healthcare spending is trending in the United States and to examine the degree to which the rising costs that patients face are a manifestation of changes to health insurance plan design, i… read allTo research how out-of-pocket healthcare spending is trending in the United States and to examine the degree to which the rising costs that patients face are a manifestation of changes to health insurance plan design, increasing overall healthcare costs, or other factors. less
$23,562
South Arkansas College · El Dorado, AR · 2024
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 … read allTo 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. less
$23,562
South Arkansas College · El Dorado, AR · 2023
To deliver sustained financial education for secondary school students in the region, with a particular focus on students participating in Upward Bound, a federal initiative designed to help young people from low-income… read allTo deliver sustained financial education for secondary school students in the region, with a particular focus on students participating in Upward Bound, a federal initiative designed to help young people from low-income households complete high school and successfully pursue postsecondary education. less
$22,798
Buffalo & Erie County Public Library · Buffalo, NY · 2024
To coordinate basic financial education services for county residents in partnership with several community-based agencies.
$22,798
Buffalo & Erie County Public Library · Buffalo, NY · 2022
To provide and coordinate basic financial education for lower-income families, immigrant and refugee populations, and recently incarcerated individuals who are reintegrating into society and the local economy.
$20,000
Iowa State University Foundation · Ames, IA · 2024
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
United Way of Harrisonburg & Rockingham Cty · Harrisonburg, VA · 2024
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 … read allTo 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. less
$20,000
United Way of Pickens County · Easley, SC · 2024
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-o… read allTo 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. less
$20,000
La Casa De Esperanza · Waukesha, WI · 2023
To advance a collaborative and sustainable workplace financial wellness initiative.
$20,000
United Way of Greater New Bedford · New Bedford, MA · 2023
To advance a collaborative and sustainable workplace financial wellness initiative.
$20,000
United Way of Northwest Vermont · South Burlington, VT · 2023
To advance a collaborative and sustainable workplace financial wellness initiative.
$20,000
University of Wisconsin-Madison · Madison, WI · 2023
To advance a collaborative and sustainable workplace financial wellness initiative.
$20,000
Barry County United Way · Hastings, MI · 2022
To advance sustainable workplace financial wellness services and education for lower-income employees.
$20,000
Catholic Charities Diocese of Fort Worth · Ft Worth, TX · 2022
To advance sustainable workplace financial wellness services and education for lower-income employees.
$20,000
Catholic Charities of Northeast Kansas · Overland Park, KS · 2022
To advance sustainable workplace financial wellness services and education for lower-income employees.
$20,000
Mexico Sustainability Project · Mexico, MO · 2022
To advance sustainable workplace financial wellness services and education for lower-income employees.
$20,000
Rise Foundation · Memphis, TN · 2022
To advance sustainable workplace financial wellness services and education for lower-income employees.
$20,000
United Way of Geauga County · Chardon, OH · 2022
To advance sustainable workplace financial wellness services and education for lower-income employees.
$20,000
United Way of Greater Atlanta · Atlanta, GA · 2022
To advance sustainable workplace financial wellness services and education for lower-income employees.
$20,000
United Way of Trumbull County · Warren, OH · 2022
To advance sustainable workplace financial wellness services and education for lower-income employees.
$10,788
Memorial Library of Nazareth & Vicinity · Nazareth, PA · 2023
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, sav… read allTo 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. less
$10,788
Memorial Library of Nazareth and Vicinity · Nazareth, PA · 2022
To deliver a diverse array of sustainable financial capability experiences for children, teens, and adults, with programs on preparing financially for college; saving money (for emergencies, major purchases, and long-te… read allTo deliver a diverse array of sustainable financial capability experiences for children, teens, and adults, with programs on preparing financially for college; saving money (for emergencies, major purchases, and long-term goals); the psychology of money; managing debt; and credit health. less
$10,000
Volusia County Public Library · Deland, FL · 2023
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.
$9,852
Cabell County Public Library · Huntington, WV · 2022
To expand the personal finance collections of the Cabell County Public Library, Mingo County Public Library, and Wayne County Public Libraries and share fraud prevention messages to help residents make well-informed fin… read allTo expand the personal finance collections of the Cabell County Public Library, Mingo County Public Library, and Wayne County Public Libraries and share fraud prevention messages to help residents make well-informed financial decisions following a FEMA-declared major natural disaster in the region. less
$9,661
Osceola Library System · Kissimmee, FL · 2023
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.
$9,541
The Free Library of Philadelphia Foundation · Philadelphia, PA · 2022
To expand the availability of reliable personal finance and fraud prevention information resources for a community recovering from a FEMA-declared major natural disaster.

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Source: IRS Form 990, Schedule I, as filed by this organization. These are grants already paid. Grants paid directly to individuals are reported to the IRS only as totals, so they do not appear as named lines here.