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Finra Investor Education Foundation

EIN: 20-0863779 • Rockville, MD
Total Assets
$85.6M
Foundation endowment scale
Annual Giving
$258K
Annual capital distribution
Typical Grant
$24,915
Most grants: $20K – $25K
Application Status
Accepts New Applicants
Rolling review

About Finra Investor Education Foundation Grantmaking

Finra Investor Education Foundation is an institutional grantmaking foundation headquartered in Rockville, MD (EIN: 20-0863779). According to verified IRS Form 990-PF filings, the foundation maintains $85.6M in total assets and distributed $258K across 48 grants. Its typical award size is $24,915, with the middle 50% of awards falling between $20K and $25K. Its primary funding focus includes Education & Literacy (58%), Philanthropy & Grantmaking (18%), Mutual Benefit (11%), with the highest concentration of grants awarded in GA (25%) and TN (21%).

Top Funded Causes% Capital
Education & Literacy58%
$258K deployed11 awards
Philanthropy & Grantmaking18%
$80K deployed4 awards
Mutual Benefit11%
$47K deployed2 awards
Human Services & Relief9%
$40K deployed2 awards
Public & Societal Benefit4%
$20K deployed1 awards
Top Recipient States% Dollars
GA State Recipients25%
$145K funded6 grants
TN State Recipients21%
$123K funded3 grants
FL State Recipients21%
$120K funded6 grants
NY State Recipients17%
$95K funded4 grants
WI State Recipients16%
$90K funded4 grants
Grant Size DistributionAward Scale
Major Grants ($100K+)0%
0 large institutional grants
Mid-Sized ($25K–$100K)31%
15 standard program grants
Micro & Small (<$25K)69%
33 grassroots micro-awards
Application Guidelines & DeadlinesPublic Filing Data
Application Policy
Accepts Unsolicited Proposals
Submission Deadlines

Rolling review

Geographic Focus & Restrictions

MD statewide and regional focus

Program Officer & Direct Contacts

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Recent Grant AwardsShowing 5 of 48 verified awards
Recipient OrganizationLocationTax YearAward AmountGrant Purpose
University of TennesseeKnoxville, TN2024$51,956To 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.
Kenosha Public LibraryKenosha, WI2024$25,000To 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.
Farmington Public Library FdnFarmington, NM2024$25,000To 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.
Nova Southeastern Univ INCFort Lauderdale, FL2024$25,000To 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.
Fdn for Baltimore Cty Public LibraryTowson, MD2024$24,915To 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.
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Frequently Asked Questions about Finra Investor Education Foundation

Does Finra Investor Education Foundation accept unsolicited grant proposals?

Yes, Finra Investor Education Foundation accepts unsolicited grant proposals. Submission review cycle: Rolling review.

What is the typical grant size from Finra Investor Education Foundation?

The median grant size from Finra Investor Education Foundation is $24,915, with the middle 50% of awards ranging between $20K and $25K.

What causes does Finra Investor Education Foundation fund?

Over recent Form 990-PF filings, Finra Investor Education Foundation's primary funding areas have been Education & Literacy, Philanthropy & Grantmaking, Mutual Benefit.

How do I contact Finra Investor Education Foundation about a grant?

Finra Investor Education Foundation is headquartered in Rockville, MD. Verified NPO Grant subscribers can access direct program officer telephone extensions, primary office numbers, and detailed submission guidelines.