Grants paid by Finra Investor Education Foundation
EIN 20-0863779 · Rockville, MD · Form 990, Schedule I · NTEE S20
Finra Investor Education Foundation of Rockville, MD (EIN 20-0863779) reported 53 grants paid totaling $1,316,625 to 41 recipients in tax years 2020–2024, on Form 990, Schedule I. Derived from IRS e-file data, dataset version 2026.09.0, built 2026-09-03.
Grants paid
$1,316,625
53 grants
Recipients
41
distinct organizations
Tax years
2020–2024
4 filings in the corpus
By tax year
| Tax year | Grants paid | Amount paid | Approved for future |
|---|---|---|---|
| 2020 | 5 | $202,906 | — |
| 2022 | 20 | $446,862 | — |
| 2023 | 18 | $408,626 | — |
| 2024 | 10 | $258,231 | — |
Top recipients
The 41 recipients receiving the most from Finra Investor Education Foundation, by grants paid, out of 41 distinct recipients.
| Recipient | Match | Location | Grants | Total paid | Latest year |
|---|---|---|---|---|---|
| University of Tennessee Extension 62-6001636 | A | Knoxville, TN | 2 | $103,124 | 2024 |
| Stanford University 94-1156365 | A | Stanford, CA | 2 | $85,714 | 2022 |
| Montana State University 81-6010045 | A | Bozeman, MT | 1 | $62,423 | 2020 |
| Research Foundation of Suny 14-1368361 | A | Albany, NY | 1 | $53,249 | 2020 |
| Farmington Public Library Fndt 85-0365466 | A | Farmington, NM | 2 | $50,000 | 2024 |
| Clayton Collaborative Authority 58-2516726 | A | Jonesboro, GA | 2 | $50,000 | 2023 |
| Sara Hightower Regional Library System 58-6002877 | A | Rome, GA | 2 | $50,000 | 2023 |
| Nova Southeastern University 59-1083502 | A | Ft Lauderdale, FL | 2 | $50,000 | 2024 |
| Kenosha Public Library 39-6091654 | A | Kenosha, WI | 2 | $50,000 | 2024 |
| University of Puerto Rico 66-0433760 | A | San Juan, PR | 2 | $49,951 | 2022 |
| Fndt for Baltimore Cty Public Library 52-1695801 | A | Towson, MD | 2 | $49,830 | 2024 |
| Research Fndt City University of NY 13-1988190 | A | New York, NY | 2 | $49,638 | 2023 |
| Ebri 52-1190398 | A | Washington, DC | 2 | $47,496 | 2023 |
| Iowa State University 42-6004224 | A | Ames, IA | 1 | $36,920 | 2020 |
| West Georgia Regional Library System 58-6003107 | A | Carrollton, GA | 1 | $25,000 | 2023 |
| Orange County Library District 50-2045143 | A | Orlando, FL | 1 | $24,965 | 2023 |
| Orange County Library System 59-2045143 | A | Orlando, FL | 1 | $24,965 | 2022 |
| South Arkansas College 71-0718748 | A | El Dorado, AR | 1 | $23,562 | 2023 |
| South Arkansas College 71-0718948 | A | El Dorado, AR | 1 | $23,562 | 2024 |
| Buffalo & Erie County Public Library 16-6032029 | A | Buffalo, NY | 1 | $22,798 | 2022 |
| Buffalo & Erie County Public Library 16-6022029 | A | Buffalo, NY | 1 | $22,798 | 2024 |
| Memorial Library of Nazareth & Vicinity 24-6019434 | A | Nazareth, PA | 2 | $21,576 | 2023 |
| La Casa de Esperanza 39-1144446 | A | Waukesha, WI | 1 | $20,000 | 2023 |
| United Way of Northwest Vermont 03-0217229 | A | South Burlington, VT | 1 | $20,000 | 2023 |
| Iowa State University Foundation 42-1143702 | A | Ames, IA | 1 | $20,000 | 2024 |
| United Way of Greater Atlanta 58-0566194 | A | Atlanta, GA | 1 | $20,000 | 2022 |
| United Way of Pickens County 57-0476249 | A | Easley, SC | 1 | $20,000 | 2024 |
| United Way of Trumbull County 34-1083629 | A | Warren, OH | 1 | $20,000 | 2022 |
| United Way of Geauga County 20-5575556 | A | Chardon, OH | 1 | $20,000 | 2022 |
| United Way of Greater New Bedford 04-2104264 | A | New Bedford, MA | 1 | $20,000 | 2023 |
| University of Wisconsin-Madison 39-6006492 | A | Madison, WI | 1 | $20,000 | 2023 |
| Mexico Sustainability Project 84-2170979 | A | Mexico, MO | 1 | $20,000 | 2022 |
| Rise Foundation 31-1712061 | A | Memphis, TN | 1 | $20,000 | 2022 |
| Barry County United Way 38-6062803 | A | Hastings, MI | 1 | $20,000 | 2022 |
| United Way of Harrisonburg & Rockingham Cty 54-0632716 | A | Harrisonburg, VA | 1 | $20,000 | 2024 |
| Catholic Charities Diocese of Fort Worth 75-0808769 | A | Ft Worth, TX | 1 | $20,000 | 2022 |
| Catholic Charities of Northeast Kansas 48-1181305 | A | Overland Park, KS | 1 | $20,000 | 2022 |
| Volusia County Public Library 59-6000885 | A | Deland, FL | 1 | $10,000 | 2023 |
| Cabell County Public Library 55-6009586 | A | Huntington, WV | 1 | $9,852 | 2022 |
| Osceola Library System 59-6000780 | A | Kissimmee, FL | 1 | $9,661 | 2023 |
| The Free Library of Philadelphia Foundation 52-1173474 | A | Philadelphia, PA | 1 | $9,541 | 2022 |
Match tier: A Reported EIN · B Exact name and place · C Strong name match · D Probable name match · U Unresolved. Tiers C and D are inferred, not reported; see how matching works.
Every grant
All 53 grant rows this organization reported, most recent first.
| Tax year | Recipient | Match | Amount | Type | Purpose | Source filing |
|---|---|---|---|---|---|---|
| 2024 | University of Tennessee Knoxville, TN | A | $51,956 | paid | 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 education students, and the situation in urban, suburban, and rural schools. | 202543209349301694 |
| 2024 | Nova Southeastern Univ Inc Fort Lauderdale, FL | A | $25,000 | paid | 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 other financial capability and investing topics. | 202543209349301694 |
| 2024 | Farmington Public Library Fdn Farmington, NM | A | $25,000 | paid | 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. | 202543209349301694 |
| 2024 | Kenosha Public Library Kenosha, WI | A | $25,000 | paid | 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 various events to help families work together toward their financial objectives. | 202543209349301694 |
| 2024 | Fdn for Baltimore Cty Public Library Towson, MD | A | $24,915 | paid | 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 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. | 202543209349301694 |
| 2024 | South Arkansas College El Dorado, AR | A | $23,562 | paid | 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 college. | 202543209349301694 |
| 2024 | Buffalo & Erie County Public Library Buffalo, NY | A | $22,798 | paid | To coordinate basic financial education services for county residents in partnership with several community-based agencies. | 202543209349301694 |
| 2024 | United Way of Pickens County Easley, SC | A | $20,000 | paid | 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-on-one financial coaching, and an employer-sponsored small-dollar loan. | 202543209349301694 |
| 2024 | Iowa State University Foundation Ames, IA | A | $20,000 | paid | 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 | 202543209349301694 |
| 2024 | United Way of Harrisonburg & Rockingham Cty Harrisonburg, VA | A | $20,000 | paid | 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 in the area. | 202543209349301694 |
| 2023 | University of Tennessee Extension Knoxville, TN | A | $51,168 | paid | 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. | 202433209349321658 |
| 2023 | Sara Hightower Regional Library System Rome, GA | A | $25,000 | paid | 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 existing social service initiatives maintained by local nonprofits and agencies. | 202433209349321658 |
| 2023 | Farmington Public Library Fndt Farmington, NM | A | $25,000 | paid | 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. | 202433209349321658 |
| 2023 | Clayton Collaborative Authority Jonesboro, GA | A | $25,000 | paid | 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. | 202433209349321658 |
| 2023 | West Georgia Regional Library System Carrollton, GA | A | $25,000 | paid | 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-income and underserved families in the region through enhanced bookmobile services. | 202433209349321658 |
| 2023 | Nova Southeastern University Ft Lauderdale, FL | A | $25,000 | paid | 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. | 202433209349321658 |
| 2023 | Orange County Library District Orlando, FL | A | $24,965 | paid | To collaborate with the University of Central Florida to help English language learners acquire essential personal finance skills and knowledge. | 202433209349321658 |
| 2023 | Fndt for Baltimore Cty Public Library Towson, MD | A | $24,915 | paid | To undertake financial capability programming for various age groups with the aim of building generational wealth, especially within high-need and underserved communities. | 202433209349321658 |
| 2023 | Research Fndt City University of NY New York, NY | A | $24,819 | paid | 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. | 202433209349321658 |
| 2023 | Ebri Washington, DC | A | $23,748 | paid | 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. | 202433209349321658 |
| 2023 | South Arkansas College El Dorado, AR | A | $23,562 | paid | 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 households complete high school and successfully pursue postsecondary education. | 202433209349321658 |
| 2023 | La Casa de Esperanza Waukesha, WI | A | $20,000 | paid | To advance a collaborative and sustainable workplace financial wellness initiative. | 202433209349321658 |
| 2023 | University of Wisconsin-Madison Madison, WI | A | $20,000 | paid | To advance a collaborative and sustainable workplace financial wellness initiative. | 202433209349321658 |
| 2023 | United Way of Northwest Vermont South Burlington, VT | A | $20,000 | paid | To advance a collaborative and sustainable workplace financial wellness initiative. | 202433209349321658 |
| 2023 | United Way of Greater New Bedford New Bedford, MA | A | $20,000 | paid | To advance a collaborative and sustainable workplace financial wellness initiative. | 202433209349321658 |
| 2023 | Memorial Library of Nazareth & Vicinity Nazareth, PA | A | $10,788 | paid | 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. | 202433209349321658 |
| 2023 | Volusia County Public Library Deland, FL | A | $10,000 | paid | 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. | 202433209349321658 |
| 2023 | Osceola Library System Kissimmee, FL | A | $9,661 | paid | 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. | 202433209349321658 |
| 2022 | The Board of Trustees of the Leland Stanford Junior University Redwood City, CA | A | $57,143 | paid | 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 financially vulnerable groups. | 202323199349316522 |
| 2022 | University of Puerto Rico San Juan, PR | A | $28,208 | paid | To undertake research about the financial capability of Hispanic people in the United States, both as a single cohort and disaggregated by heritage. | 202323199349316522 |
| 2022 | Kenosha Public Library Kenosha, WI | A | $25,000 | paid | 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. | 202323199349316522 |
| 2022 | Clayton Collaborative Authority Jonesboro, GA | A | $25,000 | paid | 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, thereby integrating financial education and workforce development. | 202323199349316522 |
| 2022 | Sara Hightower Regional Library Rome, GA | A | $25,000 | paid | 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 initiatives maintained by local nonprofits and government agencies. | 202323199349316522 |
| 2022 | Orange County Library System Orlando, FL | A | $24,965 | paid | 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, speaking, writing, and practice exercises that make unfamiliar financial concepts as concrete as possible. | 202323199349316522 |
| 2022 | Research Foundation of the City University of New York New York, NY | A | $24,819 | paid | 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 underserved groups to make informed financial choices. | 202323199349316522 |
| 2022 | Ebri Education and Research Fund Washington, DC | A | $23,748 | paid | 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, increasing overall healthcare costs, or other factors. | 202323199349316522 |
| 2022 | Buffalo & Erie County Public Library Buffalo, NY | A | $22,798 | paid | 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. | 202323199349316522 |
| 2022 | Rise Foundation Memphis, TN | A | $20,000 | paid | To advance sustainable workplace financial wellness services and education for lower-income employees. | 202323199349316522 |
| 2022 | Mexico Sustainability Project Mexico, MO | A | $20,000 | paid | To advance sustainable workplace financial wellness services and education for lower-income employees. | 202323199349316522 |
| 2022 | United Way of Greater Atlanta Atlanta, GA | A | $20,000 | paid | To advance sustainable workplace financial wellness services and education for lower-income employees. | 202323199349316522 |
| 2022 | United Way of Trumbull County Warren, OH | A | $20,000 | paid | To advance sustainable workplace financial wellness services and education for lower-income employees. | 202323199349316522 |
| 2022 | United Way of Geauga County Chardon, OH | A | $20,000 | paid | To advance sustainable workplace financial wellness services and education for lower-income employees. | 202323199349316522 |
| 2022 | Catholic Charities of Northeast Kansas Overland Park, KS | A | $20,000 | paid | To advance sustainable workplace financial wellness services and education for lower-income employees. | 202323199349316522 |
| 2022 | Catholic Charities Diocese of Fort Worth Ft Worth, TX | A | $20,000 | paid | To advance sustainable workplace financial wellness services and education for lower-income employees. | 202323199349316522 |
| 2022 | Barry County United Way Hastings, MI | A | $20,000 | paid | To advance sustainable workplace financial wellness services and education for lower-income employees. | 202323199349316522 |
| 2022 | Memorial Library of Nazareth and Vicinity Nazareth, PA | A | $10,788 | paid | 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-term goals); the psychology of money; managing debt; and credit health. | 202323199349316522 |
| 2022 | Cabell County Public Library Huntington, WV | A | $9,852 | paid | 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 financial decisions following a FEMA-declared major natural disaster in the region. | 202323199349316522 |
| 2022 | The Free Library of Philadelphia Foundation Philadelphia, PA | A | $9,541 | paid | To expand the availability of reliable personal finance and fraud prevention information resources for a community recovering from a FEMA-declared major natural disaster. | 202323199349316522 |
| 2020 | Montana State University Bozeman, MT | A | $62,423 | paid | SEE PART IV | 202143199349307579 |
| 2020 | Research Foundation of Suny Albany, NY | A | $53,249 | paid | SEE PART IV | 202143199349307579 |
| 2020 | Iowa State University Ames, IA | A | $36,920 | paid | SEE PART IV | 202143199349307579 |
| 2020 | Stanford University Stanford, CA | A | $28,571 | paid | SEE PART IV | 202143199349307579 |
| 2020 | University of Puerto Rico San Juan, PR | A | $21,743 | paid | SEE PART IV | 202143199349307579 |
Match tier: A Reported EIN · B Exact name and place · C Strong name match · D Probable name match · U Unresolved. Tiers C and D are inferred, not reported; see how matching works.
Recipient matching for this dataset version has not yet completed its independent precision check. Tier A rows carry the EIN the filer reported; tiers B–D are the matcher's inference and should be read as leads until the check is published on the methodology page.
Source filings
Every figure above is traceable to one of these IRS e-file returns by its OBJECT_ID.
| Form | Tax year | Period end | Filed | Schema | IRS OBJECT_ID |
|---|---|---|---|---|---|
| 990 | 2024 | 2024-12-31 | not stated | 2024v5.1 | 202543209349301694 |
| 990 | 2023 | 2023-12-31 | not stated | 2023v5.1 | 202433209349321658 |
| 990 | 2022 | 2022-12-31 | not stated | 2022v5.0 | 202323199349316522 |
| 990 | 2020 | 2020-12-31 | not stated | 2020v4.0 | 202143199349307579 |
Derived from IRS Form 990 e-file XML; recipient identities from the IRS Exempt Organizations Business Master File. Dataset version 2026.09.0, built 2026-09-03. The same rows as Parquet: manifest; as JSON: /api/funders/200863779.json.
The same organization elsewhere in the program: exempt status and filing health · federal awards · grant guidance · open opportunities.
This is informational only, derived from public data on the dates shown. It is not an eligibility determination, and not legal, tax, or accounting advice. Verify against the official source before relying on it.