FINRA Investor Education Foundation
Pub 78

FINRA Investor Education Foundation
Pub 78

Rockville, MD, US
501(c)
EIN
20-0863779

FINRA Investor Education Foundation
Pub 78

Rockville, MD, US
501(c)
EIN
20-0863779

Overview

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Est.

2004

Fiscal Year Start

Jan 1

Organization Type

Grantseeker

AI Summary

The FINRA Investor Education Foundation (EIN: 20-0863779) is a nonprofit organization dedicated to empowering underserved Americans with the knowledge, skills, and tools necessary for making sound financial decisions throughout their lives. With an operating budget of $4.2 million and total revenue of $8.9 million for the 2024 filing year, the foundation is supported by significant funding, although specific sources remain undisclosed. More information about their initiatives can be found on their website, www.finrafoundation.org.

Mission Statement

THE MISSION IS TO EMPOWER UNDERSERVED AMERICANS WITH THE KNOWLEDGE, SKILLS AND TOOLS TO MAKE SOUND FINANCIAL DECISIONS THROUGHOUT LIFE.
Revenues

$8.9M

Expenses

$4.8M

Net Income:
+$4.1M
Assets

$85.6M

Liabilities

$596.4K

Net Assets:
+$85M
Operating Budget

$4.2M

Operating Budget by Year

Due Diligence

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Charity Verification Snapshot
IRS EO Business Master File Status
Listed as tax-exempt
IRS Pub 78 Status
Not in Pub 78 list
IRS Revocation Status
Not in Automatic Revocation of Exemption List
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Total No. of Grants

1

Median grant size
$5.8M
Largest grant received
$5.8M
E
Eileen M Famiglietti
Board Member
G
Geraldine M Walsh
Board Member
J
John W Thiel
Board Member

Frequently Asked Questions

What is FINRA Investor Education Foundation’s budget?
In 2024, FINRA Investor Education Foundation reported an annual operating budget of around $4.2 million. More detailed financial information is available to registered users.
What causes does FINRA Investor Education Foundation support?
FINRA Investor Education Foundation supports work in Education and Community improvement.
Where does FINRA Investor Education Foundation operate?
FINRA Investor Education Foundation is headquartered in Rockville, MD.
Who funded FINRA Investor Education Foundation recently?
In 2024, FINRA Investor Education Foundation received grants from FINRA REGULATION INC, FINRA REGULATION INC, and FINRA REGULATION INC. More information on this organization’s funders is available to registered users.
What is the largest grant FINRA Investor Education Foundation received in 2024?
The largest grant to FINRA Investor Education Foundation in 2024 exceeds $5.8 million.
Overview
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