Mission
THE MISSION IS TO EMPOWER AMERICANS WITH THE KNOWLEDGE, SKILLS AND TOOLS TO MAKE SOUND FINANCIAL DECISIONS THROUGHOUT LIFE.
Public Charity
FINRA Investor Education Foundation
FINRA Investor Education Foundation, of ROCKVILLE, MD, is a Public Charity tracked in Imperigo's IRS 990 database. The 2024 filing shows $8.9M in revenue, $4.8M in expenses, $85.6M in total assets. 8 publicly reported grants to this organization, totaling roughly $19.8M, appear in IRS filings.
EIN: 200863779
ROCKVILLE, MD
Community & Neighborhood Development
NTEE: S20
Latest filing: 2024
Total Revenue$8.9M
Total Expenses$4.8M
Total Assets$85.6M
Grant Records8
Funding Total$19.8M
Filing Years2019–2024
Where $100 goes at FINRA Investor Education Foundation
How FINRA Investor Education Foundation divides every $100 it spends, from its own Form 990 filings, averaged across 7 years.
$94
Programs
the work itself
$6
Management
running the organization
$0
Fundraising
none reported
No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.
Inside the $94 for programs
$70
HELPING PEOPLE BUILD WEALTH
$23
HELPING PEOPLE PROTECT WEALTH
$1
Organizational development - Organizational development
Source: Form 990 filings with the IRS, latest fiscal year 2024. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Sample Grants Received
GENERAL SUPPORT
$5,800,910
GENERAL SUPPORT
$6,980,741
GENERAL SUPPORT
$5,860,131
GENERAL SUPPORT
$188,054
GENERAL SUPPORT
$92,408
Showing up to 5 of 8 total records — full history available with membership.
Officers & Directors
Treasurer
Eileen M Famiglietti
BOARD MEMBER - AS OF 1/08/24
Ellen Frawley
President
Geraldine M Walsh
BOARD MEMBER - AS OF 5/21/24
Gwen Weithaus
BOARD MEMBER - AS OF 1/08/24
Jason Fichtner
Corporate Secretary
Jennifer P Mitchell
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $8.9M | $4.8M | $85.6M |
| 2023 | $9.4M | $5.0M | $79.1M |
| 2022 | $9.8M | $4.2M | $68.5M |
| 2020 | $-3.4M | $2.9M | $75.0M |
| 2019 | $562K | $3.9M | $75.7M |
Between 2019 and 2024, reported annual revenue grew from $562K to $8.9M (+1483%), with total assets most recently reported at $85.6M.
Interactive year-over-year charts and full filing details available with membership.