| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | 110303001 | 2019-06-30 | $2.2M | For grant recipient's exempt purposes |
| AARP FOUNDATION | 520794300 | 2019-12-31 | $1.2M | GRANT TO SUPPORT AARP FOUNDATION'S INCOME SECURITY PROGRAM |
| THE CHICAGO COMMUNITY TRUST | 362167000 | 2022-09-30 | $700K | In support of Financial Health Network to design and implement a local version of the FHN national survey. In support of Financial Health Network to design and implement a local version of the FHN national survey, from the Searle Funds at the Chicago Community Trust. |
| THE CHICAGO COMMUNITY TRUST | 362167000 | 2024-09-30 | $630K | General support for programs, operations and other charitable purposes |
| JUST CAPITAL FOUNDATION INC | 364764467 | 2024-12-31 | $325K | PARTNERING WITH JUST CAPITAL AS AN "IMPACT PARTNER" ON IT'S CORPORATE IMPACT LAB AND ASSOCIATED ACTIVITIES. BRINGING EXPERTISE TO BEAR ON CRITICAL WORKFORCE ISSUES. |
| AARP FOUNDATION | 520794300 | 2017-12-31 | $300K | Grant to support AARP Foundation's Income Security program. |
| AARP | 951985500 | 2018-12-31 | $200K | Sponsorship of the U.S. Financial Health Index Survey |
| AARP | 951985500 | 2019-12-31 | $200K | Sponsorship of the U.S. Financial Health Index Survey |
| PUBLIC HEALTH INSTITUTE | 941646278 | 2018-12-31 | $175K | Capacity Building |
| THE INSTITUTE OF CONSUMER MONEY MANAGEMENT | 471524248 | 2020-06-30 | $160K | RESEARCH PROJECT |
| TIDES FOUNDATION | 510198509 | 2022-12-31 | $100K | EQUITY, HUMAN RIGHTS, AND ECONOMIC EMPOWERMENT |
| JUST CAPITAL FOUNDATION INC | 364764467 | 2025-12-31 | $100K | PARTNERING WITH JUST CAPITAL AS AN "IMPACT PARTNER" ON ITS CORPORATE IMPACT LAB AND ASSOCIATED ACTIVITIES. BRINGING EXPERTISE TO BEAR ON CRITICAL WORKFORCE ISSUES. |