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Finra Investor Education Foundation

Social welfare
Social Welfare / Advocacy · ROCKVILLE, MD · EIN 20-0863779
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About

The mission is to empower underserved americans with the knowledge, skills and tools to make sound financial decisions throughout life.

Donations are NOT tax-deductible
Category
Social Welfare / Advocacy
Employees
0
Volunteers
5

Financial Snapshot

FY ending 2022-12-31
Revenue
$9.8M
Expenses
$4.2M
Assets
$68.5M
Liabilities
$585K

Financial history

$9.8M$4.9M$0
16171819202122
RevenueExpenses
Latest FY2022: $9.8M · Avg: $5.4M

Foreign activity (Schedule F)

Total spent abroad$12.2M
Foreign employees0
Foreign offices0
Foreign partnership interestNo
Foreign trust interestNo
RegionActivitySpent
Central America and the Caribbean——

Political & Grant Activity

Campaign Spending
—
Lobbying
—
Grants Given
$438K
FINRA INVESTOR EDUCATION FOUNDATION
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Address

9509 Key WEST Avenue
Rockville, MD, 20850-000

Governance

Voting board members6
Independent members5
Conflict-of-interest policyYes
Whistleblower policyYes
Doc-retention policyYes
Audit committeeYes
990 reviewed by boardYes

Compensation practices

Severance paymentsNo
Equity-based compNo
Supplemental retirement planYes
Initial contract exceptionNo

Financial detail (Schedule D)

Board-designated %0.0%
Permanent endowment %0.0%
Endowment held by related orgNo
Public records
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