| UNIVERSITY OF TENNESSEE | KNOXVILLE, TN | $51,956 | 2025 | 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. |
| KENOSHA PUBLIC LIBRARY | KENOSHA, WI | $25,000 | 2025 | 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. |
| FARMINGTON PUBLIC LIBRARY FDN | FARMINGTON, NM | $25,000 | 2025 | 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. |
| NOVA SOUTHEASTERN UNIV INC | FORT LAUDERDALE, FL | $25,000 | 2025 | 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. |
| FDN FOR BALTIMORE CTY PUBLIC LIBRARY | TOWSON, MD | $24,915 | 2025 | 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. |
| SOUTH ARKANSAS COLLEGE | EL DORADO, AR | $23,562 | 2025 | 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. |
| BUFFALO & ERIE COUNTY PUBLIC LIBRARY | BUFFALO, NY | $22,798 | 2025 | To coordinate basic financial education services for county residents in partnership with several community-based agencies. |
| IOWA STATE UNIVERSITY FOUNDATION | AMES, IA | $20,000 | 2025 | 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 |
| UNITED WAY OF PICKENS COUNTY | EASLEY, SC | $20,000 | 2025 | 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. |
| UNITED WAY OF HARRISONBURG & ROCKINGHAM CTY | HARRISONBURG, VA | $20,000 | 2025 | 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. |
| UNIVERSITY OF TENNESSEE EXTENSION | KNOXVILLE, TN | $51,168 | 2024 | 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. |
| WEST GEORGIA REGIONAL LIBRARY SYSTEM | CARROLLTON, GA | $25,000 | 2024 | 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. |
| CLAYTON COLLABORATIVE AUTHORITY | JONESBORO, GA | $25,000 | 2024 | 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. |
| SARA HIGHTOWER REGIONAL LIBRARY SYSTEM | ROME, GA | $25,000 | 2024 | 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. |
| NOVA SOUTHEASTERN UNIVERSITY | FT LAUDERDALE, FL | $25,000 | 2024 | 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. |
| FARMINGTON PUBLIC LIBRARY FNDT | FARMINGTON, NM | $25,000 | 2024 | 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. |
| ORANGE COUNTY LIBRARY DISTRICT | ORLANDO, FL | $24,965 | 2024 | To collaborate with the University of Central Florida to help English language learners acquire essential personal finance skills and knowledge. |
| FNDT FOR BALTIMORE CTY PUBLIC LIBRARY | TOWSON, MD | $24,915 | 2024 | To undertake financial capability programming for various age groups with the aim of building generational wealth, especially within high-need and underserved communities. |
| RESEARCH FNDT CITY UNIVERSITY OF NY | NEW YORK, NY | $24,819 | 2024 | 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. |
| EBRI | WASHINGTON, DC | $23,748 | 2024 | 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. |
| SOUTH ARKANSAS COLLEGE | EL DORADO, AR | $23,562 | 2024 | 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. |
| UNITED WAY OF NORTHWEST VERMONT | SOUTH BURLINGTON, VT | $20,000 | 2024 | To advance a collaborative and sustainable workplace financial wellness initiative. |
| UNITED WAY OF GREATER NEW BEDFORD | NEW BEDFORD, MA | $20,000 | 2024 | To advance a collaborative and sustainable workplace financial wellness initiative. |
| UNIVERSITY OF WISCONSIN-MADISON | MADISON, WI | $20,000 | 2024 | To advance a collaborative and sustainable workplace financial wellness initiative. |
| LA CASA DE ESPERANZA | WAUKESHA, WI | $20,000 | 2024 | To advance a collaborative and sustainable workplace financial wellness initiative. |
| MEMORIAL LIBRARY OF NAZARETH & VICINITY | NAZARETH, PA | $10,788 | 2024 | 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. |
| VOLUSIA COUNTY PUBLIC LIBRARY | DELAND, FL | $10,000 | 2024 | 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. |
| OSCEOLA LIBRARY SYSTEM | KISSIMMEE, FL | $9,661 | 2024 | 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. |
| The Board of Trustees of the Leland Stanford Junior University | Redwood City, CA | $57,143 | 2023 | 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. |
| University of Puerto Rico | San Juan, PR | $28,208 | 2023 | To undertake research about the financial capability of Hispanic people in the United States, both as a single cohort and disaggregated by heritage. |
| Clayton Collaborative Authority | Jonesboro, GA | $25,000 | 2023 | 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. |
| Kenosha Public Library | Kenosha, WI | $25,000 | 2023 | 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. |
| Sara Hightower Regional Library | Rome, GA | $25,000 | 2023 | 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. |
| Orange County Library System | Orlando, FL | $24,965 | 2023 | 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. |
| Research Foundation of the City University of New York | New York, NY | $24,819 | 2023 | 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. |
| EBRI Education and Research Fund | Washington, DC | $23,748 | 2023 | 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. |
| Buffalo & Erie County Public Library | Buffalo, NY | $22,798 | 2023 | 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. |
| Catholic Charities of Northeast Kansas | Overland Park, KS | $20,000 | 2023 | To advance sustainable workplace financial wellness services and education for lower-income employees. |
| Barry County United Way | Hastings, MI | $20,000 | 2023 | To advance sustainable workplace financial wellness services and education for lower-income employees. |
| United Way of Greater Atlanta | Atlanta, GA | $20,000 | 2023 | To advance sustainable workplace financial wellness services and education for lower-income employees. |
| Catholic Charities Diocese of Fort Worth | Ft Worth, TX | $20,000 | 2023 | To advance sustainable workplace financial wellness services and education for lower-income employees. |
| United Way of Trumbull County | Warren, OH | $20,000 | 2023 | To advance sustainable workplace financial wellness services and education for lower-income employees. |
| Rise Foundation | Memphis, TN | $20,000 | 2023 | To advance sustainable workplace financial wellness services and education for lower-income employees. |
| Mexico Sustainability Project | Mexico, MO | $20,000 | 2023 | To advance sustainable workplace financial wellness services and education for lower-income employees. |
| United Way of Geauga County | Chardon, OH | $20,000 | 2023 | To advance sustainable workplace financial wellness services and education for lower-income employees. |
| Memorial Library of Nazareth and Vicinity | Nazareth, PA | $10,788 | 2023 | 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. |
| Cabell County Public Library | Huntington, WV | $9,852 | 2023 | 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. |
| The Free Library of Philadelphia Foundation | Philadelphia, PA | $9,541 | 2023 | To expand the availability of reliable personal finance and fraud prevention information resources for a community recovering from a FEMA-declared major natural disaster. |