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    3. Finra Investor Education Foundation
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    Finra Investor Education Foundation

    ActivoPublic CharityCommunity Improvement
    ROCKVILLE, MDSitio webEIN: 20-08637793 declaraciones registradas

    About Finra Investor Education Foundation

    The FINRA Investor Education Foundation empowers Americans with the knowledge, skills and tools to make sound financial decisions throughout life through educational programs and research that help consumers achieve their financial goals and protect them.

    Focus Areas

    financial capability & inclusionconsumer financial fraud / fraud preventionretail investingmilitary & veterans financial readinessfinancial education for youthworkplace financial wellnessresearch and evaluation

    Who They Fund

    low-income and underserved familiesstudents in high-poverty / Title I high schoolsspecial education studentsurban, suburban, and rural communitiesHispanic populations (disaggregated by heritage)

    About Finra Investor Education Foundation

    A distinctive feature of FINRA Investor Education Foundation’s recent grantmaking is its repeated support for library-based financial education and counseling, including multiyear work in Brownsville, Buffalo, Farmington, and Orlando. The foundation funds research, public education, and community delivery projects that help people build financial capability, avoid fraud, and learn investing basics. Recent awards also show a strong interest in financial education for veterans, English language learners, low-income families, and students in high-poverty schools. Several grants point to how the foundation works through partnerships rather than direct service alone. It supported the University of Tennessee and the University of Tennessee Extension to study financial education in Tennessee high schools, with attention to high-poverty, Title I, urban, suburban, and rural settings. It also backed the University of Puerto Rico for research on the financial capability of Hispanic people in the United States, both as a single cohort and by heritage. The foundation’s work extends into practical delivery too, such as programs that bring financial literacy into local libraries, community organizations, and university libraries. Across the recent grant list, the pattern is consistent: education, research, and outreach aimed at consumers who face barriers to financial stability.

    What Finra Investor Education Foundation Funds

    Financial education for youth appears in school and library settings. The University of Tennessee received $51,956 to examine financial education from the perspective of personal finance teachers in Tennessee high schools, with special attention to high-poverty schools. Research is another clear theme. The Board of Trustees of the Leland Stanford Junior University received $57,143 to study household financial resilience in the United States from 2008 to 2020 and to examine factors affecting financial stability. The foundation also funds work with Hispanic communities. The University of Puerto Rico received $28,208 to research the financial capability of Hispanic people in the United States as a single cohort and by heritage. Workplace financial wellness appears as well. Iowa State University Foundation received $20,000 to offer a workplace financial wellness program with a resource coordinator, financial education, and an employer-sponsored small-dollar loan.

    How Finra Investor Education Foundation Gives

    Financial Snapshot

    Annual Giving

    $1.1M

    Total Assets

    $85.6M

    Total Revenue

    $8.9M

    Total Expenses

    $4.8M

    Typical Grant Size

    Most grants fall between $20K and $25K, with a median of $23K.

    25th Percentile

    $20K

    Median

    $23K

    75th Percentile

    $25K

    Geographic Reach

    National20 states funded

    About 3% of grants go to recipients in GA.

    Intensidad de financiamiento
    Baja
    Alta
    Sede

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    Política de privacidadTérminos de servicioEstado del sistema
    veterans
    English language learners
    youth and entrepreneurs engaged in local industry workforce pathways

    Funding Style

    capacity buildingdirect service / program deliverypartnerships with public-private and academic institutionstargeted expansion to underserved communities

    Topics

    household financial resilience (2008–2020 historical analysis)secondary school personal finance education (teachers and students)financial capability for Hispanic populations (disaggregated by heritage)financial coaching and empowerment for low-income familiesveteran financial counseling (fraud prevention, sustainable homeownership, homelessness prevention)workforce-linked financial education (entrepreneurship, film industry integration)mobile and multilingual outreach (bookmobile, English language learners)

    Typical awards cluster tightly around a modest range: p25 is $20,000, the median is $23,180, and p75 is $25,000. The recent list also includes a smaller number of higher research awards above that band, such as $51,956 and $57,143. The foundation is a public charity, not a funder of individuals, and it does not make program-related investments. The grant list shows repeat support to some recipients across multiple years, including the University of Tennessee, University of Tennessee Extension, Farmington Public Library Fdn/Fndt, Nova Southeastern University/Nova Southeastern Univ Inc, and Buffalo & Erie County Public Library. The General Grant Program accepts unsolicited requests, while the Military Spouse Fellowship, Ketchum Visiting Scholars, and Ketchum Prize are not unsolicited.

    Where Finra Investor Education Foundation Makes Grants

    Grantmaking is national, with every recent grant in the United States. Georgia appears most often by recipient count, and several awards land in cities such as Rome, Jonesboro, and Carrollton. Other repeat locations include Fort Lauderdale and Orlando in Florida, plus Farmington, New Mexico. Maryland accounts for 3% of grants, reflecting a smaller share than the top giving state. The recent list also shows awards in Buffalo, Kenosha, Knoxville, and San Juan.

    Frequently Asked Questions About Finra Investor Education Foundation

    What is the typical grant size at FINRA Investor Education Foundation?

    Most recent awards fall close to $20,000–$25,000. The p25 grant size is $20,000, the median is $23,180, and the p75 is $25,000. Larger research awards appear above that band, including grants in the low $50,000s.

    Does FINRA Investor Education Foundation accept unsolicited applications?

    Yes, through its General Grant Program. That program supports financial capability, investor education, fraud prevention, research translation, and public education in the United States. The other named programs in the data are not unsolicited.

    What kinds of organizations does the foundation fund?

    Recent recipients include universities, public libraries, library foundations, and community organizations. The foundation also funds hosted scholars, a fellowship for military spouses, and an annual prize, which shows a mix of project grants, research support, and recognition-based funding.

    Which focus areas show up most clearly in recent grants?

    Recent grants support financial education, research, fraud prevention, investor education, workplace financial wellness, and services for underserved groups. Examples include school-based financial education in Tennessee, household financial resilience research at Stanford, and library-based financial capability work in multiple cities.

    Latest 990 Filing

    2025

    Source: IRS Form 990-PF, fiscal year 2025.

    Recent Grants

    Most recent grants reported to the IRS.

    RecipientLocationAmountYearPurpose
    UNIVERSITY OF TENNESSEEKNOXVILLE, TN$51,9562025To 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.
    NOVA SOUTHEASTERN UNIV INCFORT LAUDERDALE, FL$25,0002025To 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.
    FARMINGTON PUBLIC LIBRARY FDNFARMINGTON, NM$25,0002025To 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.
    KENOSHA PUBLIC LIBRARYKENOSHA, WI$25,0002025To 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.
    FDN FOR BALTIMORE CTY PUBLIC LIBRARYTOWSON, MD$24,9152025To 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 COLLEGEEL DORADO, AR$23,5622025To 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 LIBRARYBUFFALO, NY$22,7982025To coordinate basic financial education services for county residents in partnership with several community-based agencies.
    IOWA STATE UNIVERSITY FOUNDATIONAMES, IA$20,0002025To 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 HARRISONBURG & ROCKINGHAM CTYHARRISONBURG, VA$20,0002025To 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.
    UNITED WAY OF PICKENS COUNTYEASLEY, SC$20,0002025To 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.
    UNIVERSITY OF TENNESSEE EXTENSIONKNOXVILLE, TN$51,1682024To 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.
    NOVA SOUTHEASTERN UNIVERSITYFT LAUDERDALE, FL$25,0002024To 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 FNDTFARMINGTON, NM$25,0002024To 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.
    WEST GEORGIA REGIONAL LIBRARY SYSTEMCARROLLTON, GA$25,0002024To 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.
    SARA HIGHTOWER REGIONAL LIBRARY SYSTEMROME, GA$25,0002024To 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.
    CLAYTON COLLABORATIVE AUTHORITYJONESBORO, GA$25,0002024To 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.
    ORANGE COUNTY LIBRARY DISTRICTORLANDO, FL$24,9652024To collaborate with the University of Central Florida to help English language learners acquire essential personal finance skills and knowledge.
    FNDT FOR BALTIMORE CTY PUBLIC LIBRARYTOWSON, MD$24,9152024To 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 NYNEW YORK, NY$24,8192024To 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.
    EBRIWASHINGTON, DC$23,7482024To 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 COLLEGEEL DORADO, AR$23,5622024To 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.
    LA CASA DE ESPERANZAWAUKESHA, WI$20,0002024To advance a collaborative and sustainable workplace financial wellness initiative.
    UNITED WAY OF NORTHWEST VERMONTSOUTH BURLINGTON, VT$20,0002024To advance a collaborative and sustainable workplace financial wellness initiative.
    UNIVERSITY OF WISCONSIN-MADISONMADISON, WI$20,0002024To advance a collaborative and sustainable workplace financial wellness initiative.
    UNITED WAY OF GREATER NEW BEDFORDNEW BEDFORD, MA$20,0002024To advance a collaborative and sustainable workplace financial wellness initiative.
    MEMORIAL LIBRARY OF NAZARETH & VICINITYNAZARETH, PA$10,7882024To 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 LIBRARYDELAND, FL$10,0002024To 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 SYSTEMKISSIMMEE, FL$9,6612024To 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 UniversityRedwood City, CA$57,1432023To 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 RicoSan Juan, PR$28,2082023To undertake research about the financial capability of Hispanic people in the United States, both as a single cohort and disaggregated by heritage.
    Sara Hightower Regional LibraryRome, GA$25,0002023To 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.
    Kenosha Public LibraryKenosha, WI$25,0002023To expand financial education and financial coaching in low-income and underserved communities, focusing especially on topics such as banking, credit, budgeting, and managing debt.
    Clayton Collaborative AuthorityJonesboro, GA$25,0002023To 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.
    Orange County Library SystemOrlando, FL$24,9652023To 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 YorkNew York, NY$24,8192023To 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 FundWashington, DC$23,7482023To 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 LibraryBuffalo, NY$22,7982023To 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 Diocese of Fort WorthFt Worth, TX$20,0002023To advance sustainable workplace financial wellness services and education for lower-income employees.
    Mexico Sustainability ProjectMexico, MO$20,0002023To advance sustainable workplace financial wellness services and education for lower-income employees.
    United Way of Greater AtlantaAtlanta, GA$20,0002023To advance sustainable workplace financial wellness services and education for lower-income employees.
    United Way of Trumbull CountyWarren, OH$20,0002023To advance sustainable workplace financial wellness services and education for lower-income employees.
    Catholic Charities of Northeast KansasOverland Park, KS$20,0002023To advance sustainable workplace financial wellness services and education for lower-income employees.
    United Way of Geauga CountyChardon, OH$20,0002023To advance sustainable workplace financial wellness services and education for lower-income employees.
    Rise FoundationMemphis, TN$20,0002023To advance sustainable workplace financial wellness services and education for lower-income employees.
    Barry County United WayHastings, MI$20,0002023To advance sustainable workplace financial wellness services and education for lower-income employees.
    Memorial Library of Nazareth and VicinityNazareth, PA$10,7882023To 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 LibraryHuntington, WV$9,8522023To 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 FoundationPhiladelphia, PA$9,5412023To expand the availability of reliable personal finance and fraud prevention information resources for a community recovering from a FEMA-declared major natural disaster.

    UNIVERSITY OF TENNESSEE

    $51,956
    KNOXVILLE, TN2025

    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.

    NOVA SOUTHEASTERN UNIV INC

    $25,000
    FORT LAUDERDALE, FL2025

    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.

    FARMINGTON PUBLIC LIBRARY FDN

    $25,000
    FARMINGTON, NM2025

    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.

    KENOSHA PUBLIC LIBRARY

    $25,000
    KENOSHA, WI2025

    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.

    FDN FOR BALTIMORE CTY PUBLIC LIBRARY

    $24,915
    TOWSON, MD2025

    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

    $23,562
    EL DORADO, AR2025

    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

    $22,798
    BUFFALO, NY2025

    To coordinate basic financial education services for county residents in partnership with several community-based agencies.

    IOWA STATE UNIVERSITY FOUNDATION

    $20,000
    AMES, IA2025

    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 HARRISONBURG & ROCKINGHAM CTY

    $20,000
    HARRISONBURG, VA2025

    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.

    UNITED WAY OF PICKENS COUNTY

    $20,000
    EASLEY, SC2025

    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.

    UNIVERSITY OF TENNESSEE EXTENSION

    $51,168
    KNOXVILLE, TN2024

    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.

    NOVA SOUTHEASTERN UNIVERSITY

    $25,000
    FT LAUDERDALE, FL2024

    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

    $25,000
    FARMINGTON, NM2024

    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.

    WEST GEORGIA REGIONAL LIBRARY SYSTEM

    $25,000
    CARROLLTON, GA2024

    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.

    SARA HIGHTOWER REGIONAL LIBRARY SYSTEM

    $25,000
    ROME, GA2024

    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.

    CLAYTON COLLABORATIVE AUTHORITY

    $25,000
    JONESBORO, GA2024

    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.

    ORANGE COUNTY LIBRARY DISTRICT

    $24,965
    ORLANDO, FL2024

    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

    $24,915
    TOWSON, MD2024

    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

    $24,819
    NEW YORK, NY2024

    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

    $23,748
    WASHINGTON, DC2024

    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

    $23,562
    EL DORADO, AR2024

    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.

    LA CASA DE ESPERANZA

    $20,000
    WAUKESHA, WI2024

    To advance a collaborative and sustainable workplace financial wellness initiative.

    UNITED WAY OF NORTHWEST VERMONT

    $20,000
    SOUTH BURLINGTON, VT2024

    To advance a collaborative and sustainable workplace financial wellness initiative.

    UNIVERSITY OF WISCONSIN-MADISON

    $20,000
    MADISON, WI2024

    To advance a collaborative and sustainable workplace financial wellness initiative.

    UNITED WAY OF GREATER NEW BEDFORD

    $20,000
    NEW BEDFORD, MA2024

    To advance a collaborative and sustainable workplace financial wellness initiative.

    MEMORIAL LIBRARY OF NAZARETH & VICINITY

    $10,788
    NAZARETH, PA2024

    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

    $10,000
    DELAND, FL2024

    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

    $9,661
    KISSIMMEE, FL2024

    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

    $57,143
    Redwood City, CA2023

    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

    $28,208
    San Juan, PR2023

    To undertake research about the financial capability of Hispanic people in the United States, both as a single cohort and disaggregated by heritage.

    Sara Hightower Regional Library

    $25,000
    Rome, GA2023

    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.

    Kenosha Public Library

    $25,000
    Kenosha, WI2023

    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.

    Clayton Collaborative Authority

    $25,000
    Jonesboro, GA2023

    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.

    Orange County Library System

    $24,965
    Orlando, FL2023

    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

    $24,819
    New York, NY2023

    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

    $23,748
    Washington, DC2023

    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

    $22,798
    Buffalo, NY2023

    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 Diocese of Fort Worth

    $20,000
    Ft Worth, TX2023

    To advance sustainable workplace financial wellness services and education for lower-income employees.

    Mexico Sustainability Project

    $20,000
    Mexico, MO2023

    To advance sustainable workplace financial wellness services and education for lower-income employees.

    United Way of Greater Atlanta

    $20,000
    Atlanta, GA2023

    To advance sustainable workplace financial wellness services and education for lower-income employees.

    United Way of Trumbull County

    $20,000
    Warren, OH2023

    To advance sustainable workplace financial wellness services and education for lower-income employees.

    Catholic Charities of Northeast Kansas

    $20,000
    Overland Park, KS2023

    To advance sustainable workplace financial wellness services and education for lower-income employees.

    United Way of Geauga County

    $20,000
    Chardon, OH2023

    To advance sustainable workplace financial wellness services and education for lower-income employees.

    Rise Foundation

    $20,000
    Memphis, TN2023

    To advance sustainable workplace financial wellness services and education for lower-income employees.

    Barry County United Way

    $20,000
    Hastings, MI2023

    To advance sustainable workplace financial wellness services and education for lower-income employees.

    Memorial Library of Nazareth and Vicinity

    $10,788
    Nazareth, PA2023

    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

    $9,852
    Huntington, WV2023

    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

    $9,541
    Philadelphia, PA2023

    To expand the availability of reliable personal finance and fraud prevention information resources for a community recovering from a FEMA-declared major natural disaster.