Finra Investor Education Foundation
Finra Investor Education Foundation's network
8 people3 organisationsi8 people and 3 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (8). Violet dotted lines (4) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
8 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record. The organisation reported 6 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Robert W Cook Chair | Chairman | 2018 | 8 yrs |
| Camille M Busette | Board Member | 2018 | 8 yrs |
| Elisse B Walter | Board Member | 2018 | 8 yrs |
| Jayne W Barnard | Board Member | 2018 | 8 yrs |
| John W Thiel | Board Member - As of 2/13/18 | 2018 | 8 yrs |
| Laura Fisher | Board Member - As of 2/13/18 | 2018 | 8 yrs |
| Mari J Buechner | Board Member - As of 2/13/18 | 2018 | 8 yrs |
| T Grant Callery | Board Member | 2018 | 8 yrs |
Under 5 years5 to 6 years6 years or more
Officers and senior leadership
3 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Eileen M Famiglietti | Treasurer | 2018 |
| Geraldine M Walsh | President | 2018 |
| Jennifer P Mitchell | Corporate secretary | 2018 |
Pay and hours
year to 31 December 2024iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Ellen Frawley | Board Member - As of 1/08/24 | 1 | $0 | ||
| Gwen Weithaus | Board Member - As of 5/21/24 | 1 | $0 | ||
| Jason Fichtner | Board Member - As of 1/08/24 | 1 | $0 | ||
| Jonathan S Sokobin | Chairperson - As of 2/12/24 | 1 | $0 | $1m | $108k |
| Menekse Gencer | Board Member | 1 | $0 | ||
| Paul Roye | Board Member - As of 1/08/24 | 1 | $0 | ||
| Peggy Ho | Board Member | 2 | $0 | $101k | |
| Robert W Cook | Chairperson, THRU 2/11/24, Ex Officio Board Member | 1 | $0 | $3.5m | $630k |
| Eileen M Famiglietti | Treasurer | 6 | $0 | $501k | $89k |
| Geraldine M Walsh | President | 48 | $0 | $578k | $92k |
| Jennifer P Mitchell | Corporate Secretary | 3 | $0 | $488k | $58k |
| John W Thiel | Board Member | 0 | $0 | $40k |
About
- Legal name
- Finra Investor Education Foundation
- EIN
- 200863779
- Address
- 9509 Key West Avenue, Rockville, MD, 20850
- State
- Maryland
- Mission
- The mission is to empower americans with the knowledge, skills and tools to make sound financial decisions throughout life. (as filed on the Form 990)
- Activity (NTEE)
- S20 Community improvement and capacity building
- IRS classification
- 501(c)04 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Community Improvement & Capacity Building
- Size band
- 9 (IRS master file code)
- Formed
- 2004
- IRS ruling date
- 1 September 2004
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 1, latest 2018
Most connected
Related organisations (Schedule R)
Longest observed on the filings
≥8years on the filingsRobert W Cook
≥8years on the filingsCamille M Busette
≥8years on the filingsElisse B Walter
≥8years on the filingsJayne W Barnard
Latest return
year to 31 December 2024iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2024. US dollars, as filed.- Total assets
- $85.6m
- Total liabilities
- $596k
- Net assets or fund balances
- $85m
- Contributions and grants received
- $5.8m
- Program service revenue
- $0
- Grants and similar paid out
- $537k
- Employees
- 0
- Volunteers
- 6
Grants paid
10 listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.| Recipient | Purpose | Amount |
|---|---|---|
| University of Tennessee | To examine the condition of financial education from the perspective of personal finance teachers in high schools across Tennessee, while gi | $52k |
| Farmington Public Library FDN | To collaborate with public- and private-sector partners to deliver multigenerational financial capability experiences and services informed | $25k |
| Kenosha Public Library | To expand community-based financial capability services, including: a financial empowerment series designed for residents near and below the | $25k |
| Nova Southeastern Univ Inc | To support the university's library in its efforts to educate and counsel Broward County veterans and others on financial literacy, fraud pr | $25k |
| FDN for Baltimore Cty Public Library | To undertake various financial education programs that build generational wealth, including programs that help children learn the fundamenta | $25k |
| South Arkansas College | To support the college library in its efforts to deliver financial education programs addressing a range of financial topics of interest to | $24k |
| Buffalo & Erie County Public Library | To coordinate basic financial education services for county residents in partnership with several community-based agencies. | $23k |
| Iowa State University Foundation | To offer a workplace financial wellness program that encompasses the services of a dedicated resource coordinator, financial education, and | $20k |
| United Way of Harrisonburg & Rockingham Cty | To deliver workplace financial capability services encompassing referrals to local agencies, emergency financial support, group financial ed | $20k |
| United Way of Pickens County | To deliver workplace financial wellness services, in partnership with local employers, through a program known as Pathways at Work, which en | $20k |