National Endowment for
EIN 840632115
Possibly inactive.
Last 990-PF filing on record is from 2023
(3 years ago). Verify before investing time in an application.
Total Given 2020–2023
$4.4M
52 grants · $1.1M avg/year
based on 4 yrs of IRS 990-PF records on file
$1M+/yr
mid-tier
capacity
$62K
typical mid grants · $25K–$111K
grant size
25%
balanced · 9/36 multi-year
repeat
$187.5M
Assets (2023)
36
Distinct Recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
Applications should be submitted to
Phone
(303) 741-6333
Deadlines
First Tuesday in December and the first Tuesday in June.
How to Apply
Applicants must submit a Concept Inquiry Form as the first step to being considered for funding. The Form is available on NEFE's website at NEFE.org
Restrictions
Through support of rigorous research, NEFE identifies knowledge gaps and seeks evidence of what works in the field to prove the effectiveness of financial education and lay the groundwork for greater future impact. Funding is provided for research that has the potential to make a profound contribution to the field of financial education and seeks to improve the public's financial well-being. NEFE funds projects that: Are based on original research questions that necessitate rigorous, empirical analysis; Generate new data or utilize existing datasets; Involve the direct study of U.S. households and individuals and trends related to them; Investigate direct impacts of financial education or propose research that results in findings impactful to the field. NEFE does not fund projects that: Have commercial or proprietary elements; Are related to the pilot, development, execution, evaluation, expansion or administration of programs, courses or curricula.
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2020 | $811K | $183.2M | $13.7M | 15 |
| 2021 | $1.2M | $204.9M | $20.3M | 12 |
| 2022 | $1.4M | $178.8M | $7.9M | 15 |
| 2023 | $1.0M | $187.5M | $8.2M | 10 |
Grant Size Distribution
Based on 52 grants on record
Minimum
$850
25th Pctl
$25K
Median
$62K
Average
$85K
75th Pctl
$111K
Maximum
$296K
Geographic Distribution
Texas Counties Served
7.7% of US grants
· Rank #5 of 20 states
$203K across
4 grants
1 of 254 counties
Top 1 counties
- 1 Lubbock
Officers & Directors
BH
Billy Hensley
4+ yrs
President. & Ceo
Leadership
RK
Rick Ketchum
4+ yrs
Chair
Leadership
JY
Jason Young
4+ yrs
Vice Chair
Leadership
JM
Joanne Flores Moses
4+ yrs
Treasurer. & Cfo
Leadership
CL
Christine Lovely
Member
BL
Bob Lewis
Member
KP
Kevin Plummer
4+ yrs
Member
CW
Connie Weaver
3 yrs
Member
RN
Robin Nunn
3 yrs
Member
JJ
Jourdan Jones
4+ yrs
Member
DP
Dionne Blue Phd
4+ yrs
Member
MT
Manisha Thakor
4+ yrs
Member
HN
Helen Norris
4+ yrs
Member
MG
Megan Gorman
3 yrs
Member
CW
Colleen Walker
4+ yrs
Member
ML
Margaret Libby
4+ yrs
Member
RF
Rachelle Feldman
4+ yrs
Member
LS
Loretta Sanchez
Member
BF
Brian Ford
3 yrs
Sec. & Cos
CW
Colleen Walker
4+ yrs
Chair
Leadership
BH
Billy Hensley
4+ yrs
President. & Ceo
Leadership
RK
Rick Ketchum
4+ yrs
Vice Chair
Leadership
JM
Joanne Flores Moses
4+ yrs
Treasurer. & Cfo
Leadership
RF
Rachelle Feldman
4+ yrs
Member
ML
Margaret Libby
4+ yrs
Member
MG
Megan Gorman
3 yrs
Member
HN
Helen Norris
4+ yrs
Member
JY
Jason Young
4+ yrs
Member
DM
Doug McCormick
3 yrs
Member
JN
Joyce Nelson
3 yrs
Member
MT
Manisha Thakor
4+ yrs
Member
DP
Dionne Blue Phd
4+ yrs
Member
JJ
Jourdan Jones
4+ yrs
Member
RN
Robin Nunn
3 yrs
Member
CW
Connie Weaver
3 yrs
Member
KP
Kevin Plummer
4+ yrs
Member
BF
Brian Ford
3 yrs
Sec. & Cos
BH
Billy Hensley
4+ yrs
President & CEO
Leadership
DS
David G Strege
2 yrs
Emeritus Chair
Leadership
GM
Greg Maged
2 yrs
Chair
Leadership
CW
Colleen Walker
4+ yrs
Vice Chair
Leadership
JM
Joanne Flores Moses
4+ yrs
Treasurer & CFO
Leadership
BF
Brian Ford
3 yrs
Secretary & Chief of Staff
Leadership
CC
Carol Chapman
2 yrs
Secretary & Exec Assistant
Leadership
RF
Rachelle Feldman
4+ yrs
Member
ML
Margaret Libby
4+ yrs
Member
MG
Megan Gorman
3 yrs
Member
HN
Helen Norris
4+ yrs
Member
JY
Jason Young
4+ yrs
Member
DM
Doug McCormick
3 yrs
Member
RK
Rick Ketchum
4+ yrs
Member
JN
Joyce Nelson
3 yrs
Member
MT
Manisha Thakor
4+ yrs
Member
DP
Dionne Blue PhD
4+ yrs
Member
JJ
Jourdan Jones
4+ yrs
Member
RN
Robin Nunn
3 yrs
Member
CW
Connie Weaver
3 yrs
Member
KP
Kevin Plummer
4+ yrs
Member
BH
Billy Hensley
4+ yrs
President & CEO
Leadership
HN
Helen Norris
4+ yrs
Chair
Leadership
PB
Patrick Bannigan
Emeritus Chair
Leadership
DS
David G Strege
2 yrs
Emeritus Chair
Leadership
GM
Greg Maged
2 yrs
Vice Chair
Leadership
JM
Joanne Flores Moses
4+ yrs
Treasurer & CFO
Leadership
CC
Carol Chapman
2 yrs
Secretary & Executive Assis
Leadership
JJ
Jourdan Jones
4+ yrs
Member
DP
Dionne Blue PhD
4+ yrs
Member
MT
Manisha Thakor
4+ yrs
Member
JN
Joyce Nelson
3 yrs
Member
RK
Rick Ketchum
4+ yrs
Member
DM
Doug McCormick
3 yrs
Member
JY
Jason Young
4+ yrs
Member
KP
Kevin Plummer
4+ yrs
Member
CW
Colleen Walker
4+ yrs
Member
ML
Margaret Libby
4+ yrs
Member
RF
Rachelle Feldman
4+ yrs
Member
Grants Awarded (52 total)
| Purpose | ||||
|---|---|---|---|---|
| St Louis University | St Louis, MO | $295,632 | RESEARCH GRANT | 2022 |
| Rand Corporation | Santa Monica, CA | $241,210 | Income Share Agreement Landscape | 2021 |
| Indiana University Office of the Treasury | Detroit, MI | $234,000 | Cash Course donation | 2021 |
| Indiana University Office | Detroit, MI | $234,000 | CASHCOURSE OPERATIONS | 2022 |
| Boston College | Chestnut Hill, MA | $220,559 | Improving Measures of Financial Literacy, Wellness, and Attitudes among College Students | 2021 |
| The Rand Corporation | Santa Monica, CA | $213,908 | RESEARCH GRANT | 2022 |
| Montana State University | Bozeman, MT | $200,000 | RESEARCH GRANT | 2023 |
| Boston College | Chesnut Hill, MA | $184,995 | RESEARCH GRANT | 2022 |
| St Louis University | St Louis, MO | $177,379 | RESEARCH GRANT | 2023 |
| Urban Institute | Washington, DC | $170,000 | Efficacy in Measuring Financial Literacy | 2020 |
| The Rand Corporation | Santa Monica, CA | $166,414 | RESEARCH GRANT | 2022 |
| The University of Alabama | Tuscaloosa, AL | $123,588 | RESEARCH GRANT | 2023 |
| Lewis and Clark College | Portland, OR | $116,265 | RESEARCH GRANT | 2023 |
| The Rand Corporation | Santa Monica, CA | $109,802 | RESEARCH GRANT | 2023 |
| Montana State University | Bozeman, MT | $109,388 | RESEARCH GRANT | 2023 |
| Knology | New York, NY | $104,000 | State financial spending and benefits | 2020 |
| University of Tennessee | Knoxville, TN | $103,689 | RESEARCH GRANT | 2022 |
| The University of Arizona | Tuscon, AZ | $101,077 | Measuring Family Financial Socialization | 2020 |
| The University of Arizona | Tuscon, AZ | $101,077 | Research grant | 2021 |
| Afcpe | Westerville, OH | $100,000 | Philanthropic grant | 2021 |
| Indiana University Office of the Treasury | Detroit, MI | $100,000 | Cash Course donation | 2021 |
| Texas Tech University System | Lubbock, TX | $91,417 | Financial Literacy and Cross Racial Validity | 2021 |
| The Urban Institute | Washington, DC | $90,000 | RESEARCH GRANT | 2023 |
| University of Alabama | Tuscaloosa, AL | $87,001 | Efficacy in measuring financial literacy | 2020 |
| The Urban Institute | Wahington, DC | $80,000 | Efficacy in measuring financial literacy | 2020 |