Nonprofit · EIN 84-1970428
MOTLEY FOOL FOUNDATION
Tax-exempt · ALEXANDRIA, VA 22314
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $1,881,302 | $1,954,651 | -$73,349 | $11,944,305 | $306,011 | $11,638,294 |
| September 30, 2024 | 990 | $1,341,580 | $2,974,709 | -$1,633,129 | $13,467,055 | $935,843 | $12,531,212 |
| September 30, 2023 | 990 | $652,399 | $2,449,053 | -$1,796,654 | $12,275,568 | $112,024 | $12,163,544 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $309,370
- Program service revenue
- $0
- Investment income
- $1,571,932
- Net gain from sales of assets
- $1,302,112
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $44,731
- Compensation of officers, directors and key employees
- $396,458
- Salaries, compensation and benefits (total)
- $396,458
- Professional fundraising fees
- $0
- Legal fees
- $13,555
- Accounting fees
- $103,157
- Occupancy
- $1,945
- Travel
- $16,364
- Depreciation
- $26,335
- Program services (functional)
- $1,051,902
- Management and general (functional)
- $665,505
- Fundraising (functional)
- $237,244
Balance sheet and other
- Total assets, start of year
- $13,467,055
- Total assets, end of year
- $11,944,305
- Total liabilities, end of year
- $306,011
- Net assets, end of year
- $11,638,294
- Land, buildings and equipment
- $21,160
- Publicly traded securities
- $9,819,810
- Net assets without donor restrictions
- $11,242,790
- Net assets with donor restrictions
- $395,504
- Gross receipts
- $14,605,141
- Employees
- 0
- Volunteers
- 32
- Year formed
- 2019
- State of legal domicile
- DE
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JENNIFER GENNARO OXLEY | EXECUTIVE DIRECTOR (TO 9/24) Former | 0 | $248,425 | $32,845 |
| GEORGE KHALAF | EXECUTIVE DIRECTOR Trustee or director, Officer | 40 | $218,644 | $47,135 |
| TEE-ERA TURNER | SECRETARY Officer | 40 | $128,541 | $14,069 |
| JACKIE LEACH | MAJOR GIFTS OFFICER (TO 5/2024) Former | 0 | $120,701 | $7,395 |
| DAVID GARDNER | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| OLLEN DOUGLASS | FINANCE CHAIR Trustee or director | 1 | $0 | $0 |
| MARGARET GARDNER | GOVERNANCE CHAIR Trustee or director | 1 | $0 | $0 |
| ELAINE HUNGENBERG | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| SYLVIA SIERRA | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| BERNITA BAILEY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| NEIL GRAYSON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JON BUDDINGTON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JEFF HASLOW | TREASURER Officer | 20 | $0 | $0 |
990 for the year ended September 30, 2024: 16 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JENNIFER GENNARO OXLEY | EXEC. DIRECTOR - UNTIL 9/24 Trustee or director, Officer | 40 | $262,857 | $38,180 |
| GEORGE KHALAF | INTERIM EXEC. DIRECTOR - AS OF 9/24 Trustee or director, Officer | 40 | $218,197 | $36,284 |
| JACKIE LEACH | MAJOR GIFTS OFFICER Highest-paid employee | 40 | $169,084 | $15,682 |
| MARTINE CRUISE | SECRETARY - UNTIL 08/24 Officer | 40 | $81,814 | $24,212 |
| TEE-ERA TURNER | SECRETARY - AS OF 09/24 Officer | 40 | $41,731 | $3,241 |
| DAVID GARDNER | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| OLLEN DOUGLASS | FINANCE CHAIR Trustee or director | 1 | $0 | $0 |
| MARGARET GARDNER | GOVERNANCE CHAIR Trustee or director | 1 | $0 | $0 |
| ELAINE HUNGENBERG | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| SEAN MILLIKEN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| SYLVIA SIERRA | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| BERNITA BAILEY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| NEIL GRAYSON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JON BUDDINGTON | BOARD MEMBER - AS OF 05/24 Trustee or director | 1 | $0 | $0 |
| MELISSA BRADLEY | BOARD MEMBER - UNTIL 11/24 Trustee or director | 1 | $0 | $0 |
| JEFF HASLOW | TREASURER Officer | 20 | $0 | $0 |
990 for the year ended September 30, 2023: 17 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JENNIFER GENNARO OXLEY | EXECUTIVE DIRECTOR Officer | 40 | $256,378 | $29,386 |
| GEORGE KHALAF | PROGRAM DIRECTOR Key employee | 40 | $210,438 | $34,839 |
| ALAN TOBIAS | SECRETARY - UNTIL 03/2023 Officer | 40 | $140,605 | $14,396 |
| JACKIE LEACH | MAJOR GIFTS OFFICER Highest-paid employee | 40 | $112,583 | $8,629 |
| DAVID GARDNER | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| OLLEN DOUGLASS | FINANCE CHAIR Trustee or director | 1 | $0 | $0 |
| MARGARET GARDNER | GOVERNANCE CHAIR Trustee or director | 1 | $0 | $0 |
| ELAINE HUNGENBERG | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| SEAN MILLIKEN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MELISSA BRADLEY | BOARD MEMBER (AS OF 11/2022) Trustee or director | 1 | $0 | $0 |
| SYLVIA SIERRA | BOARD MEMBER (AS OF 11/2022) Trustee or director | 1 | $0 | $0 |
| BERNITA BAILEY | BOARD MEMBER (AS OF 05/2023) Trustee or director | 1 | $0 | $0 |
| NEIL GRAYSON | BOARD MEMBER (AS OF 05/2023) Trustee or director | 1 | $0 | $0 |
| TRISH COSTELLO | BOARD MEMBER (UNTIL 05/2023) Trustee or director | 1 | $0 | $0 |
| NEEL SHAH | BOARD MEMBER (UNTIL 05/2023) Trustee or director | 1 | $0 | $0 |
| JEFF HASLOW | TREASURER Officer | 20 | $0 | $0 |
| MARTINE CRUISE | SECRETARY (AS OF 03/2023) Officer | 40 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2000 DUKE STREET 300, ALEXANDRIA, VA 22314-6101
- Principal officer (990 for 2024)
- GEORGE KHALAF, 2000 DUKE STREET 300, ALEXANDRIA, VA 22314
- Signed the 990
- JEFF HASLOW, TREASURER
- Phone
- (202) 770-6968
- Website
- FOOLFOUNDATION.ORG
- 990-N for 2018 filed under this EIN
- Most likely by a chapter, club or affiliate (it says receipts are normally $50,000 or less). Officer: Jeffrey Haslow, 6365 Verde CT, Alexandria VA 22312. Mailing address: 2000 Duke Street FL2, Alexandria VA 22314.
- Return prepared by
- CBIZ ADVISORS LLC
Mission
WITH A VISION OF "FINANCIAL FREEDOM FOR ALL, AND A MISSION "TO CREATE PATHWAYS TO FINANCIAL FREEDOM FOR THOSE LIVING PAYCHECK-TO-PAYCHECK," THE FOUNDATION CREATES IMPACT BY HELPING MORE AMERICANS GET ON THE PATH TO FINANCIAL FREEDOM AND BECOME THEIR GREATEST FINANCIAL SELVES.
Program accomplishments
- AT THE FOOL COMMUNITY FOUNDATION, WE BELIEVE INVESTING IS ONE OF THE MOST POWERFUL WAYS TO BUILD WEALTH AND FINANCIAL FREEDOM. THE FREEDOMETER WILL BE AN INTERACTIVE, EASY-TO-USE ONLINE RESOURCE THAT BREAKS DOWN CORE INVESTING CONCEPTS INTO APPROACHABLE, BITE-SIZED LESSONS. OUR GOAL IS TO HELP EVERY LEARNER NO MATTER THEIR STARTING POINT FEEL CONFIDENT THAT INVESTING IS SOMETHING THEY CAN GENUINELY DO.THE FIRST PHASE IN FY24 INCLUDED CREATING THE INITIAL MODEL, CONDUCTING BETA TESTS, COLLECTING TEST-USER FEEDBACK, AND GENERATING IDEAS FOR FURTHER DEVELOPMENT. THE SECOND PHASE IN FY25 INCLUDED FURTHER PRODUCT DEVELOPMENT, CONTENT CREATION, AND MULTIPLE ROUNDS OF FOCUS GROUP TESTING.DEVELOPMENT WILL CONTINUE IN FY26, AND THE TOOL WILL ULTIMATELY BE PROVIDED TO THE PUBLIC, EDUCATIONAL INSTITUTIONS, AND BUSINESS USERS.Expenses $589,583
- THE FOUNDATION CREATED A VENTURE PHILANTHROPY IMPACT FUND, THE IF FUND, TO ACCELERATE AND EXPAND PROGRAMMING WITH OTHER VETTED 501(C) (3) ORGANIZATIONS.FOR THE FUND, THE FOUNDATION APPLIES A VENTURE CAPITAL APPROACH TO FIND AND SUPPORT OTHER INNOVATIVE, DEVELOPING NONPROFITS.THE FOUNDATION IDENTIFIES "DIAMONDS IN THE ROUGH," EARLY-STAGE NONPROFITS AGED 1-10 YEARS THAT ARE TRANSITIONING FROM SUCCESSFUL STARTUPS TO ESTABLISHED ORGANIZATIONS AND HAVE INNOVATIVE MODELS FOR LARGE-SCALE IMPACT. CANDIDATES ARE SOURCED FROM THE PUBLIC AND OTHER SOURCES, VETTED BY MULTIPLE TEAM MEMBERS, AND REVIEWED AND APPROVED BY A BOARD COMMITTEE AND THE FULL BOARD.DURING EACH OF THE THREE YEARS OF OUR FORMAL ENGAGEMENT, THE APPROVED ORGANIZATIONS ARE AWARDED A $300,000 UNRESTRICTED GRANT, DELIVERED IN $100,000 ANNUAL INSTALLMENTS. INITIAL GRANTS WERE AWARDED IN FY24. BY CREATING A SOLID FOUNDATION FOR THE FUTURE, IMPACTFOOL (IF) NONPROFITS CAN CONFIDENTLY EMBRACE GROWTH OPPORTUNITIES AND REALIZE THEIR TRUE POTENTIAL TO DELIVER MAXIMUM IMPACT AT SCALE.THE FOUNDATION PROVIDES EACH ORGANIZATION WITH IF SCALING PARTNERS: MEMBERS OF OUR TEAM WITH EXPERTISE IN NONPROFIT MANAGEMENT AND SOCIAL IMPACT. THE PARTNERS WORK WITH THE CHOSEN NONPROFIT'S LEADERSHIP TO ADDRESS IDENTIFIED NEEDS, LEVERAGING EXPERTISE FROM THE MOTLEY FOOL STAFF, MEMBERS, AND OUTSIDE EXPERTS. WORK WITH THE IF SCALING PARTNERS FOR THE INITIAL FY24 GRANTEES WAS ONGOING THROUGHOUT FY25. ADDITIONAL GRANTEES WILL BE SCREENED AND GIVEN AWARDS IN FY26.Expenses $452,095 · grants $44,481
- OTHER PROGRAM EXPENSES INCLUDED SMALL GRANTS TO OTHER 501C3 ORGANIZATIONS THAT WORK TO PROMOTE FINANCIAL FREEDOM AND FOR DISASTER RELIEF AND OTHER NON-RECURRING ADVERSE EVENTS.Expenses $10,224 · grants $250
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 84-1970428
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2020
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P51)
- Assets (IRS master file)
- $11,944,305
- Income (IRS master file)
- $14,605,141
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $1,881,302 | $1,954,651 | $11,944,305 | XML |
| 990 | September 2024 | $1,341,580 | $2,974,709 | $13,467,055 | XML |
| 990 | September 2023 | $652,399 | $2,449,053 | $12,275,568 | XML |
| 990 | September 2022 | $15,812,396 | $2,566,037 | $13,206,539 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990-N for 2018 Officer: Jeffrey Haslow Filed under this EIN, most likely by a chapter or affiliate | September 30, 2019 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 84-1970428).
Questions about MOTLEY FOOL FOUNDATION
- What is the EIN of MOTLEY FOOL FOUNDATION?
- The employer identification number (EIN) of MOTLEY FOOL FOUNDATION is 84-1970428.
- Is MOTLEY FOOL FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
- Are donations to MOTLEY FOOL FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MOTLEY FOOL FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MOTLEY FOOL FOUNDATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MOTLEY FOOL FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of MOTLEY FOOL FOUNDATION?
- The 990 for the year ended September 30, 2025 names GEORGE KHALAF.
- Who are the officers and directors of MOTLEY FOOL FOUNDATION?
- The 990 for the year ended September 30, 2025 lists 13 people; 4 received compensation from the organization, the highest $248,425 (JENNIFER GENNARO OXLEY, EXECUTIVE DIRECTOR (TO 9/24)).
- How much revenue does MOTLEY FOOL FOUNDATION have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $1,881,302, expenses of $1,954,651 and total assets of $11,944,305 at year end.
Other nonprofits in ALEXANDRIA
- NRLCA VEBA TRUST EIN 46-5090278 · last filed 990 for 2024
- GOODWIN HOUSE INCORPORATED EIN 54-0623670 · last filed 990 for 2025
- CAMPAGNA CENTER INC EIN 54-0534609 · last filed 990 for 2025
- MATW PROJECT USA EIN 92-1915834 · last filed 990 for 2024
- CHRISTIAN RELIEF SERVICES CHARITIES INC EIN 54-1594578 · last filed 990 for 2025
- COUNCIL ON SOCIAL WORK EDUCATION INC EIN 54-1856529 · last filed 990 for 2025
- NATIONAL ALLIANCE FOR CARE AT HOME LEADERSHIP FOUNDATION EIN 54-1096334 · last filed 990 for 2024
- COMMUNIO FOUNDATION EIN 81-5362485 · last filed 990 for 2025