Disclosure Statement

Filene Research Institute is an independent, not-for-profit, think and do tank focused on the consumer finance industry. Filene seeks to provide meaningful solutions to the most critical issues facing credit unions, financial cooperatives and ultimately consumers.

If you are a resident of the following states, please note the following information:

Colorado

Colorado residents may obtain copies of registration and financial documents from the office of the Secretary of State, 303-894-2860, www.sosstate.co.us/ re Reg. No. 20173042023

Florida

Registration #: CH53925

A COPY OF THE OFFICIAL REGISTRATION AND FINANCIAL INFORMATION MAY BE OBTAINED FROM THE DIVISION OF CONSUMER SERVICES BY CALLING TOLL-FREE WITHIN THE STATE. 1-800-HELP-FLA (435-7352) OR www.FloridaConsumerHelp.com. REGISTRATION DOES NOT IMPLY ENDORSEMENT, APPROVAL, OR RECOMMENDATION BY THE STATE.

IllionisContracts and reports regarding Filene Research Institute are on file with the Illinois Attorney General.
Maryland

Registration # 38533. For the cost of postage and copying, documents and information filed under the Maryland charitable organizations laws can be obtained from the Secretary of State, Charitable Division, State House, Annapolis, MD 21401, 800-825-4510, Toll-free: 888-874-0013.

Michigan

MICS No. 58465

Mississippi

The official registration and financial information of Filene Research Institute, may be obtained from the Mississippi Secretary of State’s office by calling 1-888-236-6167. Registration by the Secretary of State does not imply endorsement by the Secretary of State.

New York

Upon request, a copy of the latest annual report can be obtained from the organization or from the Office of the Attorney General, by writing the Charities Bureau, 120 Broadway, New York, NY 10271.

North Carolina

License # SL011379. Financial information about this organization and a copy of its license are available from the State Solicitation Licensing Branch at 1-888-830-4989 (within North Carolina) or (919) 807-2214 (outside of North Carolina).  Registration does not imply endorsement.

Pennsylvania

Certificate #112089.  The official registration and financial information of the Filene Research Institute may be obtained from the Pennsylvania Department of State by calling toll-free, within Pennsylvania 1-800-732-0999. Registration does not imply endorsement.

Virginia

Financial statements are available upon request from the Office of Charitable and regulatory Programs, Department of Agriculture and Consumer Services, P.O. Box 1163, Richmond, VA 23218.

Washington

Registration # 2000319. The notice of solicitation required by the State Office of Consumer Affairs is on file with the Washington Secretary of State, and information relating to financial affairs of Filene Research Institute is available from the Secretary of State, and the toll-free number for Washington residents: 800-332-4483.

West Virginia

West Virginia residents may obtain a summary of the registration and financial documents from the Secretary of State, State Capitol, Charleston, WV 25305. Registration does not imply endorsement.

The Filene Research Institute is a not-for-profit charity as described in section 501(c)(3) of the Internal Revenue Code. Contributions to Filene may be tax-deducible to the extent permitted by law.  Information concerning Filene Research Institute including financial, licensing or charitable purpose, may be obtained without cost, by writing to Compliance Dept., c/o Filene Research Institute, 1010 E. Washington Ave, Suite 306, Madison, WI 53703 or by calling (608) 661 3740.

Registration with a state agency does not constitute or imply endorsement, approval or recommendation by that state.