Investor Protection Tr
- Assets
- $6.8m
- Revenue
- $717.5k
- Investments
- $0.0
- Employees
- 0
- Location
- Washington, DC
- Founding
- 04/1995
- Data as of
- 12/2023
- EIN
- 39-6570280
Organization Overview
Investor Protection Tr is located in Washington, DC. The organization was established in 1995. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Investor Protection Tr is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, Investor Protection Tr generated $717.5k in total revenue. This represents relatively stable growth, over the past 9 years the organization has increased revenue by an average of 2.6% each year. All expenses for the organization totaled $5.8m during the year ending 12/2023. You can explore the organizations financials more deeply in the financial statements section below.
Since 2014, Investor Protection Tr has awarded 186 individual grants totaling $10,421,926. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2023
Describe the Organization's Mission:
Part 3 - Line 1
INVESTOR PROTECTION TRUST PROVIDES INDEPENDENT, OBJECTIVE INFORMATION NEEDED BY CONSUMERS TO MAKE INFORMED INVESTMENT DECISIONS.
Describe the Organization's Program Activity:
Part 3 - Line 4a
EDUCATION OF INVESTORS, RESEARCH AND EDUCATION WITH RESPECT TO THE PROTECTION OF INVESTORS, AND PROMOTION OF COMPLIANCE WITH FEDERAL AND STATE SECURITIES AND COMMODITIES LAWS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Tung Chan Trustee | Trustee | 2 | $0 |
Kelly Janes Trustee | Trustee | 2 | $0 |
Barry Glennon Trustee | Trustee | 4 | $0 |
Noula Zaharis Trustee | Trustee | 2 | $0 |
Tanya Solov Authorized Officer | Officer | 30 | $109,090 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $563,041 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $563,041 |
| Total Program Service Revenue | $0 |
| Investment income | $358,510 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | -$237,163 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $717,454 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $3,287,541 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $109,090 |
| Compensation of current officers, directors, key employees. | $54,545 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $5,133 |
| Fees for services: Accounting | $34,993 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $12,335 |
| Fees for services: Other | $175,106 |
| Advertising and promotion | $0 |
| Office expenses | $9,367 |
| Information technology | $10,981 |
| Royalties | $0 |
| Occupancy | $5,269 |
| Travel | $10,345 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $7,878 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $2,698 |
| All other expenses | $0 |
| Total functional expenses | $5,756,170 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $592 |
| Savings and temporary cash investments | $6,827,928 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $5,000 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $6,833,520 |
| Accounts payable and accrued expenses | $52,019 |
| Grants payable | $1,229,744 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $1,281,763 |
| Net assets without donor restrictions | $3,315,034 |
| Net assets with donor restrictions | $2,236,723 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $6,833,520 |
Grants Awarded
Over the last fiscal year, Investor Protection Tr has awarded $3,254,719 in support to 32 organizations.
| Grant Recipient | Amount |
|---|---|
ALABAMA SECURITIES COMMISSION PURPOSE: PROGRAM SUPPORT | $33,495 |
IOWA INSURANCE DIVISION SECURITIES AND REGULATED INDUSTRIES PURPOSE: PROGRAM SUPPORT | $37,477 |
NEW HAMPSHIRE BUREAU OF SECURITIES REGULATION PURPOSE: PROGRAM SUPPORT | $59,701 |
NEW JERSEY BUREAU OF SECURITIES PURPOSE: PROGRAM SUPPORT | $81,496 |
VERMONT DEPARTMENT OF FINANCIAL REGULATION PURPOSE: PROGRAM SUPPORT | $13,799 |
UNIVERSITY OF MASSACHUSETTS BOSTON PURPOSE: PROGRAM SUPPORT | $228,541 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
University Of Virginia Mcintire School Of Commerce Foundation Charlottesville, VA | $162,965,294 | $19,380,565 |
American Association For Physician Leadership Inc Washington, DC | $4,464,689 | $7,444,274 |
Investor Protection Tr Washington, DC | $6,833,520 | $717,454 |
William & Mary Business School Foundation Williamsburg, VA | $93,537,218 | $9,533,267 |
Vscpa Educational Foundation Inc Glen Allen, VA | $1,880,122 | $373,443 |
Robert H Smith School Of Business Foundation Inc Potomac, MD | $11,528,240 | $689,261 |
Virginia Future Business Leaders Of America Phi Beta Lambda Foundation Midlothian, VA | $493,054 | $0 |