Investor Protection Tr
- Assets
- $13.6m
- Revenue
- $3.4m
- Investments
- $0.0
- Employees
- 1
- Location
- Washington, DC
- Founding
- 04/1995
- Data as of
- 12/2021
- 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 12/2021, Investor Protection Tr generated $3.4m in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 29.1% each year . All expenses for the organization totaled $596.5k during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
Since 2014, Investor Protection Tr has awarded 138 individual grants totaling $5,019,418. 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
2021
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 |
|---|---|---|---|
Cheri Meyer COO | Officer | 40 | $89,287 |
Michelle Olympiadis Acting Executive Director | Officer | 40 | $76,409 |
Lynne Egan Trustee | Trustee | 2 | $0 |
Noula Zaharis Trustee | Trustee | 2 | $0 |
Diane Young-Spitzer Trustee (thru 9/21) | Trustee | 2 | $0 |
Tanya Solov Trustee | Trustee | 2 | $0 |
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 | $2,911,190 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $2,911,190 |
| Total Program Service Revenue | $0 |
| Investment income | $60,186 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $387,613 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $3,411,199 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $229,670 |
| 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. | $166,617 |
| Compensation of current officers, directors, key employees. | $105,861 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $6,347 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $15,276 |
| Fees for services: Accounting | $57,795 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $16,297 |
| Fees for services: Other | $50,405 |
| Advertising and promotion | $0 |
| Office expenses | $7,609 |
| Information technology | $9,796 |
| Royalties | $0 |
| Occupancy | $26,600 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $2,197 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $3,489 |
| Insurance | $2,941 |
| All other expenses | $1,475 |
| Total functional expenses | $596,514 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $593 |
| Savings and temporary cash investments | $6,899,383 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $2,649,696 |
| Loans from Officers, Directors, or Controlling Persons | $25,000 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $2,506 |
| Net Land, buildings, and equipment | $1,859 |
| Investments—publicly traded securities | $4,008,789 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $13,587,826 |
| Accounts payable and accrued expenses | $37,391 |
| Grants payable | $90,951 |
| 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 | $128,342 |
| Net assets without donor restrictions | $3,817,394 |
| Net assets with donor restrictions | $9,642,090 |
| 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 | $13,587,826 |
Grants Awarded
Over the last fiscal year, Investor Protection Tr has awarded $203,363 in support to 6 organizations.
| Grant Recipient | Amount |
|---|---|
Washington, DC PURPOSE: PROGRAM SUPPORT | $71,354 |
ALABAMA SECURITIES COMMISSION PURPOSE: PROGRAM SUPPORT | $42,450 |
SOUTH CAROLINA ATTORNEY GENERAL PURPOSE: PROGRAM SUPPORT | $36,146 |
WYOMING SECRETARY OF STATE PURPOSE: PROGRAM SUPPORT | $24,413 |
TEXAS SECURITIES BOARD PURPOSE: PROGRAM SUPPORT | $23,000 |
Norman, OK PURPOSE: PROGRAM SUPPORT | $6,000 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Investor Protection Tr has recieved totaling $71,354.
| Awarding Organization | Amount |
|---|---|
Investor Protection Tr Washington, DC PURPOSE: PROGRAM SUPPORT | $71,354 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
University Of Virginia Mcintire School Of Commerce Foundation Charlottesville, VA | $155,832,929 | $20,412,098 |
William & Mary Business School Foundation Williamsburg, VA | $93,537,218 | $9,533,267 |
Investor Protection Tr Washington, DC | $13,587,826 | $3,411,199 |
Vscpa Educational Foundation Inc Glen Allen, VA | $1,606,071 | $250,147 |
Robert H Smith School Of Business Foundation Inc Potomac, MD | $10,614,418 | $969,901 |
Virginia Future Business Leaders Of America Phi Beta Lambda Foundation Bridgewater, VA | $474,463 | $0 |