· Public charity
Investor Protection Trust
INVESTOR PROTECTION TRUST is a nonprofit organization devoted to investor education.
What you funded, over time
Every grant placed by its stated purpose and the recipient’s mission, by year — across FY2017–2024.
Where the money goes
Your grants by size, and where they go.
By grant size · FY2024
- Under $10k2 grants · $17k
- $10k–50k19 grants · $547k
- $50k–250k14 grants · $1.2M
- $250k+2 grants · $3.5M
| Recipient | Amount |
|---|---|
| NORTH AMERICAN SECURITIES ADMINISTRATORS ASSOC (NASAA) | $2,000,000 |
| NORTH AMERICAN SECURITIES ADMINISTRATORS ASSOC (NASAA) | $1,502,953 |
| MARYLAND ATTORNEY GENERALS OFFICE SECURITIES DIVISION | $223,931 |
| PENNSYLVANIA SECURITIES DEPT | $180,393 |
| NORTH CAROLINA DEPARTMENT OF STATE | $91,050 |
| OREGON DEPARTMENT OF CONSUMER AND BUSINESS SERVICES | $78,485 |
| MINNESOTA DEPARTMENT OF COMMERCE | $76,250 |
| IDAHO DEPARTMENT OF FINANCE SECURITIES BUREAU | $69,775 |
| NEW HAMPSHIRE BUREAU OF SECURITIES REGULATION | $68,475 |
| ALABAMA SECURITIES COMMISSION | $67,775 |
| UNIVERSITY OF MASSACHUSETTS BOSTON | $65,125 |
| UTAH DIVISION OF SECURITIES | $60,475 |
| WYOMING SECTY OF STATE SECURITIES DIVISION | $60,445 |
| VIRGINIA SECURITIES | $53,275 |
| INDIANA SECURITIES DEPARTMENT | $51,655 |
Do your dollars go where the need is?
Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.
Your human-services grants (FY19–24, $60k) land where the poverty rate runs at 8%, against an area that typically sits at 11%. 0% of those dollars go to grantees based in above-average-need neighborhoods. Your grants skew toward lower-need ZIPs.
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.
Which US states your grants reach
US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.
Who you back again
Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.
42 repeat relationships — 24 still active in FY2024, 18 since wound down; 11 grantees were first funded in FY2024 (too recent to call).
How the two cohorts compare
Organizations
Total granted
Median revenue growth · since first grant
Still filing today
New vs renewed · share of each year
In FY2024, 87% of grant dollars renewed an existing relationship; $669k went to new ones.
Where new relationships form · theme of each grantee’s first grant
First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.
Backed again, and grew
- NANORTH AMERICAN SECURITIES ADMINISTRATORS ASSOCIATION INC2× · 2019–2024 · $3.5M · revenue +168%
- NCNEBRASKA COUNCIL ON ECONOMIC EDUCATION2× · 2020–2022 · $106k · revenue +32% · 33% of their budget
- NTNETWORTH TELEVISION PRODUCTIONS INC3× · 2019–2024 · $60k · revenue ×29 · 72% of their budget
Funded once
- TUTemple University - Of The Commonwealth System of Higher Educationone grant, 2022 · $997k · revenue +13%
- FAFLORIDA ASSOCIATION OF BROADCASTERS INCgraduatedone grant, 2023 · $350k · revenue +142%
- MDMICHIGAN DEP OF HEALTH & HUMAN SERVICESone grant, 2023 · $159k
Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.
The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.
The usual public activitites of the national association of college and univsersity business officers (nacubo) are to develop, promote, and improve business and financial principles and practices in the administration of institutions of…
Aacsb international provides quality assurance of business school programs, the latest in business education intelligence, thought leadership, and learning and development services.
The american enterprise institute is a community of scholars and supporters committed to expanding liberty, increasing individual opportunity, and strengthening free enterprise. aei pursues these ideals through independent thinking and the…
The nber conducts unbiased, non-partisan economic research and communicates the findings of that research to academic researchers, policy-makers, and business professionals. (continued on schedule o)
Founded in 1889, the national association of regulatory utility commisioners (naruc) is a non-profit organization dedicated to representing the state public service commisions who regulate the utilities that provide essential services such…
We create, nurture, and empower a global community of scholars focused on creating, advancing, and disseminating knowledge in international business research, education, policy, and practice.
See schedule othe aba's mission is to be a member-focused organization that provides advocacy, education, business solutions, and forums for an exchange of views and information that assists our members in providing financial services to…
Our mission is to advocate for education professionals and to unite our members and the nation to fulfill the promise of public education to prepare every student to succeed in a diverse and interdependent world.
Empowering financial professionals and consumers through world-class advocacy and education.
Aascu is a washington, d.c. based higher education association that represents the sector of over 500 regional public colleges, universities, and systems whose members share a learning and teaching centered culture, a commitment to…
To advance the practice of higher education attorneys for the benefit of the institutions they serve.
National association of broadcasters (nab) advances the interest of radio and television broadcasters in federal government, industry and public affairs; improves the quality of broadcasting, and encourages technological innovation and…
For reference, the grantee most central to the portfolio’s shape is Mississippi Council On Economic Education and the most unlike its peers is Short the Squirrel Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
For each theme you fund, this compares how the sector’s money is shifting with how your own giving is shifting.
Sector change and giving change are each shown relative to their own range, growing (right) or shrinking (left); both normalized, so inflation isn’t mistaken for growth.
Your grantees are a median of 47 years old; the field is 16. You back the established end — and your money leans older still.
The field is 22% startups (under 5 years old) — 0% of your grantees by number, and just 0% of your money.
The orgs you fund almost never close — 1% lost their exemption, against 13% of the field you don’t fund.
Age = years since IRS exemption (a founding proxy). “Closed” = auto-revocation for 3 years of non-filing — a floor on closure, not proof, and bigger established orgs lapse least. Association, not causation.
27 grantees tracked through their own filings, 2017–2025.
Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.
Counted here: distinct organizations you funded across 2017–2025, not grant rows in a single year — so this will not match the grant count on the cover. 27 of the 88 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.
Where your money sits — by cause, then by grantee
Each org by its size and your share of it — top-left is where you’re load-bearing
Go grantee by grantee — a decade per org, and how each moved after you funded them
A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.
- Who funds NORTH AMERICAN SECURITIES ADMINISTRATORS ASSOCIATION INC ↗
- Who funds Temple University - Of The Commonwealth System of Higher Education ↗
- Who funds FLORIDA ASSOCIATION OF BROADCASTERS INC ↗
- Who funds ASSOCIATION FOR FINANCIAL COUNSELING AND PLANNING EDUCATION ↗
- Who funds INVESTOR PROTECTION TRUST ↗
- Who funds AARP FOUNDATION ↗
- Who funds University of Georgia Research Foundation Inc ↗
- Who funds NEBRASKA COUNCIL ON ECONOMIC EDUCATION ↗
- Who funds INVESTOR PROTECTION INSTITUTE ↗
- Who funds NETWORTH TELEVISION PRODUCTIONS INC ↗
The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.
Open a dossier: Council of State and Territorial Epidemiologists Inc · Association of State and Territorial Health Officials · American Bar Association · National Fish and Wildlife Foundation · National Council for State Authorization Reciprocity Agreements · National Assembly of State Arts Agencies Inc · Recreational Boating and Fishing Foundation · Association of Public Health Laboratories Inc · Rocky Mountain Elk Foundation Inc · The Pew Charitable Trusts · North American Association of Central Cancer Registries · National Association of State Procurement Officals Inc
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.
Government reliance of your grantees
Every dot is one organization Investor Protection Trust funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal or a single department — and drag the year to watch it move.
Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.
Warm introductions · Powered by PlinthPlus
How do I get to Investor Protection Trust?
Find your warmest path to Investor Protection Trust through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.
Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.