Washington, D.C. · Public charity
Investor Protection Trust
INVESTOR PROTECTION TRUST is a nonprofit organization devoted to investor education. Since 1993 INVESTOR PROTECTION TRUST has worked with the states and at the national level to provide independent, objective investor education needed by all americans to make informed investment decisions.
- $5.3M
- Granted FY2024(still arriving)
- 37
- Grants FY2024
- 30
- Organizations funded FY2023
- 67%
- First-time grantees FY2023
- Median grant, FY2024
- $46,550
- Largest grant, FY2024
- $2,000,000
- Organizations funded a year
- 6 to 30
- FY2017 to FY2023
- States reached, FY2024
- 33
How open it is to new grantees
In FY2023, 67% of the organizations Investor Protection Trust funded were first-time grantees, receiving 70% of its grant dollars.
New vs renewed · share of each year
In FY2023, 30% of grant dollars renewed an existing relationship; $2.3M went to new ones.
Where new relationships form · theme of each grantee’s first grant
How this is measured
The numbers by year
| Fiscal year | Organizations funded | To those organizations | First-time grantees |
|---|---|---|---|
| FY2024still arriving | 35 | $5.3M | 31% |
| FY2023 | 30 | $3.3M | 67% |
| FY2022 | 15 | $2.1M | 67% |
| FY2021 | 6 | $203k | 17% |
| FY2020 | 12 | $373k | 42% |
| FY2019 | 24 | $625k | 67% |
| FY2018 | 17 | $603k | 41% |
| FY2017 | 18 | $656k | n/a |
What it funded, over time
Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.
Where its grants go
Grant dollars by states, across the years we hold.
Which US states its grants reach
Top grantees
Largest recipients by total granted, FY2017 to FY2024, and the share of each one’s budget the grants supplied at peak.
| Grantee | Total granted | Years | Share of their budget |
|---|---|---|---|
| North American Securities Administrators Association Inc | $3,532,228 | 2 | 15% |
| Temple University - Of The Commonwealth System of Higher Education | $997,142 | 1 | 0% |
| Iowa Insurance Division Securities and Regulated Industries | $620,509 | 3 | n/a |
| Cal Poly Humboldt | $510,343 | 2 | n/a |
| State of Indiana | $449,583 | 3 | n/a |
| Florida Association of Broadcasters Inc | $350,000 | 1 | 24% |
| Regents of the University of Colorado | $315,000 | 2 | n/a |
| University of Massachusetts | $293,666 | 2 | n/a |
| Commonwealth of Kentucky | $290,890 | 2 | n/a |
| Association for Financial Counseling and Planning Education | $268,310 | 3 | 5% |
Show all 88 grantees
| Grantee | Total granted | Years | Share of their budget |
|---|---|---|---|
| North American Securities Administrators Association Inc | $3,532,228 | 2 | 15% |
| Temple University - Of The Commonwealth System of Higher Education | $997,142 | 1 | 0% |
| Iowa Insurance Division Securities and Regulated Industries | $620,509 | 3 | n/a |
| Cal Poly Humboldt | $510,343 | 2 | n/a |
| State of Indiana | $449,583 | 3 | n/a |
| Florida Association of Broadcasters Inc | $350,000 | 1 | 24% |
| Regents of the University of Colorado | $315,000 | 2 | n/a |
| University of Massachusetts | $293,666 | 2 | n/a |
| Commonwealth of Kentucky | $290,890 | 2 | n/a |
| Association for Financial Counseling and Planning Education | $268,310 | 3 | 5% |
| State of New Hampshire | $259,672 | 3 | n/a |
| South Carolina Network | $252,780 | 5 | n/a |
| Department of Public Health & Human Services | $237,231 | 5 | n/a |
| University of Maryland College Park | $223,931 | 1 | n/a |
| Alabama Dept Conservation & Natural Res | $223,630 | 7 | n/a |
| New Mexico Early Childhood Education and Care Department | $207,525 | 3 | n/a |
| Idaho Public Television | $194,715 | 2 | n/a |
| Pennsylvania Securities Dept | $180,393 | 1 | n/a |
| Texas State Securities Board | $171,547 | 5 | n/a |
| Investor Protection Trust | $159,864 | 3 | 6% |
| Michigan Dep of Health & Human Services | $159,000 | 1 | n/a |
| AARP Foundation | $158,607 | 1 | 0% |
| State of Delaware Department of Natural Resources and Environmental Contro | $153,625 | 2 | n/a |
| Virginia Securities | $134,250 | 2 | n/a |
| University of Georgia Research Foundation Inc | $124,453 | 1 | 0% |
| State of Maine | $122,143 | 2 | n/a |
| Missouri Department of Higher Education & Workforce Development | $115,113 | 3 | n/a |
| Minnesota Zoo | $106,363 | 2 | n/a |
| Nebraska Council on Economic Education | $106,250 | 2 | 33% |
| North Carolina Department of State | $104,754 | 2 | n/a |
| Investor Protection Institute | $102,287 | 2 | 80% |
| State of Utah Governor's Office of Economic Development | $100,475 | 2 | n/a |
| State University of New York at Binghamton | $96,758 | 1 | n/a |
| Pennsylvania Department of Banking and Securities | $95,726 | 4 | n/a |
| Oregon Department of Consumer and Business Services | $94,043 | 2 | n/a |
| Wyoming Game & Fish Department | $84,858 | 2 | n/a |
| Nevada Department of Health and Human Services | $83,778 | 2 | n/a |
| Georgia Office of the Secretary of State | $81,368 | 1 | n/a |
| Wayne County Public Schools | $71,868 | 2 | n/a |
| Networth Television Productions Inc | $60,000 | 3 | 72% |
| Hawaii Securities Dept | $60,000 | 1 | n/a |
| The Piaba Foundation Inc | $59,000 | 3 | 33% |
| Society for Financial Education & Professional Development | $57,275 | 3 | 3% |
| Capital Innovation Lab Inc | $54,300 | 2 | n/a |
| Arkansas Council on Economic Education | $53,920 | 2 | 5% |
| The Administrators of the Tulane Educational Fund | $51,200 | 1 | 0% |
| State of Florida | $49,603 | 1 | n/a |
| Colorado Energy Office | $48,110 | 1 | n/a |
| Nebraska Game and Parks Commission | $46,550 | 1 | n/a |
| State of Arizona | $45,241 | 2 | n/a |
| State Of Alaska | $39,571 | 2 | n/a |
| Iowa Insurance Division | $38,570 | 2 | n/a |
| Mississippi Council on Economic Education | $36,055 | 1 | 10% |
| Northwest Technical Institute | $35,277 | 2 | n/a |
| The Alabama Fblapbl Foundation | $33,200 | 3 | 13% |
| American Bar Association Fund for Justice and Education | $33,000 | 1 | 0% |
| Mississippi Association of Broadcasters | $32,977 | 1 | n/a |
| Council on Economic Education in Maryland Inc | $31,500 | 2 | 3% |
| Detroit Public Media | $30,000 | 1 | 0% |
| Short the Squirrel Inc | $30,000 | 1 | 16% |
| Alabama Broadcasters Association | $28,295 | 1 | 2% |
| Detroit Public Television | $26,700 | 1 | n/a |
| Washington Department of Financial Institutions Securities Division | $25,375 | 1 | n/a |
| University of Oklahoma | $25,213 | 1 | n/a |
| Virginia Securities Commission | $23,670 | 1 | n/a |
| University Of Wisconsin Madison | $20,985 | 1 | n/a |
| Middle Alabama Area Agency on Aging | $17,632 | 2 | n/a |
| Vermont Dairy Promo Council | $13,799 | 1 | n/a |
| State of Connecticut | $13,762 | 1 | n/a |
| Better Business Bureau of North Alabama | $13,657 | 1 | 1% |
| State of Tennessee | $12,518 | 1 | n/a |
| Illinois Office of the Secretary of State Securities Department | $12,447 | 1 | n/a |
| Alabama A&M University | $12,375 | 1 | n/a |
| Cape Cod Community College | $11,924 | 1 | n/a |
| Illinois Securities Department | $11,875 | 1 | n/a |
| Bridge Builders Foundation Inc | $11,250 | 1 | 1% |
| West Virginia Office of the State Auditor Securities Commission | $11,090 | 1 | n/a |
| NJ Dept of Environmental Protection | $11,004 | 1 | n/a |
| Nd Industrial Commission | $9,995 | 1 | n/a |
| Jumpstart Coalition for Personal Financial Literacy | $8,500 | 1 | n/a |
| Alabama Council on Economic Education | $8,400 | 1 | 4% |
| Alabama Silver Haired Legislature Foundation | $6,500 | 1 | n/a |
| Illinois Office of the Secretary of State Securities Department | $5,640 | 1 | n/a |
| Central Alabama Aging Consortium | $5,000 | 1 | n/a |
| National Association of Social Workers | $5,000 | 1 | 0% |
| Alabama District Attorney's Association | $5,000 | 1 | 1% |
| Montgomery County Commission | $5,000 | 1 | n/a |
| Auburn University | $5,000 | 1 | n/a |
Where it is load-bearing
Investor Protection Trust supplied at least a quarter of the budget for 4 of its grantees at some point. The chart plots its 26 largest grantees; load-bearing ones sit top left.
Tap a dot to name the grantee.
How this is measured
Co-funders
Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: 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
How this is measured
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.
About Investor Protection Trust
- How much does Investor Protection Trust give?
- Investor Protection Trust reported 37 grants totaling $5,275,707 in its FY2024 IRS filing. It funded between 6 and 30 organizations a year over FY2017 to FY2023.
- What does Investor Protection Trust fund?
- By grant dollars over FY2017 to FY2024, its largest causes are Community Improvement (45%), Public Benefit (15%), Education (15%).
- Who are Investor Protection Trust's largest grantees?
- By total granted over FY2017 to FY2024: North American Securities Administrators Association Inc ($3.5M), Temple University - Of The Commonwealth System of Higher Education ($997k), Iowa Insurance Division Securities and Regulated Industries ($621k).
- Does Investor Protection Trust fund new organizations?
- In FY2023, 67% of the organizations it funded were first-time grantees.
- Which funders back the same organizations as Investor Protection Trust?
- Its strongest co-funders, measured against what their size predicts, include Council of State and Territorial Epidemiologists Inc, Association of State and Territorial Health Officials, American Bar Association.
- Where is Investor Protection Trust based?
- Investor Protection Trust is based in DC.
Play a game based on Investor Protection’s filings →