· Public charity
Investor Protection Trust
INVESTOR PROTECTION TRUST is a nonprofit organization devoted to investor education.
What it funded, over time
Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.
Where the money goes
Grants by size, and the largest recipients.
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 |
Does the money reach high-need areas?
Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.
Its 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. Its grants skew toward lower-need ZIPs.
How this is measured
Which US states its grants reach
How this is measured
Who it funds again
Organizations funded in more than one year, against those funded once.
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
How this is measured
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
How this is measured
Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.
Closest unfunded matches
The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. 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…
How this is measured
27 grantees tracked through their own filings, 2017–2025.
Each grant beside the grantee’s revenue from every source, year by year.
How this is measured
Counted here: distinct organizations funded across 2017 to 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.
Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.
Where the money sits, by cause and then by grantee
Each grantee by its size and the funder’s share of it; top left is load-bearing
Grantee by grantee: a decade per organization, before and after funding
A decade per grantee: revenue shaded, 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 ↗
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
How much its grantees rely on government
Each dot is one organization Investor Protection Trust funds: left to right is the share of its income from government, bottom to top the share from Investor Protection Trust. Bigger dots raise more.
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.
Play a game based on Investor Protection’s filings →