Investor Protection Tr

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.

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)Compensation
Cheri Meyer
COO
$89,287
Michelle Olympiadis
Acting Executive Director
$76,409
Lynne Egan
Trustee
$0
Noula Zaharis
Trustee
$0
Diane Young-Spitzer
Trustee (thru 9/21)
$0
Tanya Solov
Trustee
$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

Grants Awarded

Over the last fiscal year, Investor Protection Tr has awarded $203,363 in support to 6 organizations.

Grant RecipientAmount

GEORGIA SECRETARY OF STATE

Org PageRecipient Profile

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
View Grant Profile

Grants Recieved

Over the last fiscal year, we have identified 1 grants that Investor Protection Tr has recieved totaling $71,354.

Awarding OrganizationAmount
Investor Protection Tr

Washington, DC

PURPOSE: PROGRAM SUPPORT

$71,354
View Grant Recipient Profile

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