Bank Policy Institute
Promotes the business of banking and encourages the development of sound banking policy.
Key facts about Bank Policy Institute
- EIN
- 36-0753125
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $220,000
- Grants made (2024)
- 5
- Average grant
- $44,000
- Median grant
- $50,000
- Total assets
- $48,770,558
- Primary geography
- District of Columbia (57% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Bank Policy Institute funds
By grant dollars, the top recipient states for Bank Policy Institute's 5 itemized 2024 grants were District of Columbia (57%), New York (23%) and Virginia (16%). The most frequent recipient cities were Washington, DC (2 grants). 80% of grants with a stated purpose were for general or operating support.
How Bank Policy Institute gives
- Giving grew 340% from 2021 to 2024. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Next steps with Bank Policy Institute
- How to evaluate Bank Policy Institute as a funder
Our grant prospecting guide: read the 990-PF, check fit, and decide whether to apply.
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$48.8M
-1.3% YoY
Annual Giving
$220K
+18.9% YoY
Grant Count
5
+0.0% YoY
Avg Grant Size
$44K
+18.9% YoY
About Bank Policy Institute
Based on IRS filings
Bank Policy Institute is a nonprofit organization, based in Washington, DC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $48.8M in total assets. In 2024, it awarded 5 grants totaling $220K. Net investment income was $1.3M.
Ready to take the next step with Bank Policy Institute?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 5 itemized 2024 grant dollars.
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $48,770,558 | $49,419,204 | $41,812,574 |
| Revenue | $35,312,939 | $32,389,289 | $30,476,068 |
| Expenses | $34,116,822 | $31,663,890 | $31,172,714 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $1,274,419 | $360,505 | $282,921 |
| Distributable Amount | — | — | — |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2024
Grant Size Distribution
18 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Americans for Tax Reform ($75,000), Columbia University ($50,000), The Heritage Foundation ($50,000).
| Recipient | Purpose | Amount |
|---|---|---|
| Americans for Tax Reform Washington, DC | General Support | $75,000 |
| Columbia University New York, NY | General support | $50,000 |
| The Heritage Foundation Washington, DC | General Support | $50,000 |
| Center Forward McLean, VA | General Support | $35,000 |
| Identity Theft Resource Center El Cajon, CA | Education Grant | $10,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Jamie Dimon | Chairman | 1 | — |
| Brian Moynihan | Director | 1 | — |
| Jane Fraser | Director | 1 | — |
| Charlie Scharf | Director | 1 | — |
| Andy Cecere | Director (Ended June 2024) | 1 | — |
| Bharat Masrani | Director | 1 | — |
| Bill Demchak | Director | 1 | — |
| David McKay | Director | 1 | — |
| Ron O'Hanley | Director | 1 | — |
| Darryl White | Director (Ended June 2024) | 1 | — |
| Colm Kelleher | Director | 1 | — |
| Chris Gorman | Director (Ended June 2024) | 1 | — |
| Robin Vince | Director (Ended June 2024) | 1 | — |
| Bill Rogers | Director (Ended June 2024) | 1 | — |
| Bruce Van Saun | Director (Ended June 2024) | 1 | — |
| Steve Steinour | Director (Ended June 2024) | 1 | — |
| Rene Jones | Director | 1 | — |
| David Solomon | Director (Starting July 2024) | 1 | — |
| CS Venkatakrishnan | Director (Starting July 2024) | 1 | — |
| Richard Fairbank | Director (Starting July 2024) | 1 | — |
| Rick Wurster | Director (Starting July 2024) | 1 | — |
| Tim Spence | Director (Starting July 2024) | 1 | — |
| Kanetsugu Mike | Director (Starting July 2024) | 1 | — |
| John Turner | Director (Starting July 2024) | 1 | — |
| Greg Baer | President & CEO | 40 | $3,119,362 |
| Kate Childress | EVP, Public Affairs | 40 | $1,166,987 |
| John Court | EVP General Counsel and COO | 40 | $1,114,464 |
| Bill Nelson | EVP & Chief Economist | 40 | $1,035,062 |
| Francisco Covas | EVP & President, BITS | 40 | $1,002,599 |
| Chris Feeney | EVP, Head of Research | 40 | $833,256 |
| Paige Pidano | SVP, ST Assoc GC & C0-head of Reg Affairs | 40 | $586,272 |
| Brett Waxman | SVP, Senior Associate General Counsel | 40 | $540,727 |
| Gregg Rozanksy | SVP, Senior Associate General Counsel | 40 | $538,817 |
| Sean Oblack | SVP, Head of Communications | 40 | $524,508 |
| Tabitha Edgens | SVP, SR. Assoc GC & CO-Head of Reg Affairs | 40 | $479,389 |
Frequently Asked Questions
How large is Bank Policy Institute?
As of 2024, Bank Policy Institute holds $48.8M in total assets with $35.3M in annual revenue. It awarded 5 grants totaling $220K in 2024.
Where does Bank Policy Institute operate?
Bank Policy Institute has awarded grants in California, District of Columbia, Massachusetts, New York, Virginia.
What size grants does Bank Policy Institute award?
In 2024, Bank Policy Institute awarded 5 grants totaling $220K — an average of about $44K per grant, based on its IRS Form 990 filings.
What is Bank Policy Institute's EIN?
Bank Policy Institute's EIN (Employer Identification Number) is 36-0753125. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.