Bank Policy Institute

WASHINGTON, DC EIN: 36-0753125 Website

Promotes the business of banking and encourages the development of sound banking policy.

Financial Overview

From 2024 IRS Form 990-PF

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

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$10M$19M$29M$39M20202021202220232024
Metric202420232022
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

Giving Over Time

Total grant dollars and number of grants per year

$0$678K$1M$2M$3M3 grants20202 grants20213 grants20225 grants20235 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2024

Americans for Tax Reform$75KColumbia University$50KThe Heritage Foundation$50KCenter Forward$35KIdentity Theft Resource …$10K

Grant Size Distribution

18 grants across all recorded years

9<$50K8$50–100K$100–250K$250–500K$500K–1M1$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Bank Policy Institute fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

Greg BaerPresident & CEO$3.1MKate ChildressEVP, Public Affairs$1.2MJohn CourtEVP General Counsel and COO$1.1MBill NelsonEVP & Chief Economist$1.0MFrancisco CovasEVP & President, BITS$1.0MChris FeeneyEVP, Head of Research$833KPaige PidanoSVP, ST Assoc GC & C0-head o…$586KBrett WaxmanSVP, Senior Associate Genera…$541KGregg RozanksySVP, Senior Associate Genera…$539KSean OblackSVP, Head of Communications$525KTabitha EdgensSVP, SR. Assoc GC & CO-Head …$479K

From 2024 filing

NameTitleHoursCompensation
Jamie DimonChairman1
Brian MoynihanDirector1
Jane FraserDirector1
Charlie ScharfDirector1
Andy CecereDirector (Ended June 2024)1
Bharat MasraniDirector1
Bill DemchakDirector1
David McKayDirector1
Ron O'HanleyDirector1
Darryl WhiteDirector (Ended June 2024)1
Colm KelleherDirector1
Chris GormanDirector (Ended June 2024)1
Robin VinceDirector (Ended June 2024)1
Bill RogersDirector (Ended June 2024)1
Bruce Van SaunDirector (Ended June 2024)1
Steve SteinourDirector (Ended June 2024)1
Rene JonesDirector1
David SolomonDirector (Starting July 2024)1
CS VenkatakrishnanDirector (Starting July 2024)1
Richard FairbankDirector (Starting July 2024)1
Rick WursterDirector (Starting July 2024)1
Tim SpenceDirector (Starting July 2024)1
Kanetsugu MikeDirector (Starting July 2024)1
John TurnerDirector (Starting July 2024)1
Greg BaerPresident & CEO40$3,119,362
Kate ChildressEVP, Public Affairs40$1,166,987
John CourtEVP General Counsel and COO40$1,114,464
Bill NelsonEVP & Chief Economist40$1,035,062
Francisco CovasEVP & President, BITS40$1,002,599
Chris FeeneyEVP, Head of Research40$833,256
Paige PidanoSVP, ST Assoc GC & C0-head of Reg Affairs40$586,272
Brett WaxmanSVP, Senior Associate General Counsel40$540,727
Gregg RozanksySVP, Senior Associate General Counsel40$538,817
Sean OblackSVP, Head of Communications40$524,508
Tabitha EdgensSVP, SR. Assoc GC & CO-Head of Reg Affairs40$479,389

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

5states

Cities

CambridgeEl CajonMcleanNew YorkWashington

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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