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Bank Policy Institute

Foundation · Grantmaker Washington, DC EIN: 36-0753125 Website

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.

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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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

5states

Share of all 5 itemized 2024 grant dollars.

Cities

WashingtonNew YorkMcleanCambridgeEl Cajon

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———

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

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: $75KAmericans for Tax Reform$75KColumbia University: $50KColumbia University$50KThe Heritage Foundation: $50KThe Heritage Foundation$50KCenter Forward: $35KCenter Forward$35KIdentity Theft Resource Center: $10KIdentity Theft Resource Center$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

Among its reported 2024 grants, the largest recipients include Americans for Tax Reform ($75,000), Columbia University ($50,000), The Heritage Foundation ($50,000).

RecipientPurposeAmount
Americans for Tax Reform Washington, DCGeneral Support$75,000
Columbia University New York, NYGeneral support$50,000
The Heritage Foundation Washington, DCGeneral Support$50,000
Center Forward McLean, VAGeneral Support$35,000
Identity Theft Resource Center El Cajon, CAEducation Grant$10,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

Greg Baer — President & CEO: $3.1MGreg BaerPresident & CEO$3.1MKate Childress — EVP, Public Affairs: $1.2MKate ChildressEVP, Public Affairs$1.2MJohn Court — EVP General Counsel and COO: $1.1MJohn CourtEVP General Counsel and COO$1.1MBill Nelson — EVP & Chief Economist: $1.0MBill NelsonEVP & Chief Economist$1.0MFrancisco Covas — EVP & President, BITS: $1.0MFrancisco CovasEVP & President, BITS$1.0MChris Feeney — EVP, Head of Research: $833KChris FeeneyEVP, Head of Research$833KPaige Pidano — SVP, ST Assoc GC & C0-head of Reg Affairs: $586KPaige PidanoSVP, ST Assoc GC & C0-head of…$586KBrett Waxman — SVP, Senior Associate General Counsel: $541KBrett WaxmanSVP, Senior Associate General…$541KGregg Rozanksy — SVP, Senior Associate General Counsel: $539KGregg RozanksySVP, Senior Associate General…$539KSean Oblack — SVP, Head of Communications: $525KSean OblackSVP, Head of Communications$525KTabitha Edgens — SVP, SR. Assoc GC & CO-Head of Reg Affairs: $479KTabitha EdgensSVP, SR. Assoc GC & CO-Head of…$479K

From 2024 IRS 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

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.

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