Bank Policy Institute
Promotes the business of banking and encourages the development of sound banking policy.
Bank Policy Institute at a glance
In short: Bank Policy Institute gave $220K across 5 grants in 2024 (avg $44K), mostly in District of Columbia. Source: 2024 IRS Form 990.
- Annual giving (2024)
- $220,000
- +18.9% vs 2023
- Grants made (2024)
- 5
- +0.0% vs 2023
- Average grant
- $44,000
- +18.9% vs 2023
- Median grant
- $50,000
- Total assets
- $48,770,558
- -1.3% vs 2023
- Primary geography
- District of Columbia (57% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990, 2024 View filing
Data from IRS Form 990, 2024; updated September 2026.
Who Bank Policy Institute funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2024
The largest 2024 recipient was Americans for Tax Reform ($75K). Together the top 5 received $220K.
Grant Size Distribution
18 grants across all recorded years
The most common grant size was under $50K: 9 grants of 18 (50%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 5 itemized grants.
Cities
How Bank Policy Institute gives
- Giving grew 340% from 2021 to 2024. Method
From the foundation's IRS Form 990 filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $50K (2021) to $2.7M (2022). In 2024 it made 5 grants totaling $220K.
Grants by year
Grant recipients and amounts by year
| 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 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2024 | $48,770,558 | $35,312,939 | $34,116,822 | $220,000 | 5 | $1,274,419 |
| 2023 | $49,419,204 | $31,509,714 | $31,663,890 | $185,000 | 5 | $360,505 |
| 2022 | $41,812,574 | $30,476,068 | $31,172,714 | $2,710,763 | 3 | $282,921 |
| 2021 | $28,929,492 | $30,420,949 | $29,249,410 | $50,000 | 2 | $122,572 |
| 2020 | $27,899,988 | $29,175,132 | $27,135,447 | $80,000 | 3 | $79,321 |
About Bank Policy Institute
Based on IRS filings
Bank Policy Institute is a public charity, 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.
Leadership & Key People
Officers and directors from IRS filings
Bank Policy Institute is led by Greg Baer, President & CEO on every filing since 2020; 11 of 35 officers listed in 2024 are compensated.
Officers on the 2024 filing
Greg Baer
President & CEO
On filings since 2020
40 hrs/week
$2.6M (2020) → $3.1M (2024)
Francisco Covas
Executive Vice President, President & Bits
Executive Vice President Head of Research → Executive Vice President & Head of Research, 2022
Executive Vice President & Head of Research → Executive Vice President, President & Bits, 2024
On filings since 2020
40 hrs/week
$646K (2020) → $1M (2024)
Jamie Dimon
Chairman
Director → Director Chairman, 2022
Director Chairman → Chairman, 2023
On filings since 2020
1 hr/week
No compensation reported
Andy Cecere
Director
On filings since 2020
1 hr/week
No compensation reported
Bharat Masrani
Director
On filings since 2020
1 hr/week
No compensation reported
Brian Moynihan
Director
Chairman Director → Director, 2022
On filings since 2020
1 hr/week
No compensation reported
Bruce Van Saun
Director
On filings since 2020
1 hr/week
No compensation reported
Charlie Scharf
Director
On filings since 2020
1 hr/week
No compensation reported
Darryl White
Director
On filings since 2020
1 hr/week
No compensation reported
John M Turner
Director
On filings since 2020
1 hr/week
No compensation reported
Richard Fairbank
Director
On filings since 2020
1 hr/week
No compensation reported
Jane Fraser
Director
On filings since 2021
1 hr/week
No compensation reported
Kanetsugu Mike
Director
On filings since 2021
1 hr/week
No compensation reported
Rene Jones
Director
On filings since 2021
1 hr/week
No compensation reported
Tim Spence
Director
On filings since 2022
1 hr/week
No compensation reported
Bill Demchak
Director
On filings since 2023
1 hr/week
No compensation reported
Bill Rogers
Director
On filings since 2023
1 hr/week
No compensation reported
Chris Gorman
Director
On filings since 2023
1 hr/week
No compensation reported
Colm Kelleher
Director
On filings since 2023
1 hr/week
No compensation reported
David McKay
Director
On filings since 2023
1 hr/week
No compensation reported
Robin Vince
Director
On filings since 2023
1 hr/week
No compensation reported
Ron O'Hanley
Director
On filings since 2023
1 hr/week
No compensation reported
Steve Steinour
Director
On filings since 2023
1 hr/week
No compensation reported
CS Venkatakrishnan
Director
New on the 2024 filing
1 hr/week
No compensation reported
David Solomon
Director
New on the 2024 filing
1 hr/week
No compensation reported
Rick Wurster
Director
New on the 2024 filing
1 hr/week
No compensation reported
Bill Nelson
Executive Vice President & Chief Economist
On filings since 2020
40 hrs/week
$953K (2020) → $1M (2024)
Brett Waxman
Senior Vice President & Senior Associate General Counsel
Senior Vice President & Senior Associate General Counsel → Senior Vice President Senior Associate General Counsel, 2022
Senior Vice President Senior Associate General Counsel → Senior Vice President & Senior Associate General Counsel, 2023
On filings since 2020
40 hrs/week
$458K (2020) → $541K (2024)
Chris Feeney
Executive Vice President & Head of Research
Executive Vice President, President & Bits → Executive Vice President & Head of Research, 2024
On filings since 2020
40 hrs/week
$807K (2020) → $833K (2024)
John Court
Executive Vice President General Counsel & COO
Senior Vice President, General Counsel, Head of Reg Aff & COO → Executive Vice President Gc, Head of Reg Aff & COO, 2022
Executive Vice President Gc, Head of Reg Aff & COO → Executive Vice President General Counsel & COO, 2024
On filings since 2020
40 hrs/week
$720K (2020) → $1.1M (2024)
Kate Childress
Executive Vice President & Public Affairs
On filings since 2020
40 hrs/week
$1M (2020) → $1.2M (2024)
Sean Oblack
Senior Vice President & Head of Communications
On filings since 2021
40 hrs/week
$448K (2021) → $525K (2024)
Paige Pidano
Senior Vice President, St Associate Gc & C0-Head of Reg Affairs
Senior Vice President Senior Associate General Counsel → Senior Vice President & Senior Associate General Counsel, 2023
Senior Vice President & Senior Associate General Counsel → Senior Vice President, St Associate Gc & C0-Head of Reg Affairs, 2024
On filings since 2022
40 hrs/week
$513K (2022) → $586K (2024)
Gregg Rozanksy
Senior Vice President & Senior Associate General Counsel
On filings since 2023
40 hrs/week
$571K (2023) → $539K (2024)
Tabitha Edgens
Senior Vice President, Senior Associate Gc & Co-Head of Reg Affairs
New on the 2024 filing
40 hrs/week
$479K (2024)
Former officers (29)
- Former: Bryan Jordan (2021–2023) — Director
- Former: Edward Hill (2022–2023) — Senior Vice President & Head of Government Relations
- Former: Jean Laurent-Bonnafe (2022–2023) — Director
- Former: Gregg Rozansky (2020–2022) — Senior Vice President Senior Associate General Counsel
- Former: Ronald O'Hanley (2020–2022) — Director
- Former: Todd Gibbons (2020–2022) — Director
- Former: William Demchak (2020–2022) — Chairman
- Former: Ayeola Alexander (2021–2022) — Senior Vice President Operations & Chro
- Former: Ignacio Alvarez (2021–2022) — Director
- Former: Michael O'Grady (2021–2022) — Director
- Former: Roger Hochschild (2021–2022) — Director
- Former: Lauren Anderson (2022) — Senior Vice President Senior Associate General Counsel
- Former: Stephen Steinour (2022) — Director
- Former: Kenneth Troshinsky (2020–2021) — COO & CFO
- Former: Anna Harrington (2021) — Senior Vice President & Associate General Counsel
- Former: Dafina Stewart (2021) — Senior Vice President & Associate General Counsel
- Former: James Dimon (2021) — Director
- Former: Jean Laurent (2021) — Director
- Former: Beth Mooney (2020) — Director
- Former: Christopher Gorman (2020) — Director
- Former: Curtis C Farmer (2020) — Director
- Former: David Wagner (2020) — Senior Vice President & Deputy General Counsel
- Former: George Forsberg (2020) — Chief Financial Officer
- Former: Greg Carmichael (2020) — Director
- Former: Jes Staley (2020) — Director
- Former: Kelly King (2020) — Director
- Former: Kessel Stelling (2020) — Director
- Former: Michael Corbat (2020) — Director
- Former: Michael Lee (2020) — Senior Vice President & Head of Government Re
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $3.1M, to Greg Baer (President & CEO). 11 officers or directors reported compensation on that filing.
Frequently asked questions about Bank Policy Institute
How much does Bank Policy Institute give each year?
Bank Policy Institute gave $220K across 5 grants in 2024, according to its 2024 IRS Form 990. In 2023 it gave $185K across 5 grants.
What is Bank Policy Institute's typical grant size?
Bank Policy Institute's median grant in 2024 was $50,000, and its average grant was $44,000, across 5 grants on its 2024 IRS Form 990.
Where does Bank Policy Institute give grants?
Bank Policy Institute gives mostly in District of Columbia: 57% of the grant dollars itemized on its 2024 IRS Form 990 went to recipients there. The next largest states were New York (23%) and Virginia (16%). The most frequent recipient cities were Washington, DC (2 grants).
Does Bank Policy Institute give general operating support?
Yes: 80% of Bank Policy Institute's 2024 grants with a stated purpose (4 of 5) were for general or operating support, per its 2024 IRS Form 990.
Who are Bank Policy Institute's largest grantees?
Bank Policy Institute's largest 2024 grantees include Americans for Tax Reform ($75,000), Columbia University ($50,000) and The Heritage Foundation ($50,000), according to its 2024 IRS Form 990. Together they received 80% of its itemized 2024 grant dollars.
How large is Bank Policy Institute?
Bank Policy Institute reported $48.8M in total assets on its 2024 IRS Form 990. Its revenue that year was $35.3M.
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.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS October 1, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS September 19, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS October 6, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS April 2, 2025)
- Updated Form 990 for fiscal year 2024 (received by the IRS November 14, 2025)
- IRS filings on file for fiscal years 2020–2024
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