Investment Company Institute
TO STRENGTHEN THE FOUNDATION OF THE ASSET MANAGEMENT INDUSTRY FOR THE ULTIMATE BENEFIT OF THE LONG-TERM INDIVIDUAL INVESTOR. MEMBERS INCLUDE MUTUAL FUNDS, EXCHANGE-TRADED FUNDS (ETFS), CLOSED-END FUNDS, AND UNIT INVESTMENT TRUSTS (UITS) IN THE UNITED STATES, AND SIMILAR FUNDS OFFERED TO INVESTORS IN EUROPE, ASIA AND OTHER JURISDICTIONS.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$146.4M
-1.5% YoY
Annual Giving
$180K
-10.0% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$180K
-10.0% YoY
About Investment Company Institute
Based on IRS filings
Investment Company Institute is a nonprofit organization, based in WASHINGTON, DC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $146.4M in total assets. In 2024, it awarded 1 grants totaling $180K. Net investment income was $5.4M.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $146,403,728 | $148,674,197 | $132,491,163 |
| Revenue | $83,174,498 | $84,136,163 | $80,146,435 |
| Expenses | $84,194,621 | $77,130,848 | $68,854,682 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $5,426,583 | $3,424,885 | $1,558,229 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Ici Education Foundation ($180,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ICI EDUCATION FOUNDATION NW WASHINGTON, DC | RELATED ORGANIZATION | $180,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ERIC J PAN | PRESIDENT & CEO | 40 | $3,128,037 |
| SUSAN M OLSON | GENERAL COUNSEL THRU 06/24 | 40 | $1,086,498 |
| DONALD C AUERBACH | CHIEF OPERATING OFFICER | 40 | $980,941 |
| MICHAEL N PEDRONI | CHIEF GLOBAL AFFAIRS OFFICER | 40 | $820,371 |
| JOHN G EMLING | CHIEF GOVT. AFFAIRS OFFICER | 40 | $744,402 |
| SEAN S COLLINS | CHIEF ECONOMIST | 40 | $650,587 |
| DOROTHY M DONOHUE | DEPUTY GENERAL COUNSEL | 40 | $633,358 |
| SARAH A BESSIN | DEPUTY GENERAL COUNSEL | 40 | $616,902 |
| ERICA E RICHARDSON | CHIEF STRATEGIC COMM. OFFICER | 40 | $614,091 |
| RACHEL H GRAHAM | SECRETARY | 40 | $500,841 |
| MARK A DELCOCO | CFO/TREASURER | 40 | $397,776 |
| GEORGE H WALKER | CHAIR | 2 | — |
| YIE-HSIN HUNG | VICE-CHAIR | 2 | — |
| OMAR AGUILAR | MEMBER | 1 | — |
| ANDREW G ARNOTT | MEMBER | 1 | — |
| GEORGE AYLWARD | MEMBER | 1 | — |
| KATHLEEN T BARR | MEMBER | 2 | — |
| SETH P BERNSTEIN | MEMBER | 1 | — |
| KAMAL BHATIA | MEMBER | 1 | — |
| STEPHANIE G BRAMING | MEMBER | 1 | — |
| HEATHER E BRILLIANT | MEMBER | 1 | — |
| MORTIMER J BUCKLEY | MEMBER | 2 | — |
| PAMELA CARLTON | MEMBER | 1 | — |
| JANE K CARTEN | MEMBER | 1 | — |
| GALE K CARUSO | MEMBER | 1 | — |
| JAMES E DAVEY | MEMBER | 1 | — |
| DAVID DIPETRILLO | MEMBER | 1 | — |
| WILLIAM EBSWORTH | MEMBER | 1 | — |
| DANIEL GAMBA | MEMBER | 1 | — |
| GEORGE C W GATCH | MEMBER | 2 | — |
| CAROL GEREMIA | MEMBER | 1 | — |
| PETER J GERMAIN | MEMBER | 1 | — |
| DAVID L GIUNTA | MEMBER | 1 | — |
| DIANA HERRMANN | MEMBER | 1 | — |
| RYAN HICKE | MEMBER | 1 | — |
| MELLODY HOBSON | MEMBER | 2 | — |
| CYNTHIA HOSTETLER | MEMBER | 1 | — |
| BEN HUNEKE | MEMBER | 1 | — |
| NAIM ABOU-JAOUDE | MEMBER | 1 | — |
| GREGORY E JOHNSON | MEMBER | 2 | — |
| JAMES L JOHNSON JR | MEMBER | 2 | — |
| LISA M JONES | MEMBER | 1 | — |
| JOANNA F JONSSON | MEMBER | 2 | — |
| THOMAS C KERSTING | MEMBER | 1 | — |
| KATHYRN KOCH | MEMBER | 2 | — |
| SHAWN K LYTLE | MEMBER | 2 | — |
| MEHDI MAHMUD | MEMBER | 1 | — |
| JAMES MCNAMARA | MEMBER | 2 | — |
| MICHAEL A MENDELSON | MEMBER | 1 | — |
| MARK D NERUD | MEMBER | 1 | — |
| CATHERINE L NEWELL | MEMBER | 1 | — |
| DAVID OESTREICHER | MEMBER | 2 | — |
| STEVEN J PAGGIOLI | MEMBER | 1 | — |
| STUART S PARKER | MEMBER | 2 | — |
| CYNTHIA R PLOUCHE | MEMBER | 2 | — |
| KARLA RABUSCH | MEMBER | 1 | — |
| KRISTI L ROWSELL | MEMBER | 1 | — |
| ANDREW R SCHLOSSBERG | MEMBER | 2 | — |
| DOUGLAS B SIEG | MEMBER | 2 | — |
| KRISTI SLAVIN | MEMBER | 1 | — |
| MARTIN SMALL | MEMBER | 1 | — |
| MARIJN P SMIT | MEMBER | 1 | — |
| PETER G STRELOW | MEMBER | 2 | — |
| WILLIAM W STRICKLAND JR | MEMBER | 1 | — |
| JOSEPH SULLIVAN | MEMBER | 1 | — |
| GARY TENKMAN | MEMBER | 1 | — |
| JONATHAN S THOMAS | MEMBER | 1 | — |
| GARRETT THORNBURG | MEMBER | 1 | — |
| RONALD E TOUPIN JR | MEMBER | 1 | — |
| WILLIAM F TRUSCOTT | MEMBER | 2 | — |
| DAWN VROEGOP | MEMBER | 1 | — |
| PAUL CELLUPICA | GENERAL COUNSEL AS OF 06/24 | 40 | — |
Frequently Asked Questions
How large is Investment Company Institute?
As of 2024, Investment Company Institute holds $146.4M in total assets with $83.2M in annual revenue. It awarded 1 grants totaling $180K in 2024.
Where does Investment Company Institute operate?
Investment Company Institute has awarded grants in District of Columbia.
What size grants does Investment Company Institute award?
In 2024, Investment Company Institute awarded 1 grants totaling $180K — an average of about $180K per grant, based on its IRS Form 990 filings.
What is Investment Company Institute's EIN?
Investment Company Institute's EIN (Employer Identification Number) is 13-5266605. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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