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
No grants recorded for .
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 | — |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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