Investor Protection Trust
Investor Protection Trust is a Washington, DC-based public charity devoted to investor education. The organization states that it has worked with states and at the national level since 1993 to provide independent, objective education intended to help Americans make informed investment decisions. Its 2024 filing is marked as the organization’s final return, so it appears to have wound down or stopped grantmaking.
Investor Protection Trust at a glance
In short: Investor Protection Trust gave $5.3M across 37 grants in 2024 (avg $142K), mostly in District of Columbia. Source: 2024 IRS Form 990.
- Annual giving (2024)
- $5,265,337
- +61.8% vs 2023
- Grants made (2024)
- 37
- +15.6% vs 2023
- Average grant
- $142,306
- +39.9% vs 2023
- Median grant
- $46,550
- Primary geography
- District of Columbia (67% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990, 2024 View filing
Data from IRS Form 990, 2024; updated October 2026.
How to apply to Investor Protection Trust
- Contact
Mailing address: 750 First Street Ne 990, Washington, DC 20002
Phone: (202) 737-0900
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Investor Protection Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was North American Securities Administrators Assoc (Nasaa) ($3.5M across 2 grants). Together the top 10 received $4.4M.
Grant Size Distribution
104 grants across all recorded years
The most common grant size was under $50K: 60 grants of 104 (58%).
Geographic Focus
Where this funder awards grants
In 2024, 67% of grant dollars went to recipients in DC, 4% to Maryland, 3% to Pennsylvania, 2% to Virginia, and 2% to North Carolina. Other listed recipients were located in states including Oregon, Minnesota, Idaho, New Hampshire, Alabama, Massachusetts, Utah, and Louisiana.
Grant Distribution by State
Share of 2024 grant dollars across all 37 itemized grants.
States
Cities
How Investor Protection Trust gives
Estimate from itemized grant lists in IRS Form 990 filings (2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $203K (2021) to $5.3M (2024). In 2024 it made 37 grants totaling $5.3M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| North American Securities Administrators Assoc (Nasaa) Washington DC, DC | Program Support | $2,000,000 |
| North American Securities Administrators Assoc (Nasaa) Washington DC, DC | Program Support | $1,502,953 |
| Maryland Attorney Generals Office Securities Division Baltimore, MD | Program Support | $223,931 |
| Pennsylvania Securities Dept Harrisburg, PA | Program Support | $180,393 |
| North Carolina Department of State Raleigh, NC | Program Support | $91,050 |
| Oregon Department of Consumer and Business Services Salem, OR | Program Support | $78,485 |
| Minnesota Department of Commerce St. Paul, MN | Program Support | $76,250 |
| Idaho Department of Finance Securities Bureau Boise, ID | Program Support | $69,775 |
| New Hampshire Bureau of Securities Regulation Concord, NH | Program Support | $68,475 |
| Alabama Securities Commission Montgomery, AL | Program Support | $67,775 |
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Financial History
Multi-year comparison from IRS filings
The 2024 filing is marked as the final return. The filing also states that the trust did not need to submit dissolution papers to a government agency.
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2024 | — | $157,975 | $5,709,732 | $5,265,337 | 37 | $120,995 |
| 2023 | $6,833,520 | $717,454 | $5,756,170 | $3,254,719 | 32 | $121,347 |
| 2022 | $10,525,291 | $578,273 | $2,809,929 | $2,147,789 | 16 | $200,928 |
| 2021 | $13,587,826 | $3,411,199 | $596,514 | $203,363 | 6 | $447,799 |
| 2020 | $10,968,658 | $1,051,603 | $1,153,253 | $373,120 | 13 | $186,603 |
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
The organization states that its purpose is investor education, research and education related to investor protection, and promoting compliance with federal and state securities and commodities laws. Its 2024 grants included program support for securities regulators and education-related organizations. For example, the Society for Financial Education & describes its mission as enhancing the financial and economic literacy of individuals and American households. The Administrators of the Tulane Educational Fund describes its mission as higher education, research, and public service.
Grantmaking
In 2024, the trust reported 37 grants totaling $5,265,337. Grant amounts ranged from $7,162 to $2,000,000, with a median of $46,550. Its largest listed awards included $2,000,000 and $1,502,953 to the North American Securities Administrators Association (NASAA), both for program support. Other awards included $223,931 to the Maryland Attorney General’s Office Securities Division and $180,393 to the Pennsylvania Securities Department, each for program support.
The filing states that grants were monitored through regular financial and narrative reports from grantees. For grants involving published materials, monitoring also included an invoice copy covering materials and shipping costs. The filing narrative says NASAA received the trust’s residual funds and was forming a NASAA Foundation with funds granted by the trust.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Tung Chan, Kelly Janes, Barry Glennon, and Noula Zaharis as trustees, and Tanya Solov as authorized officer.
Investor Protection Trust's 2024 filing lists 5 officers; 1 of 5 officers listed in 2024 is compensated.
Officers on the 2024 filing
Noula Zaharis
Trustee
On filings since 2020
2 hrs/week
No compensation reported
Barry Glennon
Trustee
On filings since 2021
4 hrs/week
No compensation reported
Kelly Janes
Trustee
On filings since 2021
2 hrs/week
No compensation reported
Tung Chan
Trustee
On filings since 2021
2 hrs/week
No compensation reported
Tanya Solov
Authorized Officer
Trustee → Authorized Officer, 2022
On filings since 2020
30 hrs/week
$105K (2022) → $137K (2024)
Former officers (12)
- Former: Bryan Lantagne (2020–2022) — Executive Director
- Former: Lynne Egan (2020–2022) — Trustee
- Former: Alex Glass (2020–2021) — Trustee
- Former: Cheri Meyer (2020–2021) — COO
- Former: Craig Goettsch (2020–2021) — Trustee
- Former: Diane Young-Spitzer (2020–2021) — Trustee
- Former: Michelle Olympiadis (2021) — Acting Executive Director
- Former: Denise Voigt Crawford (2020) — Acting Co-Executive Director
- Former: Don Blandin (2020) — CEO
- Former: Robin Weissman (2020) — Trustee
- Former: Theodore Miles (2020) — Trustee
- Former: Tony Myles (2020) — Trustee
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 $137K, to Tanya Solov (Authorized Officer).
Frequently asked questions about Investor Protection Trust
How much does Investor Protection Trust give each year?
Investor Protection Trust gave $5.3M across 37 grants in 2024, according to its 2024 IRS Form 990. In 2023 it gave $3.3M across 32 grants.
What is Investor Protection Trust's typical grant size?
Investor Protection Trust's median grant in 2024 was $46,550, and its average grant was $142,306, across 37 grants on its 2024 IRS Form 990.
Where does Investor Protection Trust give grants?
Investor Protection Trust gives mostly in District of Columbia: 67% of the grant dollars itemized on its 2024 IRS Form 990 went to recipients there. The most frequent recipient cities were Washington DC, DC (2 grants) and Alexandria, VA (2 grants).
Does Investor Protection Trust give general operating support?
Not in 2024: none of the 37 grants with a stated purpose on Investor Protection Trust's 2024 IRS Form 990 were described as general or operating support. Recurring purposes include "Program Support" (37 grants).
Who are Investor Protection Trust's largest grantees?
Investor Protection Trust's largest 2024 grantees include North American Securities Administrators Assoc (Nasaa) ($3,502,953 across 2 grants), Maryland Attorney Generals Office Securities Division ($223,931) and Pennsylvania Securities Dept ($180,393), according to its 2024 IRS Form 990. Together they received 74% of its itemized 2024 grant dollars.
What does Investor Protection Trust fund?
The organization states that its purpose is investor education, research and education related to investor protection, and promoting compliance with federal and state securities and commodities laws. See mission & focus areas ↑
How do I apply for a grant from Investor Protection Trust?
Investor Protection Trust has no public application process in the sources Grantable reviewed. Contact the foundation directly before submitting a request.
What is Investor Protection Trust's EIN?
Investor Protection Trust's EIN (Employer Identification Number) is 39-6570280. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated October 2026. Sourced from IRS Form 990 filings. Research dossier generated October 2026.
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 November 15, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS November 15, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS November 15, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS November 15, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS November 13, 2025)
- IRS filings on file for fiscal years 2020–2024
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