Investor Protection Trust is a 501(c)(3) nonprofit organization based in Washington, DC, devoted to investor education. Established in 1993 and tax-exempt since April 1995, the organization works at both state and national levels to provide independent, objective investor education resources to help Americans make informed investment decisions.
Key facts about Investor Protection Trust
- EIN
- 39-6570280
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $5,265,337
- Grants made (2024)
- 37
- Average grant
- $142,306
- Median grant
- $46,550
- Primary geography
- District of Columbia (67% of itemized 2024 grant dollars)
- Accepts unsolicited proposals
- No
Data from IRS Form 990-PF, 2024; updated June 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Investor Protection Trust funds
By grant dollars, the top recipient states for Investor Protection Trust's 37 itemized 2024 grants were District of Columbia (67%). The most frequent recipient cities were Washington Dc, DC (2 grants) and Alexandria, VA (2 grants). None of its 37 grants with a stated purpose were described as general or operating support. Recurring purposes include "Program Support" (37 grants).
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
—
-100.0% YoY
Annual Giving
$5.3M
+61.8% YoY
Grant Count
37
+15.6% YoY
Avg Grant Size
$142K
+39.9% YoY
Mission & Focus Areas
Mission: Investor Protection Trust is a nonprofit organization devoted to investor education. Since 1993, it has worked with the states and at the national level to provide independent, objective investor education needed by all Americans to make informed investment decisions.
Primary Focus Areas:
- Education of investors
- Research and education with respect to investor protection
- Promotion of compliance with federal and state securities and commodities laws
- Elder investment fraud and financial exploitation prevention
- Grassroots-level investor education programs
The organization also operates the Investor Protection Institute, a subordinate organization established in 2008 that conducts national programs aimed at educating and protecting investors, with particular focus on elder investment fraud prevention through education of medical professionals.
Grantmaking
Investor Protection Trust is an active grantmaker with the following characteristics:
Grant Range
** $5,000 to $470,000
Ready to take the next step with Investor Protection Trust?
Geographic Focus
Where this funder awards grants
The organization works at the national level and with state-level partners. Grant activity has been documented in Kentucky, District of Columbia, and Virginia.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of 2023:
- Total Assets: $6.83 million
- Total Liabilities: $1.28 million
- Annual Revenue: $717,000
- Annual Expenses: $5.76 million
- Program Expenses: $5,453,406
The organization's expenses significantly exceed its annual revenue, indicating reliance on asset drawdown to support operations.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | — | $6,833,520 | $10,525,291 |
| Revenue | $157,975 | $717,454 | $578,273 |
| Expenses | $5,709,732 | $5,756,170 | $2,809,929 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $120,995 | $121,347 | $200,928 |
| 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 10 recipients in 2024
Grant Size Distribution
104 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include North American Securities Administrators Assoc (nasaa) ($3,502,953 across 2 grants), Maryland Attorney Generals Office Securities Division ($223,931), Pennsylvania Securities Dept ($180,393).
| 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 |
Leadership & Key People
Leadership team and compensation from IRS filings
- Tanya Solov - Principal Officer
- David L Kinnamon - Trustee (noted in organization name variant)
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| TUNG CHAN | TRUSTEE | 2 | — |
| KELLY JANES | TRUSTEE | 2 | — |
| BARRY GLENNON | TRUSTEE | 4 | — |
| NOULA ZAHARIS | TRUSTEE | 2 | — |
| TANYA SOLOV | AUTHORIZED OFFICER | 30 | $136,540 |
Recent News & Activity
Recent developments and announcements
States have been reaching millions of U.S. investors through Investor Protection Trust programs and partnerships. The organization has collaborated with state securities regulators and other partners to expand investor education initiatives at the grassroots level.
NASAA Announces Launch of Investor Protection and Education ...Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does Investor Protection Trust fund?
**Mission:** Investor Protection Trust is a nonprofit organization devoted to investor education. Since 1993, it has worked with the states and at the national level to provide independent, objective investor education needed by all Americans to make informed investment decisions. **Primary Focus Areas:** • Education of investors • Research and education with respect to investor protection • Promotion of compliance with federal and state securities and commodities laws • Elder investment fraud …
How do I apply for a grant from Investor Protection Trust?
Investor Protection Trust is an active grantmaker with the following characteristics: • **Annual Giving:** Approximately $3.3 million (2023) • **Number of Grants:** 32 grants awarded (2023) • **Grant Range:** $5,000 to $470,000 • **Median Grant Size:** $66,000 • **Application Policy:** Invite-only; does not accept unsolicited applications • **Giving Rate:** 47.6% of assets
Where does Investor Protection Trust make grants?
The organization works at the national level and with state-level partners. Grant activity has been documented in Kentucky, District of Columbia, and Virginia.
What size grants does Investor Protection Trust award?
In 2024, Investor Protection Trust awarded 37 grants totaling $5.3M — an average of about $142K per grant, based on its IRS Form 990 filings.
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.
Does Investor Protection Trust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines.
Explore Open Grants
Browse active grant opportunities in Investor Protection Trust's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.