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Nonprofiteer
← INVESTOR PROTECTION TRUST

Form 990 for tax year 2024

Filed by INVESTOR PROTECTION TRUST.

Totals

Total revenue
$157,975
Total expenses
$5,709,732
Contributions and grants received
$34,482
Grants paid
$5,275,707
Program service revenue
$0
Investment income
$120,995
Other revenue
$2,498
Total assets, end of year
$0
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$0
Program services expenses (Part IX)
$5,453,406
Management and general expenses
$256,326
Fundraising expenses
$0
Program service expenses (Part III)
$5,453,406

Program services were 95.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $34,482

  • 3 · Investment income

    total $120,995 · excluded $120,995

  • 11a · Other revenue: OTHER INCOME

    total $2,498 · excluded $2,498

  • 11e · Other revenue, total

    $2,498

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $5,275,707 · program services $5,275,707

  • 5 · Compensation of officers, directors and key employees

    total $136,540 · program services $70,468 · management and general $66,072

  • 11b · Fees: legal

    total $32,765 · management and general $32,765

  • 11c · Fees: accounting

    total $85,326 · management and general $85,326

  • 11f · Fees: investment management

    total $10,907 · management and general $10,907

  • 11g · Fees: other

    total $91,623 · program services $47,287 · management and general $44,336

  • 13 · Office expenses

    total $4,894 · program services $2,525 · management and general $2,369

  • 14 · Information technology

    total $23,777 · program services $12,271 · management and general $11,506

  • 16 · Occupancy

    total $1,800 · program services $929 · management and general $871

  • 17 · Travel

    total $736 · program services $380 · management and general $356

  • 19 · Conferences, conventions and meetings

    total $1,052 · program services $543 · management and general $509

  • 23 · Insurance

    total $2,706 · program services $1,397 · management and general $1,309

  • 24a · Other expenses: OTHER DIRECT PROGRAM EX

    total $39,619 · program services $39,619

  • 24b · Other expenses: PUBLICATION

    total $2,280 · program services $2,280

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $592 · end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $6,827,928 · end of year $0

  • 3 · Pledges and grants receivable

    end of year $0

  • 4 · Accounts receivable

    beginning of year $5,000 · end of year $0

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 7 · Other notes and loans receivable

    end of year $0

  • 8 · Inventories for sale or use

    end of year $0

  • 9 · Prepaid expenses and deferred charges

    end of year $0

  • 10c · Land, buildings and equipment, net

    end of year $0

  • 11 · Investments: publicly traded securities

    end of year $0

  • 12 · Investments: other securities

    end of year $0

  • 13 · Investments: program-related

    end of year $0

  • 14 · Intangible assets

    end of year $0

  • 15 · Other assets

    end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $52,019

  • 18 · Grants payable

    beginning of year $1,229,744

  • 27 · Net assets without donor restrictions

    beginning of year $3,315,034 · end of year $0

  • 28 · Net assets with donor restrictions

    beginning of year $2,236,723 · end of year $0

Mission and programs · 2024

Mission

INVESTOR PROTECTION TRUST IS A NONPROFIT ORGANIZATION DEVOTED TO INVESTOR EDUCATION. SINCE 1993 INVESTOR PROTECTION TRUST 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.

Activities or mission (Part I)

INVESTOR PROTECTION TRUST PROVIDES INDEPENDENT, OBJECTIVE INFORMATION NEEDED BY CONSUMERS TO MAKE INFORMED INVESTMENT DECISIONS.

  • THE IPT'S PURPOSE IS THE EDUCATION OF INVESTORS, RESEARCH AND EDUCATION WITH RESPECT TO THE PROTECTION OF INVESTORS, AND PROMOTION OF COMPLIANCE WITH FEDERAL AND STATE SECURITIES AND COMMODITIES LAWS.

    Expenses $5,453,406 · Grants $5,275,707

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Tung Chan

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Kelly Janes

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Barry Glennon

    TRUSTEE

    Total calculated
    $0
    Hours/week
    4

  • Noula Zaharis

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Tanya Solov

    AUTHORIZED OFFICER

    Total calculated
    $136,540
    From this org
    $136,540
    From related orgs
    $0
    Other
    $0
    Hours/week
    30

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

  • NORTH AMERICAN SECURITIES ADMINISTRATORS ASSOC (NASAA)

    $2,000,000

    PROGRAM SUPPORT

  • NORTH AMERICAN SECURITIES ADMINISTRATORS ASSOC (NASAA)

    $1,502,953

    PROGRAM SUPPORT

  • MARYLAND ATTORNEY GENERALS OFFICE SECURITIES DIVISION

    $223,931

    PROGRAM SUPPORT

  • PENNSYLVANIA SECURITIES DEPT

    $180,393

    PROGRAM SUPPORT

  • NORTH CAROLINA DEPARTMENT OF STATE

    $91,050

    PROGRAM SUPPORT

  • OREGON DEPARTMENT OF CONSUMER AND BUSINESS SERVICES

    $78,485

    PROGRAM SUPPORT

  • MINNESOTA DEPARTMENT OF COMMERCE

    $76,250

    PROGRAM SUPPORT

  • IDAHO DEPARTMENT OF FINANCE SECURITIES BUREAU

    $69,775

    PROGRAM SUPPORT

  • NEW HAMPSHIRE BUREAU OF SECURITIES REGULATION

    $68,475

    PROGRAM SUPPORT

  • ALABAMA SECURITIES COMMISSION

    $67,775

    PROGRAM SUPPORT

The 10 largest by cash amount. The API serves every itemized grant.

Assets distributed on this return

Schedule N, as filed: what the organization did with its assets when it liquidated or dissolved, or disposed of more than a quarter of them, and who received them. A recipient with an EIN is usually a successor organization; filers also list expenses such as legal fees here.

Provenance

Return type
form_990
Tax year
2024
Filed
11 November 2025
IRS schema version
2024v5.2
Source object
202543179349304644

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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