INVESTMENT COMPANY INSTITUTE is a Public Charity headquartered in WASHINGTON, DC. Financial data from the 2024 filing: $83.2M revenue, $84.2M expenses, $146.4M total assets. IRS filings disclose 8 grants awarded by this foundation, totaling roughly $780K.
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.
Showing up to 5 of 8 total records — full history available with membership.
Officer compensation and complete director data available with membership.
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $83.2M | $84.2M | $146.4M |
| 2023 | $84.1M | $77.1M | $148.7M |
| 2022 | $80.1M | $68.9M | $132.5M |
| 2021 | $72.5M | $68.0M | $76.2M |
| 2020 | $71.8M | $70.8M | $84.7M |
Between 2020 and 2024, reported annual revenue grew from $71.8M to $83.2M (+16%), with total assets most recently reported at $146.4M.
Interactive year-over-year charts and full filing details available with membership.
Grants from this foundation were reported to recipients in DC.
Full geographic grant map with state-by-state breakdown available with membership.
