Funder DirectoryINVESTMENT COMPANY INSTITUTE
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Grantmaking public charityEIN 135266605

INVESTMENT COMPANY INSTITUTE

WASHINGTON, DC 20005

Total Assets

$146.4M

FY 2023

Annual Giving

$180K

FY 2023

Grants Made

1

FY 2023

Avg Grant

$180K

FY 2023

Grant Range

Typical

Deadlines

Applications

Programs & Activities

Program 1

Research - ici is the primary source for statistical data and research on investors and retirement plans in the investment company industry. Ici research examines such topics as the retirement market, shareholder demographics, trends in shareholder ownership, fund fees and expenses, and the industry's role in foreign markets.

Program 2

Strategic communications - ici offers a wide range of resources to the media, including news releases, background information on the fund industry, testimony before legislators and regulators, speeches at conferences and comment letters expressing industry opinions on regulatory proposals. Ici also provides regular statistical releases and research concerning the industry and its shareholders.

Financial Snapshot

2023 filing

Total Revenue

$83.2M

Total Expenses

$84.2M

Giving Over Time

5 years

Giving over time from 2019 to 2023. Peak $200K in 2022. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

5 grants

Grant Size Distribution

5 grants

<$10K
$10–50K
2
grants
$50–250K
3
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

1 states

District of Columbia
$630K
100% of total

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INVESTMENT COMPANY INSTITUTE — Grants, Financials & Contact | Grantivo