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  4. Bank Policy Institute (FSR)
EIN 36-0753125

Bank Policy Institute (FSR)

IRS 501(c) type
501(c)(6)
Num. employees
69
City
Washington
State
District of Columbia
Year formed
1994
Most recent tax filings
2023-12-01
NTEE code, primary
S41: Promotion of Business
Description
The mission of the Financial Services Roundtable: To protect and promote the economic vitality and integrity of its members and the United States financial system.
Also known as...
The Financial Services Roundtable; Financial Services Roundtable
Total revenues
$32,389,289
2023
Total expenses
$31,663,890
2023
Total assets
$49,419,204
2023
Num. employees
69
2023

Program areas at FSR

Identifies impacts of pending legislation and regulation affecting the financial services industry and develops and advocates solutions to major policy concerns.
BITS addresses issues at the intersection of financial services, technology and public policy, where industry cooperation serves the public good, such as critical infrastructure protection, fraud prevention, cyber defense and the safety of financial services.

Grants made by FSR

GranteeGrant descriptionAmount
Americans for Tax ReformGeneral Support$75,000
Columbia UniversitySupport of Initiative on Central Banking & Financial Policy$50,000
National Bankers AssociationStrategic Partnership Supporting Ending Racial Wealth Gap$25,000
...and 2 more grants made

Personnel at FSR

NameTitleCompensation
Andrew CecereChairman, President and Chief Executive Officer of U.s Bancorp$0
Bruce van SaunDirector$0
Charles W. ScharfChief Executive Officer and President of Wells Fargo and Company$0
Greg BaerPresident and Chief Executive Officer$3,128,893
Rene JonesDirector$0
...and 30 more key personnel

Financials for FSR

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Program services$31,344,062
Investment income and dividends$619,544
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$-259,039
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$684,722
Total revenues$32,389,289

Form 990s for FSR

Fiscal year endingDate received by IRSFormPDF link
2022-122023-10-06990View PDF
2021-122022-09-19990View PDF
2020-122021-10-01990View PDF
2019-122021-06-08990View PDF
2018-122020-02-19990OView PDF
...and 9 more Form 990s
Data update history
November 30, 2023
Posted financials
Added Form 990 for fiscal year 2022
November 30, 2023
Updated personnel
Identified 1 new personnel
November 26, 2023
Used new vendors
Identified 2 new vendors, including , and
November 25, 2023
Posted financials
Added Form 990 for fiscal year 2021
June 27, 2023
Posted financials
Added Form 990 for fiscal year 2020
Nonprofit Types
Grantmaking organizationsTrade associationsBusiness and community development organizationsHeadquarter / parent organizations
Issues
Business and industry
Characteristics
MembershipsPolitical advocacyRelated 527
General information
Address
1300 I St NW 1100w
Washington, DC 20005
Metro area
Washington-Arlington-Alexandria, DC-VA-MD-WV
County
District of Columbia, DC
Website URL
bpi.com/ 
Phone
(202) 289-4322
Facebook page
FinancialServicesRoundtable 
Twitter profile
@fsroundtable 
IRS details
EIN
36-0753125
Fiscal year end
December
Taxreturn type
Form 990
Year formed
1994
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
S41: Promotion of Business
NAICS code, primary
813910: Trade Associations
Parent/child status
Central organization
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