Grants paid by Bank Insurance & Securities Association
EIN 52-2385104 · Washington, DC · Form 990, Schedule I · NTEE S41
Bank Insurance & Securities Association of Washington, DC (EIN 52-2385104) reported 5 grants paid totaling $340,750 to 3 recipients in tax years 2020–2023, on Form 990, Schedule I. Derived from IRS e-file data, dataset version 2026.09.0, built 2026-09-03.
Grants paid
$340,750
5 grants
Recipients
3
distinct organizations
Tax years
2020–2023
4 filings in the corpus
By tax year
| Tax year | Grants paid | Amount paid | Approved for future |
|---|---|---|---|
| 2020 | 1 | $42,500 | — |
| 2021 | 1 | $70,000 | — |
| 2022 | 2 | $80,000 | — |
| 2023 | 1 | $148,250 | — |
Top recipients
The 3 recipients receiving the most from Bank Insurance & Securities Association, by grants paid, out of 3 distinct recipients.
| Recipient | Match | Location | Grants | Total paid | Latest year |
|---|---|---|---|---|---|
| Cerulli Associates Inc 04-3172499 | A | Boston, MA | 2 | $213,250 | 2023 |
| Aite Group LLC 20-2143374 | A | Boston, MA | 1 | $70,000 | 2021 |
| Kehrer Bielan Research & Consulting LLC 45-5094664 | A | Chapel Hill, NC | 2 | $57,500 | 2022 |
Match tier: A Reported EIN · B Exact name and place · C Strong name match · D Probable name match · U Unresolved. Tiers C and D are inferred, not reported; see how matching works.
Every grant
All 5 grant rows this organization reported, most recent first.
| Tax year | Recipient | Match | Amount | Type | Purpose | Source filing |
|---|---|---|---|---|---|---|
| 2023 | Cerulli Associates Inc Boston, MA | A | $148,250 | paid | RESEARCH SPONSORSHIP TO GAIN POST-PANDEMIC INSIGHTS INTO THE FINANCIAL ADVISORS ATTITUDES AND PREFERENCES AS WELL AS AN UNDERSTANDING OF IMPORTANT FACTORS RELATED TO THE MANAGEMENT OF FINANCIAL ADVISORS. | 202432819349300433 |
| 2022 | Cerulli Associates Inc Boston, MA | A | $65,000 | paid | RESEARCH SPONSORSHIP TO GAIN POST-PANDEMIC INSIGHTS INTO THE FINANCIAL ADVISORS ATTITUDES AND PREFERENCES AS WELL AS AN UNDERSTANDING OF IMPORTANT FACTORS RELATED TO THE MANAGEMENT OF FINANCIAL ADVISORS. | 202323079349300007 |
| 2022 | Kehrer Bielan Research & Consulting LLC Chapel Hill, NC | A | $15,000 | paid | TO CONDUCT A SURVEY TO INFORM THE ANALYSIS OF THE SCOPE OF THE INVESTMENT SERVICES BUSINESS OF BISA'S BANK AND CREDIT UNION MEMBERS. | 202323079349300007 |
| 2021 | Aite Group LLC Boston, MA | A | $70,000 | paid | RESEARCH SPONSORSHIP ON EXPANDING ADVISOR GROWTH BEYOND THE BRANCHES. | 202212319349300011 |
| 2020 | Kehrer Bielan Research & Consulting LLC Chapel Hill, NC | A | $42,500 | paid | RESEARCH SPONSORSHIPS ON THE INTERMEDIATE AND LONG RUN IMPACT OF THE CURRENT CRISIS. | 202143099349303999 |
Match tier: A Reported EIN · B Exact name and place · C Strong name match · D Probable name match · U Unresolved. Tiers C and D are inferred, not reported; see how matching works.
Recipient matching for this dataset version has not yet completed its independent precision check. Tier A rows carry the EIN the filer reported; tiers B–D are the matcher's inference and should be read as leads until the check is published on the methodology page.
Source filings
Every figure above is traceable to one of these IRS e-file returns by its OBJECT_ID.
| Form | Tax year | Period end | Filed | Schema | IRS OBJECT_ID |
|---|---|---|---|---|---|
| 990 | 2023 | 2023-12-31 | not stated | 2023v5.1 | 202432819349300433 |
| 990 | 2022 | 2022-12-31 | not stated | 2022v5.0 | 202323079349300007 |
| 990 | 2021 | 2021-12-31 | not stated | 2021v4.2 | 202212319349300011 |
| 990 | 2020 | 2020-12-31 | not stated | 2020v4.1 | 202143099349303999 |
Derived from IRS Form 990 e-file XML; recipient identities from the IRS Exempt Organizations Business Master File. Dataset version 2026.09.0, built 2026-09-03. The same rows as Parquet: manifest; as JSON: /api/funders/522385104.json.
The same organization elsewhere in the program: exempt status and filing health · federal awards · grant guidance · open opportunities.
This is informational only, derived from public data on the dates shown. It is not an eligibility determination, and not legal, tax, or accounting advice. Verify against the official source before relying on it.