San Francisco Security Traders Assn
SFSTA is a professional organization for those in the securities industry. It promotes the interests of its members through social and charitable events and encourages good fellowship, cooperation and high ethical standards of conduct.
Key facts about San Francisco Security Traders Assn
In short: San Francisco Security Traders Assn gave $20K across 3 grants in 2025 (avg $7K), mostly in California. Source: 2025 IRS Form 990.
- EIN
- 94-2633817
- Latest 990 filing
- Form 990, 2025
- Annual giving (2025)
- $19,575
- Grants made (2025)
- 3
- Average grant
- $6,525
- Median grant
- $7,000
- Total assets
- $1,151,608
- Primary geography
- California (100% of itemized 2025 grant dollars)
Data from IRS Form 990, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990 · View filing
Total Assets
$1.2M
+8.6% YoY
Annual Giving
$20K
-44.9% YoY
Grant Count
3
-50.0% YoY
Avg Grant Size
$7K
+10.3% YoY
How San Francisco Security Traders Assn gives
- Giving grew 213% from 2022 to 2025. Method
From the foundation's IRS Form 990 filings. Methodology.
About San Francisco Security Traders Assn
Based on IRS filings
San Francisco Security Traders Assn is a public charity, based in San Francisco, CA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.2M in total assets. In 2025, it awarded 3 grants totaling $20K. Net investment income was $24K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $6K (2022) to $36K (2024). In 2025 it made 3 grants totaling $20K.
Hatched bars: grants paid as reported on the IRS filing, which lists no individual grants for that year.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Glide Foundation ($7K). Together the top 3 received $20K.
Grant Size Distribution
12 grants across all recorded years
The most common grant size was under $50K: 12 grants of 12 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Glide Foundation San Francisco, CA | Operational | $7,000 |
| San Francisco-Marin Food Bank San Francisco, CA | Operational | $7,000 |
| Boys & Girls Clubs of SF San Francisco, CA | Operational | $5,575 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,151,608 | $1,060,392 | $938,360 |
| Revenue | $485,228 | $492,303 | $445,057 |
| Expenses | $484,944 | $383,521 | $304,793 |
| Net Investment Income | $23,848 | $31,212 | $22,422 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS November 15, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS November 14, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS October 16, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS November 15, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS June 25, 2025)
- Added Form 990 for fiscal year 2025 (received by the IRS July 23, 2026)
Leadership & Key People
Officers and directors from IRS filings
San Francisco Security Traders Assn is led by Bill Scott, President since 2025 (on filings since 2023); none of the 14 officers listed in 2025 report compensation.
Officers on the 2025 filing
Bill Scott
President
Director → President, 2025
On filings since 2023
2 hrs/week
No compensation reported
Adam Slavin
Member
Secretary → Director, 2023
Director → Member, 2025
On filings since 2020
2 hrs/week
No compensation reported
Alina Shah
Treasurer & Past President
2nd Vice President → President, 2023
President → Treasurer & Past President, 2025
On filings since 2020
2 hrs/week
No compensation reported
Erin Williams
Member
Director → Member, 2025
On filings since 2020
2 hrs/week
No compensation reported
Lauren Miller
Member
Director → Member, 2025
On filings since 2020
2 hrs/week
No compensation reported
Anthony DiNovo
Member
Director → Member, 2025
On filings since 2021
2 hrs/week
No compensation reported
Gary Russillo
1st Vice President
Director → 2nd Vice President, 2023
2nd Vice President → 1st Vice President, 2025
On filings since 2021
2 hrs/week
No compensation reported
Charles Lowen
Secretary
1st Vice President → Secretary, 2025
On filings since 2024
2 hrs/week
No compensation reported
Ayesha Boulware
2nd Vice President
New on the 2025 filing
2 hrs/week
No compensation reported
Charles Zewe
Member
New on the 2025 filing
2 hrs/week
No compensation reported
Michael Schultz
Member
New on the 2025 filing
2 hrs/week
No compensation reported
Robin Kaukonen
Member
New on the 2025 filing
2 hrs/week
No compensation reported
Stefano Latapy
Member
New on the 2025 filing
2 hrs/week
No compensation reported
Tom Carter
Member
New on the 2025 filing
2 hrs/week
No compensation reported
Former officers (17)
- Former: Helen Kang (2020–2024) — Treasurer
- Former: Ramneet Johl (2022–2024) — Secretary
- Former: Christopher Truchan (2024) — Past President
- Former: Chris Truchan (2020–2023) — Past President
- Former: Chuck Lowen (2022–2023) — 1st Vice President
- Former: Sean Dunne (2022–2023) — Director
- Former: Scott Ray (2023) — Director
- Former: Chad Smith (2020–2022) — 1st Vice President
- Former: Lisa Jacque (2020–2022) — Director
- Former: Stephanie Libien (2020–2022) — Past President
- Former: Jon Roman (2020–2021) — President
- Former: Tyler Blum (2020–2021) — Director
- Former: Charlotte Hoover (2021) — Director
- Former: Anastasia Yamane (2020) — 2nd Vice President
- Former: Buddy Wartell (2020) — Director
- Former: Keith Griffin (2020) — Director
- Former: William Freda (2020) — Director
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about San Francisco Security Traders Assn
How much does San Francisco Security Traders Assn give each year?
San Francisco Security Traders Assn gave $20K across 3 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $36K across 6 grants.
What is San Francisco Security Traders Assn's typical grant size?
San Francisco Security Traders Assn's median grant in 2025 was $7,000, and its average grant was $6,525, across 3 grants on its 2025 IRS Form 990.
Where does San Francisco Security Traders Assn give grants?
San Francisco Security Traders Assn gives mostly in California: 100% of the grant dollars itemized on its 2025 IRS Form 990 went to recipients there. The most frequent recipient cities were San Francisco, CA (3 grants).
Does San Francisco Security Traders Assn give general operating support?
Yes: 100% of San Francisco Security Traders Assn's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990.
How large is San Francisco Security Traders Assn?
San Francisco Security Traders Assn reported $1.2M in total assets on its 2025 IRS Form 990. Its revenue that year was $485K.
What is San Francisco Security Traders Assn's EIN?
San Francisco Security Traders Assn's EIN (Employer Identification Number) is 94-2633817. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Here's the math on researching San Francisco Security Traders Assn by hand.
Explore Open Grants
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