Siebert Williams Shank Foundation
The Siebert Williams Shank Foundation is a 501(c)(3) corporate foundation based in New York, NY. Established in March 2021, it operates as the philanthropic arm of Siebert Williams Shank & Co. (SWS), an independent non-bank financial services firm specializing in investment banking, sales and trading, research, and advisory services.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.7M
-4.9% YoY
Annual Giving
$984K
+28.8% YoY
Grant Count
81
+28.6% YoY
Avg Grant Size
$12K
+0.1% YoY
Mission & Focus Areas
The foundation supports social, justice, and community-forward initiatives. According to the parent company's giving statement, the foundation targets funding toward:
- Educational and community programs that expand access to opportunity
- Disaster relief and community resilience efforts
- Support for first responders and relief workers
Grantmaking
In January 2025, the foundation donated $100,000 in response to the Los Angeles wildfires, allocating $50,000 to the California Community Foundation Wildfire Recovery Fund and $50,000 to the Los Angeles Fire Department Foundation.
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Geographic Focus
Where this funder awards grants
The foundation has demonstrated activity in California and maintains a national presence aligned with the parent company's operations across 27+ cities in the United States.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
2024 Financial Summary:
- Total assets: $3,724,673
- Revenue: $900,145
- Expenses: $1,053,437
- Net income: -$153,292
- Total liabilities: $0
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $3,724,673 | $3,917,965 | $3,675,911 |
| Revenue | $900,145 | $1,030,456 | $1,000,000 |
| Expenses | $1,053,437 | $828,402 | $570,794 |
| Qualifying Distributions | $994,026 | $770,246 | $515,794 |
| Net Investment Income | $145,734 | $27,300 | — |
| Distributable Amount | $171,460 | $166,619 | $148,280 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
176 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Leadership team and compensation from IRS filings
Suzanne Shank serves as CEO of Siebert Williams Shank & Co. and is a co-founder of the firm. She continues to focus on client relationships across the company's expanding market presence.
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DANIEL DIAZ | CONTROLLER | 1 | $5,000 |
| SOBANI WARNER | PRESIDENT | 1 | $10,000 |
| MELISSA C ROWE | SECRETARY | 1 | $5,000 |
| DIANNE CALABRISOTTO | DIRECTOR | 1 | $10,000 |
| WILLIAM THOMPSON JR | DIRECTOR | 1 | $10,000 |
| ATEESH CHANDA | DIRECTOR | 1 | $10,000 |
| JACKSON LAM | VP OF FINANCE | 1 | $5,000 |
Recent News & Activity
Recent developments and announcements
In January 2025, the foundation responded to the Los Angeles wildfires crisis by committing $100,000 to support affected residents and first responders through two charitable organizations. The foundation's parent company, Siebert Williams Shank & Co., commits approximately 1% of its annual operating revenues to fund the foundation and other social, justice, and community-forward initiatives.
Siebert Williams Shank Achieves Record Setting MilestonesSubject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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