Sifma Foundation for Investor Education (Fie) Inc
The sifma foundation is dedicated to fostering knowledge and understanding of the financial markets for individuals of all backgrounds. With a focus on youth. Drawing on the support and expertise of the financial industry, the sifma foundation provides financial education programs and tools that strengthen economic opportunity across communities and increase individuals' awareness of and access to the benefits of the global marketplace.
Key facts about Sifma Foundation for Investor Education (Fie) Inc
In short: Sifma Foundation for Investor Education (Fie) Inc gave $15K across 1 grant in 2024 (avg $15K), mostly in District of Columbia. Source: 2024 IRS Form 990.
- EIN
- 52-1087193
- Latest 990 filing
- Form 990, 2024
- Annual giving (2024)
- $15,000
- Grants made (2024)
- 1
- Average grant
- $15,000
- Median grant
- $15,000
- Total assets
- $11,081,937
- Primary geography
- District of Columbia (100% of itemized 2024 grant dollars)
Data from IRS Form 990, 2024; updated September 2026.
Financial Overview
From 2024 IRS Form 990 · View filing
Total Assets
$11.1M
+7.6% YoY
Annual Giving
$15K
+900.0% YoY
Grant Count
1
Avg Grant Size
$15K
How Sifma Foundation for Investor Education (Fie) Inc gives
- Giving held roughly steady from 2021 to 2024 (+0%). Method
From the foundation's IRS Form 990 filings. Methodology.
About Sifma Foundation for Investor Education (Fie) Inc
Based on IRS filings
Sifma Foundation for Investor Education (Fie) Inc is a public charity focused on Social Science, based in New York, NY. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $11.1M in total assets. In 2024, it awarded 1 grant totaling $15K. Net investment income was $328K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2024, annual grant giving ranged from $2K (2023) to $21K (2020). In 2024 it made 1 grant totaling $15K.
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 recipient in 2024
The largest 2024 recipient was Jumpstart Coalition for Personal Financial Literacy ($15K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Jumpstart Coalition for Personal Financial Literacy Washington, DC | Dues - Sustaining Partner | $15,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $11,081,937 | $10,295,181 | $10,117,880 |
| Revenue | $4,626,807 | $5,227,293 | $3,830,938 |
| Expenses | $5,132,214 | $5,350,848 | $4,143,746 |
| Net Investment Income | $328,066 | $253,874 | $207,184 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990 for fiscal year 2019 (received by the IRS September 10, 2020)
- Updated Form 990 for fiscal year 2020 (received by the IRS September 14, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS September 13, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS September 14, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS September 11, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS September 10, 2025)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
Sifma Foundation for Investor Education (Fie) Inc is led by Melanie Mortimer, President & Secretary on every filing since 2019; 6 of 24 officers listed in 2024 are compensated.
Officers on the 2024 filing
Melanie Mortimer
President & Secretary
On filings since 2019
40 hrs/week
$368K (2019) → $437K (2024)
Richard J. Daly
Chair
Director → Chair, 2021
On filings since 2019
2 hrs/week
No compensation reported
Elizabeth Reidel
Managing Director
Vice President → Managing Director, 2020
On filings since 2019
40 hrs/week
$169K (2019) → $226K (2024)
Michael Sherman
Director
New on the 2024 filing
40 hrs/week
$217K (2024)
Bryan Christian
Director
On filings since 2019
1 hr/week
No compensation reported
Evan Lahuta
Director
On filings since 2019
1 hr/week
No compensation reported
James Anderson
Director
On filings since 2019
1 hr/week
No compensation reported
Kristen Kimmell
Director
On filings since 2019
1 hr/week
No compensation reported
Michael Kisber
Director
On filings since 2019
1 hr/week
No compensation reported
Vanessa Cooksey
Director
Chair → Director, 2021
On filings since 2019
1 hr/week
No compensation reported
David Dawkins
Director
On filings since 2021
1 hr/week
No compensation reported
James Allen
Director
On filings since 2021
1 hr/week
No compensation reported
Joseph E. Sweeney
Director
On filings since 2022
1 hr/week
No compensation reported
Kenneth Cella
Director
On filings since 2022
1 hr/week
No compensation reported
Shareen Luze
Director
On filings since 2022
1 hr/week
No compensation reported
Susan Theder
Director
On filings since 2022
1 hr/week
No compensation reported
Vlad Khandros
Director
On filings since 2022
1 hr/week
No compensation reported
Lisa Bleier
Director
On filings since 2023
1 hr/week
No compensation reported
Benjamin Sawyer
Chief Operating Officer
Managing Director → Chief Operating Officer, 2024
On filings since 2023
40 hrs/week
$189K (2023) → $270K (2024)
Allyson Goldhagen
Vice President
New on the 2024 filing
40 hrs/week
$183K (2024)
John Martin
Vice President
New on the 2024 filing
40 hrs/week
$210K (2024)
Lawrence Thomas
Vice Chair
On filings since 2019
2 hrs/week
No compensation reported
Lisa Kidd Hunt
Vice Chair
Director → Vice Chair, 2021
On filings since 2019
2 hrs/week
No compensation reported
Todd Diganci
Treasurer
On filings since 2019
1.5 hrs/week
No compensation reported
Former officers (13)
- Former: Michelle Noguchi (2019–2023) — Vice President
- Former: Nancy Kahn (2019–2023) — Vice President
- Former: Vincent Young (2019–2023) — Assistant Vice President
- Former: Rupa Dharia (2022–2023) — Director
- Former: Dario Stipisic (2019–2022) — Vice President
- Former: Joan Steinberg (2019–2022) — Director
- Former: Thomas Guba (2019–2022) — Director
- Former: Pareen Kohlhaas (2020–2022) — Vice President
- Former: Jay Hershenson (2019–2021) — Director
- Former: Matthew Scogin (2019–2021) — Director
- Former: Randy Williams (2019–2020) — Vice Chair
- Former: Bernard Beal (2019) — Director
- Former: Joan Conley (2019) — Director
Data from IRS Form 990 filings, 2019–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $437K, to Melanie Mortimer (President, Secretary). 6 officers or directors reported compensation on that filing.
Frequently asked questions about Sifma Foundation for Investor Education (Fie) Inc
How much does Sifma Foundation for Investor Education (Fie) Inc give each year?
Sifma Foundation for Investor Education (Fie) Inc gave $15K across 1 grant in 2024, according to its 2024 IRS Form 990. In 2023 it reported $2K in grants paid.
How large is Sifma Foundation for Investor Education (Fie) Inc?
Sifma Foundation for Investor Education (Fie) Inc reported $11.1M in total assets on its 2024 IRS Form 990. Its revenue that year was $4.6M.
What is Sifma Foundation for Investor Education (Fie) Inc?
Sifma Foundation for Investor Education (Fie) Inc is a public charity focused on Social Science, based in New York, NY. It holds $11.1M in total assets as of 2024.
Where does Sifma Foundation for Investor Education (Fie) Inc operate?
Sifma Foundation for Investor Education (Fie) Inc has awarded grants in Arizona, District of Columbia.
What is Sifma Foundation for Investor Education (Fie) Inc's EIN?
Sifma Foundation for Investor Education (Fie) Inc's EIN (Employer Identification Number) is 52-1087193. IRS Form 990 filing data is available on this page for 2019–2024.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Here's the math on researching Sifma Foundation for Investor Education (Fie) Inc by hand.
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