THE SIFMA FOUNDATION IS DEDICATED TO FOSTERING KNOWLEDGE AND UNDERSTANDING OF THE FINANCIAL MARKETS FOR INDIVIDUALS OF ALL BACKGROUNDS. (CONTINUED ON SCHEDULE O)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.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$11.1M
+7.6% YoY
Annual Giving
$15K
Grant Count
1
Avg Grant Size
$15K
About Sifma Foundation for Investor
Based on IRS filings
Sifma Foundation for Investor is a nonprofit organization focused on Social Science, based in NEW YORK, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $11.1M in total assets. In 2024, it awarded 1 grants totaling $15K. Net investment income was $328K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
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 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $328,066 | $253,874 | $207,184 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| RICHARD J DALY | CHAIR | 2 | — |
| LAWRENCE THOMAS | VICE-CHAIR | 2 | — |
| LISA KIDD HUNT | VICE-CHAIR | 2 | — |
| TODD DIGANCI | TREASURER | 1.5 | — |
| JAMES ALLEN | DIRECTOR | 1 | — |
| JAMES ANDERSON | DIRECTOR | 1 | — |
| LISA BLEIER | DIRECTOR | 1 | — |
| KENNETH CELLA | DIRECTOR | 1 | — |
| BRYAN CHRISTIAN | DIRECTOR | 1 | — |
| VANESSA COOKSEY | DIRECTOR | 1 | — |
| DAVID DAWKINS | DIRECTOR | 1 | — |
| VLAD KHANDROS | DIRECTOR | 1 | — |
| KRISTEN KIMMELL | DIRECTOR | 1 | — |
| MICHAEL KISBER | DIRECTOR | 1 | — |
| EVAN LAHUTA | DIRECTOR | 1 | — |
| SHAREEN LUZE | DIRECTOR | 1 | — |
| JOSEPH E SWEENEY | DIRECTOR | 1 | — |
| SUSAN THEDER | DIRECTOR | 1 | — |
| MELANIE MORTIMER | PRESIDENT, SECRETARY | 40 | $437,134 |
| ELIZABETH REIDEL | MANAGING DIRECTOR | 40 | $225,960 |
| MICHAEL SHERMAN | DIRECTOR | 40 | $216,671 |
| BENJAMIN SAWYER | CHIEF OPERATING OFFICER | 40 | $270,479 |
| JOHN MARTIN | VICE PRESIDENT | 40 | $210,082 |
| ALLYSON GOLDHAGEN | VICE PRESIDENT | 40 | $183,196 |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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