Sifma Foundation for Investor
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
Among its reported 2024 grants, the largest include Jumpstart Coalition for Personal Financial Literacy ($15,000).
| Recipient | Purpose | Amount |
|---|---|---|
| JUMPSTART COALITION FOR PERSONAL FINANCIAL LITERACY WASHINGTON, DC | DUES - SUSTAINING PARTNER | $15,000 |
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
Frequently Asked Questions
What is Sifma Foundation for Investor?
Sifma Foundation for Investor is a nonprofit organization focused on Social Science, based in NEW YORK, NY. It holds $11.1M in total assets as of 2024.
How large is Sifma Foundation for Investor?
As of 2024, Sifma Foundation for Investor holds $11.1M in total assets with $4.6M in annual revenue. It awarded 1 grants totaling $15K in 2024.
Where does Sifma Foundation for Investor operate?
Sifma Foundation for Investor has awarded grants in Arizona, District of Columbia.
What size grants does Sifma Foundation for Investor award?
In 2024, Sifma Foundation for Investor awarded 1 grants totaling $15K — an average of about $15K per grant, based on its IRS Form 990 filings.
What is Sifma Foundation for Investor's EIN?
Sifma Foundation for Investor's EIN (Employer Identification Number) is 52-1087193. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Sifma Foundation for Investor's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.