From public IRS filings
Sifma Foundation for Investor Education Fie
NEW YORK, NY · Social Science
Built from IRS filings (latest Form 990: tax year 2023). Sifma Foundation for Investor Education Fie has not reviewed or approved this page. Kindora is not affiliated with it.
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Financials (IRS Form 990)
Total revenue
$4.6M
Total expenses
$5.1M
Total assets
$11.1M
Program expense ratio
84%
Source: IRS Form 990, tax year 2023.
Who funds Sifma Foundation for Investor Education Fie
$2.7M in foundation grants on record from 17 funders — matched from IRS 990 grant line items. Some matches may be approximate.
| Funder | Total given | Grants |
|---|---|---|
| American Online Giving Foundation | $1.1M | 5 |
| Wells Fargo Foundation | $500K | 1 |
| Broadridge Foundation C/O Broadridge Financial Solutions | $360K | 3 |
| Morgan Stanley Foundation | $300K | 3 |
| Finra Regulation | $160K | 3 |
| Fidelity Investments Charitable Gift Fund | $107K | 4 |
| Mfs Investment Management Foundation | $75K | 1 |
| Securities Industry and Financial Markets Association | $65K | 3 |
| Blackbaud Giving Fund | $26K | 1 |
| Donor Advised Charitable Giving | $26K | 3 |
Leadership
MELANIE MORTIMER — PRESIDENT (Principal officer)
Names of officers and trustees come from the organization's public filings and leave this page when a later filing drops them. If you are named here and object, write to privacy@kindora.co.