From public IRS filings

SIFMA FOUNDATION FOR INVESTOR EDUCATION FIE INC

NEW YORK, NY · Social Science

EIN (Tax ID): 52-1087193Latest Form 990: 2023IRS ruling year: 1977Find their 990 filing →

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 INC

$2.7M in foundation grants on record from 17 funders — matched from IRS 990 grant line items. Some matches may be approximate.

FunderTotal givenGrants
American Online Giving Foundation$1.1M5
Wells Fargo Foundation$500K1
Broadridge Foundation C/O Broadridge Financial Solutions$360K3
Morgan Stanley Foundation$300K3
Finra Regulation$160K3
Fidelity Investments Charitable Gift Fund$107K4
Mfs Investment Management Foundation$75K1
Securities Industry and Financial Markets Association$40K2
Blackbaud Giving Fund$26K1
Donor Advised Charitable Giving$26K3

Leadership

MELANIE MORTIMER — PRESIDENT (Principal officer)

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