Public Charity

SIFMA FOUNDATION FOR INVESTOR EDUCATION (FIE) INC

SIFMA FOUNDATION FOR INVESTOR EDUCATION (FIE) INC is a nonprofit organization categorized as Public Charity based in NEW YORK, NY. Its most recent IRS filing (2024) reports revenue of $4.6M, expenses of $5.1M, total assets of $11.1M. Imperigo tracks 37 reported grant relationships connected to this organization totaling approximately $1.3M.

EIN: 521087193 NEW YORK, NY Latest filing: 2024
Total Revenue$4.6M
Total Expenses$5.1M
Total Assets$11.1M
Grant Records37
Funding Total$1.3M
Filing Years2020–2024

Mission

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.

Officers & Directors

VICE PRESIDENT Allyson Goldhagen
CHIEF OPERATING OFFICER Benjamin Sawyer
DIRECTOR Bryan Christian
DIRECTOR David Dawkins
MANAGING DIRECTOR Elizabeth Reidel
DIRECTOR Evan Lahuta

Officer compensation and complete director data available with membership.

Top Grant Purposes

GENERAL SUPPORT
$934,005 13 grants
For grant recipient's exempt purposes
$187,100 8 grants
PROGRAM SUPPORT
$92,500 4 grants
2017 CONTRIBUTION
$30,000 1 grant
PUBLIC, SOCIETAL BENEFIT
$25,500 3 grants

Financial Trends

Year Revenue Expenses Assets
2024 $4.6M $5.1M $11.1M
2023 $5.2M $5.4M $10.3M
2022 $3.8M $4.1M $10.1M
2021 $3.6M $4.0M $11.9M
2020 $4.6M $3.8M $10.8M

Between 2020 and 2024, reported annual revenue held roughly steady at around $4.6M, with total assets most recently reported at $11.1M.

Interactive year-over-year charts and full filing details available with membership.

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