· Public charity
Securities Industry and Financial Markets Association
See schedule osifma is the leading trade association for broker-dealers, investment banks and asset managers operating in the u.s.
What you funded, over time
Every grant clustered by its grantee’s IRS cause code (NTEE), by year — across FY2017–2024.
Where the money goes
Your grants by size, and where they go.
The 10 grants below total $158,000 — the rows itemised in this filing. The $180,639 headline is the total grant expense reported on the return, so the remaining $22,639 is giving the schedule does not break out: grants under the $5,000 itemisation floor, grants to individuals, and grants reported on other schedules. Every figure below describes the itemised rows only.
By grant size · FY2024
- Under $10k2 grants · $16k
- $10k–50k7 grants · $87k
- $50k–250k1 grant · $55k
| Recipient | Amount |
|---|---|
| COMMITTEE ON CAPITAL MARKETS REGULATION INC | $55,000 |
| SIFMA FOUNDATION FOR INVESTOR EUDCATION (FIE) INC | $20,000 |
| WOMENS INSTITUTE FOR A SECURE RETIREMENT | $15,000 |
| PREVENT CANCER FOUNDATION | $12,000 |
| US CAPITOL HISTORICAL SOCIETY | $10,000 |
| NCSL FOUNDATION FOR STATE LEGISLATURES | $10,000 |
| NATIONAL ADULT PROTECTIVE SERVICES ASSOCIATION | $10,000 |
| SECURITIES AND EXCHANGE COMMISSION HISTORICAL SOCIETY | $10,000 |
| WASHINGTON TENNIS & EDUCATION FOUNDATION | $8,000 |
| FORMER MEMBERS OF CONGRESS INC | $8,000 |
Do your dollars go where the need is?
Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.
Dollar for dollar, your grants (FY17–24) land where the poverty rate runs at 12%, against an area that typically sits at 8%. 98% of your dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.
Which US states your grants reach
US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.
Who you back again
Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.
19 repeat relationships — 10 still active in FY2024, 9 since wound down.
How the two cohorts compare
Organizations
Total granted
Median revenue growth · since first grant
Still filing today
New vs renewed · share of each year
In FY2024, 100% of grant dollars renewed an existing relationship; $0 went to new ones.
Where new relationships form · theme of each grantee’s first grant
First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.
Backed again, and grew
- COCOMMITTEE ON CAPITAL MARKETS REGULATION INC C/O HAL S SCOTT8× · 2017–2024 · $410k · revenue +69%
- NANational Adult Protective Services Association8× · 2017–2024 · $145k · revenue +475%
- SFSIFMA FOUNDATION FOR INVESTOR EDUCATION (FIE) INC4× · 2017–2024 · $93k · revenue +13%
Funded once
BIPARTISAN POLICY CENTER INCgraduatedone grant, 2018 · $100k · revenue +86%- TBTHE BROOKINGS INSTITUTIONone grant, 2018 · $100k · revenue +19%
SMITHSONIAN INSTITUTIONgraduatedone grant, 2018 · $28k · revenue +33%
Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.
The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.
The american enterprise institute is a community of scholars and supporters committed to expanding liberty, increasing individual opportunity, and strengthening free enterprise. aei pursues these ideals through independent thinking and the…
Provide an independent forum for those who dare to read, think, speak, and write to advance the professional, literary, and scientific understanding of sea power and other issues critical to global security.
American foreign service association (afsa) is both the principal advocate for the long-term institutional wellbeing of the professional career foreign service and responsible for safeguarding the interest of afsa members. (continued on…
The mission of the george washington university (gw) is to educate individuals in liberal arts, languages, sciences, learned professions, and other courses and subjects of study, and to conduct scholarly research and publish the findings…
The peterson institute for international economics (piie) is an independent nonprofit, nonpartisan research organization dedicated to strengthening prosperity and human welfare in the global economy through expert analysis and practical…
The foreign policy research institute (frpi) is dedicated to producing the highest quality scholarship and nonpartisan policy analysis focused on crucial foreign policy and national security challenges facing the united states. we educate…
To provide accurate, objective information and analysis on international strategic issues for legislators, diplomats, foreign affairs analysts, international business leaders, economists, the military, defense commentators, journalists,…
The fsmb serves as the voice for state medical boards, supporting them through education, assessment, research and advocacy while providing services and initiatives that promote patient safety, quality health care and regulatory best…
Ace leads higher education with a united vision for the future, galvanizing our members to make change. the council collaborates across the sector to design solutions for today's challenges, serves the needs of a diverse student…
The National Academy of Public Administration is an independent, 501(c)(3) nonprofit, non partisan Organization established in 1967 and chartered by Congress in 1984. See Schedule O
The University of New Haven is a student-centered comprehensive university with an emphasis on excellence in liberal arts and professional education. Our mission is to prepare our students to lead purposeful and fulfilling lives in a…
The mission of education commission of the states is to advocate for attaining educational excellence for all and to help state leaders identify, develop and implement public policy for education that addresses current and future needs of…
For reference, the grantee most central to the portfolio’s shape is Heritage Action for America and the most unlike its peers is Smithsonian Institution. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
For each theme you fund, this compares how the sector’s money is shifting with how your own giving is shifting.
Sector change and giving change are each shown relative to their own range, growing (right) or shrinking (left); both normalized, so inflation isn’t mistaken for growth.
Your grantees are a median of 44 years old; the field is 18. You back the established end — and your money leans older still.
The field is 20% startups (under 5 years old) — 0% of your grantees by number, and just 0% of your money.
The orgs you fund almost never close — 0.0% lost their exemption, against 12% of the field you don’t fund.
Age = years since IRS exemption (a founding proxy). “Closed” = auto-revocation for 3 years of non-filing — a floor on closure, not proof, and bigger established orgs lapse least. Association, not causation.
28 grantees tracked through their own filings, 2017–2025.
Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.
Counted here: distinct organizations you funded across 2017–2025, not grant rows in a single year — so this will not match the grant count on the cover. 28 of the 29 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.
Where your money sits — by cause, then by grantee
Each org by its size and your share of it — top-left is where you’re load-bearing
Go grantee by grantee — a decade per org, and how each moved after you funded them
A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.
- Who funds COMMITTEE ON CAPITAL MARKETS REGULATION INC C/O HAL S SCOTT ↗
- Who funds National Adult Protective Services Association ↗
- Who funds BIPARTISAN POLICY CENTER INC ↗
- Who funds THE BROOKINGS INSTITUTION ↗
- Who funds SIFMA FOUNDATION FOR INVESTOR EDUCATION (FIE) INC ↗
- Who funds WOMEN'S INSTITUTE FOR A SECURE RETIREMENT ↗
- Who funds UNITED STATES CAPITOL HISTORICAL SOCIETY ↗
- Who funds Prevent Cancer Foundation aka Cancer Research & Prevention Fndn ↗
- Who funds CENTER FORWARD ↗
- Who funds NCSL FOUNDATION FOR STATE LEGISLATURES ↗
- Who funds Americans for Tax Reform ↗
- Who funds SECURITIES AND EXCHANGE COMMISSION HISTORICAL SOCIETY ↗
- Who funds FORMER MEMBERS OF CONGRESS ↗
- Who funds PROGRAM ON INTERNATIONAL FINANCIAL SYSTEMS INC ↗
- Who funds AMERICAN ACTION FORUM INC ↗
- Who funds WASHINGTON TENNIS & EDUCATION FOUNDATION ↗
- Who funds COMPETITIVE ENTERPRISE INSTITUTE ↗
- Who funds AMERICAN COUNCIL FOR CAPITAL FORMATION ↗
- Who funds SCHOLARSHIP AMERICA INC ↗
- Who funds SMITHSONIAN INSTITUTION ↗
- Who funds HERITAGE ACTION FOR AMERICA ↗
- Who funds Research Foundation of the City University of New York ↗
- Who funds NEW YORK LAW SCHOOL ↗
- Who funds THE MEMORIAL FOUNDATION INC ↗
- Who funds NATIONAL CAPITAL AREA COUNCIL BOY SCOUTS OF AMERICA ↗
- Who funds CONGRESSIONAL CLUB MUSEUM AND FOUNDATION ↗
- Who funds Fordham University ↗
- Who funds GARY SINISE FOUNDATION ↗
The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.
Open a dossier: Pharmaceutical Research and Manufacturers of America · AARP · Ncta - the Internet & Television Association · Edison Electric Institute Inc · Bank Policy Institute · American Fuel and Petrochemical Manufacturers · Consumer Technology Association · The Business Roundtable Inc · American Gas Association · Ctia - the Wireless Association · American Petroleum Institute · Biotechnology Innovation Organization
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.
Government reliance of your grantees
Every dot is one organization Securities Industry and Financial Markets Association funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal or a single department — and drag the year to watch it move.
Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.