This organization files Form 990, which has no section for application policy. Its filings cannot say either way.
The latest filing we hold carries no statement about applications. That is not the same as closed: public-charity Form 990s have no field for it, and many foundations leave the section blank.
Giving by year
Total assets by year
| Year | Form | Revenue | Expenses | Giving | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2024 | 990 | $61,779,060 | $62,259,281 | $180,639 | $80,889,764 | $31,240,395 |
| FY2023 | 990 | $60,293,967 | $57,479,959 | $203,400 | $72,929,787 | $22,693,699 |
| FY2022 | 990 | $54,768,620 | $53,354,953 | $209,229 | $45,548,628 | $19,796,194 |
| FY2021 | 990 | $47,657,181 | $49,290,473 | $193,519 | $42,827,387 | $17,894,070 |
| FY2020 | 990 | $45,398,899 | $50,328,414 | $167,248 | $44,078,460 | $18,563,497 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
Recipient focus areas
Where recipients are
Based on the 100% of grant rows we could match to an organization record. The rest stay as reported. The IRS assigns the NTEE category when it grants exemption. It often reflects the original filing, not today's giving.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| COMMITTEE ON CAPITAL MARKETS REGULATION INCCAMBRIDGE, MA | PROGRAM SUPPORT | $55,000 | 2024 | |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kenneth E Bentsen Jr | PRESIDENT & CEO | 40.00 | $2,788,424 |
| Kenneth Cella | CHAIR | 2.00 | $0 |
| Laura Chepucavage | CHAIR-ELECT | 2.00 | $0 |
| Jim Reynolds | CHAIR-EMERITUS |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| PROGRAM SUPPORT |
| $55,000 |
| 2023 |
| COMMITTEE ON CAPITAL MARKETS REGULATION INCCAMBRIDGE, MA | PROGRAM SUPPORT | $50,000 | 2022 |
| COMMITTEE ON CAPITAL MARKETS REGULATION INCCAMBRIDGE, MA | PROGRAM SUPPORT | $50,000 | 2020 |
| COMMITTEE ON CAPITAL MARKETS REGULATION INCCAMBRIDGE, MA | PROGRAM SUPPORT | $50,000 | 2021 |
| CENTER FORWARDWASHINGTON, DC | PROGRAM SUPPORT | $40,000 | 2020 |
| CENTER FORWARDMCLEAN, VA | PROGRAM SUPPORT | $30,000 | 2022 |
| HERITAGE ACTION FOR AMERICAWASHINGTON, DC | PROGRAM SUPPORT | $25,000 | 2022 |
| SIFMA FOUNDATION FOR INVESTOR EUDCATION (FIE) INCNEW YORK, NY | PROGRAM SUPPORT | $20,000 | 2023 |
| SIFMA FOUNDATION FOR INVESTOR EUDCATION (FIE) INCNEW YORK, NY | PROGRAM SUPPORT | $20,000 | 2024 |
| WOMENS INSTITUTE FOR A SECURE RETIREMENTWASHINGTON, DC | PROGRAM SUPPORT | $20,000 | 2021 |
| NATIONAL ADULT PROTECTION SERVICES ASSOCIATIONWASHINGTON, DC | PROGRAM SUPPORT | $18,000 | 2021 |
| NATIONAL ADULT PROTECTIVE SERVICES ASSOCIATIONWASHINGTON, DC | PROGRAM SUPPORT | $18,000 | 2022 |
| NATIONAL ADULT PROTECTION SERVICES ASSOCIATIONWASHINGTON, DC | PROGRAM SUPPORT | $18,000 | 2020 |
| PROGRAM ON INTERNATIONAL FINANCIAL SYSTEM INCCAMBRIDGE, MA | PROGRAM SUPPORT | $15,000 | 2023 |
| WOMENS INSTITUTE FOR A SECURE RETIREMENTWASHINGTON, DC | PROGRAM SUPPORT | $15,000 | 2023 |
| THE MEMORIAL FOUNDATION INCWASHINGTON, DC | PROGRAM SUPPORT | $15,000 | 2021 |
| WOMENS INSTITUTE FOR A SECURE RETIREMENTWASHINGTON, DC | PROGRAM SUPPORT | $15,000 | 2024 |
| SIFMA FOUNDATION FOR INVESTOR EDUCATION (FIE) INCNEW YORK, NY | PROGRAM SUPPORT | $15,000 | 2021 |
| PREVENT CANCER FOUNDATIONALEXANDRIA, VA | PROGRAM SUPPORT | $12,000 | 2024 |
| UNITED STATES CAPITOL HISTORICAL SOCIETYWASHINGTON, DC | PROGRAM SUPPORT | $10,000 | 2021 |
| SEC HISTORICAL SOCIETYWASHINGTON, DC | PROGRAM SUPPORT | $10,000 | 2021 |
| SEC HISTORICAL SOCIETYWASHINGTON, DC | PROGRAM SUPPORT | $10,000 | 2020 |
| NATIONAL ADULT PROTECTIVE SERVICES ASSOCIATIONWASHINGTON, DC | PROGRAM SUPPORT | $10,000 | 2023 |
| PREVENT CANCER FOUNDATIONALEXANDRIA, VA | PROGRAM SUPPORT | $10,000 | 2023 |
| 2.00 |
| $0 |
| Ronald Kruszewski | VICE CHAIR | 2.00 | $0 |
| Lisa Kidd Hunt | TREASURER | 2.00 | $0 |
| Kevin Bailey | DIRECTOR | 1.00 | $0 |
| Matt Benchener | DIRECTOR (AS OF 11/2023) | 1.00 | $0 |
| Althea Brown | DIRECTOR (AS OF 04/2024) | 1.00 | $0 |
| Libby Cantrill | DIRECTOR | 1.00 | $0 |
| Samara Cohen | DIRECTOR | 1.00 | $0 |
| Michael Durbin | DIRECTOR (AS OF 01/2024) | 1.00 | $0 |
| Katie Fallon | DIRECTOR | 1.00 | $0 |
| Ann Fogarty | DIRECTOR (AS OF 11/2023) | 1.00 | $0 |
| Sol Gindi | DIRECTOR | 1.00 | $0 |
| Brent Gledhill | DIRECTOR (AS OF 11/2023) | 1.00 | $0 |
| Gary Hall | DIRECTOR | 1.00 | $0 |
| Naureen Hassan | DIRECTOR (THRU 01/2024) | 1.00 | $0 |
| Robert Hawley | DIRECTOR (THRU 10/2024) | 1.00 | $0 |
| Gary Kane | DIRECTOR | 1.00 | $0 |
| Michael Kisber | DIRECTOR | 1.00 | $0 |
| David Lefkowitz | DIRECTOR | 1.00 | $0 |
| Jacqueline Licalzi | DIRECTOR (AS OF 01/2024) | 1.00 | $0 |
| Larry Martinez | DIRECTOR | 1.00 | $0 |
| Charlotte Mclaughlin | DIRECTOR (THRU 11/2023) | 1.00 | $0 |
| Craig Messinger | DIRECTOR | 1.00 | $0 |
| Chance Mims | DIRECTOR (AS OF 11/2023) | 1.00 | $0 |
| Thomas Pluta | DIRECTOR (AS OF 11/2023) | 1.00 | $0 |
| Robert Popowski | DIRECTOR (THRU 10/2023) | 1.00 | $0 |
| Douglas Preiser | DIRECTOR | 1.00 | $0 |
| Jamie Price | DIRECTOR (THRU 01/2024) | 1.00 | $0 |
| Shawn Quant | DIRECTOR | 1.00 | $0 |
| Samuel Ramirez Jr | DIRECTOR | 1.00 | $0 |
| Gary Rapp | DIRECTOR (AS OF 11/2023) | 1.00 | $0 |
| Paul Reilly | DIRECTOR | 1.00 | $0 |
| Brendan Reilly | DIRECTOR | 1.00 | $0 |
| John Fw Rogers | DIRECTOR | 1.00 | $0 |
| Jeffrey Rosen | DIRECTOR (THRU 11/2023) | 1.00 | $0 |
| Claire Santaniello | DIRECTOR | 1.00 | $0 |
| Andy Saperstein | DIRECTOR (THRU 01/2024) | 1.00 | $0 |
| Peter Schneider | DIRECTOR (THRU 11/2023) | 1.00 | $0 |
| Kabir Sethi | DIRECTOR (THRU 04/2024) | 1.00 | $0 |
| Mark Steffensen | DIRECTOR (THRU 05/2024) | 1.00 | $0 |
| Joseph E Sweeney | DIRECTOR | 1.00 | $0 |
| John Taft | DIRECTOR | 1.00 | $0 |
| Ryan Taylor | DIRECTOR | 1.00 | $0 |
| John Vaccaro | DIRECTOR | 1.00 | $0 |
| Thomas Wipf | DIRECTOR (AS OF 01/2024) | 1.00 | $0 |
| Kashif Zafar | DIRECTOR | 1.00 | $0 |
| Joseph Seidel | COO | 40.00 | $1,333,852 |
| David B Krasner | CFO & CAO | 40.00 | $759,703 |
| Cheryl L Crispen | EXECUTIVE VICE PRESIDENT | 40.00 | $638,408 |
| Salvatore Chiarelli | EXECUTIVE VICE PRESIDENT | 40.00 | $460,019 |
| Saima Ahmed | EVP & GEN. COUNSEL | 40.00 | $930,090 |
| Josh Wilsussen | EXECUTIVE VICE PRESIDENT | 40.00 | $742,944 |
| Robert Toomey | MANAGING DIRECTOR | 40.00 | $587,357 |
| Lisa Bleier | MANAGING DIRECTOR | 40.00 | $553,695 |
| Carter K Mcdowell | MANAGING DIRECTOR | 40.00 | $537,598 |
| Kevin Carroll | MANAGING DIRECTOR | 40.00 | $550,719 |
| Lindsey Keljo | MANAGING DIRECTOR | 40.00 | $588,834 |
Nearest by size, location and giving pattern in the database. Geography weighs heavily. Treat it as a starting list, not a ranking of fit.
Form 990 · FY2023 · period ending Oct 31, 2023IRS bulk XML
Filing id 202402419349301205
Form 990 · FY2022 · period ending Oct 31, 2022
Filing id 202302439349300415
Form 990 · FY2021 · period ending Oct 31, 2021
Filing id 202242369349301564
Form 990 · FY2020 · period ending Oct 31, 2020
Filing id 202112439349300506
Form 990 · FY2019 · period ending Oct 31, 2019
Filing id 202022409349300502
Form 990 · FY2018 · period ending Oct 31, 2018
Filing id 201902529349300335
Form 990 · FY2017 · period ending Oct 31, 2017
Filing id 201802439349300905
Form 990 · FY2016 · period ending Oct 31, 2016
Filing id 201722519349301357
IRS filings are the source for every fact on this page. Nothing a model writes is ever a source; it can only point at a row here.