Georgia Securities Association

ATLANTA, GA EIN: 58-1548071 Website

Collection of membership dues, and the conduction of seminars and annual meetings for the purpose of promoting goodwill between members, the securities industry and the public.

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

$304K

-15.6% YoY

Annual Giving

$140K

+40.0% YoY

Grant Count

4

+0.0% YoY

Avg Grant Size

$35K

+40.0% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$99K$149K$198K20202021202220232024
Metric202420232022
Total Assets$303,913$360,080$374,601
Revenue$124,191$134,275$79,017
Expenses$180,358$148,796$48,627
Qualifying Distributions
Net Investment Income$19,951$27,980$-26,637
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$35K$70K$105K$140K4 grants20204 grants20210 grants20224 grants20234 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

Georgia Council on Econo…$60KBright Futures Atlanta$40KOur House$20KNicholas House$20K

Grant Size Distribution

16 grants across all recorded years

13<$50K3$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Georgia Securities Association fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
Michael LemesDirector5
Patrick McGillDirector5
Joseph RomanDirector5
Randy LovingDirector5
Mark AgahDirector5
Ashley RagsdaleDirector5
Cory McCallumDIRECTOR5
Lauren PuglisiDIRECTOR5
Zach GoodwinDirector5
Paul FarringtonDirector5
Josh HustedDirector5
Daniel SeigleDirector5
Daryl WeberDirector5
Earl BrownSecretary5
Kevin McGannTreasurer5
Brad SummersPresident5
Hollis GilliamVice President5

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

1states

States

Cities

AtlantaDecatur

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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