Funder DirectoryCFA SOCIETY OF IOWA INC
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Grantmaking public charityEIN 421152989

CFA SOCIETY OF IOWA INC

DES MOINES, IA 50393

Total Assets

$248K

FY 2024

Annual Giving

$6K

FY 2024

Grants Made

1

FY 2024

Avg Grant

$6K

FY 2024

Grant Range

Typical

Deadlines

Applications

Programs & Activities

Program 1

$51K

Hosted several networking events for members and students so they are able to interact with others in their profession or course of study. Attendance ranged from approximately 15-30 people per event. Hosted two large networking golf outings in june with approximately 130 attendees in total.

Program 2

$30K

Hosted the cfa global investment research challenge for universities in the region with 50 attendees. Students were able to present research on a company to compete for scholarships and a chance at the global competition.

Financial Snapshot

2024 filing

Total Revenue

$233K

Total Expenses

$288K

Giving Over Time

3 years

Giving over time from 2022 to 2024. Peak $6K in 2022. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

3 grants

SPONSORSHIP OF JUNIOR ACHIEVEMENT
$17K
3 grants

Grant Size Distribution

3 grants

<$10K
3
grants
$10–50K
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

1 states

Iowa
$17K
100% of total

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CFA SOCIETY OF IOWA INC — Grants, Financials & Contact | Grantivo