Grantmaking public charityEIN 237119206
INDIANAPOLIS SOCIETY OF FINANCIAL ANALYSTS INC
CARMEL, IN 46032
Total Assets
$265K
FY 2024
Annual Giving
—
FY 2024
Grants Made
0
FY 2024
Avg Grant
—
FY 2024
Grant Range
—
Typical
Deadlines
—
Applications
Programs & Activities
Program 1
$44KAt the beginning of every year the Society hosts its Investment Symposium to help attendees prepare for the year ahead in the capital markets. We had over 200 guests attend the event to hear from a famous hedge fund manager and other investment professionals. Guests hear about thoughts on the investing landscape and the potential opportunities in the year ahead. After the speakers guests were able to network and learn from each other. their
Program 2
$33KOver the last few years the Society has hosted an annual charity golf outing to benefit local organizations that offer financial literacy programs. We focus on valuing financial education and do our part to help the community. We donated $14,000 to La Plaza an organization focused on the Indianapolis Latino community; the donation is for their financial literacy program.
Financial Snapshot
2024 filing
Total Revenue
$325K
Total Expenses
$311K
Giving Over Time
2 years
Total dollars recorded per filing year. Scale adjusts to the foundation's range.
Top Recipients
2 grants
Grant Size Distribution
2 grants
Geographic Focus
1 states
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