Education
Cfa Institute Research Foundation
CHARLOTTESVLE, VA
Total revenue
$2.4M
Total expenses
$794K
Net assets
$21.2M
Grants received
$901K
17 grants
EIN
546063408
Tax year
2023
Mission
See schedule ocfa institute research foundation's mission is to provide independent, high quality research that helps investment professionals effectively fulfill their duties with prudence, loyalty, and care.
Financials
FY 2023
Revenue
Expenses
People
16 listed
MARGARET FRANKLIN CFA
BOARD MEMBER
—
1 hrs/wk
AARON LOW CFA
CHAIR
—
1 hrs/wk
JEFFERY BAILEY CFA
VICE-CHAIR
—
1 hrs/wk
GIUSEPPE BALLOCCHI PHD CFA
BOARD MEMBER
—
1 hrs/wk
AARON BROWN CFA
BOARD MEMBER
—
1 hrs/wk
PHILIP GRAHAM CFA
BOARD MEMBER
—
1 hrs/wk
JOANNE HILL PHD
BOARD MEMBER
—
1 hrs/wk
PUNITA KUMAR-SINHA CFA
BOARD MEMBER
—
1 hrs/wk
LOTTA MOBERG PHD CFA
BOARD MEMBER
—
1 hrs/wk
SUSAN SPINNER CFA
BOARD MEMBER
—
1 hrs/wk
DAVE UDUANU CFA
BOARD MEMBER
—
1 hrs/wk
KURT WINKELMANN PHD
BOARD MEMBER
—
1 hrs/wk
KIMBALL E MAYNARD
TREASURER
—
2 hrs/wk
JESSICA LAWSON END 22024
SECRETARY
—
2 hrs/wk
LYDIA OOGHE
SECRETARY
—
2 hrs/wk
WALTER V HASLETT JR CFA
EXEC. DIRECTOR/BOARD (END 8/2023)
—
0Independent contractors
BLUE MOON COMMUNICATIONS INC
RESEARCH SERVICES
LUIS GARCIA-FEIJOO
CONSULTING
Grants received
Showing 17 of 17
Funded by
$901K from 4 funders · 17 grants · 2017–2023
$835K · 4 grants · 2019–2023
$42K · 4 grants · 2017–2020
$21K · 4 grants · 2018–2022
$3K · 5 grants · 2018–2023