NonprofitsCfa Institute Research Foundation

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

Contributions & grants$333K
Program service revenue$2K
Investment income$2.1M
Other revenue$245
Total revenue$2.4M

Expenses

Grants paid$36K
Salaries & benefits
Fundraising
Other expenses$758K
Total expenses$794K
Total assets$21.3M
Net assets$21.2M

People

16 listed

NameRoleCompensation

MARGARET FRANKLIN CFA

BOARD MEMBER

Board

1 hrs/wk

AARON LOW CFA

CHAIR

Board

1 hrs/wk

JEFFERY BAILEY CFA

VICE-CHAIR

Board

1 hrs/wk

GIUSEPPE BALLOCCHI PHD CFA

BOARD MEMBER

Board

1 hrs/wk

AARON BROWN CFA

BOARD MEMBER

Board

1 hrs/wk

PHILIP GRAHAM CFA

BOARD MEMBER

Board

1 hrs/wk

JOANNE HILL PHD

BOARD MEMBER

Board

1 hrs/wk

PUNITA KUMAR-SINHA CFA

BOARD MEMBER

Board

1 hrs/wk

LOTTA MOBERG PHD CFA

BOARD MEMBER

Board

1 hrs/wk

SUSAN SPINNER CFA

BOARD MEMBER

Board

1 hrs/wk

DAVE UDUANU CFA

BOARD MEMBER

Board

1 hrs/wk

KURT WINKELMANN PHD

BOARD MEMBER

Board

1 hrs/wk

KIMBALL E MAYNARD

TREASURER

Board

2 hrs/wk

JESSICA LAWSON END 22024

SECRETARY

Board

2 hrs/wk

LYDIA OOGHE

SECRETARY

Board

2 hrs/wk

WALTER V HASLETT JR CFA

EXEC. DIRECTOR/BOARD (END 8/2023)

Staff

0

Independent contractors

BLUE MOON COMMUNICATIONS INC

RESEARCH SERVICES

$180K

LUIS GARCIA-FEIJOO

CONSULTING

$164K

Grants received

Showing 17 of 17

FromAmountPurposeYear
$160K
GEN SUPPORT
2023
$176K
GEN SUPPORT
2022
$6K
General & Unrestricted
2022
$5K
General & Unrestricted
2021
$68K
GEN SUPPORT
2020
$5K
General & Unrestricted
2020
$431K
GEN SUPPORT
2019
$5K
General & Unrestricted
2018
$12K
SOCIAL SERVICES/SOCIAL BENEFITS
2017

Funded by

$901K from 4 funders · 17 grants · 2017–2023

Cfa Institute

$835K · 4 grants · 2019–2023

Donor Advised Charitable Giving Inc

$42K · 4 grants · 2017–2020

Barbetta Family Foundation

$21K · 4 grants · 2018–2022

John D Richardson Foundation

$3K · 5 grants · 2018–2023

Details

EIN546063408
NTEE codeB05
Subsection03
Ruling date1967-05
Formed1965
Employees0
Volunteers20
CFA INSTITUTE RESEARCH FOUNDATION — Mission, Financials & Grants Received | Grantivo