Cfa Institute Research Foundation

Organization Overview

Cfa Institute Research Foundation is located in Charlottesville, VA. The organization was established in 1967. According to its NTEE Classification (B05) the organization is classified as: Research Institutes & Public Policy Analysis, under the broad grouping of Education and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Cfa Institute Research Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.

For the year ending 08/2021, Cfa Institute Research Foundation generated $1.1m in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 6.5% each year. All expenses for the organization totaled $490.7k during the year ending 08/2021. You can explore the organizations financials more deeply in the financial statements section below.

Mission & Program ActivityExcerpts From the 990 Filing

TAX YEAR

2021

Describe the Organization's Mission:

Part 3 - Line 1

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.

Describe the Organization's Program Activity:

Part 3 - Line 4a

SEE SCHEDULE O


SEE SCHEDULE O


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Board, Officers & Key Employees

Name (title)Compensation
Walter V Haslett Jr
Executive Director/board
$0
Joanne Hill PHD
Chair
$0
Ted Aronson
Vice Chair
$0
Kimball E Maynard
Treasurer
$0
Jessica Lawson
Secretary
$0
Margaret Franklin CFA
Board Member
$0

Financial Statements

Statement of Revenue
Federated campaigns$0
Membership dues$0
Fundraising events$0
Related organizations$67,614
Government grants $0
All other contributions, gifts, grants, and similar amounts not included above$274,070
Noncash contributions included in lines 1a–1f $3,123
Total Revenue from Contributions, Gifts, Grants & Similar$341,684
Total Program Service Revenue$4,294
Investment income $373,984
Tax Exempt Bond Proceeds $0
Royalties $233
Net Rental Income $0
Net Gain/Loss on Asset Sales $342,456
Net Income from Fundraising Events $0
Net Income from Gaming Activities $0
Net Income from Sales of Inventory $0
Miscellaneous Revenue$0
Total Revenue $1,062,651

Grants Awarded

Over the last fiscal year, Cfa Institute Research Foundation has awarded $45,000 in support to 2 organizations.

Grant RecipientAmount

7937 DUFF & PHELPS HOLDINGS CORP DBA KROLL LLC FKA DUFF & PHELPS LLC

PURPOSE: GEN SUPPORT

$30,000

11720 DEROSA RESEARCH AND TRADING INC

PURPOSE: GEN SUPPORT

$15,000
View Grant Profile

Grants Recieved

Over the last fiscal year, we have identified 2 grants that Cfa Institute Research Foundation has recieved totaling $77,714.

Awarding OrganizationAmount
Cfa Institute

Charlottesville, VA

PURPOSE: GEN SUPPORT

$67,614
Schwab Charitable Fund

San Francisco, CA

PURPOSE: EDUCATION

$10,100
View Grant Recipient Profile

Endowment Analysis

Beg. Balance$1,180,300
Earnings$100
Net Contributions$27,025
Grants$181,125
Ending Balance$1,026,300

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