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CFA INSTITUTE

CHARLOTTESVILLE, VA EIN 54-1386480 Mutual BenefitY40 501CX NONPROFIT
$462.9M
Revenue
15
Filings
$52.0M
Total Grants
727
Grant Records
Latest Financial Summary
Fiscal Year Revenue Expenses Net Assets Contributions
FY ending Aug 2024 $462.9M $298.4M $565.1M $0
Full Financial History
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Key Officers
M
MARGARET FRANKLIN CFA
PRES & CEO & RESRCH FDN BD MEM
M
MARK LAZBERGER CFA
BOG CHAIR
H
HEINZ HOCKMANN PHD
BOG VICE CHAIR
Executive Compensation
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Top Grant Recipients (Teaser)
CFA Society New York $1.1M
CFA Society New York $984K
CFA Institute Research Foundation $855K
727 total grants · $52.0M total giving
Complete Grants Database
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Filing History
990
FY ending Aug 2024
IRS990
FY ending Aug 2023
IRS990
FY ending Aug 2022
990
FY ending Aug 2021
Period ended 2021-08-31
IRS990
FY ending Aug 2020
990
FY ending Aug 2019
Period ended 2019-08-31
990
FY ending Aug 2018
Period ended 2018-08-31
990
FY ending Aug 2017
Period ended 2017-08-31
990
FY ending Aug 2016
Period ended 2016-08-31
990
FY ending Aug 2015
Period ended 2015-08-31
990
FY ending Aug 2014
Period ended 2014-08-31
990
FY ending Aug 2013
Period ended 2013-08-31
990
FY ending Aug 2012
Period ended 2012-08-31
990
FY ending Aug 2011
Period ended 2011-08-31
990
FY ending Aug 2010
Period ended 2010-08-31
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