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EIN 54-6063408

CFA Institute Research Foundation

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Charlottesville
State
Virginia
Year formed
1965
Most recent tax filings
2022-08-01
NTEE code, primary
V20: Social Science Research Institutes, Services
Description
The CFA Institute Research Foundation conducts social science research and provides related services. Margaret Franklin runs the organization, which generated $3,613,196 in revenues last year.
Related structure
CFA Institute Research Foundation is a subordinate organization under CFA Institute.
Total revenues
$3,613,196
2022
Total expenses
$585,333
2022
Total assets
$17,781,846
2022
Num. employees
0
2022

Who funds CFA Institute Research Foundation

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
Barbetta Family FoundationGeneral & Unrestricted$5,500
John D Richardson FoundationGeneral$1,000

Personnel at CFA Institute Research Foundation

NameTitleCompensation
Margaret Franklin Inst PresChief Executive Officer and Resrch Foundation Board Member
Walter HaslettExecutive Director and Board Member$0
Kimball E MaynardTreasurer$0
Joanne HillVice Chair / Board Member$0
Jessica LawsonSecretary - Entered 4 and 2016$0
...and 6 more key personnel

Financials for CFA Institute Research Foundation

RevenuesFYE 08/2022
Total grants, contributions, etc.$254,501
Program services$2,681
Investment income and dividends$487,443
Tax-exempt bond proceeds$0
Royalty revenue$266
Net rental income$0
Net gain from sale of non-inventory assets$2,868,305
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$3,613,196

Form 990s for CFA Institute Research Foundation

Fiscal year endingDate received by IRSFormPDF link
2021-082022-07-12990View PDF
2020-082021-07-12990View PDF
2019-082020-12-21990View PDF
2018-082019-09-30990View PDF
2017-082018-05-14990View PDF
...and 7 more Form 990s
Data update history
August 19, 2023
Received grants
Identified 2 new grant, including a grant for $5,500 from Barbetta Family Foundation
August 17, 2023
Posted financials
Added Form 990 for fiscal year 2021
May 12, 2023
Received grants
Identified 1 new grant, including a grant for $5,000 from Barbetta Family Foundation
May 8, 2023
Updated personnel
Identified 3 new personnel
April 14, 2022
Updated personnel
Identified 2 new personnel
Nonprofit Types
Grantmaking organizationsResearch centersChapter / child organizationsCharities
Issues
Social sciencesEducationPublic policy
Characteristics
Conducts researchOperates internationallyNational levelEndowed supportProvides scholarshipsTax deductible donationsNo full-time employees
General information
Address
915 E High St
Charlottesville, VA 22902
Metro area
Charlottesville, VA
Website URL
cfainstitute.org/en/research/foundation 
Phone
(434) 951-5499
IRS details
EIN
54-6063408
Fiscal year end
August
Taxreturn type
Form 990
Year formed
1965
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
V20: Social Science Research Institutes, Services
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Subordinate organization
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