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EIN 47-0860883

Cfa Society of Houston Scholarship Fund

IRS 501(c) type
501(c)(3)
Num. employees
Unknown
City
Houston
State
Texas
Year formed
2002
Most recent tax filings
2023-06-01
NTEE code, primary
B03: Education Professional Societies and Associations
Description
The activities currently include awarding scholarships to local university students expressing interest in a career in the investment decision-making profession. Scholarships - enhances the relationship with the academic community at two local universities and awards scholastic scholarships to attending students.
Also known as...
H S F A Scholarship Fund
Total revenues
$1,909
2023
Total expenses
$9,150
2023
Total assets
$184,520
2023
Num. employees
n/a

Personnel at Cfa Society of Houston Scholarship Fund

NameTitleCompensation
Steven SheldonPresident$0
Jun GuVice President / Secretary and Treasurer$0
Jason LederDirector / Vice President$0
Lee PartridgeDirector / Vice President / Secretary and Treasurer$0
Jeffrey CurtissPresident$0

Financials for Cfa Society of Houston Scholarship Fund

RevenuesFYE 06/2023
Total grants, contributions, etc.$800
Program services$0
Membership dues$0
Investment income and dividends$1,109
Net gain from sale of non-inventory assets$0
Net income from gaming activities and fundraising events, combined$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$1,909

Form 990s for Cfa Society of Houston Scholarship Fund

Fiscal year endingDate received by IRSFormPDF link
2023-062024-05-01990EZView PDF
2022-062023-05-15990EZView PDF
2021-062022-05-10990EZView PDF
2020-062021-05-17990EZView PDF
2019-062020-09-21990EZView PDF
...and 9 more Form 990s
Data update history
July 21, 2023
Posted financials
Added Form 990EZ for fiscal year 2022
July 3, 2023
Updated personnel
Identified 10 new personnel
May 24, 2023
Updated personnel
Identified 8 new personnel
August 19, 2021
Posted financials
Added Form 990EZ for fiscal year 2019
October 28, 2020
Updated personnel
Identified 1 new personnel
Nonprofit Types
Grantmaking organizationsSchoolsCharities
Issues
EducationCommunity improvementBusiness and industry
Characteristics
State / local levelTax deductible donationsNo full-time employeesAccepts online donations
General information
Address
1321 Antoine Dr
Houston, TX 77055
Metro area
Houston-The Woodlands-Sugar Land, TX
County
Harris County, TX
Website URL
cfasociety.org/houston/pages/scholarshipfund.aspx 
Phone
(713) 839-0808
IRS details
EIN
47-0860883
Fiscal year end
June
Taxreturn type
Form 990-EZ
Year formed
2002
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
B03: Education Professional Societies and Associations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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