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CFA Institute Research Foundation

Public charity
DBA: % KIMBALL MAYNARD
Research & Policy · CHARLOTTESVLE, VA · EIN 54-6063408

About

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. The foundation emphasizes research of practical value to investment professionals,while exploring new and challenging topics that provide a unique perspective in the evolving profession of investment management.

In care of Kimball Maynard

Donations are tax-deductible
Category
Research & Policy
Employees
0
Volunteers
20

Financial Snapshot

FY ending 2024-08-31
Revenue
$2.4M
Expenses
$794K
Assets
$21.3M
Liabilities
$119K

Financial history

$3.6M$1.8M$0
161718192021222324
RevenueExpenses
Latest FY2024: $2.4M · Peak FY2022: $3.6M · Avg: $1.5M

Political & Grant Activity

Campaign Spending
—
Lobbying
—
Grants Given
$36K
CFA INSTITUTE RESEARCH FOUNDATION
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Address

915 E High ST
Charlottesvle, VA, 22902-486

Governance

Voting board members12
Independent members11
Conflict-of-interest policyYes
Whistleblower policyYes
Doc-retention policyYes
Audit committeeYes
990 reviewed by boardYes

Compensation practices

Severance paymentsYes
Equity-based compNo
Supplemental retirement planNo
Initial contract exceptionNo

Financial detail (Schedule D)

Board-designated %100.0%
Endowment held by related orgNo
Public records
ProPublica Nonprofit Explorer ↗
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