Cfa Institute
SEE STATEMENT O
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$912.9M
+17.9% YoY
Annual Giving
$4.1M
+1.4% YoY
Grant Count
71
+2.9% YoY
Avg Grant Size
$58K
-1.4% YoY
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $912,886,795 | $774,533,858 | $663,377,785 |
| Revenue | $462,891,998 | $360,345,275 | $346,815,960 |
| Expenses | $298,355,244 | $271,991,297 | $278,732,579 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $91,882,739 | $19,291,055 | $15,981,661 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
354 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does Cfa Institute fund?
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| MARGARET FRANKLIN CFA | PRES & CEO & RESRCH FDN BD MEM | 40 | $1,413,115 |
| MARK LAZBERGER CFA | BOG CHAIR | 1 | — |
| HEINZ HOCKMANN PHD | BOG VICE CHAIR | 1 | — |
| GEOFFREY NG CFA | BOARD MEMBER | 1 | $7,561 |
| TRICIA ROTHSCHILD CFA | BOARD MEMBER | 1 | — |
| PUNITA KUMAR-SINHA CFA | BOARD MEMBER | 1 | $8,295 |
| MARIA WILTON CFA | BOARD MEMBER | 1 | — |
| MARSHALL BAILEY CFA | BOARD MEMBER | 1 | — |
| ALEXANDER BIRKIN | BOARD MEMBER | 1 | — |
| PAMELA YANG CFA | BOARD MEMBER | 1 | — |
| OYEBANJI FEHINTOLA CFA | BOARD MEMBER | 1 | — |
| MEI GAO CFA | BOARD MEMBER | 1 | — |
| JOANNE HILL PHD | BOARD MEMBER | 1 | — |
| YIMEI LI CFA | BOARD MEMBER | 1 | — |
| STEVEN HENDRY | CHIEF FINANCIAL OFFICER | 40 | $583,742 |
| JOE LANGE | CORPORATE SECRETARY | 40 | $226,811 |
| MARTIN COLBURN | MANAGING DIRECTOR | 40 | $602,690 |
| SHERI KELLY | MANAGING DIRECTOR | 40 | $576,830 |
| PAUL ANDREWS | MANAGING DIRECTOR | 40 | $547,094 |
| CHRIS WIESE | MANAGING DIRECTOR | 40 | $537,939 |
| PAUL MOODY | MANAGING DIRECTOR | 40 | $560,819 |
| ANDREW ROME | MANAGING DIRECTOR | 40 | $480,693 |
| CAROLE CRAWFORD END 72023 | MANAGING DIRECTOR | 40 | $516,628 |
| MIKE PETERSON | CHIEF TECHNOLOGY OFFICER | 40 | $412,301 |
| SANDY PETERS | SENIOR HEAD, FIN. RPT POLICY | 40 | $402,569 |
| VITO LORE | SENIOR HEAD, STRATEGY & PLAN. | 40 | $393,343 |
| ANNE O'BRIEN | CHIEF OF STAFF | 40 | $379,857 |
| LEILANI HALL END 52024 | SENIOR HEAD, CODES AND STAND. | 40 | $406,635 |
| KURT SCHACHT CFA END 122022 | SENIOR HEAD ADV | 40 | $557,825 |
| NICK POLLARD END 92023 | MANAGING DIRECTOR | 40 | $683,963 |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
New York $3.9M (15%)
California $2.5M (10%)
Texas $1.5M (6%)
Massachusetts $1.4M (5%)
Florida $1.4M (5%)
Illinois $1.3M (5%)
Virginia $1.2M (5%)
Pennsylvania $1.1M (4%)
+35 more states
States
AlabamaArkansasArizonaCaliforniaColoradoConnecticutDistrict of ColumbiaFloridaGeorgiaHawaiiIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiNorth CarolinaNebraskaNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaTennesseeTexasUtahVirginiaVermontWashingtonWisconsin
Cities
AlbuquerqueAlburquerqueArlingtonAtlantaAustinBaltimoreBar HarborBirminghamBlacklickBoiseBondurantBonney LakeBostonBoynton BeachBrentwoodBrookfieldBuffaloBurlingtonCarmelCharleston
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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