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.
Key facts about Cfa Institute Research Foundation
- EIN
- 54-6063408
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $15,000
- Grants made (2024)
- 1
- Average grant
- $15,000
- Median grant
- $15,000
- Total assets
- $21,326,131
- Primary geography
- Illinois (100% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
How Cfa Institute Research Foundation gives
- Giving fell 67% from 2021 to 2024. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Next steps with Cfa Institute Research Foundation
- How to evaluate Cfa Institute Research Foundation as a funder
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$21.3M
+12.0% YoY
Annual Giving
$15K
+5.6% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$15K
+5.6% YoY
About Cfa Institute Research Foundation
Based on IRS filings
Cfa Institute Research Foundation is a nonprofit organization focused on Education, based in Charlottesville, VA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $21.3M in total assets. In 2024, it awarded 1 grant totaling $15K. Net investment income was $2.1M.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 1 itemized 2024 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $21,326,131 | $19,036,392 | $17,781,846 |
| Revenue | $2,390,616 | $902,437 | $3,613,196 |
| Expenses | $793,993 | $620,419 | $585,333 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $2,055,537 | $518,718 | $3,355,748 |
| Distributable Amount | — | — | — |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Duff & Phelps Holdings Corporation DBA Duff & Phelps LLC ($15,000).
| Recipient | Purpose | Amount |
|---|---|---|
| DUFF & PHELPS HOLDINGS CORPORATION DBA DUFF & PHELPS LLC Chicago, IL | GEN SUPPORT | $15,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
No officer or director reported compensation in the available filings.
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Margaret Franklin Cfa | Board Member | 1 | — |
| Aaron Low Cfa | Chair | 1 | — |
| Jeffery Bailey Cfa | Vice-Chair | 1 | — |
| Giuseppe Ballocchi PHD Cfa | Board Member | 1 | — |
| Aaron Brown Cfa | Board Member | 1 | — |
| Philip Graham Cfa | Board Member | 1 | — |
| Joanne Hill PHD | Board Member | 1 | — |
| Punita Kumar-Sinha Cfa | Board Member | 1 | — |
| Lotta Moberg PHD Cfa | Board Member | 1 | — |
| Susan Spinner Cfa | Board Member | 1 | — |
| Dave Uduanu Cfa | Board Member | 1 | — |
| Kurt Winkelmann PHD | Board Member | 1 | — |
| Kimball E Maynard | Treasurer | 2 | — |
| Jessica Lawson End 22024 | Secretary | 2 | — |
| Lydia Ooghe | Secretary | 2 | — |
| Walter V Haslett Jr Cfa | Exec. Director/Board (End 8/2023) | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Cfa Institute Research Foundation?
Cfa Institute Research Foundation is a nonprofit organization focused on Education, based in Charlottesville, VA. It holds $21.3M in total assets as of 2024.
How large is Cfa Institute Research Foundation?
As of 2024, Cfa Institute Research Foundation holds $21.3M in total assets with $2.4M in annual revenue. It awarded 1 grant totaling $15K in 2024.
Where does Cfa Institute Research Foundation operate?
Cfa Institute Research Foundation has awarded grants in Connecticut, Illinois.
What size grants does Cfa Institute Research Foundation award?
In 2024, Cfa Institute Research Foundation awarded 1 grant totaling $15K — an average of about $15K per grant, based on its IRS Form 990 filings.
What is Cfa Institute Research Foundation's EIN?
Cfa Institute Research Foundation's EIN (Employer Identification Number) is 54-6063408. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.