The Society for Financial Studies

RALEIGH, NC EIN: 95-4143302 Website

SFS IS A GLOBAL, NONPROFIT ACADEMIC FINANCE SOCIETY THAT EDITS AND PUBLISHES THREE TOP ACADEMIC JOURNALS IN FINANCE. THE ORGANIZATION ALSO HOSTS ACADEMIC CONFERENCES IN FINANCE AND AWARDS GRANTS AND PRIZES.

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

$12.1M

+17.0% YoY

Annual Giving

$5K

-20.9% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$5K

-20.9% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$431K$861K$1M$2M20202021202220232024
Metric202420232022
Total Assets$12,127,576$10,367,420$8,896,085
Revenue$1,565,656$1,190,128$1,220,921
Expenses$1,386,263$1,427,661$1,135,559
Qualifying Distributions
Net Investment Income$301,752$103,914$168,201
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$2K$3K$5K$7K0 grants20200 grants20210 grants20221 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

UNIVERSITY OF NORTH CARO…$5K

Grant Size Distribution

2 grants across all recorded years

2<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does The Society for Financial Studies fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

LALITHA NAVEENSECRETARY/TR$51K

From 2024 filing

NameTitleHoursCompensation
LALITHA NAVEENSECRETARY/TR10$50,949
WEI JIANGPRESIDENT3
JAN EBERLEYPRESIDENT3
YISHAY YAFEHVICE PRESIDE3
RENEE ADAMSCHAIR, SFS C3
ALON BRAVMEMBER, SFS3
KAI LIMEMBER, SFS3
LIYAN YANGMEMBER, SFS3
MARGARITA TSOUTSOURAMEMBER, SFS3
ZHI DAMEMBER, SFS3
CAROLA FRYDMANMEMBER, SFS3
ALEXANDRA NIESSEN-RUENZIMEMBER, SFS3
JONATHAN KARPOFFMEMBER, SFS3
DANIEL FERREIRAMEMBER, SFS3

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

1states

Cities

Chapel Hill

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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