CFA Institute Research Foundation

Nonprofit · Grant recipient Also a grantmaker → Charlottesville, VA EIN 54-6063408

Funding Overview

From IRS Form 990 filings · 2019–2025

Total received

$1.2M

Foundation funders

3

Grants recorded

16

Years covered

2019–2025

Who funds CFA Institute Research Foundation?

CFA Institute Research Foundation is funded by 3 grantmakers, led by CFA Institute ($1.2M), Barbetta Family Foundation ($21K), John D Richardson Foundation ($2K). In total, IRS Form 990 filings record $1.2M in grants to CFA Institute Research Foundation between 2019–2025.

FunderTotal givenGrantsYears
CFA Institute$1,178,50962019–2025
Barbetta Family Foundation$20,50042019–2022
John D Richardson Foundation$1,61062020–2025

Funding over time

Grant dollars and counts received per year

$0$200K$400K$600K2 grants2019 3 grants2020 3 grants2021 2 grants2022 2 grants2023 2 grants2024 2 grants2025

From 2019 to 2025, annual grant giving ranged from $7K (2022) to $436K (2020). In 2025 it made 2 grants totaling $129K.

What grants has CFA Institute Research Foundation received?

Individual grants from IRS Form 990 filings, newest first

YearFunderPurposeAmount
2025CFA InstituteGEN SUPPORT$128,575
2025John D Richardson FoundationGeneral$100
2024CFA InstituteGEN SUPPORT$159,776
2024John D Richardson FoundationGeneral$110
2023CFA InstituteGEN SUPPORT$176,441
2023John D Richardson FoundationGeneral$100
2022Barbetta Family FoundationGeneral & Unrestricted$5,500
2022John D Richardson FoundationGeneral$1,000
2021CFA InstituteGEN SUPPORT$67,614
2021Barbetta Family FoundationGeneral & Unrestricted$5,000
2021John D Richardson FoundationGeneral$200
2020CFA InstituteGEN SUPPORT$431,200
2020Barbetta Family FoundationGeneral & Unrestricted$5,000
2020John D Richardson FoundationGeneral$100
2019CFA InstituteGEN SUPPORT$214,903
2019Barbetta Family FoundationGeneral & Unrestricted$5,000

Frequently Asked Questions

Who funds CFA Institute Research Foundation?

CFA Institute Research Foundation is funded by 3 grantmakers, led by CFA Institute ($1.2M), Barbetta Family Foundation ($21K), John D Richardson Foundation ($2K). In total, IRS Form 990 filings record $1.2M in grants to CFA Institute Research Foundation between 2019–2025.

Who is CFA Institute Research Foundation's largest funder?

CFA Institute is the largest recorded funder of CFA Institute Research Foundation, with $1.2M across 6 grants (2019–2025).

How much grant funding has CFA Institute Research Foundation received?

IRS 990 filings record $1.2M in grants to CFA Institute Research Foundation across 16 grants from 3 funders between 2019–2025. Filings are published on a delay, so recent grants may not appear yet.

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Grant data is drawn from IRS Form 990 filings via Grantable's GrantGraph™. Filings are published on a delay; recent grants may not appear yet.

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