CFA Institute Research Foundation

Fiscal year ending 2024. Filed on June 9, 2025.

915 East High Street
Charlottesville, Virginia 22902

CFA Institute Research Foundation (EIN: 54-6063408) has filed an IRS Form 990 since at least fiscal year 2016. In its fiscal year 2024 IRS Form 990 filing, CFA Institute Research Foundation, a 501(c)(3) charitable organization, reported compensation for 5 employees. Among the employees shown here, the average compensation is $463,193. The highest compensated employee at CFA Institute Research Foundation is Margaret Franklin, Cfa with fiscal year 2024 compensation of $1,456,005.

Revenue, expenses, and employee compensation

Revenue

$2,390,616

Expenses

$793,993

Employee compensation

$0
Revenue, expenses, and employee compensation over time

Mission Statement

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.

Revisions to this organization profile

June 9, 2025:
2024 CFA Institute Research Foundation 990 filed
June 25, 2024:
2023 CFA Institute Research Foundation 990 filed
June 28, 2023:
2022 CFA Institute Research Foundation 990 filed

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