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Compensation 990 is an independent service that uses public IRS Form 990 filings as its source data. We clean and standardize this information, but the original filings may contain errors or omissions. Years on this site refer to the organization’s fiscal year end date on the filing.

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Organizations Education CFA Institute Research Foundation

CFA Institute Research Foundation

Fiscal year ending 2019. Filed on July 9, 2020.

PO Box 2083
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 2019 IRS Form 990 filing, CFA Institute Research Foundation, a 501(c)(3) charitable organization, reported compensation for 4 employees. Among the employees shown here, the average compensation is $554,171. The highest compensated employee at CFA Institute Research Foundation is Paul Smith, Cfa with fiscal year 2019 compensation of $1,546,926.

Revenue, expenses, and employee compensation

Revenue

$908,777

Expenses

$799,059

Employee compensation

$0
Revenue, expenses, and employee compensation over time

Reported Compensated Employees

Paul Smith, Cfa
Board Member
$1,546,926
$0 $1,342,620 $204,306
Walter V Haslett Jr, Cfa
Executive Director/Board MBR
$347,362
$0 $294,407 $52,955
Kimball E Maynard
Treasurer
$233,409
$0 $200,896 $32,513
Jessica Lawson
Secretary
$88,985
$0 $67,122 $21,863

Benchmark Employee Compensation

Non-Employee Board Members

Robert Jenkins Fsip
Board Member
$5,023
$0 $5,023 No other comp
George R Hoguet, Cfa, Frm
Board Member
No compensation reported
Ted Aronson, Cfa
Chair
No compensation reported
Vikram Kuriyan, Ph.D., Cfa
Board Member
No compensation reported
Diane Garnick, Cpa
Board Member
No compensation reported
Joachim Klement, Cfa, Cfp
Interim Vice Chair
No compensation reported
Bill Fung, Ph.D.
Board Member
No compensation reported
Aaron Low, Cfa
Board Member
No compensation reported
Diane Nordin, Cfa
Board Member
No compensation reported
Joanne Hill, Ph.D.
Board Member
No compensation reported
Sophie Palmer, Cfa
Board Member
No compensation reported
Mauro Miranda, Cfa
Board Member
No compensation reported

Contractors

Blue Moon Communications Inc
Research
$103,632

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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