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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 2023. Filed on June 25, 2024.

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 2023 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 $508,018. The highest compensated employee at CFA Institute Research Foundation is Margaret Franklin, Cfa with fiscal year 2023 compensation of $1,305,592.

Revenue, expenses, and employee compensation

Revenue

$902,437

Expenses

$620,419

Employee compensation

$0
Revenue, expenses, and employee compensation over time

Reported Compensated Employees

Margaret Franklin, Cfa
Board Member
$1,305,592
$0 $1,258,421 $47,171
Walter V Haslett Jr, Cfa
Executive Director/Board
$364,790
$0 $308,507 $56,283
Kimball E Maynard
Treasurer
$272,249
$0 $233,166 $39,083
Jessica Lawson
Secretary
$89,441
$0 $66,971 $22,470

Benchmark Employee Compensation

Non-Employee Board Members

Aaron Brown
Board Member
Aaron Low, Cfa
Chair
Amra Balic
Board Member
Bill Fung, Ph.D.
Board Member
Dave Uduanu, Cfa
Board Member
Heinz Hockmann, Ph.D.
Board Member
Joanne Hill, Ph.D.
Vice Chair
Kati Eriksson, Cfa
Board Member
Kingpai Koosakulnirund, Cfa
Board Member
Kurt Winkelmann, Ph.D.
Board Member
Lotta Moberg, Ph.D., Cfa
Board Member
Punita Kumar-Sinha, Cfa
Board Member

Contractors

Blue Moon Communications
Research
$120,000

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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