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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 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

Reported Compensated Employees

Margaret Franklin, Cfa
Board Member
$1,456,005
$0 $1,413,115 $42,890
Walter V Haslett Jr, Cfa
EXEC Director/Board (END 8/2023)
$408,047
$0 $368,925 $39,122
Kimball E Maynard
Treasurer
$273,841
$0 $236,416 $37,425
Jessica Lawson End 22024
Secretary
$96,880
$0 $74,265 $22,615
Lydia Ooghe
Secretary
$81,192
$0 $58,288 $22,904

Benchmark Employee Compensation

Non-Employee Board Members

Punita Kumar-Sinha, Cfa
Board Member
$8,295
$0 $8,295 No other comp
Dave Uduanu, Cfa
Board Member
No compensation reported
Jeffery Bailey, Cfa
Vice Chair
No compensation reported
Giuseppe Ballocchi, Ph.D., Cfa
Board Member
No compensation reported
Aaron Brown, Cfa
Board Member
No compensation reported
Joanne Hill, Ph.D.
Board Member
No compensation reported
Kurt Winkelmann, Ph.D.
Board Member
No compensation reported
Lotta Moberg, Ph.D., Cfa
Board Member
No compensation reported
Philip Graham, Cfa
Board Member
No compensation reported
Aaron Low, Cfa
Chair
No compensation reported
Susan Spinner, Cfa
Board Member
No compensation reported

Contractors

Blue Moon Communications Inc.
Research
$180,000
Luis Garcia-Feijoo
Consulting
$163,750

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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