Overview

Sign up for

Est.

1998

Latest Fiscal Year

Not available

Organization Type

Grantseeker

AI Summary

The Closed End Fund Association Inc, with EIN 04-3403082, is dedicated to educating the investing public about the benefits of closed-end fund products and serves as a resource for information regarding its members and their offerings. Operating with a budget of $241.3K and generating total revenue of $218.3K in the 2025 filing year, the organization focuses on foundations and does not rely on a single funder for 50% or more of its revenue. More information can be found on their website at www.cefa.com.

Mission Statement

CLOSED END FUND ASSOCIATION IS COMMITTED TO EDUCATING THE INVESTING PUBLIC ABOUT THE MANY BENEFITS OF CLOSED END FUND PRODUCTS AND TO PROVIDE A RESOURCE FOR INFORMATION ABOUT ITS MEMBERS AND THEIR OFFERINGS
Revenues
$218.3K
Expenses
$241.3K
Net Income:
-$23K
Assets
$24.2K
Liabilities
$134.7K
Net Assets:
-$110.5K
Operating Budget
$241.3K
Operating Budget by Year

Due Diligence

Are you a grantmaker?
Charity Verification Snapshot
IRS EO Business Master File Status
Listed as tax-exempt
IRS Pub 78 Status
Not in Pub 78 list
IRS Revocation Status
Not in Automatic Revocation of Exemption List
Go beyond basic verification
Instantly get 50+ financial health and governance metrics, including LUNA.
plg-image
plg-image
Go beyond basic verification
Instantly get 50+ financial health and governance metrics, including LUNA.
J
Jeff Margolin
Board Member
B
Brian Smith
Board Member
C
Christopher Larsen
Board Member

Frequently Asked Questions

What is CLOSED END FUND ASSOCIATION INC’s budget?
In 2025, CLOSED END FUND ASSOCIATION INC reported an annual operating budget of around $241 thousand. More detailed financial information is available to registered users.
What causes does CLOSED END FUND ASSOCIATION INC support?
CLOSED END FUND ASSOCIATION INC supports work in Foundations.
Where does CLOSED END FUND ASSOCIATION INC operate?
CLOSED END FUND ASSOCIATION INC is headquartered in Kansas City, MO.