CFA SOCIETIES OF TEXASPub 78
Pub 78
AI Summary
CFA Societies of Texas is a collaborative association dedicated to promoting ethical and professional standards within the investment industry, enhancing professional development opportunities through the CFA program, and facilitating the exchange of information and opinions among Texas CFA societies. With an operating budget of $58,000 and total revenue of $52,600 for the 2025 filing year, the organization relies heavily on a single unidentified funder, which contributes approximately 99% of its revenue. More information can be found on their website at www.cfasociety.org.
Mission Statement
THE CFA SOCIETIES OF TEXAS IS A COLLABORATIVE ASSOCIATION OF TEXAS CFA SOCIETIES TO FURTHER THE PROMOTION OF THE ETHICAL AND PROFESSIONAL STANDARDS WITHIN THE INVESTMENT INDUSTRY, TO ENHANCE PROFESSIONAL DEVELOPMENT OPPORTUNITIES THROUGH THE CFA PROGRAM, AND TO FACILITATE THE OPEN EXCHANGE OF INFORMATION AND OPINIONS.
Cause Areas
1
Business and industry
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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
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Funder
Total Funding
Funding Share
CFA INSTITUTE
$52.1M
< 1%
Frequently Asked Questions
What is CFA SOCIETIES OF TEXAS’s budget?
In 2025, CFA SOCIETIES OF TEXAS reported an annual operating budget of around $58 thousand. More detailed financial information is available to registered users.
What causes does CFA SOCIETIES OF TEXAS support?
CFA SOCIETIES OF TEXAS supports work in Business and industry.
Where does CFA SOCIETIES OF TEXAS operate?
CFA SOCIETIES OF TEXAS is headquartered in Driftwood, TX.
Who funded CFA SOCIETIES OF TEXAS recently?
In 2024, CFA SOCIETIES OF TEXAS received grants from CFA INSTITUTE, CFA INSTITUTE, and CFA INSTITUTE. More information on this organization’s funders is available to registered users.
What is the largest grant CFA SOCIETIES OF TEXAS received in 2024?
The largest grant to CFA SOCIETIES OF TEXAS in 2024 exceeds $48 thousand.