CFA SOCIETY BALTIMORE INC C/O EMILY WACHTMEISTERPub 78
Pub 78
AI Summary
CFA Society Baltimore Inc, established in 1948, is dedicated to advancing the financial community by providing knowledge and advocating for ethical conduct in investments and financial management. With an operating budget of $236.7K and total revenue of $228.5K for the filing year 2025, the organization focuses on enhancing education for professionals in the investment field and fostering peer collaboration. Notably, it appears to rely on a single unidentified funder for a significant portion of its revenue, amounting to $54.2M. For more information, visit www.cfasociety.org/baltimore.
Mission Statement
THE CFA SOCIETY BALTIMORE, INC. WAS FOUNDED IN 1948. THE CFA SOCIETY BALTIMORE, INC. WAS ESTABLISHED TO PROVIDE THE FINANCIAL COMMUNITY WITH INFORMATION AND KNOWLEDGE, WHILE ADVOCATING ETHICAL CONDUCT WITH REGARD TO INVESTMENTS AND FINANCIAL MANAGEMENT. THE BALTIMORE CFA SOCIETY, INC. ALSO SEEKS TO ENCOURAGE AND AID THE EDUCATION OF PERSONS ENGAGED IN THE INVESTMENT PROFESSION, AND TO PROVIDE MEMBERS OF THE SOCIETY WITH OPPORTUNITIES TO EXCHANGE IDEAS AND INFORMATION AMONGST THEIR PEERS.
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
Charlottesville, VA, US
$54.2M
1%
Frequently Asked Questions
What is CFA SOCIETY BALTIMORE INC C/O EMILY WACHTMEISTER’s budget?
In 2025, CFA SOCIETY BALTIMORE INC C/O EMILY WACHTMEISTER reported an annual operating budget of around $237 thousand. More detailed financial information is available to registered users.
What causes does CFA SOCIETY BALTIMORE INC C/O EMILY WACHTMEISTER support?
CFA SOCIETY BALTIMORE INC C/O EMILY WACHTMEISTER supports work in Business and industry.
Where does CFA SOCIETY BALTIMORE INC C/O EMILY WACHTMEISTER operate?
CFA SOCIETY BALTIMORE INC C/O EMILY WACHTMEISTER is headquartered in Baltimore, MD.
Who funded CFA SOCIETY BALTIMORE INC C/O EMILY WACHTMEISTER recently?
In 2024, CFA SOCIETY BALTIMORE INC C/O EMILY WACHTMEISTER 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 SOCIETY BALTIMORE INC C/O EMILY WACHTMEISTER received in 2024?
The largest grant to CFA SOCIETY BALTIMORE INC C/O EMILY WACHTMEISTER in 2024 exceeds $50 thousand.