CFA INSTITUTE
Pub 78

CFA INSTITUTE
Pub 78

Charlottesville, VA, US
501(c)(6)
EIN
54-1386480

CFA INSTITUTE
Pub 78

Charlottesville, VA, US
501(c)(6)
EIN
54-1386480

Overview

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Est.

1986

Fiscal Year Start

Sep 1

Organization Type

Grantseeker
AI Summary
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CFA Institute is a nonprofit organization focused on education, with a mission dedicated to advancing the investment profession. In the 2024 filing year, the organization operates with a budget of $282.9 million and reported total revenues of $462.9 million, with no single funder contributing 50% or more of its revenue. For more information, visit their website at www.cfainstitute.org.

Mission Statement

SEE STATEMENT O
Revenues

$462.9M

Expenses

$298.4M

Net Income:
+$164.5M
Assets

$912.9M

Liabilities

$347.8M

Net Assets:
+$565.1M
Operating Budget

$282.9M

Operating Budget by Year

Due Diligence

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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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Total No. of Grants

2

Median grant size
$549
Largest grant received
$799
M
Margaret Franklin Cfa
Board Member
P
Punita Kumar-Sinha Cfa
Board Member
G
Geoffrey Ng Cfa
Board Member

Frequently Asked Questions

What is CFA INSTITUTE’s budget?
In 2024, CFA INSTITUTE reported an annual operating budget of around $282.9 million. More detailed financial information is available to registered users.
What causes does CFA INSTITUTE support?
CFA INSTITUTE supports work in Education.
Where does CFA INSTITUTE operate?
CFA INSTITUTE is headquartered in Charlottesville, VA.
Who funded CFA INSTITUTE recently?
In 2024, CFA INSTITUTE received grants from ARMAND G ERPF FUND, Clare and Robert Gray Charitable Foundation Inc, and ARMAND G ERPF FUND. More information on this organization’s funders is available to registered users.
What is the largest grant CFA INSTITUTE received in 2024?
The largest grant to CFA INSTITUTE in 2024 exceeds <$1,000.
Overview
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