CFA SOCIETY SOUTH CAROLINAPub 78
Pub 78
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CFA Society South Carolina is a nonprofit organization dedicated to promoting the highest ethical standards and professional excellence within the local investment community. Serving portfolio managers, security analysts, investment advisers, and other financial practitioners, the organization has supported CFA charterholders and program candidates for the past 15 years. With an operating budget of $48.2K and total revenue of $49.4K for the filing year 2024, CFA Society South Carolina does not rely on a single funder for 50% or more of its revenue. More information can be found on their website at www.cfasc.org.
Mission Statement
CFA SOCIETY SOUTH CAROLINA PROMOTES THE HIGHEST ETHICAL STANDARDS AND PROFESSIONAL EXCELLENCE WITHIN THE LOCAL INVESTMENT COMMUNITY. CFA SOCIETY SOUTH CAROLINA IS AN ASSOCIATION OF LOCAL INVESTMENT PROFESSIONALS, CONSISTING OF PORTFOLIO MANAGERS, SECURITY ANALYSTS, INVESTMENT ADVISERS, AND OTHER FINANCIAL PRACTITIONERS, THAT HAS SERVED CFA CHARTERHOLDERS AND CFA PROGRAM CANDIDATES LOCALLY FOR THE LAST 15 YEARS.
Cause Areas
1
Public/private ventures
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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
$54.2M
< 1%
Frequently Asked Questions
What is CFA SOCIETY SOUTH CAROLINA’s budget?
In 2024, CFA SOCIETY SOUTH CAROLINA reported an annual operating budget of around $48 thousand. More detailed financial information is available to registered users.
What causes does CFA SOCIETY SOUTH CAROLINA support?
CFA SOCIETY SOUTH CAROLINA supports work in Public/private ventures.
Where does CFA SOCIETY SOUTH CAROLINA operate?
CFA SOCIETY SOUTH CAROLINA is headquartered in Greenville, SC.
Who funded CFA SOCIETY SOUTH CAROLINA recently?
In 2024, CFA SOCIETY SOUTH CAROLINA 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 SOUTH CAROLINA received in 2024?
The largest grant to CFA SOCIETY SOUTH CAROLINA in 2024 exceeds $21 thousand.