Cfa Institute Research Foundation
SEE SCHEDULE OCFA INSTITUTE RESEARCH FOUNDATION'S MISSION IS TO PROVIDE INDEPENDENT, HIGH-QUALITY RESEARCH THAT HELPS INVESTMENT PROFESSIONALS EFFECTIVELY FULFILL THEIR DUTIES WITH PRUDENCE, LOYALTY, AND CARE. THE FOUNDATION EMPHASIZES RESEARCH OF PRACTICAL VALUE TO INVESTMENT PROFESSIONALS,WHILE EXPLORING NEW AND CHALLENGING TOPICS THAT PROVIDE A UNIQUE PERSPECTIVE IN THE EVOLVING PROFESSION OF INVESTMENT MANAGEMENT.
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$21.3M
+12.0% YoY
Annual Giving
$15K
+5.6% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$15K
+5.6% YoY
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Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $21,326,131 | $19,036,392 | $17,781,846 |
| Revenue | $2,390,616 | $902,437 | $3,613,196 |
| Expenses | $793,993 | $620,419 | $585,333 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $2,055,537 | $518,718 | $3,355,748 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does Cfa Institute Research Foundation fund?
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| MARGARET FRANKLIN CFA | BOARD MEMBER | 1 | — |
| AARON LOW CFA | CHAIR | 1 | — |
| JEFFERY BAILEY CFA | VICE-CHAIR | 1 | — |
| GIUSEPPE BALLOCCHI PHD CFA | BOARD MEMBER | 1 | — |
| AARON BROWN CFA | BOARD MEMBER | 1 | — |
| PHILIP GRAHAM CFA | BOARD MEMBER | 1 | — |
| JOANNE HILL PHD | BOARD MEMBER | 1 | — |
| PUNITA KUMAR-SINHA CFA | BOARD MEMBER | 1 | — |
| LOTTA MOBERG PHD CFA | BOARD MEMBER | 1 | — |
| SUSAN SPINNER CFA | BOARD MEMBER | 1 | — |
| DAVE UDUANU CFA | BOARD MEMBER | 1 | — |
| KURT WINKELMANN PHD | BOARD MEMBER | 1 | — |
| KIMBALL E MAYNARD | TREASURER | 2 | — |
| JESSICA LAWSON END 22024 | SECRETARY | 2 | — |
| LYDIA OOGHE | SECRETARY | 2 | — |
| WALTER V HASLETT JR CFA | EXEC. DIRECTOR/BOARD (END 8/2023) | — | — |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
States
Cities
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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