Cfa Institute Research Foundation
EIN 546063408 · 501(c)(3) · Public charity · Charlottesvle, VA · recognized 1967
- Assets
- $21.3M
- Revenue
- $2.4M
- Expenses
- $794K
- Investment income
- $2.1M
Form 990 fiscal year ended 08/31/2024
Investment managers
Advisory firms linked via Form 990 Part VII independent contractors.
No linked investment managers yet.
Highest-paid contractors
Form 990 Part VII-B, independent contractors paid over $100k.
| Contractor | Services | Compensation |
|---|---|---|
| Blue Moon Communications Inc | Research services | $180,000 |
| Luis Garcia Feijoo | Consulting | $163,750 |
Officers & directors
Form 990 Part VII-A for the latest fiscal year.
| Name | Title | Compensation | Other |
|---|---|---|---|
| Margaret Franklin Cfa | Board member | $1,413,115 | $42,890 |
| Walter V Haslett Jr Cfa | Exec. director/board (end 8/2023) | $368,925 | $39,122 |
| Kimball E Maynard | Treasurer | $236,416 | $37,425 |
| Jessica Lawson End 22024 | Secretary | $74,265 | $22,615 |
| Lydia Ooghe | Secretary | $58,288 | $22,904 |
| Punita Kumar Sinha Cfa | Board member | $8,295 | $0 |
| Aaron Low Cfa | Chair | $0 | $0 |
| Jeffery Bailey Cfa | Vice-chair | $0 | $0 |
| Giuseppe Ballocchi Phd Cfa | Board member | $0 | $0 |
| Aaron Brown Cfa | Board member | $0 | $0 |
| Philip Graham Cfa | Board member | $0 | $0 |
| Joanne Hill Phd | Board member | $0 | $0 |
| Lotta Moberg Phd Cfa | Board member | $0 | $0 |
| Susan Spinner Cfa | Board member | $0 | $0 |
| Dave Uduanu Cfa | Board member | $0 | $0 |
| Kurt Winkelmann Phd | Board member | $0 | $0 |