EIN 54-6063408

CFA Institute Research Foundation

IRS 501(c) type
501(c)(3)
Num. employees
0
Year formed
1965
Most recent tax filings
2023-08-01
Description
The CFA Institute Research Foundation conducts social science research and provides related services. Margaret Franklin runs the organization, which generated $3,613,196 in revenues last year.
Related structure
CFA Institute Research Foundation is a subordinate organization under CFA Institute.
Total revenues
$902,437
2023
Total expenses
$620,419
2023
Total assets
$19,036,392
2023
Num. employees
0
2023

Who funds CFA Institute Research Foundation

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
John D Richardson FoundationGeneral$100

Financials for CFA Institute Research Foundation

RevenuesFYE 08/2023
Total grants, contributions, etc.$381,101
Program services$2,463
Investment income and dividends$458,740
Tax-exempt bond proceeds$0
Royalty revenue$155
Net rental income$0
Net gain from sale of non-inventory assets$59,978
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$902,437
Data update history
August 26, 2024
Posted financials
Added Form 990 for fiscal year 2023
August 26, 2024
Updated personnel
Identified 2 new personnel
August 26, 2024
Received grants
Identified 1 new grant, including a grant for $176,441 from CFA Institute
October 24, 2023
Updated personnel
Identified 5 new personnel
August 25, 2023
Posted financials
Added Form 990 for fiscal year 2022
Nonprofit Types
Grantmaking organizationsResearch centersChapter / child organizationsCharities
Issues
Social sciencesEducationPublic policy
Characteristics
Conducts researchOperates internationallyNational levelEndowed supportTax deductible donationsNo full-time employeesAccepts online donations
General information
Address
915 E High St
Charlottesville, VA 22902
Metro area
Charlottesville, VA
County
Charlottesville city, VA
Website URL
rpc.cfainstitute.org/en/research-foundation 
Phone
(434) 951-5499
IRS details
EIN
54-6063408
Fiscal year end
August
Taxreturn type
Form 990
Year formed
1965
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
V20: Social Science Research Institutes, Services
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Subordinate organization
California AB-488 details
AB 488 status
May Operate or Solicit for Charitable Purposes
Charity Registration status
Current - Awaiting Reporting
FTB status revoked
Revoked
AG Registration Number
106277
FTB Entity ID
2008374
AB 488 data last updated ("as-of") date
2025-06-18
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