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EIN 04-3403082

Closed End Fund Association

IRS 501(c) type
501(c)(6)
Num. employees
0
City
Kansas City
State
Missouri
Year formed
1998
Most recent tax filings
2024-06-01
NTEE code, primary
S41: Promotion of Business
Description
Closed End Fund Association is committed to educating the investing public about the many benefits of Closed End Fund products and to provide a resource for information about its members and their offerings.
Total revenues
$252,980
2024
Total expenses
$280,355
2024
Total assets
$72,293
2024
Num. employees
0
2024

Program areas at Closed End Fund Association

Focus on closed-end Fund investing issues and promotion of benefits of closed-end Fund investing through education, research studies and enhanced data reporting
Through conferences and seminars individuals in the closed-end Fund industry are provided a forum to communicate, enhance business relationships and increase knowledge of relevant industry issues

Personnel at Closed End Fund Association

NameTitleCompensation
Brian SmithExecutive Director$0
Jonathan MorganBoard Treasurer$0
Rennie McConnochieBoard President$0
Anne KritzmireBoard Presid$0

Financials for Closed End Fund Association

RevenuesFYE 06/2024
Total grants, contributions, etc.$0
Program services$252,937
Investment income and dividends$43
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$252,980

Form 990s for Closed End Fund Association

Fiscal year endingDate received by IRSFormPDF link
2024-062024-11-05990View PDF
2023-062023-12-22990View PDF
2022-062023-01-13990View PDF
2021-062022-07-18990OView PDF
2020-062021-06-30990View PDF
...and 10 more Form 990s
Data update history
May 22, 2024
Updated personnel
Identified 2 new personnel
June 20, 2023
Posted financials
Added Form 990 for fiscal year 2022
February 3, 2023
Posted financials
Added Form 990 for fiscal year 2021
October 15, 2021
Posted financials
Added Form 990 for fiscal year 2020
May 1, 2021
Posted financials
Added Form 990 for fiscal year 2019
Nonprofit Types
Trade associationsBusiness and community development organizations
Issues
Business and industry
Characteristics
MembershipsNo full-time employees
General information
Address
2323 Grand Blvd Suite 250
Kansas City, MO 64108
Metro area
Kansas City, MO-KS
County
Jackson County, MO
Website URL
cefa.com/ 
Phone
(816) 413-8900
IRS details
EIN
04-3403082
Fiscal year end
June
Taxreturn type
Form 990
Year formed
1998
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
S41: Promotion of Business
NAICS code, primary
813910: Trade Associations
Parent/child status
Independent
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