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  4. Mutual Fund Directors Forum (MFDF)
EIN 01-0682859

Mutual Fund Directors Forum (MFDF)

IRS 501(c) type
501(c)(3)
Num. employees
6
City
Washington
State
District of Columbia
Year formed
2002
Most recent tax filings
2023-06-01
NTEE code, primary
S41: Promotion of Business
Description
The Mutual Fund Directors Forum is an independent nonprofit corporation organized to provide independent directors of mutual funds with a forum to discuss critical issues confronting fund investors, the funds themselves, and their directors.
Total revenues
$3,072,475
2023
Total expenses
$2,239,669
2023
Total assets
$8,045,166
2023
Num. employees
6
2023

Program areas at MFDF

MEMBER EDUCATION & SUPPORT - MFDF CONTINUED ITS VIRTUAL AND IN-PERSON PROGRAMS FOR FUND INDEPENDENT DIRECTORS AND CCOs TO LEARN ABOUT DIFFERENT ISSUES THAT ARE FACING FUND BOARD ROOMS. THESE PROGRAMS ARE DESIGNED TO EDUCATE AND ENCOURAGE DISCUSSIONS AMONG DIRECTORS ON REGULATORY UPDATES RELATED TO THEIR FIDUCIARY DUTIES. MFDF CONTINUES TO EXPAND ON ITS DIVERSITY, EQUITY, AND INCLUSION-FOCUSED PROGRAMS AND ITS MEMBER WORKING GROUPS THAT INVITE MEMBER DIRECTORS AND CCOs TO COMMENT ON THE FORUM'S TOPIC-SPECIFIC PROGRAMS, CONFERENCES, AND WHITE PAPERS.

Personnel at MFDF

NameTitleCompensation
Young Hee KimChief of Staff$170,119
Carolyn McPhillipsPresident$409,261
Andrew DonohueChair$0
David B SmithExecutive Vice President and Secretary$263,113
Stephen ByersTreasurer$0
...and 4 more key personnel

Financials for MFDF

RevenuesFYE 06/2023
Total grants, contributions, etc.$0
Program services$2,995,595
Investment income and dividends$76,880
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$3,072,475

Form 990s for MFDF

Fiscal year endingDate received by IRSFormPDF link
2023-062023-10-17990View PDF
2022-062022-10-24990View PDF
2021-062021-11-09990View PDF
2020-062021-02-19990View PDF
2019-062020-01-28990View PDF
...and 9 more Form 990s
Data update history
December 5, 2023
Posted financials
Added Form 990 for fiscal year 2023
November 25, 2023
Posted financials
Added Form 990 for fiscal year 2022
July 8, 2023
Updated personnel
Identified 2 new personnel
February 4, 2023
Posted financials
Added Form 990 for fiscal year 2021
August 22, 2021
Posted financials
Added Form 990 for fiscal year 2020
Nonprofit Types
Professional associationsBusiness and community development organizationsCharities
Issues
Business and industry
Characteristics
MembershipsTax deductible donations
General information
Address
1501 M St NW
Washington, DC 20005
Metro area
Washington-Arlington-Alexandria, DC-VA-MD-WV
County
District of Columbia, DC
Website URL
mfdf.org/ 
Phone
(202) 507-4488
Facebook page
FundDirectors 
Twitter profile
@funddirectors 
IRS details
EIN
01-0682859
Fiscal year end
June
Taxreturn type
Form 990
Year formed
2002
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
S41: Promotion of Business
NAICS code, primary
813920: Professional Associations
Parent/child status
Independent
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