CFA INSTITUTE
Data sourced from IRS 990-PF public filings
Provides general support to CFA societies across various locations, focusing on finance and investment education.
Grants (Last Year)
$0
Total Grants on File
142
Recipients Funded
74
Giving History
| Year | Total Granted | Grants Made | Avg Grant |
|---|---|---|---|
| 2022 | $4,079,257 | 69 | $59,120 |
| 2021 | $5,208,552 | 73 | $71,350 |
Top Grant Recipients
NEW YORK, NY
NEW YORK, NY
BOSTON, MA
CHICAGO, IL
CHICAGO, IL
SAN FRANCISCO, CA
SAN FRANCISCO, CA
SHERMAN OAKS, CA
CHARLOTTESVILLE, VA
PHILADELPHIA, PA
Showing top 10 of 142 grants on file.
Officers & Trustees
From 2022 IRS 990-PF filing (data available for 2 filing years)
NICK POLLARD
MANAGING DIRECTOR
KURT SCHACHT CFA EXIT 122022
SENIOR HEAD ADV
LEILANI HALL
SENIOR HEAD, CODES AND STAND.
VITO LORE
SENIOR HEAD, STRATEGY & PLAN.
MIKE PETERSON
CHIEF TECHOLOGY OFFICER
SANDY PETERS
SENIOR HEAD, FIN. RPT POLICY
HEIDI DIEDRICH EXIT 82022
SENIOR HEAD, GLOBAL B2C
CAROLE CRAWFORD EXIT 72023
MANAGING DIRECTOR
PAUL MOODY
MANAGING DIRECTOR
PEG JOBST EXIT 42022
MANAGING DIRECTOR
Showing 10 of 34 officers and trustees.
IRS Filing History
CFA INSTITUTE has IRS 990-PF filings on record for 2 years, spanning 2021 to 2022.
Frequently Asked Questions
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