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CFA SOCIETY ATLANTA INC

ATLANTA, GAEIN: 58-1105110

Data sourced from IRS 990-PF public filings

Provides funding to support financial literacy and investment education initiatives through partnerships with local organizations.

Small_grantmaker Foundation

Grants (Last Year)

$0

Total Grants on File

2

Recipients Funded

1

Giving History

YearTotal GrantedGrants MadeAvg Grant
2023$20,0001$20,000
2022$10,0001$10,000

Top Grant Recipients

$20,000 (2023)
$10,000 (2022)

Officers & Trustees

From 2023 IRS 990-PF filing (data available for 4 filing years)

L

LIZ YIN

Trustee

Trustee/Director
M

MICHELLE CHENG

Trustee

Trustee/Director
P

PAUL ENGLISH

Trustee

Trustee/Director
C

CHRISTIAN WILSON

Trustee

Trustee/Director
D

DUNCAN HENSLEY

Trustee

Trustee/Director
J

JUAN MENDEZ

Trustee

Trustee/Director
S

STEPHANIE LANG

Trustee

Trustee/Director
A

AARON TANNER JACOBSON SWANSON

Trustee

Trustee/Director
G

GREGORY GOODSON

Secretary

OfficerTrustee/Director
A

ANDRETTA WEAVER

Treasurer

OfficerTrustee/Director

Showing 10 of 15 officers and trustees.

IRS Filing History

CFA SOCIETY ATLANTA INC has IRS 990-PF filings on record for 4 years, spanning 2020 to 2023.

2023202220212020

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