CFA INSTITUTE RESEARCH FOUNDATION
Data sourced from IRS 990 public filings
CFA INSTITUTE RESEARCH FOUNDATION SEE SCHEDULE OCFA INSTITUTE RESEARCH FOUNDATION'S MISSION IS TO PROVIDE INDEPENDENT, HIGH QUALITY RESEARCH THAT HELPS INVESTMENT PROFESSIONALS EFFECTIVELY FULFILL THEIR DUTIES WITH PRUDENCE, LOYALTY, AND CARE.
Annual Revenue
$2,390,616
Known Funders
2
Grants Received
4
Financial History
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2023 | $2,390,616 | $793,993 | $21,326,131 |
| 2022 | $902,437 | $620,419 | $19,036,392 |
| 2021 | $3,613,196 | $585,333 | $17,781,846 |
| 2020 | $1,062,651 | $490,710 | $20,673,964 |
| 2019 | $1,144,692 | $976,692 | $17,228,240 |
| 2018 | $908,777 | $799,059 | $15,596,962 |
| 2017 | $1,130,713 | $686,811 | $15,492,750 |
| 2016 | $901,990 | $672,678 | $14,495,628 |
Top Funders
CHARLOTTESVILLE, VA
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
Key Personnel
From 2023 IRS 990 filing
WALTER V HASLETT JR CFA
EXEC. DIRECTOR/BOARD (END 8/2023)
LYDIA OOGHE
SECRETARY
JESSICA LAWSON END 22024
SECRETARY
KIMBALL E MAYNARD
TREASURER
KURT WINKELMANN PHD
BOARD MEMBER
DAVE UDUANU CFA
BOARD MEMBER
SUSAN SPINNER CFA
BOARD MEMBER
LOTTA MOBERG PHD CFA
BOARD MEMBER
PUNITA KUMAR-SINHA CFA
BOARD MEMBER
JOANNE HILL PHD
BOARD MEMBER
Showing 10 of 16 key personnel.
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