Overview
What is Cfa Institute Research Foundation?
The Cfa Institute Research Foundation is a nonprofit organization, led by Margaret Franklin, that focuses on conducting social science research and offering related services. Their mission is to provide independent, high-quality research that empowers investment professionals to fulfill their duties with prudence, loyalty, and care. The foundation's research is practical and valuable to investment professionals, while also addressing new and challenging topics that offer a unique perspective in the evolving field of investment management. Last year, the organization generated $3,613,196 in revenue.
Official website here: www.cfainstitute.org
Is Cfa Institute Research Foundation legitimate?
Cfa Institute Research Foundation is a legitimate nonprofit organization registered as a 501(c)(3) entity. Cfa Institute Research Foundation submitted a form 990, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.
Heare are some key statistics you may want to consider:
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Professional Fundraising Fees: $0
Other Salaries and Wages: $0
For more financial information, click here
Official website here: www.cfainstitute.org
What is the mission statement of Cfa Institute Research Foundation?
The Cfa Institute Research Foundation's mission is centered around providing independent, high-quality research. This research is designed to aid investment professionals in fulfilling their responsibilities with prudence, loyalty, and care. The foundation prioritizes research that holds practical value for investment professionals, while also exploring new and challenging topics that offer a unique perspective in the evolving field of investment management. The goal is to contribute to the advancement of the investment management profession, offering insights that can guide decision-making and enhance overall performance.
Official website here: www.cfainstitute.org
What is the revenue of Cfa Institute Research Foundation?
Cfa Institute Research Foundation's revenue in 2023 was $902,437.
Official website here: www.cfainstitute.org
Who are the executives of Cfa Institute Research Foundation and what are their salaries?
There 25 volunteers at Cfa Institute Research Foundation.
Here are 16 key members and their salaries:
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- Related: $1,258,421
- Other: $47,171
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- Other: $56,283
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- Related: $233,166
- Other: $39,083
- Compensation: $0
- Related: $66,971
- Other: $22,470
Official website here: www.cfainstitute.org
Where can I find the form 990 for Cfa Institute Research Foundation?
Cfa Institute Research Foundation's most recent form 990 was submitted in 2023 and can be accessed here.
Official website here: www.cfainstitute.org
Learn more at the official website: www.cfainstitute.org
Mission Statement of Cfa Institute Research Foundation
The Cfa Institute Research Foundation, in its mission, aims to provide independent, high-quality research that empowers investment professionals to fulfill their duties with prudence, loyalty, and care. The foundation's primary focus is on delivering research that is both practical and valuable, enabling investment professionals to effectively navigate the complexities of their profession. Additionally, the foundation explores new and challenging topics, offering a unique perspective in the evolving field of investment management. By doing so, it contributes to the ongoing development and success of the investment management profession.
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Impact
October, 2024
CFA Institute Research Foundation delivers significant impact by providing independent, high-quality research that empowers investment professionals to meet their responsibilities effectively. The foundation focuses on practical research that aids in fulfilling obligations with prudence, loyalty, and care, addressing the evolving complexities of investment management. By exploring new and challenging topics, the foundation offers unique insights that enhance the expertise and decision-making capabilities of investment professionals. Its work is essential for fostering a deeper understanding of the financial landscape and ensuring that professionals are equipped to navigate it responsibly. With substantial revenues that support its research initiatives, the foundation continues to be a valuable resource within the investment community.
This information is meant to be a general summary of Cfa Institute Research Foundation. Please take the time to review official sources before making any decisions based upon the content provided here.
Financials
This financial information is from Propublica.
Other financial information:
This information is from the most recently submitted tax form from this organization, which was in 2023.
- Investment Income: $458,740
- Program Service Revenue: $2,463
- Gross Receipts: $1,242,459
Assets and Liabilities:
- Total Assets: $17,781,846
- Total Liabilities: $135,975
- Net Assets: $17,645,871
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Programs
Programs are reported by nonprofits in their tax forms and are normally their tax-exempt activities.
PUBLICATIONS
Revenue
$2,463
Organization Details
Founding Year
1965
Principal Officer
Margaret Franklin
Website
www.cfainstitute.orgNTEE Category
Code: B05 - Education
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