Virginia · Public charity
Cfa Institute
CFA INSTITUTE is the global, non-profit professional membership association that administers the chartered financial analyst (cfa) certificate, the certificate in investment performance measurement (cipm), and the certificate in esg investing and also provides professional learning courses. Examination programs are conducted worldwide…
- $15M
- Granted FY2024(still arriving)
- 71
- Itemized grants FY2024
- 68
- Organizations funded FY2023
- 3%
- First-time grantees FY2023
- Itemized, FY2024
- $4.1M
- The rest is grants the schedule does not break out
- Median grant, FY2024
- $39,258
- Largest grant, FY2024
- $458,061
- Organizations funded a year
- 68 to 77
- FY2017 to FY2023
- States reached, FY2024
- 42
- Total assets, FY2024
- $913M
How open it is to new grantees
In FY2023, 3% of the organizations Cfa Institute funded were first-time grantees, receiving 14% of its grant dollars.
New vs renewed · share of each year
In FY2023, 86% of grant dollars renewed an existing relationship; $556k went to new ones.
Where new relationships form · theme of each grantee’s first grant
How this is measured
The numbers by year
| Fiscal year | Organizations funded | To those organizations | First-time grantees |
|---|---|---|---|
| FY2024still arriving | 71 | $4.1M | 3% |
| FY2023 | 68 | $4.1M | 3% |
| FY2022 | 72 | $5.2M | 3% |
| FY2021 | 71 | $5.2M | 1% |
| FY2020 | 69 | $7.0M | 0% |
| FY2019 | 75 | $7.4M | 8% |
| FY2018 | 77 | $6.4M | 8% |
| FY2017 | 76 | $6.0M | n/a |
What it funded, over time
Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.
Where its grants go
Grant dollars by states, across the years we hold.
Which US states its grants reach
Top grantees
Largest recipients by total granted, FY2017 to FY2024, and the share of each one’s budget the grants supplied at peak.
| Grantee | Total granted | Years | Share of their budget |
|---|---|---|---|
| Graham Center Inc | $4,827,001 | 6 | 19% |
| Cfa Society Boston Inc | $2,217,544 | 8 | 18% |
| Cfa Institute Research Foundation | $2,135,290 | 7 | 76% |
| Cfa Society Chicago | $2,047,517 | 8 | 20% |
| Cfa Society San Francisco | $1,832,866 | 8 | 27% |
| The Aspen Institute Inc | $1,750,000 | 3 | 1% |
| Cfa Society of Los Angeles Inc | $1,418,677 | 8 | 24% |
| Cfa Society Philadelphia Inc | $1,278,552 | 8 | 35% |
| Cfa Society Atlanta Inc | $1,210,086 | 8 | 57% |
| CFA Society Washington DC | $1,130,978 | 8 | 27% |
Show all 95 grantees
Where it is load-bearing
Cfa Institute supplied at least a quarter of the budget for 54 of its grantees at some point. The chart plots its 74 largest grantees; load-bearing ones sit top left.
Tap a dot to name the grantee.
How this is measured
Co-funders
Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.
Open a dossier: Charlottesville Area Community Foundation · The Genan Foundation · Vanguard Charitable Endowment Program · National Philanthropic Trust · Donor Advised Charitable Giving Inc · American Online Giving Foundation Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation
How this is measured
About Cfa Institute
- How much does Cfa Institute give?
- Cfa Institute reported 71 itemized grants totaling $4,137,447, out of $15,459,313 in total grant expense reported on the return in its FY2024 IRS filing. It funded between 68 and 77 organizations a year over FY2017 to FY2023.
- What does Cfa Institute fund?
- By grant dollars over FY2017 to FY2024, its largest causes are Social Science (52%), Community Improvement (33%), Employment (9%).
- Who are Cfa Institute's largest grantees?
- By total granted over FY2017 to FY2024: Graham Center Inc ($4.8M), Cfa Society Boston Inc ($2.2M), Cfa Institute Research Foundation ($2.1M).
- Does Cfa Institute fund new organizations?
- In FY2023, 3% of the organizations it funded were first-time grantees.
- Which funders back the same organizations as Cfa Institute?
- Its strongest co-funders, measured against what their size predicts, include Charlottesville Area Community Foundation, The Genan Foundation, Vanguard Charitable Endowment Program.
- Where is Cfa Institute based?
- Cfa Institute is based in VA.
Play a game based on Cfa Institute’s filings →