Virginia · Public charity
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. The foundation emphasizes research of practical value to investment professionals,while exploring new and challenging topics that…
- $36k
- Granted FY2024(still arriving)
- 1
- Itemized grants FY2024
- 1
- Organizations funded FY2023
- 0%
- First-time grantees FY2023
- Itemized, FY2024
- $15k
- The rest is grants the schedule does not break out
- Median grant, FY2024
- $15,000
- Largest grant, FY2024
- $15,000
- Organizations funded a year
- 1 to 2
- FY2017 to FY2023
- States reached, FY2024
- 1
- Total assets, FY2024
- $21M
How open it is to new grantees
In FY2023, 0% of the organizations Cfa Institute Research Foundation funded were first-time grantees, receiving 0% of its grant dollars.
New vs renewed · share of each year
In FY2023, 100% of grant dollars renewed an existing relationship; $0 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 | 1 | $15k | 0% |
| FY2023 | 1 | $14k | 0% |
| FY2022 | 1 | $16k | 0% |
| FY2021 | 2 | $45k | 100% |
| FY2018 | 2 | $40k | 100% |
| FY2017 | 1 | $10k | n/a |
What it funded, over time
Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.
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 |
|---|---|---|---|
| 7937 Duff & Phelps Holdings Corp Dba Kroll LLC Fka Duff & Phelps LLC | $45,795 | 2 | n/a |
| Duff & Phelps Holdings Corporation Dba Duff & Phelps LLC | $44,205 | 3 | n/a |
| Humble Productions Inc | $30,000 | 1 | n/a |
| Chartered Alternative Investment Analyst Association Inc | $10,000 | 1 | 0% |
| Chartered Market Technicians Association Inc | $10,000 | 1 | 0% |
Warm introductions · Powered by PlinthPlus
How do I get to Cfa Institute Research Foundation?
Find your warmest path to Cfa Institute Research Foundation through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.
Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.
About Cfa Institute Research Foundation
- How much does Cfa Institute Research Foundation give?
- Cfa Institute Research Foundation reported 1 itemized grants totaling $15,000, out of $36,000 in total grant expense reported on the return in its FY2024 IRS filing. It funded between 1 and 2 organizations a year over FY2017 to FY2023.
- What does Cfa Institute Research Foundation fund?
- By grant dollars over FY2017 to FY2024, its largest causes are Community Improvement (61%), Science & Tech (39%).
- Who are Cfa Institute Research Foundation's largest grantees?
- By total granted over FY2017 to FY2024: 7937 Duff & Phelps Holdings Corp Dba Kroll LLC Fka Duff & Phelps LLC ($46k), Duff & Phelps Holdings Corporation Dba Duff & Phelps LLC ($44k), Humble Productions Inc ($30k).
- Does Cfa Institute Research Foundation fund new organizations?
- In FY2023, 0% of the organizations it funded were first-time grantees.
- Where is Cfa Institute Research Foundation based?
- Cfa Institute Research Foundation is based in VA.
Play a game based on Cfa Institute Research’s filings →