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Indiana · Public charity

Indianapolis Society of Financial Analysts Inc

To advance professional excellence and ethics through education collaboration and awareness of the CFA Charter for the benefit of our regional investment community and public.

$12k
Granted FY2024(still arriving)
1
Itemized grants FY2024
1
Organizations funded FY2023
Read the full brief
Itemized, FY2024
$10k
The rest is grants the schedule does not break out
Median grant, FY2024
$10,000
Largest grant, FY2024
$10,000
States reached, FY2024
1
Total assets, FY2024
$265k
100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2023 to 2024.

International$10kHuman Services$8k

Top grantees

Largest recipients by total granted, FY2023 to FY2024, and the share of each one’s budget the grants supplied at peak.

GranteeTotal grantedYearsShare of their budget
Junior Achievement of Central Indiana Inc$10,00010%
100 Black Men of Indianapolis Inc$8,00011%

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About Indianapolis Society of Financial Analysts Inc

How much does Indianapolis Society of Financial Analysts Inc give?
Indianapolis Society of Financial Analysts Inc reported 1 itemized grants totaling $10,000, out of $12,000 in total grant expense reported on the return in its FY2024 IRS filing.
What does Indianapolis Society of Financial Analysts Inc fund?
By grant dollars over FY2023 to FY2024, its largest causes are International (56%), Human Services (44%).
Who are Indianapolis Society of Financial Analysts Inc's largest grantees?
By total granted over FY2023 to FY2024: Junior Achievement of Central Indiana Inc ($10k), 100 Black Men of Indianapolis Inc ($8k).
Where is Indianapolis Society of Financial Analysts Inc based?
Indianapolis Society of Financial Analysts Inc is based in IN.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 2 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990 e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Possibly out of date. A more recent filing (FY2025) is on record and reports $14k of grant expense, but none of it to a named recipient. On a Form 990 that can mean grants abroad, filed by region only (Schedule F), grants under $5,000, which are not itemized, or a schedule referenced as an attachment the e-file does not carry. The figures above are therefore from FY2024, the most recent year this funder named its grantees.

Source object · view filing

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More from the funding graph

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By state
where grant money is based, and what stays home