Mission
The Mutual Fund Directors Forum enhances the governance of U.S. registered funds by educating independent directors and providing them with a voice in key federal policy issues.
Public Charity
Mutual Fund Directors Forum
Based in Washington, DC, Mutual Fund Directors Forum operates as a Public Charity. The organization reported $3.3M in revenue, $3.1M in expenses, $8.1M in total assets for fiscal year 2025.
EIN: 010682859
Washington, DC
Latest filing: 2025
Total Revenue$3.3M
Total Expenses$3.1M
Total Assets$8.1M
Grant Records0
Filing Years2020–2025
Officers & Directors
Chair
Andrew Buddy Donohue Jr
Director
Angela Brock-Kyle
President
Carolyn Mcphillips
EVP/Gen Counsel/Secretary
David Smith Jr
Sr. Counsel
Dianne Descoteaux
Director
Dina Tantra
Officer compensation and complete director data available with membership.
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $3.3M | $3.1M | $8.1M |
| 2024 | $3.1M | $2.9M | $8.1M |
| 2023 | $3.1M | $2.2M | $8.0M |
| 2021 | $2.7M | $1.8M | $5.7M |
| 2020 | $2.7M | $2.5M | $4.8M |
Between 2020 and 2025, reported annual revenue grew from $2.7M to $3.3M (+25%), with total assets most recently reported at $8.1M.
Interactive year-over-year charts and full filing details available with membership.