Mission
SEE STATEMENT O
Public Charity
CFA Institute
CFA Institute is a private foundation categorized as Public Charity based in CHARLOTTESVILLE, VA. Its most recent IRS filing (2025) reports revenue of $534.0M, expenses of $321.6M, total assets of $1.0B. Imperigo tracks 652 reported grants from this foundation totaling approximately $49.4M.
EIN: 541386480
CHARLOTTESVILLE, VA
Latest filing: 2025
Total Revenue$534.0M
Total Expenses$321.6M
Total Assets$1.0B
Grants Given652
Grant Total$49.4M
Filing Years2021–2025
Before you apply to CFA Institute
Who to contact, what to include, deadlines, typical grant size and geographic focus are available with membership.
Sample Grants Given
GEN SUPPORT
$459,603
GEN SUPPORT
$264,417
GEN SUPPORT
$248,631
GEN SUPPORT
$183,643
GEN SUPPORT
$148,582
Showing up to 5 of 652 total records — full history available with membership.
Officers & Directors
MANAGING DIRECTOR
Andrew Rome
CHIEF OF STAFF
Anne O'brien
MANAGING DIRECTOR
Chris Wiese
SENIOR HEAD PRODUCT MANAGEMENT
Doug Cohen
BOG VICE CHAIR
Heinz Hockmann
BOARD MEMBER
Jennifer Garbowicz
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $534.0M | $321.6M | $1.0B |
| 2024 | $462.9M | $298.4M | $912.9M |
| 2023 | $360.3M | $272.0M | $774.5M |
| 2022 | $346.8M | $278.7M | $663.4M |
| 2021 | $299.6M | $299.6M | $744.6M |
Between 2021 and 2025, reported annual revenue grew from $299.6M to $534.0M (+78%), with total assets most recently reported at $1.0B.
Interactive year-over-year charts and full filing details available with membership.
Grant Geography
Grants from this foundation were reported to recipients in AL, AR, AZ, CA, CO, CT, and 4 other states.
ALARAZCACOCTDCFLGAHI
Full geographic grant map with state-by-state breakdown available with membership.