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 (2024) reports revenue of $462.9M, expenses of $298.4M, total assets of $912.9M. Imperigo tracks 583 reported grants from this foundation totaling approximately $45.5M.
EIN: 541386480
CHARLOTTESVILLE, VA
Latest filing: 2024
Total Revenue$462.9M
Total Expenses$298.4M
Total Assets$912.9M
Grants Given583
Grant Total$45.5M
Filing Years2020–2024
Sample Grants Given
GEN SUPPORT
$458,061
GEN SUPPORT
$274,734
GEN SUPPORT
$238,415
GEN SUPPORT
$169,126
GEN SUPPORT
$166,372
Showing up to 5 of 583 total records — full history available with membership.
Officers & Directors
BOARD MEMBER
Alexander Birkin
MANAGING DIRECTOR
Andrew Rome
CHIEF OF STAFF
Anne O'brien
MANAGING DIRECTOR
Carole Crawford End 72023
MANAGING DIRECTOR
Chris Wiese
BOARD MEMBER
Geoffrey Ng Cfa
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 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 |
| 2020 | $185.0M | $304.1M | $709.8M |
Between 2020 and 2024, reported annual revenue grew from $185.0M to $462.9M (+150%), with total assets most recently reported at $912.9M.
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.