CFA INSTITUTE RESEARCH FOUNDATION, of CHARLOTTESVILLE, VA, is a Public Charity tracked in Imperigo's IRS 990 database. The 2024 filing shows $2.4M in revenue, $794K in expenses, $21.3M in total assets. 12 publicly reported grants to this organization, totaling roughly $2.2M, appear in IRS filings.
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 PROVIDE A UNIQUE PERSPECTIVE IN THE EVOLVING PROFESSION OF INVESTMENT MANAGEMENT.
Showing up to 5 of 12 total records — full history available with membership.
Officer compensation and complete director data available with membership.
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $2.4M | $794K | $21.3M |
| 2023 | $902K | $620K | $19.0M |
| 2022 | $3.6M | $585K | $17.8M |
| 2021 | $1.1M | $491K | $20.7M |
| 2020 | $1.1M | $977K | $17.2M |
Between 2020 and 2024, reported annual revenue grew from $1.1M to $2.4M (+109%), with total assets most recently reported at $21.3M.
Interactive year-over-year charts and full filing details available with membership.
