Mission
SEE SCHEDULE O
Public Charity
CFA Institute Research Foundation
CFA Institute Research Foundation, of CHARLOTTESVILLE, VA, is a Public Charity tracked in Imperigo's IRS 990 database. The 2025 filing shows $1.5M in revenue, $841K in expenses, $23.0M in total assets. 13 publicly reported grants to this organization, totaling roughly $2.3M, appear in IRS filings.
EIN: 546063408
CHARLOTTESVILLE, VA
Research Institutes & Public Policy Analysis
NTEE: B05
Latest filing: 2025
Total Revenue$1.5M
Total Expenses$841K
Total Assets$23.0M
Grant Records13
Funding Total$2.3M
Filing Years2021–2025
Where $100 goes at CFA Institute Research Foundation
How CFA Institute Research Foundation divides every $100 it spends, from its own Form 990 filings, averaged across 9 years.
$85
Programs
the work itself
$15
Management
running the organization
$0
Fundraising
none reported
No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.
Inside the $85 for programs
$85
Member value programs
Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Sample Grants Received
GEN SUPPORT
$128,575
GEN SUPPORT
$159,776
GEN SUPPORT
$176,441
GEN SUPPORT
$67,614
EDUCATION
$10,100
Showing up to 5 of 13 total records — full history available with membership.
Officers & Directors
BOARD MEMBER
Aaron Brown
VICE-CHAIR
Aaron Low
BOARD MEMBER
Dave Uduanu
BOARD MEMBER
Giuseppe Ballocchi
CHAIR
Jeffrey Bailey
BOARD MEMBER
Joanne Hill
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $1.5M | $841K | $23.0M |
| 2024 | $2.4M | $794K | $21.3M |
| 2023 | $902K | $620K | $19.0M |
| 2022 | $3.6M | $585K | $17.8M |
| 2021 | $1.1M | $491K | $20.7M |
Between 2021 and 2025, reported annual revenue grew from $1.1M to $1.5M (+44%), with total assets most recently reported at $23.0M.
Interactive year-over-year charts and full filing details available with membership.