Mission
TO PROMOTE PROFESSIONAL EDUCATION SERVICES AND ETHICS TO THE CFA MEMBERS THROUGH A VARIETY OF MONTHLY AND ANNUAL PROGRAMS AND CONFERENCES.
Public Charity
CFA SOCIETY HARTFORD INC
CFA SOCIETY HARTFORD INC is a Public Charity headquartered in GRANBY, CT. Financial data from the 2025 filing: $209K revenue, $165K expenses, $464K total assets. 3 publicly reported grants to this organization, totaling roughly $175K, appear in IRS filings.
EIN: 900770635
GRANBY, CT
Latest filing: 2025
Total Revenue$209K
Total Expenses$165K
Total Assets$464K
Grant Records3
Funding Total$175K
Filing Years2020–2025
Sample Grants Received
GEN SUPPORT
$46,002
GEN SUPPORT
$56,320
GEN SUPPORT
$73,128
Showing up to 5 of 3 total records — full history available with membership.
Officers & Directors
VICE PRESIDENT
Benjamin Levine
VICE PRESIDENT
Ian Green
IMMEDIATE PAST PRESIDENT
James Newman
TREASURER
Joe Baccash
VICE PRESIDENT
Julianna Dalton
VICE PRESIDENT
Kathryn Pizzi
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $209K | $165K | $464K |
| 2024 | $189K | $188K | $399K |
| 2023 | $174K | $178K | $373K |
| 2021 | $131K | $93K | $481K |
| 2020 | $194K | $167K | $371K |
Between 2020 and 2025, reported annual revenue grew from $194K to $209K (+8%), with total assets most recently reported at $464K.
Interactive year-over-year charts and full filing details available with membership.