Ir al contenido principal
Lucido logoLucido
--

CFA INSTITUTE RESEARCH FOUNDATION

EIN: 54-6063408Charlottesville, VAZIP: 22902
B05 - Education501(c)(3)

Misión

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.

Finanzas

AñoIngresosGastosActivos
2023$2.4M$0$21.3M
2022$902k$0$19M

Compensación

2023

MARGARET FRANKLIN CFA
Board Member
board member
$0
$0
$0
$42,890
WALTER V HASLETT JR CFA
Exec. Director/board (end 8/2023)
former officer/director/trustee
$0
$0
$0
$39,122
KIMBALL E MAYNARD
Treasurer
chief financial officer
$0
$0
$0
$37,425
LYDIA OOGHE
Secretary
secretary (operational)
$0
$0
$0
$22,904
JESSICA LAWSON END 22024
Secretary
secretary (operational)
$0
$0
$0
$22,615
JEFFERY BAILEY CFA
Vice-chair
officer (unspecified)
$0
$0
$0
$0
GIUSEPPE BALLOCCHI PHD CFA
Board Member
board member
$0
$0
$0
$0
AARON BROWN CFA
Board Member
board member
$0
$0
$0
$0
PHILIP GRAHAM CFA
Board Member
board member
$0
$0
$0
$0
JOANNE HILL PHD
Board Member
board member
$0
$0
$0
$0
PUNITA KUMAR-SINHA CFA
Board Member
board member
$0
$0
$0
$0
LOTTA MOBERG PHD CFA
Board Member
board member
$0
$0
$0
$0
SUSAN SPINNER CFA
Board Member
board member
$0
$0
$0
$0
DAVE UDUANU CFA
Board Member
board member
$0
$0
$0
$0
KURT WINKELMANN PHD
Board Member
board member
$0
$0
$0
$0
AARON LOW CFA
Chair
board chair
$0
$0
$0
$0

2022

WALTER V HASLETT JR CFA
Executive Director/Board
officer (unspecified)
$0
$0
$0
$56,283
MARGARET FRANKLIN CFA
Board Member
board member
$0
$0
$0
$47,171
KIMBALL E MAYNARD
Treasurer
chief financial officer
$0
$0
$0
$39,083
JESSICA LAWSON
Secretary
secretary (operational)
$0
$0
$0
$22,470
KINGPAI KOOSAKULNIRUND CFA
Board Member
board member
$0
$0
$0
$0
PUNITA KUMAR-SINHA CFA
Board Member
board member
$0
$0
$0
$0
LOTTA MOBERG PHD CFA
Board Member
board member
$0
$0
$0
$0
DAVE UDUANU CFA
Board Member
board member
$0
$0
$0
$0
KURT WINKELMANN PHD
Board Member
board member
$0
$0
$0
$0
AARON LOW CFA
Chair
board chair
$0
$0
$0
$0
JOANNE HILL PHD
Vice Chair
board vice chair
$0
$0
$0
$0
AMRA BALIC
Board Member
board member
$0
$0
$0
$0
AARON BROWN
Board Member
board member
$0
$0
$0
$0
KATI ERIKSSON CFA
Board Member
board member
$0
$0
$0
$0
BILL FUNG PHD
Board Member
board member
$0
$0
$0
$0
HEINZ HOCKMANN PHD
Board Member
board member
$0
$0
$0
$0

Organizaciones similares

HAMPTON CHRISTIAN ACADEMY

Hampton, VA

$2.6M ingresos
Sector similar (B)Ingresos muy similares ($2.6M vs $2.4M)Mismo estado (Virginia)Niveles de compensación comparables
WYTHEVILLE COMMUNITY COLLEGE

Wytheville, VA

$2.4M ingresos
Sector similar (B)Ingresos muy similares ($2.4M vs $2.4M)Mismo estado (Virginia)
IN MEDIAS RES

Charlottesville, VA

$2.3M ingresos
Sector similar (B)Ingresos muy similares ($2.3M vs $2.4M)Mismo estado (Virginia)
COMMUNITY IMPROVEMENT COUNCIL INC

Danville, VA

$2.5M ingresos
Sector similar (B)Ingresos muy similares ($2.5M vs $2.4M)Mismo estado (Virginia)
KAPPA ALPHA ORDER EDUCATIONAL FOUNDATION

Lexington, VA

$2.6M ingresos
Sector similar (B)Ingresos muy similares ($2.6M vs $2.4M)Mismo estado (Virginia)
LONGWOOD UNIVERSITY TRUST

Farmville, VA

$2.6M ingresos
Sector similar (B)Ingresos muy similares ($2.6M vs $2.4M)Mismo estado (Virginia)
National Association for Family School & Community

Alexandria, VA

$2.4M ingresos
Sector similar (B)Ingresos muy similares ($2.4M vs $2.4M)Mismo estado (Virginia)
CHARLOTTESVILLE WALDORF SCHOOL

Charlottesville, VA

$2.1M ingresos
Sector similar (B)Ingresos similares ($2.1M vs $2.4M)Mismo estado (Virginia)Compensación mediana similar ($38k vs $39k)
National AfterSchool Association Inc

Oakton, VA

$2.6M ingresos
Sector similar (B)Ingresos muy similares ($2.6M vs $2.4M)Mismo estado (Virginia)
COVENANT CHRISTIAN ACADEMY OF WARRENTON VIRGINIA

Warrenton, VA

$2.9M ingresos
Sector similar (B)Ingresos similares ($2.9M vs $2.4M)Mismo estado (Virginia)Compensación mediana similar ($35k vs $39k)
Datos de declaraciones del Formulario 990 del IRS (2022-2023).