This organization files Form 990, which has no section for application policy. Its filings cannot say either way.
The latest filing we hold carries no statement about applications. That is not the same as closed: public-charity Form 990s have no field for it, and many foundations leave the section blank.
Giving by year
Total assets by year
| Year | Form | Revenue | Expenses | Giving | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2024 | 990 | $462,891,998 | $298,355,244 | $15,459,313 | $912,886,795 | $565,099,867 |
| FY2023 | 990 | $360,345,275 | $271,991,297 | $15,034,322 | $774,533,858 | $397,556,251 |
| FY2022 | 990 | $346,815,960 | $278,732,579 | $17,520,751 | $663,377,785 | $291,552,844 |
| FY2021 | 990 | $299,621,233 | $299,566,682 | $17,511,578 | $744,557,424 | $312,762,053 |
| FY2020 | 990 | $184,976,793 | $304,140,097 | $20,742,295 | $709,843,889 | $262,026,428 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
Recipient focus areas
Where recipients are
Based on the 89% of grant rows we could match to an organization record. The rest stay as reported. The IRS assigns the NTEE category when it grants exemption. It often reflects the original filing, not today's giving.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| CFA Society New YorkNew York, NY | GEN SUPPORT | $1,065,837 | 2020 | |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Margaret Franklin Cfa | PRES & CEO & RESRCH FDN BD MEM | 40.00 | $1,413,115 |
| Mark Lazberger Cfa | BOG CHAIR | 1.00 | $0 |
| Heinz Hockmann Phd | BOG VICE CHAIR | 1.00 | $0 |
| Geoffrey Ng Cfa | BOARD MEMBER |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| GEN SUPPORT |
| $783,284 |
| 2021 |
| CFA SOCIETY NEW YORKNEW YORK, NY | GEN SUPPORT | $615,411 | 2022 |
| CFA SOCIETY NEW YORKNEW YORK, NY | GEN SUPPORT | $527,479 | 2023 |
| CFA Society AtlantaAtlanta, GA | GEN SUPPORT | $462,043 | 2020 |
| CFA SOCIETY NEW YORK INCNEW YORK, NY | GEN SUPPORT | $458,061 | 2024 |
| CFA Institute-Research FoundationCharlottesville, VA | GEN SUPPORT | $431,200 | 2020 |
| CFA SOCIETY BOSTONBOSTON, MA | GEN SUPPORT | $310,045 | 2022 |
| CFA SOCIETY BOSTONBOSTON, MA | GEN SUPPORT | $307,017 | 2021 |
| CFA Society BostonBoston, MA | GEN SUPPORT | $306,962 | 2020 |
| CFA SOCIETY CHICAGOCHICAGO, IL | GEN SUPPORT | $283,207 | 2022 |
| CFA SOCIETY BOSTON INCBOSTON, MA | GEN SUPPORT | $274,734 | 2024 |
| CFA Society ChicagoChicago, IL | GEN SUPPORT | $252,865 | 2020 |
| CFA Society San FranciscoSan Francisco, CA | GEN SUPPORT | $245,100 | 2020 |
| CFA SOCIETY CHICAGOCHICAGO, IL | GEN SUPPORT | $243,510 | 2021 |
| CFA SOCIETY CHICAGOCHICAGO, IL | GEN SUPPORT | $238,415 | 2024 |
| CFA SOCIETY CHICAGOCHICAGO, IL | GEN SUPPORT | $232,581 | 2023 |
| CFA SOCIETY SAN FRANCISCOSAN FRANCISCO, CA | GEN SUPPORT | $227,782 | 2022 |
| CFA SOCIETY SAN FRANCISCOSAN FRANCISCO, CA | GEN SUPPORT | $216,971 | 2021 |
| CFA SOCIETY SAN FRANCISCOSAN FRANCISCO, CA | GEN SUPPORT | $191,498 | 2023 |
| CFA Society Los AngelesLos Angeles, MO | GEN SUPPORT | $189,490 | 2020 |
| CFA Society ColoradoLittleton, CO | GEN SUPPORT | $189,193 | 2020 |
| CFA SOCIETY LOS ANGELESLOS ANGELES, CA | GEN SUPPORT | $185,299 | 2021 |
| CFA Society Washington DCWashington, DC | GEN SUPPORT | $184,273 | 2020 |
| CFA SOCIETY LOS ANGELESLOS ANGELES, CA | GEN SUPPORT | $183,537 | 2022 |
| 1.00 |
| $7,561 |
| Tricia Rothschild Cfa | BOARD MEMBER | 1.00 | $0 |
| Punita Kumar-Sinha Cfa | BOARD MEMBER | 1.00 | $8,295 |
| Maria Wilton Cfa | BOARD MEMBER | 1.00 | $0 |
| Marshall Bailey Cfa | BOARD MEMBER | 1.00 | $0 |
| Alexander Birkin | BOARD MEMBER | 1.00 | $0 |
| Pamela Yang Cfa | BOARD MEMBER | 1.00 | $0 |
| Oyebanji Fehintola Cfa | BOARD MEMBER | 1.00 | $0 |
| Mei Gao Cfa | BOARD MEMBER | 1.00 | $0 |
| Joanne Hill Phd | BOARD MEMBER | 1.00 | $0 |
| Yimei Li Cfa | BOARD MEMBER | 1.00 | $0 |
| Steven Hendry | CHIEF FINANCIAL OFFICER | 40.00 | $583,742 |
| Joe Lange | CORPORATE SECRETARY | 40.00 | $226,811 |
| Martin Colburn | MANAGING DIRECTOR | 40.00 | $602,690 |
| Sheri Kelly | MANAGING DIRECTOR | 40.00 | $576,830 |
| Paul Andrews | MANAGING DIRECTOR | 40.00 | $547,094 |
| Chris Wiese | MANAGING DIRECTOR | 40.00 | $537,939 |
| Paul Moody | MANAGING DIRECTOR | 40.00 | $560,819 |
| Andrew Rome | MANAGING DIRECTOR | 40.00 | $480,693 |
| Carole Crawford End 72023 | MANAGING DIRECTOR | 40.00 | $516,628 |
| Mike Peterson | CHIEF TECHNOLOGY OFFICER | 40.00 | $412,301 |
| Sandy Peters | SENIOR HEAD, FIN. RPT POLICY | 40.00 | $402,569 |
| Vito Lore | SENIOR HEAD, STRATEGY & PLAN. | 40.00 | $393,343 |
| Anne O'Brien | CHIEF OF STAFF | 40.00 | $379,857 |
| Leilani Hall End 52024 | SENIOR HEAD, CODES AND STAND. | 40.00 | $406,635 |
| Kurt Schacht Cfa End 122022 | SENIOR HEAD ADV | 40.00 | $557,825 |
| Nick Pollard End 92023 | MANAGING DIRECTOR | 40.00 | $683,963 |
Nearest by size, location and giving pattern in the database. Geography weighs heavily. Treat it as a starting list, not a ranking of fit.
Form 990 · FY2023 · period ending Aug 31, 2023IRS bulk XML
Filing id 202441779349301104
Form 990 · FY2022 · period ending Aug 31, 2022
Filing id 202331799349301423
Form 990 · FY2021 · period ending Aug 31, 2021
Filing id 202221939349301417
Form 990 · FY2020 · period ending Aug 31, 2020
Filing id 202131939349300623
Form 990 · FY2019 · period ending Aug 31, 2019
Filing id 202001919349301980
Form 990 · FY2018 · period ending Aug 31, 2018
Filing id 201941939349301209
Form 990 · FY2017 · period ending Aug 31, 2017
Filing id 201841039349300124
Form 990 · FY2016 · period ending Aug 31, 2016
Filing id 201721049349301307
IRS filings are the source for every fact on this page. Nothing a model writes is ever a source; it can only point at a row here.