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US nonprofit · EIN 546063408 · Charlottesvle, VAiSource and licenceOrganisation record IRS Exempt Organizations Business Master File (EIN 546063408) - NTEE activity code, address.Board and officers IRS Form 990 annual filings, Part VII (directors, trustees, officers, key employees), read year by year to observe time served.Latest return IRS Form 990 series e-file data - 990 for the year to 31 August 2025: assets, liabilities, staff, website, telephone, pay, related organisations (Schedule R).Finances by year IRS Form 990 e-file data - total revenue and total expenses by tax year.Renewal outlook Computed by Governance Register from the observed filing history and filed revenue. Not a statement that the organisation is recruiting.Deductibility IRS Publication 78 data (code PC), downloaded 18 October 2026.State registers Colorado Secretary of State (17 October 2026).Licence US Federal Government public domain.How we handle data

CFA Institute Research Foundation

Donations deductible
Revenue
$1.5m
year to 31 August 2025
Expenses
$841k
year to 31 August 2025
Total assets
$23m
$172k liabilities
Net assets
$22.9m
assets less liabilities
Directors and trustees
12
5.2 years on average
Staff
0
10 volunteers
Chair observed
≥5 yrs
Aaron Low Cfa
Left since last filing
0
no seats appear to have opened
How am I connected?

CFA Institute Research Foundation's network

12 people1 organisationi12 people and 1 organisation on this map.The large node is the subject of this page. Solid lines are what the register itself records (12). Violet dotted lines (3) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.

The board

12 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 12 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.
NameRole as filedSinceOn the board
Aaron LOW CFA ChairChair2019
7 yrs
Aaron Brown CFA (also filed as Aaron Brown)Board Member2023
3 yrs
Dave Uduanu CFABoard Member2020
6 yrs
Giuseppe Ballocchi PHD CFABoard Member2024
2 yrs
Jeffery Bailey CFAVice-Chair2018
8 yrs
Joanne Hill PHD (also filed as Joanne Hill)Board Member2018
8 yrs
Kurt Winkelmann PHDBoard Member2023
3 yrs
Lotta Moberg PHD CFA (also filed as Lotta Moberg CFA)Board Member2020
6 yrs
Margaret Franklin CFABoard Member2021
5 yrs
Philip Graham CFABoard Member2024
2 yrs
Punita Kumar-Sinha CFABoard Member2021
5 yrs
Susan Spinner CFABoard Member2024
2 yrs
Under 5 years5 to 6 years6 years or moreShow all 12 →

Officers and senior leadership

5 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.
NameTitle as filedOn the filings
Jessica CritzerCompany secretary2018
Jessica LawsonCompany secretarysince 2019
Jessica Lawson End 22024Company secretary2024
Kimball E MaynardTreasurersince 2018
Lydia OogheCompany secretary2024

Pay and hours

year to 31 August 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.
NameTitle as filedHours a weekPay from the organisationRelated organisationsOther
Walter V Haslett JrExec. Director/Board Member (End 8/2023)0$125k
Aaron LowVice-Chair1$0
Jeffrey BaileyChair1$0
Margaret FranklinBoard Member1$0$1.4m$45k
Aaron BrownBoard Member1$0
Dave UduanuBoard Member1$0
Giuseppe BallocchiBoard Member1$0
Joanne HillBoard Member1$0
Kurt WinklemanBoard Member1$0
Lotta MobergBoard Member1$0
Philip GrahamBoard Member1$0
Susan SpinnerBoard Member1$0
Kimball E MaynardTreasurer2$0$246k$49k
Lydia OogheSecretary2$0$68k$25k

Colorado roster

13 listediOfficers, directors and trustees from the latest filing with the Colorado Secretary of State (document 20263019777). Titles are as filed; some entries are registered agents or custodians of records rather than board members. Source: data.colorado.gov, public domain.
NameTitle as filed
Jonathan Young
Giuseppe BallocchiBoard Member
Will GoodhartBoard Member
Jeffery BaileyBoard of Trustees Chair
Joanne HillBoard Member
Patricia RothschildInterim President & CEO
Susan SpinnerVice Chair
Lydia OogheSecretary
Cheng SungBoard Member
Philip GrahamBoard Member
Aaron BrownBoard Member
Aaron LowBoard Member
Alice MartinezTreasurer

About

Legal name
Cfa Institute Research Foundation
EIN
546063408
Address
915 E High St, Charlottesvle, VA, 22902-4868
State
Virginia
Mission
(as filed on the Form 990)
Activity (NTEE)
B05 Education
IRS classification
501(c)03 (tax-exempt under section 501(c)(3) where shown)
Classified purpose
Education
Size band
8 (IRS master file code)
Formed
1965
IRS ruling date
1 May 1967
Status
Code 01 (unconditional exemption)
Form 990 filings on record
7, latest 2024
IRS Publication 78
PC (contributions deductible)

Most connected

Related organisations (Schedule R)

RelatedNP PROF ASSOCCfa Institute

Longest observed on the filings

≥8years on the filingsJeffery Bailey CFA
≥8years on the filingsJoanne Hill PHD
≥7years on the filingsAaron LOW CFA
≥6years on the filingsDave Uduanu CFA

Latest return

year to 31 August 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 August 2025. US dollars, as filed.
Total assets
$23m
Total liabilities
$172k
Net assets or fund balances
$22.9m
Contributions and grants received
$303k
Program service revenue
$2k
Grants and similar paid out
$10k
Employees
0
Volunteers
10

Filed finances

1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.
Tax yearTotal revenueTotal expensesSurplus or deficit
2023$2.4m$794k$1.6m

As filed on the IRS Form 990. US dollars.

State registration

1 entityiBusiness-entity registers published by US states. These records are matched to this organisation by name and state, not by EIN, and are labelled as likely matches. Street addresses are not shown.
CFA Institute Research Foundation likely matchiMatched by exact name and state (and ZIP where shown). State registers do not publish EINs, so this is not a confirmed match. Source: Colorado Secretary of State (CDOS), business entities (data.colorado.gov 4ykn-tg5h). Licence: public domain. Data last fetched 18 October 2026.
State
Colorado
Entity type
corporation
Status
Good Standing
Formed
17 September 2010
Registered agent
Cogency Global Inc. (city and state not held)

This register does not publish officers or directors.