Liabilities / Assets
13th percentile
Higher debt load relative to assets than 13% of similar nonprofits.
Cfa Institute Research Foundation
EIN 54-6063408 • 501(c)3 • Charlottesville, VA
Profile
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.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.01x
Liabilities / Revenue
20th percentile
Higher debt load relative to revenue than 20% of similar nonprofits.
Net Margin
93rd percentile
Higher net margin than 93% of similar nonprofits.
Top Officer Pay
Score unavailable
No filing with officer rows is available for this organization yet.
Asset Growth
69th percentile
Faster asset growth than 69% of similar nonprofits.
Revenue Growth
96th percentile
Faster revenue growth than 96% of similar nonprofits.
Balance Sheet
Assets
Up$21,326,131
Up $2,289,739 (+12%) from 2023
Liabilities
Up$119,025
Up $32,231 (+37%) from 2023
Net Assets
Up$21,207,106
Up $2,257,508 (+12%) from 2023
Revenue
Up$2,390,616
Up $1,488,179 (+165%) from 2023
Expenses
Up$793,993
Up $173,574 (+28%) from 2023
Net Income
Up$1,596,623
Up $1,314,605 (+466%) from 2023
Trend Graphs
Filings
Most recent year
2024 • Form 990Detailed filing. Detailed filing data is available for this year.
- Assets
- $21,326,131
- Liabilities
- $119,025
- Net assets
- $21,207,106
- Revenue
- $2,390,616
- Expenses
- $793,993
- Net income
- $1,596,623
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Sep 1, 2023 to Aug 31, 2024
- Signed
- Jun 9, 2025
- Return Version
- 2023v6.0
- Gross Receipts
- $5,263,743
Mission and Program Overview
Mission
Cfa institute research foundations 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.
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.
Balance Sheet Detail
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $18,715,237 | $21,131,809 | ▲ $2,416,572 |
| Prepaid Expenses and Deferred Charges | $66,359 | $62,583 | ▼ $3,776 |
| Cash and Non-Interest-Bearing Accounts | $70,585 | $36,559 | ▼ $34,026 |
| Total Assets | $19,036,392 | $21,326,131 | ▲ $2,289,739 |
| Other Assets Total | $184,211 | $95,180 | ▼ $89,031 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $86,794 | $119,025 | ▲ $32,231 |
| Total Liabilities | $86,794 | $119,025 | ▲ $32,231 |
| Net Assets / Fund Balance | |||
| Net Assets Without Donor Restrictions | $18,949,598 | $21,207,106 | ▲ $2,257,508 |
| Total Net Assets Fund Balance | $18,949,598 | $21,207,106 | ▲ $2,257,508 |
| Total Liabilities and Net Assets / Fund Balance | $19,036,392 | $21,326,131 | ▲ $2,289,739 |
Endowment Activity
| Period | Beginning | Contrib. | Gain/Loss | Other Uses | End |
|---|---|---|---|---|---|
| 2023 | $960,000 | $31,000 | - | - | $955,000 |
| 2022 | $955,000 | $45,205 | - | - | $960,000 |
| 2021 | $1,026,300 | $23,065 | ▲ $5 | - | $955,000 |
| 2020 | $1,180,300 | $27,025 | ▲ $100 | - | $1,026,300 |
| 2019 | $1,239,495 | $111,005 | ▲ $4,300 | - | $1,180,300 |
Compensation and Service Providers
Employees
| Name | Title | Other | Total |
|---|---|---|---|
| Jessica Lawson End 22024 | Secretary | $96,880 | $96,880 |
| Lydia Ooghe | Secretary | $81,192 | $81,192 |
| Punita Kumar-sinha Cfa | Board Member | $8,295 | $8,295 |
Board Members and Trustees
| Name | Title |
|---|---|
| Aaron Low Cfa | Chair |
| Jeffery Bailey Cfa | Vice-chair |
| Aaron Brown Cfa | Board Member |
| Dave Uduanu Cfa | Board Member |
| Giuseppe Ballocchi Phd Cfa | Board Member |
| Joanne Hill Phd | Board Member |
| Kurt Winkelmann Phd | Board Member |
| Lotta Moberg Phd Cfa | Board Member |
| Margaret Franklin Cfa | Board Member |
| Philip Graham Cfa | Board Member |
| Susan Spinner Cfa | Board Member |
| Walter V Haslett Jr Cfa | Exec. Director/board (end 8/2023) |
| Kimball E Maynard | Treasurer |
Highest Paid Contractors
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Blue Moon Communications INC | Research Services | 1229 MAPLE AVENUE, Wilmette, IL 60091 | $180,000 |
| Luis Garcia-feijoo | Consulting | 6225 MAYNADA ST, Coral Gables, FL 33146 | $163,750 |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $332,718
- Program Service Revenue
- $2,116
- Investment Income
- $2,055,537
- Other Revenue
- $245
- All Other Contributions
- $172,942
- Change in Net Assets
- $1,596,623
Audited Revenue Reconciliation
- Revenue per Audited Statements
- $2,390,616
- Revenue Not Reported on Financial Statements
- $0
- Revenue Not Reported on Form 990
- $941,085
- Total Revenue per Audited Statements
- $3,331,701
- Total Revenue per Form 990
- $2,390,616
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Other Expenses | $757,993 |
| Grants and Similar Amounts Paid | $36,000 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
Functional Expense Allocation
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Fees for Services Other | $425,680 | - | - | $425,680 |
| Information Technology | $152,437 | - | - | $152,437 |
| Payments to Affiliates | $34,800 | $34,800 | - | $69,600 |
| Travel | $54,638 | - | - | $54,638 |
| Fees for Services Accounting | - | $37,900 | - | $37,900 |
| Grants to Domestic Individuals | $21,000 | - | - | $21,000 |
| Grants to Domestic Orgs | $15,000 | - | - | $15,000 |
| Office Expenses | $5,648 | $3,384 | - | $9,032 |
| Conferences and Meetings | $8,466 | - | - | $8,466 |
| Occupancy | $240 | - | - | $240 |
| Total Functional Expenses | $717,909 | $76,084 | $0 | $793,993 |
Audited Expense Reconciliation
| Line Item | Amount |
|---|---|
| Total Expenses per Audited Statements | $1,074,193 |
| Expenses per Audited Statements | $793,993 |
| Total Expenses per Form 990 | $793,993 |
| Expenses Not Reported on Form 990 | $280,200 |
| Expenses Not Reported on Financial Statements | $0 |
International Activity
Grant and Assistance Recipients
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| Duff & Phelps Holdings Corporation Dba Duff & Phelps LLC | Chicago, IL | - | Gen Support | $15,000 |
Fundraising, Events, and Gaming
- Fundraising activities
- No
- Gaming activities
- No
- Professional fundraiser used
- No
Fundraising and Gaming Totals
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
Political and Lobbying Activity
- Political campaign activity
- No
- Lobbying activity
- No
- Subject to proxy tax
- No
Governance and Compliance
Governance Checklist
- Compiled or reviewed by an accountant
- No
- Annual disclosure for covered persons
- Yes
- Audit committee
- Yes
- Backup withholding compliance
- Yes
- Business relationship with 35% controlled entity
- No
- Business relationship with family members
- No
- Business relationship with organization members
- No
- Material changes to governing documents
- No
- Compensation from other sources disclosed
- No
- CEO compensation reviewed
- No
- Other officer compensation reviewed
- No
- Conflict-of-interest policy
- Yes
- Audited financial statements prepared
- Yes
- Key decisions subject to board approval
- Yes
- Management duties delegated
- No
Governance Explanations
Form 990, Part VI, Section A, Line 6
“Cfa institute research foundation has one sole voting member, cfa institute.”
Form 990, Part VI, Section A, Line 7A
“Cfa institute, cfa institute research foundation's sole voting member, has the exclusive right to elect and remove elected trustees.”
Form 990, Part VI, Section A, Line 7B
“Cfa institute research foundation has one sole voting member, cfa institute, which has the exclusive right to elect and remove elected trustees.”
Form 990, Part VI, Section B, Line 11B
“Form 990 is provided to the finance and risk committee and to each member of the board of trustees prior to filing.”
Form 990, Part VI, Section B, Line 12C
“Conflict of interest statements are collected annually from each board of trustee member and officer and compliance training on conflicts of interest and the code of conduct is required for all board members. Any disclosures are directed to the cfa institute chief compliance officer. The restrictions imposed on a person with a conflict vary based on the nature of the conflict and the situation; however, resolution could include prohibiting a board member from participating in a particular deliberation and/or decision.”
Form 990, Part VI, Section C, Line 19
“The organization's financial statements, governing documents, and the conflict of interest policy are available to the public through the organization's website or upon request.”
Filing and Contact Details
Filer
- Filer Name
- Cfa Institute Research Foundation
- EIN
- 54-6063408
- Phone
- 4349515499
- Address
- 915 EAST HIGH STREET, CHARLOTTESVILLE, VA 22902
Signing Officer
- Name
- Margaret Franklin Cfa Inst Pres
- Title
- & CEO & Resrch Fdn Bd Mem
- Phone
- 4349515499
- Signed
- 2025-06-09
- Discuss with paid preparer
- Yes
Organization Details
- Principal Officer
- Margaret Franklin
- Formed
- 1965
- Legal Domicile
- Va
- Voting Board Members
- 12
- Independent Board Members
- 11
- Employees
- 0
- Volunteers
- 20
Preparer
- Firm
- Kpmg Llp
- Address
- 8350 BROAD STREET SUITE 900, MCLEAN, VA 22102
- Preparer
- Brian Kearns
- Phone
- 7032868000
Supplemental Narrative
Additional Explanations
Form 990, Part III, Line 4A
“Member value programs: cfa institute research foundation sponsored, published, and distributed research that contributed to the global body of knowledge that investment professionals around the world use in their day-to-day practice. The foundation also offered complimentary access to investment information services for investment professionals, including cfa institute members. Over the past year, the foundation published: i. Lifetime financial advice: a personalized optimal multilevel approach ii. An introduction to alternative credit iii. Valuation handbook - international guide to cost of capital: 2023 summary edition iv. Investment horizon, serial correlation, and better (retirement) portfolios v. The economics of private equity: a critical review vi. Investment model validation: a guide for practitioners vii. Beyond active and passive investing: the customization of finance”
Form 990, Part IX, Line 11G
“Consulting : program service expenses 425,608. Management and general expenses 0. Fundraising expenses 0. Total expenses 425,608. Other: program service expenses 72. Management and general expenses 0. Fundraising expenses 0. Total expenses 72.”
Financial Statement Notes
PART V, LINE 4:
“Cfa institute research foundation intends to utilize its endowment to support the research activities of the foundation in perpetuity. The foundation grants partial initial funding to authors for their proposed research projects. Upon completion and final approval of the research product, the remaining grant funding is paid. The amount of committed and unpaid grants is designated as net assets in the statements of financial position.”
PART X, LINE 2:
“The foundation has performed an evaluation of its tax position and has maintained its tax-exempt status. The foundation determined that it has adequately provided for all open tax years and has no uncertain tax positions.”
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| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 1413115 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 8295 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 12 | 236416 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 13 | 74265 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 14 | 58288 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 15 | 368925 |
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| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | CHAIR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | VICE-CHAIR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 11 | BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 12 | TREASURER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 13 | SECRETARY |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 14 | SECRETARY |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 15 | EXEC. DIRECTOR/BOARD (END 8/2023) |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1965 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 1 |
| IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 1481873 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 12 |
| IRS990/GrantAmt | 0 | 36000 |
| IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt | 0 | 21000 |
| IRS990/GrantsToDomesticIndividualsGrp/TotalAmt | 0 | 21000 |
| IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt | 0 | 15000 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 15000 |
| IRS990/GrantsToIndividualsInd | 0 | 1 |
| IRS990/GrantsToOrganizationsInd | 0 | 1 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 4355000 |
| IRS990/GrossReceiptsAmt | 0 | 5263743 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 1 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 1 |
| IRS990/IndependentVotingMemberCnt | 0 | 11 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990/InfoInScheduleOPartIXInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InformationTechnologyGrp/ProgramServicesAmt | 0 | 152437 |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 152437 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 573664 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 573664 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 18715237 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 21131809 |
| IRS990/IRPDocumentCnt | 0 | 10 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | VA |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 2873127 |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LobbyingActivitiesInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 1 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | 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. |
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| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
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| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 21207106 |
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| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 1481873 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 660885 |
| IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt | 0 | 18949598 |
| IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt | 0 | 21207106 |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OccupancyGrp/ProgramServicesAmt | 0 | 240 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 240 |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 3384 |
| IRS990/OfficeExpensesGrp/ProgramServicesAmt | 0 | 5648 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 9032 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsFASB117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 184211 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 95180 |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt | 0 | 34800 |
| IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt | 0 | 34800 |
| IRS990/PaymentsToAffiliatesGrp/TotalAmt | 0 | 69600 |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 66359 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 62583 |
| IRS990/PrincipalOfficerNm | 0 | MARGARET FRANKLIN |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 513120 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | PUBLICATIONS |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 2116 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 2116 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
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| IRS990/PYContributionsGrantsAmt | 0 | 381101 |
| IRS990/PYExcessBenefitTransInd | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 40205 |
| IRS990/PYInvestmentIncomeAmt | 0 | 518718 |
| IRS990/PYOtherExpensesAmt | 0 | 580214 |
| IRS990/PYOtherRevenueAmt | 0 | 155 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 2463 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 282018 |
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| IRS990/PYTotalExpensesAmt | 0 | 620419 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 902437 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 1596623 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 1 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/RelatedOrganizationsAmt | 0 | 159776 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 0 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 0 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/RevenueAmt | 0 | 2116 |
| IRS990/RoyaltiesRevenueGrp/ExclusionAmt | 0 | 245 |
| IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt | 0 | 245 |
| IRS990ScheduleA/FactsAndCircumstancesTestTxt | 0 | BASED ON PUBLIC SUPPORT SUPPLEMENTAL INFORMATION FOR THE 4 TAX YEARS IMMEDIATELY BEFORE THE CURRENT TAX YEAR, THE ORGANIZATION RECEIVED MORE THAN 10% OF ITS SUPPORT FROM THE GENERAL PUBLIC. IN ADDITION, THE ORGANIZATION MAINTAINS A CONTINUOUS AND BONA FIDE PROGRAM FOR SOLICITATION OF FUNDS FROM THE GENERAL PUBLIC AND CFA INSTITUTE MEMBERS.CFA INSTITUTE RESEARCH FOUNDATION ALSO PROVIDES COMPLIMENTARY ACCESS TO INVESTMENT INFORMATION SERVICES AND RESEARCH TO THE PUBLIC, AS WELL AS GRANTS TO RESEARCHERS. CFA INSTITUTE RESEARCH FOUNDATION INTENDS ON RECEIVING MORE PUBLIC SUPPORT TO EXCEED THE 33 1/3% PUBLIC SUPPORT TEST IN THE FUTURE. |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 332718 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 381101 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 254501 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 341684 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 713861 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 2023865 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 573909 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 458895 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 487709 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 374217 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 338549 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 2233279 |
| IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt | 0 | 17132 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.29840 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.33070 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 1270246 |
| IRS990ScheduleA/SubstantialContributorsTotAmt | 0 | 753619 |
| IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 332718 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 381101 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 254501 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 341684 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 713861 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 2023865 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 4257144 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990/ScheduleBRequiredInd | 0 | 1 |
| IRS990ScheduleD/BoardDesignatedBalanceEOYPct | 0 | 1.00000 |
| IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 960000 |
| IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt | 0 | 31000 |
| IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt | 0 | 955000 |
| IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 36000 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 955000 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt | 0 | 45205 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 960000 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 40205 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 1026300 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt | 0 | 23065 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 955000 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 94370 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 5 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 1180300 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt | 0 | 27025 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 1026300 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 181125 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 100 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 1239495 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt | 0 | 111005 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 1180300 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 174500 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 4300 |
| IRS990ScheduleD/DonatedServicesAndUseFcltsAmt | 0 | 280200 |
| IRS990ScheduleD/DonatedServicesUseFcltsAmt | 0 | 280200 |
| IRS990ScheduleD/EndowmentsHeldRelatedOrgInd | 0 | 0 |
| IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd | 0 | 0 |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | 280200 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 793993 |
| IRS990ScheduleD/FootnoteTextInd | 0 | X |
| IRS990ScheduleD/InclEscrowCustodialAcctLiabInd | 0 | 0 |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | 660885 |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | 941085 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 0 |
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