CFA INSTITUTE: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization: CFA INSTITUTE (EIN 54-1386480)
Tax period: 2017-09-01 to 2018-08-31
Filed: 2019-07-12
IRS object ID: 201941939349301209
Schema version: 2017v2.3
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule C
Schedule D
Schedule F
Schedule I
Schedule J
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2019-07-12T12:59:30-05:00	ReturnTs
Tax Period End	2018-08-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	PricewaterhouseCoopers LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	600 13TH ST NW SUITE 1000	AddressLine1Txt
City	WASHINGTON	CityNm
State Abbreviation	DC	StateAbbreviationCd
ZIP	20005	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2017-09-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	541386480	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	CFA INSTITUTE	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% DIANE BASILE	InCareOfNm
Business Name Control	CFAI	BusinessNameControlTxt
Phone	4349515499	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 2083	AddressLine1Txt
City	CHARLOTTESVILLE	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	229022083	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	PAUL SMITH	PersonNm
Person Title	PRESIDENT & CEO	PersonTitleTxt
Signature	2019-07-09	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	TRAVIS L PATTON	PreparerPersonNm
PTIN	P00369623	PTIN
Phone	2024141000	PhoneNum
Preparation	2019-06-26	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	167.68.125.77	IPv4AddressTxt

Field	Value	IRS element (for citing)
Federal Original Submission Id	52580220191935000001	FederalOriginalSubmissionId
Federal Original Submission Id	2019-07-12	FederalOriginalSubmissionIdDt
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	04A2DDE43E696A2445B52DC5D6DA56A75767AB8A	AtSubmissionCreationDeviceId
At Submission Filing Device Id	AB7851C2326A7D256962542EDB89C39D4788EF76	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2017	TaxYr
Build TS	2019-02-21 02:37:17Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	PAUL SMITH	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	915 EAST HIGH STREET	AddressLine1Txt
City	CHARLOTTESVILLE	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	229022083	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$370,140,224	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c	Yes (X)	Organization501cInd
Website Address	www.cfainstitute.org	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1986	FormationYr
Legal Domicile State	VA	LegalDomicileStateCd
Activity Or Mission	TO LEAD THE INVESTMENT PROFESSION GLOBALLY BY PROMOTING THE HIGHEST STANDARDS OF ETHICS, EDUCATION, AND PROFESSIONAL EXCELLENCE FOR THE ULTIMATE BENEFIT OF SOCIETY.	ActivityOrMissionDesc
Voting Members Governing Body	14	VotingMembersGoverningBodyCnt
Voting Members Independent	13	VotingMembersIndependentCnt
Total Employee	1232	TotalEmployeeCnt
Total Volunteers	4455	TotalVolunteersCnt
Total Gross UBI	$586,696	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$73,607	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$0	PYContributionsGrantsAmt
CY Contributions Grants	$318,704	CYContributionsGrantsAmt
PY Program Service Revenue	$310,654,368	PYProgramServiceRevenueAmt
CY Program Service Revenue	$354,274,605	CYProgramServiceRevenueAmt
PY Investment Income	$9,336,404	PYInvestmentIncomeAmt
CY Investment Income	$14,131,731	CYInvestmentIncomeAmt
PY Other Revenue	$1,647,698	PYOtherRevenueAmt
CY Other Revenue	$1,364,171	CYOtherRevenueAmt
PY Total Revenue	$321,638,470	PYTotalRevenueAmt
CY Total Revenue	$370,089,211	CYTotalRevenueAmt
PY Grants And Similar Paid	$13,632,863	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$15,757,319	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$98,143,533	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$103,151,806	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$191,454,347	PYOtherExpensesAmt
CY Other Expenses	$219,159,739	CYOtherExpensesAmt
PY Total Expenses	$303,230,743	PYTotalExpensesAmt
CY Total Expenses	$338,068,864	CYTotalExpensesAmt
PY Revenues Less Expenses	$18,407,727	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$32,020,347	CYRevenuesLessExpensesAmt
Total Assets BOY	$527,428,614	TotalAssetsBOYAmt
Total Assets EOY	$579,306,522	TotalAssetsEOYAmt
Total Liabilities BOY	$245,191,228	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$256,449,621	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$282,237,386	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$322,856,901	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	SEE SCHEDULE O	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Desc	THE CHARTERED FINANCIAL ANALYST (CFA) PROGRAM: THE ORGANIZATION ADMINISTERS THE WORLD-RENOWNED CFA PROGRAM, A THREE-LEVEL, EDUCATION AND EXAMINATION PROGRAM COVERING TOPICS ESSENTIAL TO THE INVESTMENT DECISION-MAKING PROCESS. PROGRAM TOPICS FORM THE CANDIDATE BODY OF KNOWLEDGE AND INCLUDE ETHICAL AND PROFESSIONAL STANDARDS, QUANTITATIVE METHODS, ECONOMICS, FINANCIAL STATEMENT REPORTING AND ANALYSIS, CORPORATE FINANCE, EQUITY AND FIXED-INCOME ANALYSIS, ALTERNATIVE INVESTMENTS, DERIVATIVES, PORTFOLIO MANAGEMENT, AND WEALTH PLANNING.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Desc	PROFESSIONAL DEVELOPMENT MEMBER SERVICES: THE ORGANIZATION PROMOTES LIFELONG LEARNING BY SPONSORING AND DISSEMINATING A VARIETY OF EDUCATIONAL CONTENT TO INVESTMENT PROFESSIONALS ON TOPICS RELEVANT TO THE PROFESSION. IT ALSO PROVIDES CAREER DEVELOPMENT RESOURCES, CREATES AFFILIATION AND NETWORKING OPPORTUNITIES, AND PROMOTES AWARENESS AND RECOGNITION OF MEMBER CREDENTIALS TO THE INDUSTRY AND INVESTING PUBLIC.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Desc	STANDARDS ADVOCACY, AND THOUGHT LEADERSHIP: THE ORGANIZATION IS A LEADING VOICE ON ISSUES OF FAIRNESS, EFFICIENCY, AND INVESTOR PROTECTION IN GLOBAL CAPITAL MARKETS AND PROMOTES HIGH STANDARDS OF ETHICS, INTEGRITY, AND PROFESSIONAL EXCELLENCE WITHIN THE INVESTMENT COMMUNITY. THE ORGANIZATION ALSO PROMOTES AND ENFORCES THE CFA INSTITUTE CODE OF ETHICS AND STANDARDS OF PROFESSIONAL CONDUCT. ALL MEMBERS OF THE ORGANIZATION AND CANDIDATES IN THE CFA PROGRAM ARE REQUIRED TO ADHERE TO THIS CODE.	Desc

Field	Value	IRS element (for citing)
Described In Section501c3	false	DescribedInSection501c3Ind
Schedule B Required	false	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Subject To Proxy Tax	Yes (true)	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Temp Or Permanent Endowments	false	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	false	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (true)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (true)	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	Yes (true)	ForeignOfficeInd
Foreign Activities	Yes (true)	ForeignActivitiesInd
More Than5000 K To Org	Yes (true)	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	false	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	Yes (true)	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	Yes (true)	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (true)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (true)	TransactionWithControlEntInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
Info In Schedule O Part V	Yes (X)	InfoInScheduleOPartVInd
IRP Document	447	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	1232	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Foreign Financial Account	Yes (true)	ForeignFinancialAccountInd
Foreign Country	HK	ForeignCountryCd
Foreign Country	CH	ForeignCountryCd
Foreign Country	IN	ForeignCountryCd
Foreign Country	UK	ForeignCountryCd
Foreign Country	SN	ForeignCountryCd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	14	GoverningBodyVotingMembersCnt
Independent Voting Member	13	IndependentVotingMemberCnt
Family Or Business Rln	Yes (true)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	Yes (true)	MembersOrStockholdersInd
Election Of Board Members	Yes (true)	ElectionOfBoardMembersInd
Decisions Subject To Approva	Yes (true)	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	DIANE BASILE	PersonNm
Phone	4349515499	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	915 EAST HIGH STREET	AddressLine1Txt
City	CHARLOTTESVILLE	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	229022083	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (38 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
COLIN W MCLEAN FSIP
MEMBER, BOARD OF GOVERNORS	1.0	0.0	Yes (X)	$0	$0	$0
ZOUHEIR TAMIM EL JARKASS CFA
MEMBER, BOARD OF GOVERNORS	1.0	0.0	Yes (X)	$0	$0	$0
ELIZABETH CORLEY FSIP
MBR, BOARD OF GOV(EXIT 1/2018)	1.0	0.0	Yes (X)	$0	$0	$0
FREDERIC P LEBEL CFA
BOARD PAST CHAIR	1.0	0.0	Yes (X)	$5,854	$0	$0
DIANE NORDIN CFA
AUDIT & RISK COMMITTEE CHAIR	1.0	0.0	Yes (X)	$7,697	$0	$0
MARK J LAZBERGER CFA
MEMBER, BOARD OF GOVERNORS	1.0	0.0	Yes (X)	$9,501	$0	$0
ROBERT JENKINS FSIP
BOARD & EXEC. COMMITTEE CHAIR	1.0	0.0	Yes (X)	$8,364	$0	$0	Yes (X)
SUNIL SINGHANIA CFA
INVESTMENT COMMITTEE CHAIR	1.0	0.0	Yes (X)	$0	$0	$0
HEATHER BRILLIANT CFA
BOARD VICE CHAIR	1.0	0.0	Yes (X)	$0	$0	$0	Yes (X)
PAUL SMITH CFA
PRES & CEO & RESRCH FDN BD MEM	40.0	1.0	Yes (X)	$1,032,696	$0	$156,785	Yes (X)
HUA YU CFA
MEMBER, BOARD OF GOVERNORS	1.0	0.0	Yes (X)	$0	$0	$0
LYNN STOUT
MEMBER, BOG (EXIT 4/2018)	1.0	0.0	Yes (X)	$0	$0	$0
DANIEL GAMBA CFA
SOCIETY ADVISORY CO-CHAIR	1.0	0.0	Yes (X)	$0	$0	$0
GEORGE SPENTZOSCFA FSIP
MEMBER, BOARD OF GOVERNORS	1.0	0.0	Yes (X)	$0	$0	$0
LEAH BENNETT CFA
MEMBER, BOARD OF GOVERNORS	1.0	0.0	Yes (X)	$0	$0	$0
MARIA WILTON CFA
MEMBER, BOARD OF GOVERNORS	1.0	0.0	Yes (X)	$0	$0	$0
JOSEPH P LANGE
CORPORATE SECRETARY	40.0	0.0		$165,471	$0	$38,015	Yes (X)
DIANE BASILE CFA
CHIEF FINANCIAL OFFICER	40.0	0.0		$490,612	$0	$30,567	Yes (X)
ELAINE CHENG
MANAGING DIRECTOR	40.0	0.0		$438,806	$0	$53,477		Yes (X)
KURT N SCHACHT CFA
MANAGING DIRECTOR	40.0	0.0		$548,333	$0	$54,018		Yes (X)
NITIN MEHTA CFA
MANAGING DIR. (EXIT 12/2017)	40.0	0.0		$380,910	$0	$50,122		Yes (X)
STEPHEN M HORAN CFA
MANAGING DIRECTOR	40.0	0.0		$444,146	$0	$53,815		Yes (X)
JOHN BOWMAN CFA
MANAGING DIRECTOR(EXIT 1/2018)	40.0	0.0		$402,511	$0	$53,930		Yes (X)
SHERI LYNN LITTLEFIELD
CHIEF LEGAL OFFICER	40.0	0.0		$415,759	$0	$47,217		Yes (X)
MICHAEL COLLINS
MANAGING DIRECTOR	40.0	0.0		$411,502	$0	$54,150		Yes (X)
BJORN FORFANG
MANAGING DIRECTOR	40.0	0.0		$758,132	$0	$54,733		Yes (X)
DARIN GOODWILER
MANAGING DIRECTOR	40.0	0.0		$298,236	$0	$53,106		Yes (X)
GARY BAKER
MANAGING DIRECTOR	40.0	0.0		$433,709	$0	$24,859		Yes (X)
NICK POLLARD
MANAGING DIRECTOR	40.0	0.0		$466,750	$0	$56,078		Yes (X)
CHRIS AINSWORTH
MANAGING DIRECTOR	40.0	0.0		$314,597	$0	$23,096		Yes (X)
EMILY DUNBAR
MANAGING DIRECTOR	40.0	0.0		$232,392	$0	$31,037		Yes (X)
SANDRA PETERS CFA
Head, Fin. Report Pol. Group	40.0	0.0		$357,227	$0	$47,506			Yes (X)
ROBERT LAMY
HEAD, PR. ANALYSIS (EXIT 6/17)	40.0	0.0		$336,474	$0	$24,276			Yes (X)
LEILANI SANDERS HALL
HEAD, PROFESSIONAL CONDUCT	40.0	0.0		$329,681	$0	$39,816			Yes (X)
PETER MACKEY
HEAD, CREDENTIAL. EXIT 12/2017	40.0	0.0		$406,588	$0	$47,181			Yes (X)
TONY TAN
HEAD, STANDARDS & FIN. MARKET	40.0	0.0		$373,406	$0	$12,161			Yes (X)
TIMOTHY G MCLAUGHLIN CFA
CFO/SENIOR ADV-EXIT 8/2016	0.0	0.0		$780,000	$0	$0				Yes (X)
DONNA MARSHALL
MANAGING DIRECTOR-EXIT 12/2016	0.0	0.0		$364,293	$0	$31,800				Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$10,213,647	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$1,037,745	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	235	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (true)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
MULLENLOWE PROFERO LLC
386 PARK AVENUE SOUTH 13 FLOOR	NEW YORK	NY	10016	MARKETING	$11,539,259
PAYMENTECH LLC
4 NORTHEASTERN BLVD	SALEM	NH	03079	MERCHANT SERVICES	$9,738,654
COGNIZANT TECHNOLOGY SOLUTIONS US C
24721 NETWORK PLACE	CHICAGO	IL	60673	CONSULTING	$7,152,598
OGILVY PUBLIC RELATIONS WORLDWIDE
PO BOX 781983	PHILADELPHIA	PA	191781983	ADVERTISING	$6,815,334
CONTRAVENT LLC
916 SOUTH MAIN STREET	SALT LAKE CITY	UT	84101	MARKETING	$5,638,124

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	310	CntrctRcvdGreaterThan100KCnt
Government Grants	$318,704	GovernmentGrantsAmt
Noncash Contributions	$318,704	NoncashContributionsAmt
Total Contributions	$318,704	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
CANDIDATE FEES	900099	$254,822,958	$254,822,958
EDUCATIONAL PRODUCTS	611710	$57,665,196	$57,665,196
MEMBERSHIP DUES	900099	$41,199,755	$41,199,755
ADVERTISING	900099	$586,696		$586,696

Field	Value	IRS element (for citing)
Total Program Service Revenue	$354,274,605	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$12,274,993	TotalRevenueColumnAmt
Exclusion	$12,274,993	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$497,399	TotalRevenueColumnAmt
Exclusion	$497,399	ExclusionAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$1,907,751	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Other	$51,013	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$1,907,751	SecuritiesAmt
Other	-$51,013	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,856,738	TotalRevenueColumnAmt
Exclusion	$1,856,738	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$0	FundraisingGrossIncomeAmt
Fundraising Direct Expenses	$0	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Gaming Gross Income	$0	GamingGrossIncomeAmt
Gaming Direct Expenses	$0	GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$0	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$0	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
SERVICE FEE REP. OFFICE	900099	$183,609	$183,609
MISCELLANEOUS	900099	$481,805	$481,805
MAILING LISTS	900099	$201,358	$201,358

Field	Value	IRS element (for citing)
Other Revenue Total	$866,772	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$370,089,211	TotalRevenueColumnAmt
Related Or Exempt Func Income	$354,554,681	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$586,696	UnrelatedBusinessRevenueAmt
Exclusion	$14,629,130	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$6,419,108	TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$9,338,211	TotalAmt
Program Services	$0	ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$8,803,605	TotalAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$72,681,959	TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$7,528,248	TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$10,171,493	TotalAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$3,966,501	TotalAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$6,114,041	TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$11,407,437	TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$481,330	TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$118,405	TotalAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$8,840,132	TotalAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$35,920,491	TotalAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$26,908,028	TotalAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$21,550,255	TotalAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$94,079	TotalAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$11,644,248	TotalAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$29,585,357	TotalAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$5,334,676	TotalAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$12,005	TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$9,108,700	TotalAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$1,659,909	TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt
EXAM ADMINISTRATION EXPENSES	$32,469,483
PRODUCT MERCHANDISE COSTS	$11,434,094
CONTRACT LABOR AND RECRUITMENT	$3,019,755
STAFF TRAINING	$1,142,860

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$2,314,454	TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$338,068,864	TotalAmt
Program Services	$0	ProgramServicesAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$17,215,326	BOYAmt
EOY	$13,683,830	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$67,681,647	BOYAmt
EOY	$69,850,460	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$5,592,724	BOYAmt
EOY	$5,577,721	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$1,465,154	BOYAmt
EOY	$1,431,247	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$15,083,655	BOYAmt
EOY	$15,277,496	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$24,496,732	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$18,068,602	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$4,949,984	BOYAmt
EOY	$6,428,130	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$386,790,882	BOYAmt
EOY	$431,277,864	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$16,180,576	BOYAmt
EOY	$23,155,696	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$12,468,666	BOYAmt
EOY	$12,624,078	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$527,428,614	BOYAmt
EOY	$579,306,522	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$39,047,179	BOYAmt
EOY	$43,260,954	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$196,325,729	BOYAmt
EOY	$207,775,365	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$9,818,320	BOYAmt
EOY	$5,413,302	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$245,191,228	BOYAmt
EOY	$256,449,621	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$282,237,386	BOYAmt
EOY	$322,856,901	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$282,237,386	BOYAmt
EOY	$322,856,901	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$527,428,614	BOYAmt
EOY	$579,306,522	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$32,020,347	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$8,599,168	NetUnrlzdGainsLossesInvstAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	false	FederalGrantAuditRequiredInd

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Total Grassroots Lobbying		TotalGrassrootsLobbyingGrp
Total Direct Lobbying		TotalDirectLobbyingGrp
Total Lobbying Expend		TotalLobbyingExpendGrp
Other Exempt Purpose Expend		OtherExemptPurposeExpendGrp
Total Exempt Purpose Expend		TotalExemptPurposeExpendGrp
Lobbying Nontaxable Amount		LobbyingNontaxableAmountGrp
Grassroots Nontaxable		GrassrootsNontaxableGrp
Tot Lbbyng Grassroot Mns Non Tx		TotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non Tx		TotLbbyExpendMnsLbbyngNonTxGrp
Substantially All Dues Nonded	false	SubstantiallyAllDuesNondedInd
Only In House Lobbying	false	OnlyInHouseLobbyingInd
Agree Carryover Prior Year	false	AgreeCarryoverPriorYearInd
Dues Assessments	$41,199,755	DuesAssessmentsAmt
Non Deductible Lbbyng Pltcl CY	$481,330	NonDeductibleLbbyngPltclCYAmt
Non Ded Lbbyng Pltcl Cyov	$0	NonDedLbbyngPltclCyovAmt
Non Deductible Lbbyng Pltcl Tot	$481,330	NonDeductibleLbbyngPltclTotAmt
Carried Over	$0	CarriedOverAmt
Taxable	$481,330	TaxableAmt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Art Public Exhibition Amounts		ArtPublicExhibitionAmountsGrp
Held Works Art		HeldWorksArtGrp
CY Minus3 Yr Endwmt Fund		CYMinus3YrEndwmtFundGrp
CY Minus4 Yr Endwmt Fund		CYMinus4YrEndwmtFundGrp
Land		LandGrp
Buildings		BuildingsGrp

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$6,679,111	OtherCostOrOtherBasisAmt
Depreciation	$3,587,797	DepreciationAmt
Book Value	$3,091,314	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$17,817,621	OtherCostOrOtherBasisAmt
Depreciation	$14,480,805	DepreciationAmt
Book Value	$3,336,816	BookValueAmt

Field	Value	IRS element (for citing)
Other Land Buildings		OtherLandBuildingsGrp
Total Book Value Land Buildings	$6,428,130	TotalBookValueLandBuildingsAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)

DescDesc	AmtAmt
SOCIETY DUES PAYABLE	$1,424,063
DEFERRED COMPENSATION	$1,961,709
DUE TO AFFILIATE	$40,910
UNCLAIMED PROPERTY	$140,475
OTHER TAXES PAYABLE	$1,681,110
FEDERAL INCOME TAXES	$165,035

Field	Value	IRS element (for citing)
Total Liability	$5,413,302	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$378,739,392	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$8,599,168	NetUnrealizedGainsInvstAmt
Revenue Not Reported	$8,599,168	RevenueNotReportedAmt
Revenue Subtotal	$370,140,224	RevenueSubtotalAmt
Other Revenues Not Included	-$51,013	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	-$51,013	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$370,089,211	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$338,119,877	TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included	$51,013	OtherExpensesIncludedAmt
Expenses Not Reported	$51,013	ExpensesNotReportedAmt
Expenses Subtotal	$338,068,864	ExpensesSubtotalAmt
Total Expenses Per Form990	$338,068,864	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE D, PART X, LINE 2	CFA INSTITUTE HAS PERFORMED AN EVALUATION OF ITS UNRELATED BUSINESS INCOME AND HAS MAINTAINED ITS TAX EXEMPT STATUS. CFA INSTITUTE HAS DETERMINED THAT IT HAS ADEQUATELY PROVIDED FOR ALL OPEN TAX YEARS UNDER THE INCOME TAXES TOPIC OF THE FASB ASC AND HAS NO UNCERTAIN TAX POSITIONS.
SCHEDULE D, PART XI, LINE 4B	LOSS ON DISPOSAL OF ASSETS ($51,013)
SCHEDULE D, PART XII, LINE 2D	LOSS ON DISPOSAL OF ASSETS $51,013

Schedule F IRS990ScheduleF

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (18 entries)

RegionRegionTxt	OfficesOfficesCnt	EmployeeEmployeeCnt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Specific Services ProvidedSpecificServicesProvidedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
Middle East and North Africa	1	2	Program Services	MEMBER & ADMIN SUPPORT	$750,653
Europe (Including Iceland and Greenland)	2	69	Program Services	MEMBER & ADMIN SUPPORT	$12,079,352
East Asia and the Pacific	6	77	Program Services	MEMBER & ADMIN SUPPORT	$37,764,861
South Asia	1	7	Program Services	MEMBER & EXAM SUPPORT	$26,018,975
Central America and the Caribbean			Program Services	MEMBER & EXAM SUPPORT	$28,653
North America			Program Services	MEMBER & EXAM SUPPORT	$1,222,284
Russia and the Newly Independent States			Program Services	MEMBER & EXAM SUPPORT	$54,259
South America			Program Services	MEMBER & EXAM SUPPORT	$945,648
Sub-Saharan Africa			Program Services	MEMBER & EXAM SUPPORT	$592,182
Central America and the Caribbean			Grantmaking	N/A	$133,726
East Asia and the Pacific			Grantmaking	N/A	$2,721,275
Europe (Including Iceland and Greenland)			Grantmaking	N/A	$3,169,482
Middle East and North Africa			Grantmaking	N/A	$292,375
North America			Grantmaking	N/A	$1,520,152
Russia and the Newly Independent States			Grantmaking	N/A	$180,985
South America			Grantmaking	N/A	$650,731
South Asia			Grantmaking	NA/	$367,395
Sub-Saharan Africa			Grantmaking	N/A	$301,066

Field	Value	IRS element (for citing)
Subtotal Offices	10	SubtotalOfficesCnt
Subtotal Employees	155	SubtotalEmployeesCnt
Total Office	10	TotalOfficeCnt
Total Employee	155	TotalEmployeeCnt
Subtotal Spent	$88,492,988	SubtotalSpentAmt
Continuation Spent	$301,066	ContinuationSpentAmt
Total Spent	$88,794,054	TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (88 entries)

RegionRegionTxt	Purpose Of GrantPurposeOfGrantTxt	Cash GrantCashGrantAmt	Manner Of Cash DisbursementMannerOfCashDisbursementTxt	Description Of Non Cash AsstDescriptionOfNonCashAsstTxt	Valuation Method UsedValuationMethodUsedDesc
Central America and the Caribbean	GEN SUPPORT	$37,469	WIRE/CHECK	N/A	N/A
Central America and the Caribbean	GEN SUPPORT	$37,125	WIRE/CHECK	N/A	N/A
Central America and the Caribbean	GEN SUPPORT	$27,797	WIRE/CHECK	N/A	N/A
Central America and the Caribbean	GEN SUPPORT	$21,878	WIRE/CHECK	N/A	N/A
Central America and the Caribbean	GEN SUPPORT	$21,617	WIRE/CHECK	N/A	N/A
Central America and the Caribbean	GEN SUPPORT	$30,840	WIRE/CHECK	N/A	N/A
East Asia and the Pacific	GEN SUPPORT	$160,770	WIRE/CHECK	N/A	N/A
East Asia and the Pacific	GEN SUPPORT	$103,532	WIRE/CHECK	N/A	N/A
East Asia and the Pacific	GEN SUPPORT	$90,259	WIRE/CHECK	N/A	N/A
East Asia and the Pacific	GEN SUPPORT	$28,470	WIRE/CHECK	N/A	N/A
East Asia and the Pacific	GEN SUPPORT	$176,065	WIRE/CHECK	N/A	N/A
East Asia and the Pacific	GEN SUPPORT	$38,649	WIRE/CHECK	N/A	N/A
East Asia and the Pacific	GEN SUPPORT	$35,579	WIRE/CHECK	N/A	N/A
East Asia and the Pacific	GEN SUPPORT	$48,805	WIRE/CHECK	N/A	N/A
East Asia and the Pacific	GEN SUPPORT	$149,290	WIRE/CHECK	N/A	N/A
East Asia and the Pacific	GEN SUPPORT	$327,593	WIRE/CHECK	N/A	N/A
East Asia and the Pacific	GEN SUPPORT	$311,054	WIRE/CHECK	N/A	N/A
East Asia and the Pacific	GEN SUPPORT	$118,625	WIRE/CHECK	N/A	N/A
East Asia and the Pacific	GEN SUPPORT	$175,273	WIRE/CHECK	N/A	N/A
East Asia and the Pacific	GEN SUPPORT	$14,878	WIRE/CHECK	N/A	N/A
Europe (Including Iceland and Greenland)	GEN SUPPORT	$20,528	WIRE/CHECK	N/A	N/A
Europe (Including Iceland and Greenland)	GEN SUPPORT	$40,131	WIRE/CHECK	N/A	N/A
Europe (Including Iceland and Greenland)	GEN SUPPORT	$53,357	WIRE/CHECK	N/A	N/A
Europe (Including Iceland and Greenland)	GEN SUPPORT	$47,740	WIRE/CHECK	N/A	N/A
Europe (Including Iceland and Greenland)	GEN SUPPORT	$125,402	WIRE/CHECK	N/A	N/A
Europe (Including Iceland and Greenland)	GEN SUPPORT	$42,675	WIRE/CHECK	N/A	N/A
Europe (Including Iceland and Greenland)	GEN SUPPORT	$40,875	WIRE/CHECK	N/A	N/A
Europe (Including Iceland and Greenland)	GEN SUPPORT	$26,515	WIRE/CHECK	N/A	N/A
Europe (Including Iceland and Greenland)	GEN SUPPORT	$831,878	WIRE/CHECK	N/A	N/A
Europe (Including Iceland and Greenland)	GEN SUPPORT	$21,870	WIRE/CHECK	N/A	N/A
Europe (Including Iceland and Greenland)	GEN SUPPORT	$91,367	WIRE/CHECK	N/A	N/A
Europe (Including Iceland and Greenland)	GEN SUPPORT	$18,639	WIRE/CHECK	N/A	N/A
Europe (Including Iceland and Greenland)	GEN SUPPORT	$28,915	WIRE/CHECK	N/A	N/A
Europe (Including Iceland and Greenland)	GEN SUPPORT	$60,357	WIRE/CHECK	N/A	N/A
Europe (Including Iceland and Greenland)	GEN SUPPORT	$72,550	WIRE/CHECK	N/A	N/A
Europe (Including Iceland and Greenland)	GEN SUPPORT	$155,560	WIRE/CHECK	N/A	N/A
Europe (Including Iceland and Greenland)	GEN SUPPORT	$58,600	WIRE/CHECK	N/A	N/A
Europe (Including Iceland and Greenland)	GEN SUPPORT	$519,363	WIRE/CHECK	N/A	N/A
Europe (Including Iceland and Greenland)	GEN SUPPORT	$88,947	WIRE/CHECK	N/A	N/A
Europe (Including Iceland and Greenland)	GEN SUPPORT	$23,293	WIRE/CHECK	N/A	N/A
Europe (Including Iceland and Greenland)	GEN SUPPORT	$43,281	WIRE/CHECK	N/A	N/A
Europe (Including Iceland and Greenland)	GEN SUPPORT	$30,923	WIRE/CHECK	N/A	N/A
Europe (Including Iceland and Greenland)	GEN SUPPORT	$65,000	WIRE/CHECK	N/A	N/A
Europe (Including Iceland and Greenland)	GEN SUPPORT	$650,905	WIRE/CHECK	N/A	N/A
Europe (Including Iceland and Greenland)	GEN SUPPORT	$23,132	WIRE/CHECK	N/A	N/A
Europe (Including Iceland and Greenland)	GEN SUPPORT	$22,267	WIRE/CHECK	N/A	N/A
Europe (Including Iceland and Greenland)	GEN SUPPORT	$89,504	WIRE/CHECK	N/A	N/A
Middle East and North Africa	GEN SUPPORT	$21,150	WIRE/CHECK	N/A	N/A
Middle East and North Africa	GEN SUPPORT	$23,595	WIRE/CHECK	N/A	N/A
Middle East and North Africa	GEN SUPPORT	$69,445	WIRE/CHECK	N/A	N/A
Middle East and North Africa	GEN SUPPORT	$68,089	WIRE/CHECK	N/A	N/A
Middle East and North Africa	GEN SUPPORT	$28,750	WIRE/CHECK	N/A	N/A
Middle East and North Africa	GEN SUPPORT	$29,475	WIRE/CHECK	N/A	N/A
Middle East and North Africa	GEN SUPPORT	$83,230	WIRE/CHECK	N/A	N/A
Middle East and North Africa	GEN SUPPORT	$35,746	WIRE/CHECK	N/A	N/A
Middle East and North Africa	GEN SUPPORT	$35,288	WIRE/CHECK	N/A	N/A
North America	GEN SUPPORT	$405,531	WIRE/CHECK	N/A	N/A
North America	GEN SUPPORT	$52,216	WIRE/CHECK	N/A	N/A
North America	GEN SUPPORT	$102,950	WIRE/CHECK	N/A	N/A
North America	GEN SUPPORT	$41,345	WIRE/CHECK	N/A	N/A
North America	GEN SUPPORT	$166,694	WIRE/CHECK	N/A	N/A
North America	GEN SUPPORT	$36,679	WIRE/CHECK	N/A	N/A
North America	GEN SUPPORT	$39,439	WIRE/CHECK	N/A	N/A
North America	GEN SUPPORT	$124,377	WIRE/CHECK	N/A	N/A
North America	GEN SUPPORT	$36,230	WIRE/CHECK	N/A	N/A
North America	GEN SUPPORT	$61,299	WIRE/CHECK	N/A	N/A
North America	GEN SUPPORT	$43,010	WIRE/CHECK	N/A	N/A
North America	GEN SUPPORT	$24,659	WIRE/CHECK	N/A	N/A
North America	GEN SUPPORT	$25,499	WIRE/CHECK	N/A	N/A
North America	GEN SUPPORT	$28,385	WIRE/CHECK	N/A	N/A
North America	GEN SUPPORT	$615,925	WIRE/CHECK	N/A	N/A
Russia and Neighboring States	GEN SUPPORT	$134,385	WIRE/CHECK	N/A	N/A
Russia and Neighboring States	GEN SUPPORT	$100,700	WIRE/CHECK	N/A	N/A
South America	GEN SUPPORT	$58,955	WIRE/CHECK	N/A	N/A
South America	GEN SUPPORT	$355,158	WIRE/CHECK	N/A	N/A
South America	GEN SUPPORT	$62,575	WIRE/CHECK	N/A	N/A
South America	GEN SUPPORT	$61,210	WIRE/CHECK	N/A	N/A
South America	GEN SUPPORT	$69,615	WIRE/CHECK	N/A	N/A
South America	GEN SUPPORT	$47,548	WIRE/CHECK	N/A	N/A
South Asia	GEN SUPPORT	$60,360	WIRE/CHECK	N/A	N/A
South Asia	GEN SUPPORT	$69,713	WIRE/CHECK	N/A	N/A
South Asia	GEN SUPPORT	$40,492	WIRE/CHECK	N/A	N/A
South Asia	GEN SUPPORT	$398,299	WIRE/CHECK	N/A	N/A
South Asia	GEN SUPPORT	$102,743	WIRE/CHECK	N/A	N/A
Sub-Saharan Africa	GEN SUPPORT	$23,225	WIRE/CHECK	N/A	N/A
Sub-Saharan Africa	GEN SUPPORT	$173,621	WIRE/CHECK	N/A	N/A
Sub-Saharan Africa	GEN SUPPORT	$105,830	WIRE/CHECK	N/A	N/A
Sub-Saharan Africa	GEN SUPPORT	$21,615	WIRE/CHECK	N/A	N/A

Field	Value	IRS element (for citing)
Total Other Org	88	TotalOtherOrgCnt
Transfer To Foreign Corp	false	TransferToForeignCorpInd
Interest In Foreign Trust	false	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (true)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	false	PassiveForeignInvestmestCoInd
Foreign Partnership	false	ForeignPartnershipInd
Boycott Countries	Yes (true)	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE F, PART I, LINE 2	FormAndLineReferenceDesc
Explanation	INDIVIDUAL GRANT PAYMENTS ARE MONITORED AND TRACKED BY CFA INSTITUTE STAFF. GRANT RECIPIENTS ARE REQUIRED TO SUBMIT DETAILED BUSINESS PLANS, BUDGETS AND REPORTS.	ExplanationTxt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (77 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	Cash GrantCashGrantAmt	Valuation Method UsedValuationMethodUsedDesc	Non Cash AssistanceNonCashAssistanceDesc	Purpose Of GrantPurposeOfGrantTxt	IRC SectionIRCSectionDesc
Atlanta Society of Finance and Investment Professi
4355 Cobb Parkway	Atlanta	GA	30339	581105110	$129,003	N/A	N/A	GEN SUPPORT
CFA Society Baltimore
575 S Charles St Ste 500	Baltimore	MD	21201	520895933	$86,006	N/A	N/A	GEN SUPPORT
CFA Society Boston
260 Franklin Street	Boston	MA	02110	237069432	$221,413	N/A	N/A	GEN SUPPORT
CFA Society Hawaii
PO box 580	Honolulu	HI	96809	870753677	$53,048	N/A	N/A	GEN SUPPORT
CFA Society Miami
PO Box 960901	Miami	FL	33296	611572381	$32,924	N/A	N/A	GEN SUPPORT
CFA Society North Carolina
3004 Oxbow Ct	Raleigh	NC	27613	561824044	$130,919	N/A	N/A	GEN SUPPORT
CFA Society Texas
PO Box 1467	Austin	TX	78767	454833185	$43,047	N/A	N/A	GEN SUPPORT
CFA Society Alabama
100 Office Park Dr	Birmingham	AL	35223	631064381	$31,645	N/A	N/A	GEN SUPPORT
CFA Society Arkansas
111 Center Street 1st Floor	Little Rock	AR	72201	582055805	$26,752	N/A	N/A	GEN SUPPORT
CFA Society Austin
PO Box 1467	Austin	TX	78767	721621543	$59,160	N/A	N/A	GEN SUPPORT
CFA Society Buffalo
PO Box 529	Buffalo	NY	14205	205170662	$34,345	N/A	N/A	GEN SUPPORT
CFA Society Chicago
134 N Lasalle St	Chicago	IL	60602	362595074	$212,115	N/A	N/A	GEN SUPPORT
CFA Society Cincinnati
4010 Executive Park Drive	Cincinatti	OH	45241	237094427	$31,270	N/A	N/A	GEN SUPPORT
CFA Society Cleveland
3637 Medina Rd	Medina	OH	44256	237065462	$46,721	N/A	N/A	GEN SUPPORT
CFA Society Colorado
6057 Lakeview St	Littleton	CO	80120	840585027	$89,448	N/A	N/A	GEN SUPPORT
CFA Society Columbus
PO Box 25	Blacklick	OH	43004	311393658	$31,684	N/A	N/A	GEN SUPPORT
CFA Society DallasFort Worth
PO Box 8205116	Dallas	TX	75382	237078748	$63,940	N/A	N/A	GEN SUPPORT
CFA Society Detroit
35464 Jeffers Court	Harrison Township	MI	48045	386087152	$46,549	N/A	N/A	GEN SUPPORT
CFA Society East Tennessee
1301 Cowart Street Suite 131	Chattanooga	TN	37402	585301049	$34,119	N/A	N/A	GEN SUPPORT
CFA Society Houston
10401 Westoffice Drive	Houston	TX	77042	237004744	$75,595	N/A	N/A	GEN SUPPORT
CFA Society Idaho
7661 W Riverside Dr 105	Boise	ID	83714	043704521	$29,514	N/A	N/A	GEN SUPPORT
CFA Society Indianapolis
PO Box 90232	Indianapolis	IN	46290	237119206	$26,918	N/A	N/A	GEN SUPPORT
CFA Society Iowa Inc
711 High Street	Des Moines	IA	50392	421152989	$59,584	N/A	N/A	GEN SUPPORT
CFA Society Jacksonville
1579 The Greens Way Suite 20	Jacksonville Beach	FL	32250	591606008	$53,739	N/A	N/A	GEN SUPPORT
CFA Society Los Angeles
520 S Grand Avenue 655	Los Angeles	CA	90071	956069970	$97,967	N/A	N/A	GEN SUPPORT
CFA Society Louisiana
228 St Charles Ave Ste 200	New Orleans	LA	70130	720947195	$33,395	N/A	N/A	GEN SUPPORT
CFA Society Louisville
1802 Crossgate Lane	Louisville	KY	40222	611333979	$37,094	N/A	N/A	GEN SUPPORT
CFA Society Madison
1241 John Q Hammons Drive	Madison	WI	53717	391929703	$37,689	N/A	N/A	GEN SUPPORT
CFA Society Memphis
5118 Park Ave Suite 308	Memphis	TN	38117	621636928	$34,409	N/A	N/A	GEN SUPPORT
CFA Society Minnesota
1300 Rand Tower	Minneapolis	MN	55402	411861989	$83,335	N/A	N/A	GEN SUPPORT
CFA Society Mississippi
1018 Highland Colony Parkway	Ridgeland	MS	39157	640716591	$32,855	N/A	N/A	GEN SUPPORT
CFA Society Naples
11094 River Trent Court	Lehigh Acres	FL	33971	593405436	$44,889	N/A	N/A	GEN SUPPORT
CFA Society Nashville
7003 Chadwick Dr 350	Brentwood	TN	37027	621181717	$37,898	N/A	N/A	GEN SUPPORT
CFA Society Nebraska
PO Box 80685	Lincoln	NE	68501	470667513	$46,110	N/A	N/A	GEN SUPPORT
CFA Society Nevada
2251 S Ft Apadie Rd	Las Vegas	NV	89117	200195946	$18,380	N/A	N/A	GEN SUPPORT
CFA Society New Mexico
PO Box 36947	Albuquerque	NM	87176	850454738	$40,253	N/A	N/A	GEN SUPPORT
CFA Society Oklahoma
PO Box 13006	Oklahoma City	OK	73113	203779358	$36,109	N/A	N/A	GEN SUPPORT
CFA Society Orange County
4533 MacArthur Blvd	Newport Beach	CA	92660	330228558	$51,418	N/A	N/A	GEN SUPPORT
CFA Society Orlando
PO Box 2783	Orlando	FL	32802	593213363	$43,071	N/A	N/A	GEN SUPPORT
CFA Society Philadelphia
100 North 20th Street - 4th Floor	Philadelphia	PA	19103	236395738	$190,342	N/A	N/A	GEN SUPPORT
CFA Society Portland
PO Box 434	Portland	OR	97207	237358083	$44,825	N/A	N/A	GEN SUPPORT
CFA Society Rochester
2 Berrywood Circle	Penfield	NY	14526	160977751	$35,276	N/A	N/A	GEN SUPPORT
CFA Society Sacramento
915 L Street Suite C-252	Sacramento	CA	95814	943315268	$24,139	N/A	N/A	GEN SUPPORT
CFA Society Salt Lake
150 Social Hall	Salt Lake City	UT	84145	611526948	$163,265	N/A	N/A	GEN SUPPORT
CFA Society San Antonio
12526 La Aventura St	San Antonio	TX	78233	741660459	$41,569	N/A	N/A	GEN SUPPORT
CFA Society San Diego
PO Box 928456	San Diego	CA	92192	237069278	$48,786	N/A	N/A	GEN SUPPORT
CFA Society Seattle
18221-102nd Ave NE	Bothell	WA	98011	911164972	$98,720	N/A	N/A	GEN SUPPORT
CFA Society South Florida
8602 Tourmaline Blvd	Boynton Beach	FL	33437	300325375	$29,802	N/A	N/A	GEN SUPPORT
CFA Society St Louis
330 Wenneker Drive	St Louis	MO	63124	436031785	$64,241	N/A	N/A	GEN SUPPORT
CFA Society Washington DC
1620 Eye Street NW	Washington	DC	20006	237360649	$107,442	N/A	N/A	GEN SUPPORT
CFA Society Providence
PO Box 41027	Providence	RI	02940	237069442	$20,314	N/A	N/A	GEN SUPPORT
CFA Society Tampa Bay
12157 W Linebaugh Ave PMB 312	Tampa	FL	33626	510669210	$43,922	N/A	N/A	GEN SUPPORT
CFA Society Virginia
6806 Paragon Pl Suite 300	Richmond	VA	23230	541429832	$57,001	N/A	N/A	GEN SUPPORT
CFA Society West Michigan
134 N Lasalle St	Kalamazoo	MI	49009	380892650	$54,333	N/A	N/A	GEN SUPPORT
CFA Society Dayton
10 N Ludlow Street Suite 800	Dayton	OH	45402	260659612	$19,973	N/A	N/A	GEN SUPPORT
CFA Society Kansas City
330 Wenneker Drive	St Louis	MO	63124	820560661	$48,420	N/A	N/A	GEN SUPPORT
CFA Society Maine
PO Box 258	Bar Harbor	ME	04609	043547791	$36,244	N/A	N/A	GEN SUPPORT
CFA Society New York
1540 Broadway	New York	NY	10036	135610350	$634,026	N/A	N/A	GEN SUPPORT	501 (C) (3)
CFA Society Phoenix
16435 N Scottsdale Road 105	Scottsdale	AZ	85254	860469879	$44,489	N/A	N/A	GEN SUPPORT
CFA Society South Carolina
2711 Middleburg Dr	Columbia	SC	29204	571134283	$34,986	N/A	N/A	GEN SUPPORT
CFA Society Stamford
6 Oliver Street Harbor View	South Norwalk	CT	06854	061513527	$59,084	N/A	N/A	GEN SUPPORT
CFA Society Hartford
PO box 182	North Granby	CT	06060	060964607	$55,677	N/A	N/A	GEN SUPPORT
CFA Society Pittsburgh
PO Box 1212	Pittsburgh	PA	15230	251421153	$78,408	N/A	N/A	GEN SUPPORT
CFA Society San Francisco
300 Montgomery St 1130	San Francisco	CA	94104	946078576	$174,231	N/A	N/A	GEN SUPPORT
CFA Society Spokane
808 W Spokane Falls Blvd	Spokane	WA	99201	911592696	$35,827	N/A	N/A	GEN SUPPORT
CFA Society Tucson
1820 E River Road	Tucson	AZ	85718	462993396	$32,474	N/A	N/A	GEN SUPPORT
CFA Society Vermont
110 Main Street	Burlington	VT	05401	043374500	$33,385	N/A	N/A	GEN SUPPORT
National Association of Securities Professionals
901 K Street NW Ste 300	Washington	DC	20001	133314582	$15,000	N/A	N/A	GEN SUPPORT	501 (C) (6)
Charlottesville Pride Community Network
PO Box 1512	Charlottesville	VA	22902	455537813	$10,000	N/A	N/A	GEN SUPPORT
The Presidential Precinct
427 Park Street	Charlottesville	VA	22902	461084540	$10,000	N/A	N/A	GEN SUPPORT	501 (C) (3)
Ctr for Nonprofit Excellence
1701-A Allied Street	Charlottesville	VA	22903	203412827	$143,460	N/A	N/A	GEN SUPPORT	501 (C) (3)
CFA Institute Research Foundation
PO Box 2083	Charlottesville	VA	22902	546063408	$855,461	N/A	N/A	GEN SUPPORT	501 (C) (3)
Charlottesville City Schools
1562 Dairy Rd	Charlottesville	VA	22903	546001203	$82,100	N/A	N/A	GEN SUPPORT
The Principia Corporation
13201 Clayton Road	St Louis	MO	63131	430652667	$10,000	N/A	N/A	GEN SUPPORT
Senior Center
491 Hillsdale Drive	Charlottesville	VA	22901	540735666	$81,000	N/A	N/A	GEN SUPPORT	501(C)(3)
CFA Society Milwaukee
100 East Wisconsin Avenue	Milwaukee	WI	53202	237072850	$58,244	N/A	N/A	GEN SUPPORT
THE ASPEN INSTITUTE
ONE DUPONT CIRCLE NW	WASHINGTON	DC	20036	840399006	$500,000	N/A	N/A	GEN SUPPORT	501(C)(3)

Field	Value	IRS element (for citing)
Total501c3 Org	6	Total501c3OrgCnt
Total Other Org	71	TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE I, PART I, LINE 2	FormAndLineReferenceDesc
Explanation	INDIVIDUAL GRANT PAYMENTS ARE MONITORED AND TRACKED BY CFA INSTITUTE STAFF. GRANT RECIPIENTS ARE REQUIRED TO SUBMIT DETAILED BUSINESS PLANS, BUDGETS AND REPORTS.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
First Class Or Charter Travel	Yes (X)	FirstClassOrCharterTravelInd
Travel For Companions	Yes (X)	TravelForCompanionsInd
Idemnification Gross Up Pmts	Yes (X)	IdemnificationGrossUpPmtsInd
Housing Allowance Or Residence	Yes (X)	HousingAllowanceOrResidenceInd
Club Dues Or Fees	Yes (X)	ClubDuesOrFeesInd
Written Policy Ref T And E Expnss	Yes (true)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (true)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Form990 Of Other Organizations	Yes (X)	Form990OfOtherOrganizationsInd
Written Employment Contract	Yes (X)	WrittenEmploymentContractInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	Yes (true)	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	false	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	false	EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (23 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
JOSEPH P LANGE
CORPORATE SECRETARY	$133,710	$0	$30,092	$0	$1,669	$0	$20,167	$0	$17,848	$0	$203,486	$0	$0	$0
TIMOTHY G MCLAUGHLIN CFA
CFO/SENIOR ADV-EXIT 8/2016	$0	$0	$0	$0	$780,000	$0	$0	$0	$0	$0	$780,000	$0	$0	$0
ELAINE CHENG
MANAGING DIRECTOR	$291,352	$0	$144,392	$0	$3,062	$0	$31,800	$0	$21,677	$0	$492,283	$0	$0	$0
DONNA MARSHALL
MANAGING DIRECTOR-EXIT 12/2016	$0	$0	$282,380	$0	$81,913	$0	$31,800	$0	$0	$0	$396,093	$0	$0	$0
KURT N SCHACHT CFA
MANAGING DIRECTOR	$367,152	$0	$168,934	$0	$12,247	$0	$31,800	$0	$22,218	$0	$602,351	$0	$0	$0
NITIN MEHTA CFA
MANAGING DIR. (EXIT 12/2017)	$283,293	$0	$90,705	$0	$6,912	$0	$39,119	$0	$11,003	$0	$431,032	$0	$0	$0
SANDRA PETERS CFA
Head, Fin. Report Pol. Group	$218,359	$0	$135,075	$0	$3,793	$0	$31,800	$0	$15,706	$0	$404,733	$0	$0	$0
STEPHEN M HORAN CFA
MANAGING DIRECTOR	$292,178	$0	$146,086	$0	$5,882	$0	$31,800	$0	$22,015	$0	$497,961	$0	$0	$0
JOHN BOWMAN CFA
MANAGING DIRECTOR(EXIT 1/2018)	$290,928	$0	$108,352	$0	$3,231	$0	$31,800	$0	$22,130	$0	$456,441	$0	$0	$0
PAUL SMITH CFA
PRES & CEO & RESRCH FDN BD MEM	$573,720	$0	$458,976	$0	$0	$0	$118,137	$0	$38,648	$0	$1,189,481	$0	$0	$0
ROBERT LAMY
HEAD, PR. ANALYSIS (EXIT 6/17)	$137,458	$0	$7,295	$0	$191,721	$0	$20,552	$0	$3,724	$0	$360,750	$0	$0	$0
SHERI LYNN LITTLEFIELD
CHIEF LEGAL OFFICER	$285,248	$0	$123,984	$0	$6,527	$0	$31,800	$0	$15,417	$0	$462,976	$0	$0	$0
MICHAEL COLLINS
MANAGING DIRECTOR	$272,743	$0	$134,400	$0	$4,359	$0	$31,800	$0	$22,350	$0	$465,652	$0	$0	$0
BJORN FORFANG
MANAGING DIRECTOR	$463,883	$0	$285,000	$0	$9,249	$0	$31,800	$0	$22,933	$0	$812,865	$0	$0	$0
DARIN GOODWILER
MANAGING DIRECTOR	$208,721	$0	$84,319	$0	$5,196	$0	$31,800	$0	$21,306	$0	$351,342	$0	$0	$0
LEILANI SANDERS HALL
HEAD, PROFESSIONAL CONDUCT	$246,109		$73,425		$10,147		$31,800		$8,016		$369,497		$0
GARY BAKER
MANAGING DIRECTOR	$309,406	$0	$118,317	$0	$5,986	$0	$18,564	$0	$6,295	$0	$458,568	$0	$0	$0
NICK POLLARD
MANAGING DIRECTOR	$311,166	$0	$124,467	$0	$31,117	$0	$14,893	$0	$41,185	$0	$522,828	$0	$0	$0
DIANE BASILE CFA
CHIEF FINANCIAL OFFICER	$319,879	$0	$150,000	$0	$20,733	$0	$26,350	$0	$4,217	$0	$521,179	$0	$0	$0
CHRIS AINSWORTH
MANAGING DIRECTOR	$160,140	$0	$140,000	$0	$14,457	$0	$15,000	$0	$8,096	$0	$337,693	$0	$0	$0
PETER MACKEY
HEAD, CREDENTIAL. EXIT 12/2017	$335,165	$0	$58,722	$0	$12,701	$0	$31,800	$0	$15,381	$0	$453,769	$0	$0	$0
EMILY DUNBAR
MANAGING DIRECTOR	$174,954	$0	$51,249	$0	$6,189	$0	$27,248	$0	$3,789	$0	$263,429	$0	$0	$0
TONY TAN
HEAD, STANDARDS & FIN. MARKET	$292,780	$0	$51,346	$0	$29,280	$0	$12,067	$0	$94	$0	$385,567	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE J, PART I, LINE 1A	MEMBERS OF THE LEADERSHIP TEAM ARE ELIGIBLE TO BOOK A BUSINESS CLASS FARE (REGARDLESS OF FLIGHT TIME OR SEGMENT MILEAGE). IF THE SELECTED FLIGHT OFFERS A 3-CABIN CONFIGURATION (ECONOMY/BUSINESS/FIRST), A BUSINESS CLASS TICKET IS APPROPRIATE. IF THE SELECTED FLIGHT ONLY OFFERS A 2-CABIN CONFIGURATION (ECONOMY/FIRST), A FIRST CLASS TICKET IS APPROPRIATE. LEADERSHIP TEAM TRAVELERS SHOULD CONSIDER BOTH A FLEXIBLE AND A RESTRICTED TICKET AND SELECT THE FARE THAT PROVIDES THE BEST OPTION FOR THEIR TRAVEL. A FLEXIBLE TICKET IS APPROPRIATE IF ONE'S SCHEDULE IS LIKELY TO CHANGE. A CHANGEABLE, NON-REFUNDABLE TICKET IS APPROPRIATE IF ONE'S SCHEDULE IS FIRM. TRAVEL FOR COMPANIONS: AN EMPLOYEE CAN EXCHANGE BUSINESS CLASS AIRFARE FOR TWO COACH AIRFARES TO INCLUDE COMPANION TRAVEL. TAX INDEMNIFICATION AND GROSS-UP PAYMENTS: TAX SERVICES FOR EXPATRIATES ARE GROSSED-UP. ALL EXPATRIATES AND INTERNATIONAL ROTATION ASSIGNMENT PROGRAM EMPLOYEES' SALARIES ARE EQUALIZED TO THEIR RESIDENTIAL TAX CODE. HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE: CFA INSTITUTE PAYS FOR RELOCATION HOUSING AND INCLUDES THIS IN THE EMPLOYEE'S COMPENSATION. AS CUSTOMARY IN LOCAL COUNTRY, CFA INSTITUTE EMPLOYEES WHO LIVE AND WORK IN HONG KONG OR INDIA ARE PROVIDED HOUSING ALLOWANCES WHICH ARE INCLUDED IN COMPENSATION. HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES: THE U.S. WELLNESS PROGRAM CHANGED IN CY2016 FROM A REIMBURSABLE PLAN TO A CREDIT-WELLNESS PROGRAM. HOWEVER, U.S. EMPLOYEES WHO ARE NOT COVERED BY A CFA INSTITUTE HEALTH PLAN, AND NON-U.S. EMPLOYEES ARE STILL ELIGIBLE FOR REIMBURSEMENTS ASSUMING THEY QUALIFY.
SCHEDULE J, PART I LINE 4A	SEVERANCE PAYMENTS WERE MADE AS FOLLOWS: TIMOTHY MCLAUGHLIN $670,000 ROBERT LAMY $155,026 DONNA MARSHALL $73,436
FORM 990, PART VII, COLUMN D	FREDERIC LEBEL RECEIVED $5,854 FOR VOLUNTEER REIMBURSEMENT OF A COMPANION TICKET. DIANE NORDIN RECEIVED $7,697 FOR VOLUNTEER REIMBURSEMENT OF A COMPANION TICKET. MARK LAZBERGER RECEIVED $9,501 FOR VOLUNTEER REIMBURSEMENT OF A COMPANION TICKET. ROBERT JENKINS RECEIVED $8,364 FOR VOLUNTEER REIMBURSEMENT OF A COMPANION TICKET. COMPENSATION FOR THESE INDIVIDUALS WAS NOT FOR SERVICE AS A BOARD MEMBER.

Schedule M IRS990ScheduleM

Field	Value	IRS element (for citing)
Works Of Art		WorksOfArtGrp
Art Historical Treasures		ArtHistoricalTreasuresGrp
Art Fractional Interest		ArtFractionalInterestGrp
Books And Publications		BooksAndPublicationsGrp
Clothing And Household Goods		ClothingAndHouseholdGoodsGrp
Cars And Other Vehicles		CarsAndOtherVehiclesGrp
Boats And Planes		BoatsAndPlanesGrp
Intellectual Property		IntellectualPropertyGrp
Securities Publicly Traded		SecuritiesPubliclyTradedGrp
Securities Closely Held Stock		SecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust Intrsts		SecurPrtnrshpTrustIntrstsGrp
Securities Miscellaneous		SecuritiesMiscellaneousGrp
Qualified Contrib Hist Struct		QualifiedContribHistStructGrp
Qualified Contrib Other		QualifiedContribOtherGrp
Real Estate Residential		RealEstateResidentialGrp
Real Estate Commercial		RealEstateCommercialGrp
Real Estate Other		RealEstateOtherGrp
Collectibles		CollectiblesGrp
Food Inventory		FoodInventoryGrp
Drugs And Medical Supplies		DrugsAndMedicalSuppliesGrp
Taxidermy		TaxidermyGrp
Historical Artifacts		HistoricalArtifactsGrp
Scientific Specimens		ScientificSpecimensGrp
Archaeological Artifacts		ArchaeologicalArtifactsGrp

Other Non Cash Contri Table OtherNonCashContriTableGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Desc	OFFICE RENT CREDIT	Desc
Contribution	1	ContributionCnt
Noncash Contributions Rpt F990	$318,704	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Any Property That Must Be Held	false	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	false	ReviewProcessUnusualNCGiftsInd
Third Parties Used	false	ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART III, LINE 1, ORGANIZATION'S MISSION	CFA INSTITUTE IS THE GLOBAL, NON-PROFIT PROFESSIONAL MEMBERSHIP ASSOCIATION THAT ADMINISTERS THE CHARTERED FINANCIAL ANALYST (CFA) CERTIFICATE, THE CERTIFICATE IN INVESTMENT PERFORMANCE MEASUREMENT (CIPM) AND THE CFA INSTITUTE INVESTMENT FOUNDATIONS CURRICULUM. EXAMINATION PROGRAMS ARE CONDUCTED WORLDWIDE ALONG WITH RESEARCH, PROFESSIONAL DEVELOPMENT PROGRAMS AND PROFESSIONAL CONDUCT ENFORCEMENT FOR ITS INDIVIDUAL MEMBERS. THE ORGANIZATION SETS VOLUNTARY, ETHICS-BASED PROFESSIONAL AND PERFORMANCE-REPORTING STANDARDS FOR THE INVESTMENT PROFESSION. THE STATED MISSION OF THE ORGANIZATION IS TO LEAD THE INVESTMENT PROFESSION GLOBALLY BY PROMOTING THE HIGHEST STANDARDS OF ETHICS, EDUCATION, AND PROFESSIONAL EXCELLENCE FOR THE ULTIMATE BENEFIT OF SOCIETY. CFA INSTITUTE PURSUES THIS MISSION ON BEHALF OF ITS INDIVIDUAL MEMBERS WHO CURRENTLY NUMBER 164,511 IN 165 COUNTRIES. CFA INSTITUTE'S MEMBERSHIP INCLUDES 157,683 CFA CHARTERHOLDERS AND EXTENDS ITS REACH INTO LOCAL COMMUNITIES THROUGH A NETWORK OF 151 MEMBER SOCIETIES IN 74 COUNTRIES. CFA INSTITUTE IS HEADQUARTERED IN CHARLOTTESVILLE, VIRGINIA, UNITED STATES, WITH BRANCH OFFICES IN LONDON, BRUSSELS, HONG KONG AND NEW YORK, AND SUBSIDIARY OFFICES IN BEIJING, HONG KONG, MUMBAI, SHANGHAI, SINGAPORE AND UAE. MORE INFORMATION ON THE ORGANIZATION CAN BE FOUND AT WWW.CFAINSTITUTE.ORG. PART III, LINE 4D, OTHER PROGRAM SERVICES CFA INSTITUTE ALSO PROVIDES A VARIETY OF PROGRAMS AND SERVICES TO ITS MEMBERS AND TO THE GLOBAL INVESTMENT COMMUNITY AT LARGE. PROGRAMS INCLUDE THE CERTIFICATE IN INVESTMENT PERFORMANCE MEASURMENT (CIPM), A DESIGNATION PROGRAM FOR PROFESSIONALS THAT PRODUCE, INTERPRET, PRESENT AND EXPLAIN INVESTMENT PERFORMANCE AND PRODUCTS (INCLUDING SELECTION AND EVALUATION OF INVESTMENT MANAGERS), AND THE CFA INSTITUTE INVESTMENT FOUNDATIONS, A PROGRAM FOR NON-PROFESSIONALS WORKING IN THE INVESTMENT MANAGEMENT INDUSTRY.
PART VI, LINE 2	HEATHER BRILLIANT AND MARK LAZBERGER HAVE A BUSINESS RELATIONSHIP.
PART VI, LINES 6, 7A & 7B	THE FOUR CLASSES OF MEMBERSHIP IN CFA INSTITUTE ARE REGULAR, AFFILIATE, CHARTERHOLDER MEMBERS AND MEMBER SOCIETIES. REGULAR MEMBERS ARE ENTITLED TO ONE VOTE ON EACH MATTER SUBMITTED AT MEMBER MEETINGS AND ALSO HAVE THE RIGHT TO ELECT THE BOARD OF GOVERNORS. THE BOARD MAY HAVE UP TO TWO GOVERNORS WHO ARE NOT REGULAR MEMBERS. ALL OTHER GOVERNORS SHALL BE REGULAR MEMBERS.
PART VI, LINE 11B	FORM 990 IS PRESENTED TO THE AUDIT AND RISK COMMITTEE AND DISCUSSED IN DETAIL. IN ADDITION, COPIES ARE PROVIDED TO EACH OF THE BOARD OF GOVERNORS. THESE PRESENTATIONS TAKE PLACE PRIOR TO FILING.
PART VI, LINE 12C	CONFLICT OF INTEREST STATEMENTS ARE COLLECTED ANNUALLY. EMPLOYEE AND BOARD OF GOVERNORS' DISCLOSURES ARE DIRECTED TO THE CHIEF COMPLIANCE, RISK, AND ETHICS OFFICER. THE CONFLICT OF INTEREST POLICY PROVIDES VARIOUS AVENUES FOR REPORTING, INCLUDING ANYONE WISHING TO ESCALATE CONCERNS DIRECTLY TO THE AUDIT AND RISK COMMITTEE CHAIR. COMPLIANCE TRAINING ON THE CODE OF CONDUCT, INCLUDING ON CONFLICTS OF INTEREST, IS REQUIRED FOR ALL NEW EMPLOYEES AND ONGOING ANNUALLY. ALL EMPLOYEES ACKNOWLEDGE THEIR UNDERSTANDING AND ADHERENCE TO POLICY WITHIN THE CODE OF CONDUCT ANNUALLY. THE RESTRICTIONS IMPOSED ON A PERSON WITH A CONFLICT VARY BASED ON THE NATURE OF THE CONFLICT AND THE SITUATION; HOWEVER, RESOLUTION OF A CONFLICT COULD INCLUDE PROHIBITING A BOARD MEMBER FROM PARTICIPATING IN A PARTICULAR DELIBERATION AND/OR DECISION.
PART VI, LINES 15A & 15B	TO ENSURE ONGOING AND EFFECTIVE CORPORATE GOVERNANCE, THE BOARD OF GOVERNORS UTILIZES A COMPENSATION COMMITTEE COMPRISED OF FOUR GOVERNORS WHO ARE INDEPENDENT OF MANAGEMENT OF CFA INSTITUTE, AND ARE FREE OF ANY RELATIONSHIP THAT WOULD INTERFERE WITH THEIR EXERCISE OF INDEPENDENT JUDGMENT. THE COMPENSATION AND GOVERNANCE COMMITTEE (CGC) SETS THE COMPENSATION OF THE CEO, INCLUDING ANY INCENTIVE, AND ENGAGES INDEPENDENT CONSULTANTS AS NEEDED TO PROVIDE COMPENSATION RECOMMENDATIONS. THE COMMITTEE ENSURES THAT INDEPENDENT COMPARATIVE COMPENSATION STUDIES ARE CONDUCTED ON AN ANNUAL BASIS TO GAUGE THE COMPETITIVENESS OF EXECUTIVE COMPENSATION AT CFA INSTITUTE. THE MOST RECENT EXECUTIVE MARKET STUDY WAS CONDUCTED IN FY2018, WHEN CFA INSTITUTE RETAINED A GLOBAL MANAGEMENT CONSULTING FIRM TO PROVIDE COMPETITIVE PAY BENCHMARKS THAT REFLECT THE MARKETS FROM WHICH CFA INSTITUTE WOULD MOST LIKELY RECRUIT EXECUTIVE TALENT. PEER GROUP SELECTION SPANNED DIFFERENT INDUSTRY SECTORS, INCLUDING NOT-FOR-PROFIT AND FINANCIAL SERVICES FIRMS, ACADEMIA AND HIGHER EDUCATION, AND GENERAL INDUSTRY. THE NOT-FOR-PROFIT PEER GROUP SELECTION WAS BASED ON CRITERIA THAT INCLUDED MISSION, REVENUE, HEADCOUNT AND GLOBAL PRESENCE. PAY DATA WAS COLLECTED FROM PUBLICLY DISCLOSED IRS FORM 990S. DATA FOR THE OTHER INDUSTRY SECTORS WAS SOURCED USING BOTH THIRD-PARTY SURVEY DATA AND INFORMATION DISCLOSED ON PUBLIC FILINGS. THE CONSULTING FIRM PERFORMED THIS STUDY ON AN INDEPENDENT FEE BASIS. ADDITIONALLY, THE CFA INSTITUTE COMPENSATION COMMITTEE ALSO ENGAGES INDEPENDENT ADVISORS TO HELP INTERPRET HOW THE REPORTED MARKET DATA APPLIES TO CFA INSTITUTE'S EXECUTIVE POSITIONS.
PART VI, 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, WWW.CFAINSTITUTE.ORG.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (6 entries)

Address Line1ForeignAddress/AddressLine1Txt	CityForeignAddress/CityNm	CountryForeignAddress/CountryCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile Foreign CountryLegalDomicileForeignCountryCd	Total IncomeTotalIncomeAmt	End Of Year AssetsEndOfYearAssetsAmt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Legal Domicile StateLegalDomicileStateCd	Foreign PostalForeignAddress/ForeignPostalCd
CFA INSTITUTE CHINA LIMITED
1401 HUTCHISON HOUSE	HARCOURT RD	HK	980615079	PROF. ORG	HK	$188,129	$2,795,725	CFA INSTITUT
CFA INSTITUTE INDIA PRIVATE LTD
103 NAMAN CENTER	MUMBAI	IN	981196398	PROF. ORG	IN	$2,443,878	$2,176,903	CFA INSTITUT
CFA GLOBAL HOLDINGS LLC
			471269465	HOLDINGS		$0	$0	CFA INSTITUT	PO BOX 2083	CHARLOTTESVILLE	VA	22902	VA
SI WEI BEIJING ENTERPRISE MGMT
ORIENTAL PLAZA	BEIJING CHINA	CH	981228213	PROF. ORG	CH	$2,942,249	$2,685,058	CFA CHINA						100738
CFA INSTITUTE SINGAPORE PVT LTD
19 FLORENCE ROAD	SINGAPORE	SN	981261400	PROF. ORG	SN	$618,157	$477,732	CFA INSTITUT						549480
CFA INSTITUTE LTD
PART OF FL 7 AL MAQAM TOWER	ADGM SQUARE	AE	981442588	PROF. ORG	AE	$318,704	$651,232	CFA INSTITUT

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	CFA INSTITUTE RESEARCH FOUNDATION	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 2083	AddressLine1Txt
City	CHARLOTTESVILLE	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	22902	ZIPCd

Field	Value	IRS element (for citing)
EIN	546063408	EIN
Primary Activities	INV. RESEARCH	PrimaryActivitiesTxt
Legal Domicile State	VA	LegalDomicileStateCd
Exempt Code Section	501(C)(3)	ExemptCodeSectionTxt
Public Charity Status	7	PublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	CFA INSTITUT	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Controlled Organization	Yes (true)	ControlledOrganizationInd

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Predominant Income TypePredominantIncomeTypeTxt
CVILLE OPER HUB LLC
PO BOX 2083	CHARLOTT	VA	22902	900857224	R/E LEASING	VA	NA	N/A
CVILLE MASTER TENANT LLC
PO BOX 2083	CHARLOTT	VA	22902	800825436	R/E LEASING	VA	NA	N/A

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	CVILLE OPERATIONS HOLDINGS INC	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 2083	AddressLine1Txt
City	CHARLOTTESVILLE	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	22902	ZIPCd

Field	Value	IRS element (for citing)
EIN	455449709	EIN
Primary Activities	REAL ESTATE	PrimaryActivitiesTxt
Legal Domicile State	VA	LegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	CFA INSTITUTE	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Entity Type	C CORP.	EntityTypeTxt
Share Of Total Income	$0	ShareOfTotalIncomeAmt
Share Of EOY Assets	$7,264,234	ShareOfEOYAssetsAmt
Ownership	1.00000	OwnershipPct
Controlled Organization	Yes (true)	ControlledOrganizationInd

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	false	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	Yes (true)	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	false	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	false	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	false	DivRelatedOrganizationInd
Asset Sale To Other Org	false	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	false	AssetPurchaseFromOtherOrgInd
Asset Exchange	false	AssetExchangeInd
Rental Of Facilities To Oth Org	false	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	Yes (true)	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	false	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	false	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	Yes (true)	SharingOfFacilitiesInd
Paid Employees Sharing	Yes (true)	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	Yes (true)	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	Yes (true)	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	Yes (true)	TransferToOtherOrgInd
Transfer From Other Org	Yes (true)	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
CFA INSTITUTE RESEARCH FOUNDATION
N,O	$653,100	HISTORICAL COST
CFA INSTITUTE RESEARCH FOUNDATION
B,P	$202,361	HISTORICAL COST