GrantAuthority

Indianapolis Society of Financial Analysts Inc

Grantmaking foundation in Carmel, Indiana · EIN 23-7119206

Total giving
$14KTax year 2025
Total assets
$270KLatest reported
Latest IRS filing
2025Form 990 / 990-PF

Mission

To advance professional excellence and ethics through education collaboration and awareness of the CFA Charter for the benefit of our regional investment community and public.

Quoted from the foundation's IRS filing.

Giving by year

$10K2022
$10K2023
$12K2024
$14K2025

Totals by tax year, rounded to two significant figures. Years without a reported total show the sum of grants itemized on the filing.

Top recipients

RecipientAmountTax year
100 Black Men of Indianapolis$8K2022

Amounts are rounded. The full grantee list is available with a free account.

Website: www.membersocieties.org/indianapolis/pages/default.aspx

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Similar foundations in Indiana

Source: IRS Form 990 and 990-PF filings, tax year 2025. Also see this organization on ProPublica Nonprofit Explorer.