2024-11-13T08:58:25-06:00 2024-06-30 541065763 MARTIN DOLAN & HOLTON LTD 4435 WATERFRONT DRIVE SUITE 200 GLEN ALLEN VA 23060 990EZ 2023-07-01 541429832 CFA VIRGINIA CFAV 8042418411 PO BOX 31441 RICHMOND VA 23294 ASHBY W PRICE PRESIDENT 8042418411 2024-11-05 1 1 RICHARD E DOLAN P00817216 8043469595 2023 2024-10-15 13:58:12Z X https://www.cfasociety.org/virginia X X 129181 X 39502 31488 50653 7538 129181 2000 24873 90947 117820 11361 383717 0 395078 X 188959 200118 194758 194960 383717 395078 0 0 383717 395078 X CFA VIRGINIA IS AN ASSOCIATION OF VIRGINIA INVESTMENT PROFESSIONALS. ITS MISSION IS TO PROMOTE THE HIGHEST STANDARDS OF ETHICS, EDUCATION, AND PROFESSIONAL EXCELLENCE WITHIN THE INVESTMENT INDUSTRY. THE VIRGINIA CFA SOCIETY HELD SEVENTEEN LUNCH MEETINGS THIS YEAR FOR THE MEMBERSHIP. THESE MEETINGS INCLUDE SPEAKERS ABOUT CURRENT TOPICS OF IMPORTANCE TO INVESTMENT PROFESSIONALS. THE MEETINGS FACILITATE AN EXCHANGE OF INFORMATION AMONG MEMBERS OF THE VIRGINIA INVESTMENT COMMUNITY. DURING THE CURRENT FISCAL YEAR, FIFTEEN OF THE MEETINGS WERE HELD IN-PERSON AND TWO WERE HELD VIRTUALLY. 0 0 THE VIRGINIA CFA SOCIETY HOLDS "THE ANNUAL FORECAST DINNER" EACH FEBRUARY WHICH FEATURES A PROMINENT INVESTMENT PROFESSIONAL SPEAKER. THE NEW VIRGINIA CFA CHARTER RECIPIENTS ARE HONORED AT THIS MEETING. 0 0 CFA VIRGINIA SOCIETY IS A MEMBER OF A GLOBAL ORGANIZATION, THE CFA INSTITUTE. AS SUCH, CFA VIRGINIA PROVIDES WAYS TO CONNECT LOCAL MEMBERS WITH A GLOBAL NETWORK OF INVESTMENT PROFESSIONALS. ONE OF THE LOCAL/GLOBAL PROGRAMS IN WHICH CFA VIRGINIA PARTICIPATES IS THE "INVESTMENT RESEARCH CHALLENGE." TEAMS FROM VIRGINIA UNIVERSITIES COMPETE TO ADVANCE FROM LOCAL TO REGIONAL TO INTERNATIONAL MATCH UPS. THIS PROGRAM FOSTERS AN INTEREST AMONG COLLEGE STUDENTS IN THE INVESTMENT INDUSTRY AND OF THE CFA DESIGNATION. 0 0 X ASHBY W PRICE PRESIDENT/CHAIR 5.00 0 0 0 JOHN D ELLISON VICE PRESIDENT/CHAIR/TREASURER 3.00 0 0 0 TYSON PETERSON SECRETARY 1.00 0 0 0 THOMAS NEUHAUS BOARD MEMBER/DIRECTOR 1.00 0 0 0 MATTHEW H CULLEN BOARD MEMBER/DIRECTOR 1.00 0 0 0 WILLIAM CORY BUNTING BOARD MEMBER/DIRECTOR 1.00 0 0 0 MARVIN BRENT MORSE BOARD MEMBER/DIRECTOR 1.00 0 0 0 JEANMARIE MCGOWAN BOARD MEMBER/DIRECTOR 1.00 0 0 0 JEFFREY OMOHUNDRO BOARD MEMBER/DIRECTOR 1.00 0 0 0 EDWARD BOOTH BOARD MEMBER/DIRECTOR 1.00 0 0 0 HOWARD L HUGHEY BOARD MEMBER/DIRECTOR 1.00 0 0 0 JAMES TYLER PUGH BOARD MEMBER/DIRECTOR 1.00 0 0 0 0 0 0 0 0 0 0 0 VA The Organization PO BOX 31441 RICHMOND VA 23294 8042418411 0 0 0 0 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED Form 990-EZ, Part I, Line 4 - Other Investment Income Description: TRUIST BANK INTEREST. Amount: 2296. Description: TREASURY DIRECT INTEREST. Amount: 5242. Total Included on Form 990-EZ, line 4: 7538. Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid Activity Classification: SPONSORSHIP. Grantee Name: UNIVERSITY OF VIRGINIA INVESTMENT CONFERENCE. Property Description: CASH. Date of Gift: 10/04/23. Amount Given: 2000. Form 990-EZ, Part I, Line 16 - Other Expenses Description: MEETING EXPENSES. Amount: 67207. Description: ADVERTISING. Amount: 1455. Description: OFFICE EXPENSES. Amount: 7766. Description: PAYPAL FEES. Amount: 725. Description: BOARD EXPENSES. Amount: 6657. Description: BANK FEES. Amount: 360. Description: RESEARCH CHALLENGE EXPENSES. Amount: 6777. Total to Form 990-EZ, line 16: 90947. Form 990-EZ, Part II, Line 24 - Other Assets Description: TREASURY DIRECT SECURITIES. Beg. of Year Amount: 194758. End of Year Amount: 194960.