CFA SOCIETY SOUTH CAROLINA
EIN 57-1134283 · Professional Societies & Associations - Employment (J03)
What they do
Membership We Are Proud to Promote The Highest Ethical Standards and Professional Excellence Within The Local Investment Community. CFA Society South Carolina is An Association of Local Investment Professionals, Consisting of Portfolio Managers, Security Analysts, Investment Advisers, and Other Financial Practitioners, That Has Served CFA Charterholders and CFA Program Candidates Locally for Over Two Decades.CFA Society South Carolina Has Over 238 Members and is A Member Society With CFA Institute. Our Members Are Part of A Global Network of More Than 190,000 Finance and Investment Professionals In More Than 160 Countries and Territories. Our Goal is to Make A Difference In The Future of The Profession At Local Level.Research ChallengeThe CFA Institute Research Challenge is An Annual Global Competition That Provides University Students With Hands-on Mentoring and Intensive Training In Financial Analysis and Professional Ethics. Each Student Will Be Tested On Their Analytic, Valuation,
Should I give to this charity?
Of every $100 spent, about $98.00 was reported for mission work. Use the spending picture below and ask what results that work produced.
Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.
Basic facts we verified
Money report from 2024The charity has a recent tax report to read.
They explain their jobThe charity tells us what it is trying to do.
They name their leaders11 people are listed in the latest report.
You can reach themThey list contact information, so you can ask questions.
Money made simple
Ask these three easy questions
- Who did you help? Ask for a recent story or report that shows real results.
- What will my money do? Ask exactly what your gift will pay for.
- Is this really the charity? Give only through its official website or confirmed phone number.
Worth asking: Expenses exceeded revenue this year. Ask whether that was planned or caused by a one-time event.
Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.
Financial picture
A quick look at the charity’s latest reported finances. The available records are too limited for us to sell a complete report.
How reported expenses were divided
This free view shows the broad spending mix. Exact dollar amounts and revenue comparisons are included in the complete report.
Mission work is the Form 990 category called program services. These are the organization’s reported accounting categories, not an independent measure of results.
About this charity
- Recognized since
- January 2015
- Location
- 313 HONEY TREE DR, LEXINGTON, SC 29073-6401
- County
- Charleston
- In care of
- % CHARLES MOORE