2025-08-06T07:57:30-05:00 2024-08-31 611398447 Meyerowitz & King PLLC 9710 Park Plaza Ave Ste 208 Louisville KY 40241 990EZ 2023-09-01 900838184 CFA Society of Louisville CFAS 5025581835 Box 5502 Louisville KY 40255 Keith Blakely President 5025581835 2025-07-17 1 0 Meyerowtiz King PLLC P00662262 5025879833 2025-07-17 2023 2025-03-06 01:10:19Z X X N/A X X 55996 X 20070 24853 5091 5982 55996 22133 19484 41617 14379 334016 0 348395 X 334016 111413 0 236982 334016 348395 0 0 334016 348395 X CFA Society of Louisville promotes ethical and professional standards within the investment industry and encourages professional development through the CFA program and facilitates the open exchange of information and opinions. Presented 10 in-person engagement opportunities to 200+ members 0 0 Offered over 50 virtual events and study sessions to membership 0 0 Expanded Society presence, name recognition, and networking opportunities by co-hosting enhanced events with other local professional organizations 0 0 Keith Blakely President 0.00 0 0 0 Chris Meng Vice President 0.00 0 0 0 Rob Robertson Secretary 0.00 0 0 0 Ross Mayfield Treasurer 0.00 0 0 0 Donald Hunter Org. Outreach 0.00 0 0 0 Spencer Joyce Institute Liason 0.00 0 0 0 Zachary Taylor Univ/Candidate Outreach 0.00 0 0 0 Ramsey Helson Society Exec Director 0.00 0 0 0 X 0 0 0 0 0 0 0 0 KY Ross Mayfield Louisville Louisville KY 40241 5025581835 0 0 0 0 0 0 0 Form 990-EZ, Part I, Line 4 - Other Investment Income Description: Interest. Amount: 5,091. Form 990-EZ, Part I, Line 8 - Other Revenue Description: Sponsorships. Amount: 1,982. Description: Grants. Amount: 4,000. Total to Form 990-EZ, line 8: 5,982. Form 990-EZ, Part I, Line 16 - Other Expenses Description: Operating. Amount: 1,150. Description: Events. Amount: 18,334. Total to Form 990-EZ, line 16: 19,484. Form 990-EZ, Part II, Line 24 - Other Assets Description: Money Market Reserves. Beg. of Year Amount: 0. End of Year Amount: 236,982. The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.