Canadian Securities Institute Research Foundation
Charitable organization · East York, Ontario · BN 892499740RR0001 · Foundations Advancing Education
Source: T3010 return, FPE 2024-10-31. Split of total expenditures ($308,993) as filed with the CRA.
Canadian Securities Institute Research Foundation is a charitable organization based in East York, Ontario, classified by the CRA under foundations advancing education. In its fiscal year ending October 31, 2024, it reported $884K in revenue and $309K in expenditures.
Compared with 1,764 education charities of similar size, its share of spending on mission — charitable programs plus grants to other charities — ranked above 49% of peers. Its reserves, measured in years of spending on hand, sat in the top decile of the group.
It reported gifts to 4 qualified donees totalling $40K in 2024, the largest being $15K to University of Waterloo. Its filed list of directors and trustees shows 4 names.
In its own words
The Canadian Securities Institute Research Foundation (the Foundation) encourages and supports research that will benefit Canadian capital markets and Canadian investors. The Foundation considers and supports realistic and creative ideas for research in issues pertaining to the Canadian capital markets to benefit investors and other participants with national and/or global perspectives.
Ongoing-program description from its T3010 filing, verbatim.
The ledger, 2020–2024
| Year | Revenue | Spending | Programs | Fundraising | Gifts out | Net assets |
|---|---|---|---|---|---|---|
| 2024 | $884K | $309K | $216K | — | $40K | $6.2M |
| 2023 | -$5,691 | $322K | $225K | — | $43K | $5.7M |
| 2022 | -$10K | $281K | $85K | — | $142K | $6M |
| 2021 | $799K | $101K | $49K | — | $101K | $6.3M |
| 2020 | -$67K | $263K | $47K | — | $164K | $5.7M |
Revenue printed in red where the year ran a deficit. Fiscal years by period end.
Money between charities, 2024
Granted $40K to 4 qualified donees:
As reported on the donors’ own T3010 qualified-donee schedules.
Directors & trustees (2024)
David Downie (board chair); Stephen Burke (director); Annie Theriault (director); Jacques Lemay (treasurer).
As listed on its 2024 return.
Check the source
Every figure on this page is from Canadian Securities Institute Research Foundation’s own T3010 filings, published by the Canada Revenue Agency. Verify against the CRA’s charities listing (search BN 892499740RR0001), or read how we compute the receipt.