Mission
THE ORGANIZATION'S MISSION IS TO AMPLIFY, CELEBRATE, AND INSPIRE THE CHARITABLE WORK OF THE FINANCIAL SERVICES COMMUNITY.
Public Charity
INVEST IN OTHERS CHARITABLE FOUNDATION
INVEST IN OTHERS CHARITABLE FOUNDATION, of BOSTON, MA, is a Public Charity tracked in Imperigo's IRS 990 database. The 2025 filing shows $5.4M in revenue, $3.8M in expenses, $6.2M in total assets. IRS filings disclose 244 grants awarded by this foundation, totaling roughly $6.9M.
EIN: 205036808
BOSTON, MA
Corporate Foundations
NTEE: T21
Latest filing: 2025
Total Revenue$5.4M
Total Expenses$3.8M
Total Assets$6.2M
Grants Given244
Grant Total$6.9M
Filing Years2021–2025
Where $100 goes at Invest in Others Charitable Foundation
How Invest in Others Charitable Foundation divides every $100 it spends, from its own Form 990 filings, averaged across 9 years.
$84
Programs
the work itself
$8
Management
running the organization
$8
Fundraising
raising the next dollar
Inside the $84 for programs
$84
The invest in others award program (the "program") recognizes the philanthropic achievements of financial advisors and financial services firms in communities across the country and around the world
Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Before you apply to Invest in Others Charitable Foundation
Who to contact, what to include, deadlines, typical grant size and geographic focus are available with membership.
Sample Grants Given
2025 MISC GRANTS TO CHARITY
$508,293
2025 INVEST IN OTHERS AWARDS
$100,000
2025 INVEST IN OTHERS AWARDS
$60,000
2025 INVEST IN OTHERS AWARDS
$60,000
2025 INVEST IN OTHERS AWARDS
$60,000
Showing up to 5 of 244 total records — full history available with membership.
Officers & Directors
DIRECTOR
Abby Salameh
DIRECTOR
Amy Fritz
DIRECTOR
Andrew Stavarisis
PRESIDENT
Barkley Payne
DIRECTOR
Barrett Wragg
DIRECTOR
Brett Goodman
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $5.4M | $3.8M | $6.2M |
| 2024 | $3.2M | $2.9M | $4.1M |
| 2023 | $2.7M | $2.3M | $3.4M |
| 2022 | $2.3M | $2.3M | $2.9M |
| 2021 | $2.3M | $2.1M | $3.3M |
Between 2021 and 2025, reported annual revenue grew from $2.3M to $5.4M (+140%), with total assets most recently reported at $6.2M.
Interactive year-over-year charts and full filing details available with membership.
Grant Geography
Grants from this foundation were reported to recipients in AR, AZ, CA, CO, CT, DC, and 4 other states.
ARAZCACOCTDCDEFLGAHI
Full geographic grant map with state-by-state breakdown available with membership.