Public Charity

CHARITYVEST INC

CHARITYVEST INC, of Fairfield, CT, is a Public Charity tracked in Imperigo's IRS 990 database. The 2024 filing shows $113.4M in revenue, $52.6M in expenses, $103.4M in total assets. 81 publicly reported grants to this organization, totaling roughly $24.8M, appear in IRS filings.

EIN: 812771871 Fairfield, CT Latest filing: 2024
Total Revenue$113.4M
Total Expenses$52.6M
Total Assets$103.4M
Grant Records81
Funding Total$24.8M
Filing Years2019–2024

Mission

CHARITYVEST, INC. IS A MODERN DONOR-ADVISED FUND SPONSORING ORGANIZATION WITH THE MISSION OF MAKING GIVING SIMPLE FOR EVERY DONOR AND CHARITY, BECAUSE A GENEROUS LIFE IS A BETTER LIFE. WE BELIEVE THAT GIVING SHOULD BE ACCESSIBLE, ENABLING INDIVIDUALS TO MAKE GENEROSITY AN INTEGRATED PART OF THEIR DAILY FINANCIAL LIVES. WE BELIEVE THAT GIVING SHOULD BE EASY, FREE OF TRADITIONAL BARRIERS WHICH HOLD US BACK FROM BEING OUR MOST GENEROUS SELVES. WE BELIEVE THAT GIVING SHOULD BE FOR EVERYONE, GIVING FUNDS THAT ARE SCALABLE AND MAKE INTENTIONAL GIVING FAST, FRICTIONLESS, AND FREE TO PARTICIPATE.

Sample Grants Received

2024
GIVING AND GENEROSITY
$3,066,658
2024
Lever Foundation Growth Fund maintains a donor advised fund with CharityVest, Inc. This grant was to that donor advised fund, which, in turn was granted to the Supported Organization, Lever Foundation, Inc.
$1,355,000
2024
COMMUNITY DEVELOPMENT
$472,541
2024
UNRESTRICTED
$460,618
$454,994

Showing up to 5 of 81 total records — full history available with membership.

Officers & Directors

DIRECTOR Heather Grizzle
DIRECTOR Nate Wong
CHARIMAN Paul Glyer
DIRECTOR Paurvi Bhatt
PRESIDENT Stephen Kump

Officer compensation and complete director data available with membership.

Top Grant Purposes

Lever Foundation Growth Fund maintains a donor advised fund with CharityVest, Inc. This grant was to that donor advised fund, which, in turn was granted to the Supported Organization, Lever Foundation, Inc.
$5,655,000 3 grants
GIVING AND GENEROSITY
$3,066,658 1 grant
For grant recipient's exempt purposes
$2,821,916 7 grants
HUMAN SERVICES
$2,254,001 2 grants
GENERAL SUPPORT
$1,485,575 11 grants

Financial Trends

Year Revenue Expenses Assets
2024 $113.4M $52.6M $103.4M
2023 $43.6M $32.3M $40.1M
2022 $33.0M $20.1M $28.7M
2020 $8.1M $5.6M $5.8M
2019 $1.0M $154K $1.0M

Between 2019 and 2024, reported annual revenue grew from $1.0M to $113.4M (+10963%), with total assets most recently reported at $103.4M.

Interactive year-over-year charts and full filing details available with membership.

See the full picture for CHARITYVEST INC

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