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. IRS filings disclose 5 grants awarded by this foundation, totaling roughly $107.5M.

EIN: 812771871 Fairfield, CT Private Grantmaking Foundations NTEE: T20 Latest filing: 2024
Total Revenue$113.4M
Total Expenses$52.6M
Total Assets$103.4M
Grants Given5
Grant Total$107.5M
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 Given

TOTAL GRANTS PAID
2024
PROGRAM SUPPORT
$51,791,362
TOTAL GRANTS PAID
2023
PROGRAM SUPPORT
$31,680,906
TOTAL GRANTS PAID
2022
PROGRAM SUPPORT
$19,985,496
TOTAL GRANTS PAID
2020
PROGRAM SUPPORT
$3,914,762
TOTAL GRANTS PAID
2019
PROGRAM SUPPORT
$149,433

Showing up to 5 of 5 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

PROGRAM SUPPORT
$107,521,959 5 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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