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.

Where $100 goes at Charityvest Inc

How Charityvest Inc divides every $100 it spends, from its own Form 990 filings, averaged across 5 years.

$100 Programs the work itself
<$1 Management running the organization
$0 Fundraising none reported

No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.

Inside the $100 for programs

$100
Advance and improve charitable resource deployment and be a sponsoring organization for donor advised funds
All program spending
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Source: Form 990 filings with the IRS, latest fiscal year 2024. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.

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

General 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.

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