NonprofitsCharityvest Inc

Private Grantmaking Foundations

Charityvest Inc

FAIRFIELD, CT

Total revenue

$113.4M

Total expenses

$52.6M

Net assets

$103.2M

Grants received

$35.6M

92 grants

EIN

812771871

Tax year

2024

Mission

To catalyze generosity by making giving simple for every donor through a premier donor-advised fund program.

Financials

FY 2024

Revenue

Contributions & grants$111.9M
Program service revenue
Investment income$1.5M
Other revenue
Total revenue$113.4M

Expenses

Grants paid$51.8M
Salaries & benefits
Fundraising
Other expenses$812K
Total expenses$52.6M
Total assets$103.4M
Net assets$103.2M

People

5 listed

NameRoleCompensation

STEPHEN KUMP

PRESIDENT

Board

40 hrs/wk

NATE WONG

DIRECTOR

Board

1 hrs/wk

PAUL GLYER

CHARIMAN

Board

1 hrs/wk

HEATHER GRIZZLE

DIRECTOR

Board

1 hrs/wk

PAURVI BHATT

DIRECTOR

Board

1 hrs/wk

Grants received

Showing 92 of 92

FromAmountPurposeYear
$5.1M
Advocate for the wellbeing of all animals
2024
$3.1M
GIVING AND GENEROSITY
2024
$1.4M
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.
2024
$461K
UNRESTRICTED
2024
$322K
FOR RECIPIENT'S EXEMPT PURPOSE
2024
$200K
Wescustogo Spring Charity Fund
2024
$146K
GENERAL SUPPORT
2024
$133K
GENERAL & UNRESTRICTED
2024
$132K
GENERAL OPERATING SUPPORT
2024
$104K
GENERAL OPERATIONS
2024
$100K
Operations
2024
$61K
POVERTY
2024
$48K
GENERAL PURPOSE / UNRESTRICTED
2024
$45K
Lennard Foundation Charity Fund
2024
$40K
GENERAL CONTRIBUTION
2024
$35K
COMMUNITY DEVELOPMENT
2024
$30K
UNRESTRICTED GENERAL SUPPORT
2024
$29K
PHILANTHROPY
2024
$27K
GENERAL SUPPORT OF MISSION
2024
$26K
UNRESTRICTED GENERAL SUPPORT
2024
$14K
OPERATIONS
2024
$500
SUPPORT THE CHARITABLE PURPOSE OF FACILITATING MEMORIAL CHARITABLE GIVING TO U.S. BASED CHARITIES
2024
$3.4M
Advocate for the wellbeing of all animals
2023
$2.7M
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.
2023
$1.1M
Charitable Support of Program Services
2023
$448K
Grant making
2023
$354K
For grant recipient's exempt purposes
2023
$349K
FOR RECIPIENT'S EXEMPT PURPOSE
2023
$194K
DONOR ADVISED FUND ACCOUNT TRANSFER
2023
$104K
GENERAL & UNRESTRICTED
2023
$61K
POVERTY
2023
$51K
FOR RECIPIENT'S EXEMPT PURPOSE
2023
$19K
PUBLIC, SOCIETAL BENEFIT
2023
$12K
DONOR DESIGNATED FOR GENERAL SUPPORT
2023
$12K
Nonprofit Fellow Acclerator Grant
2023
$10K
COMMUNITY DEVELOPMENT
2023
$8K
CHARITABLE DONATION
2023
$115
TO DONATE IN MEMORY OF DECEASED
2023
$1.6M
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.
2022
$1.5M
Advocate for the wellbeing of animals
2022
$467K
PUBLIC, SOCIETAL BENEFIT
2022
$457K
GRANT MAKING
2022
$358K
FOR RECIPIENT'S EXEMPT PURPOSE
2022
$274K
GENERAL SUPPORT
2022
$260K
UNRESTRICTED GENERAL SUPPORT
2022
$251K
COMMUNITY DEVELOPMENT
2022
$174K
POVERTY
2022
$174K
POVERTY
2022
$114K
For grant recipient's exempt purposes
2022
$103K
GENERAL & UNRESTRICTED
2022
$103K
GENERAL & UNRESTRICTED
2022
$101K
PUBLIC, SOCIETAL BENEFIT
2022
$46K
GENERAL SUPPORT
2022
$15K
PHILANTHROPY
2022
$9K
CHARITABLE DONATION
2022
$6K
GENERAL SUPPORT
2022
$1.7M
HUMAN SERVICES
2021
$1.1M
For grant recipient's exempt purposes
2021
$1.1M
For grant recipient's exempt purposes
2021
$278K
PUBLIC, SOCIETAL BENEFIT
2021
$241K
For recipient's exempt purpose
2021
$98K
GENERAL & UNRESTRICTED
2021
$61K
General Support
2021
$18K
GENERAL SUPPORT
2021
$16K
FOR DAF TRANSFER; FOR WORKPLACE GIVING
2021
$1K
CHARITABLE PURPOSE
2021
$1.2M
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.
2020
$553K
HUMAN SERVICES
2020
$83K
DONOR ADVISED FUND
2020
$78K
PUBLIC, SOCIETAL BENEFIT
2020
$53K
General Support
2020
$37K
SUPPORT
2020
$10K
For grant recipient's exempt purposes
2020
$9K
UNRESTRICTED GENERAL SUPPORT
2020
$8K
OPERATIONS
2020
$7K
CHARITABLE DONATION
2020
$429K
COMMUNITY & HUMAN SERVICES
2019
$29K
For grant recipient's exempt purposes
2019

Funded by

$35.6M from 42 funders · 92 grants · 2019–2024

Ahimsa Foundation

$10.0M · 3 grants · 2022–2024

Lever Foundation Growth Fund

$6.8M · 4 grants · 2020–2024

Natl Christian Charitable Fdn Inc

$3.6M · 5 grants · 2020–2024

Fidelity Investments Charitable Gift Fund

$2.7M · 6 grants · 2019–2023

National Philanthropic Trust

$2.4M · 3 grants · 2020–2022

Movement Resources

$1.1M · 1 grant · 2023

American Online Giving Foundation Inc

$1.1M · 6 grants · 2019–2024

The Movement Foundation Inc

$1.0M · 3 grants · 2022–2024

Details

EIN812771871
NTEE codeT20
Subsection03
Ruling date2016-12
Formed2016
Employees0
Volunteers5
CHARITYVEST INC — Mission, Financials & Grants Received | Grantivo