CHARITYVEST INC

FAIRFIELD, CT, 06824-5163 (706) 332-5637 Est. 2016 EIN 81-2771871
T20 - Private Grantmaking Foundations 990 - Public charity return 501(c)(3)
www.charityvest.org

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.

Giving Portfolio

Total Grants
3
Total Giving
$75.7M
Recipients
3
Years Active
2020 - 2024
Avg grant: $25,230,540 Median: $19,985,496

Yearly Trends

YearGrantsTotal Giving Avg GrantNewRepeat
20241$51.8M $51.8M01
20221$20.0M $20.0M01
20201$3.9M $3.9M10

Top Grantees

TOTAL GRANTS PAID
- 3 grants
$75.7M

Grants Awarded · 3 grants

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Financials

Total Revenue
$113,380,722
Total Expenses
$52,603,302
Net Assets
$103,172,624
5 volunteers
From latest filing (tax period ending 2024-12-31)

Financial Health

Operating Reserve
23.5 months Healthy
Net assets / monthly expenses
Year-over-Year Change
Revenue ↑ 159.9%
Expenses ↑ 62.9%
Revenue Sources
Contributions 98.7% Investment 1.3%
Expense Breakdown
Program 99.9% Management 0.1%

Officers & Trustees (5)

Individual compensation is available on Grow plans.

Filing History (3 filings)

YearRevenueExpensesNet Assets
2024 990 - Public charity return
Jan 1, 2024 to Dec 31, 2024
$113,380,722 ↑$52,603,302$103,172,624
2022 990 - Public charity return
Jan 1, 2022 to Dec 31, 2022
$32,960,498 ↑$20,062,431$28,742,118
2020 990 - Public charity return
Jan 1, 2020 to Dec 31, 2020
$8,099,478 $5,617,476$3,368,449

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EIN: 81-2771871 · Source: IRS Form 990 e-file data