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.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$103.4M
+157.6% YoY
Annual Giving
$51.8M
+63.5% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$51.8M
+63.5% YoY
About Charityvest Inc
Based on IRS filings
Charityvest Inc is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in FAIRFIELD, CT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $103.4M in total assets. In 2024, it awarded 1 grants totaling $51.8M. Net investment income was $1.5M.
Focus Areas
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Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $103,373,166 | $40,124,566 | $28,749,604 |
| Revenue | $113,380,722 | $43,631,271 | $32,960,498 |
| Expenses | $52,603,302 | $32,292,862 | $20,062,431 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $1,485,206 | $3,057,127 | $-14,997,889 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Total Grants Paid ($51,791,362).
| Recipient | Purpose | Amount |
|---|---|---|
| TOTAL GRANTS PAID | PROGRAM SUPPORT | $51,791,362 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| STEPHEN KUMP | PRESIDENT | 40 | — |
| NATE WONG | DIRECTOR | 1 | — |
| PAUL GLYER | CHARIMAN | 1 | — |
| HEATHER GRIZZLE | DIRECTOR | 1 | — |
| PAURVI BHATT | DIRECTOR | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Charityvest Inc?
Charityvest Inc is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in FAIRFIELD, CT. It holds $103.4M in total assets as of 2024.
How large is Charityvest Inc?
As of 2024, Charityvest Inc holds $103.4M in total assets with $113.4M in annual revenue. It awarded 1 grants totaling $51.8M in 2024.
What size grants does Charityvest Inc award?
In 2024, Charityvest Inc awarded 1 grants totaling $51.8M — an average of about $51.8M per grant, based on its IRS Form 990 filings.
What is Charityvest Inc's EIN?
Charityvest Inc's EIN (Employer Identification Number) is 81-2771871. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Charityvest Inc's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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