Charityvest Inc

FAIRFIELD, CT EIN: 81-2771871 Website

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

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

Go deeper than public filings

PRO
  • Giving trend analysis — growing or declining?
  • Organizations like yours that won grants here
  • Strategic fit assessment for your organization
  • Application timing recommendations

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$31M$62M$94M$125M20202021202220232024
Metric202420232022
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

$0$13M$26M$39M$52M1 grants20201 grants20211 grants20221 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

TOTAL GRANTS PAID$51.8M

Grant Size Distribution

5 grants across all recorded years

<$50K$50–100K$100–250K$250–500K$500K–1M1$1–5M4$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Charityvest Inc fund?

Explore the funder–grantee relationships behind this foundation, powered by GrantGraph™ — our database of 11 million+ funding connections.

PRO
  • Similar orgs that won grants here
  • GrantGraph™ relationship mapping
  • 11M+ connections in GrantGraph™
Explore with Pro

Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
STEPHEN KUMPPRESIDENT40
NATE WONGDIRECTOR1
PAUL GLYERCHARIMAN1
HEATHER GRIZZLEDIRECTOR1
PAURVI BHATTDIRECTOR1

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

What could you do with Charityvest Inc on Grantable?

  • Assess strategic fit with your organization
  • Get AI-generated opportunity briefs
  • Monitor for new funding opportunities
  • Draft a tailored letter of inquiry