Charityvest Inc
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
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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
No grants recorded for .
Who else does Charityvest Inc fund?
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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 | — |
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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