Invest in Others Charitable Foundation
Invest in Others Charitable Foundation is a public charity based in Boston, Massachusetts. Founded in 2006, it recognizes charitable work by financial advisors and financial services firms and funds nonprofits they support.
Invest in Others Charitable Foundation at a glance
In short: Invest in Others Charitable Foundation gave $1.4M across 32 grants in 2025 (avg $44K), top state District of Columbia. 91% of 2025 grantees were new. Source: 2025 IRS Form 990.
- Annual giving (2025)
- $1,415,293
- +13.0% vs 2024
- Grants made (2025)
- 32
- +0.0% vs 2024
- Average grant
- $44,228
- +13.0% vs 2024
- Median grant
- $23,500
- Total assets
- $6,195,225
- +50.2% vs 2024
- New grantees (estimate)
- 91% first-time grantees (29 of 32, 2025)
- Primary geography
- District of Columbia (36% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Invest in Others Charitable Foundation
- Contact
Mailing address: 68 Harrison Ave Ste 605 Pmb 87113, Boston, MA 02111
Phone: (781) 304-4812
Website: https://investinothers.org
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Open Grants
5 open opportunities from Invest in Others Charitable Foundation
Grants for Change
Invest in Others Charitable Foundation
Amount
Up to $25,000
Deadline
Deadline not published
Grants for Good (COVID-19 Emergency Grant Program)
Invest in Others Charitable Foundation
Amount
Up to $5,000
Deadline
Deadline not published
Invest in Others Emerging Impact Award Grant
Invest in Others Charitable Foundation
Amount
Up to US $60,000
Deadline
Deadline not published
Who Invest in Others Charitable Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Leukemia and Lymphoma Society (Now Blood Cancer United) ($508K). Together the top 10 received $973K.
Organizations only. It also paid 1 grant to individuals ($25,000), which are not listed by name.
Grant Size Distribution
167 grants across all recorded years
The most common grant size was under $50K: 140 grants of 167 (84%).
Geographic Focus
Where this funder awards grants
The foundation is based in Boston and describes its work as supporting nonprofits nationwide. In 2025, the largest shares of grant dollars went to recipients in Washington, DC (36%), California (13%), Illinois (10%), New York (7%), and Texas (6%).
Grant Distribution by State
Share of 2025 grant dollars across all 32 itemized grants.
States
Cities
Is Invest in Others Charitable Foundation open to new grantees?
91%
first-time grantees, 2025
In 2025, 29 of 32 grantees (91%) were first-time recipients. First grants averaged $47K; repeat grants $18K. How we count
Medians: $25K first-time, $20K repeat.
Estimate from itemized grant lists in IRS Form 990 filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $505K (2019) to $1.4M (2025). In 2025 it made 32 grants totaling $1.4M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Leukemia and Lymphoma Society (Now Blood Cancer United) Washington, DC | 2025 Misc Grants to Charity | $508,293 |
| Challenged Athletes Foundation San Diego, CA | 2025 Invest in Others Awards | $100,000 |
| Hope for the Silent Voices Deerfield, IL | 2025 Invest in Others Awards | $60,000 |
| Moose & Me Baking Company Naperville, IL | 2025 Invest in Others Awards | $60,000 |
| Sandy Hook Promise Newtown, CT | 2025 Invest in Others Awards | $60,000 |
| Front Range Divorce Center Parker, CO | 2025 Invest in Others Awards | $60,000 |
| CASA Familia Inc Coral Gables, FL | 2025 Invest in Others Awards | $50,000 |
| Sicsa Washingtn TWP, OH | 2025 Invest in Others Awards | $25,000 |
| Angel Flight West Santa Monica, CA | 2025 Invest in Others Awards | $25,000 |
| JDRF New York, NY | 2025 Invest in Others Awards | $25,000 |
Ready to take the next step with Invest in Others Charitable Foundation?
Financial History
Multi-year comparison from IRS filings
The 2025 filing also states that the foundation received a $2 million grant from the U.S. Charitable Gift Trust to support and expand its grant program.
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $6,195,225 | $5,426,251 | $3,812,521 | $1,415,293 | 32 | $264,638 |
| 2024 | $4,125,346 | $3,208,424 | $2,854,336 | $1,252,190 | 32 | $64,681 |
| 2023 | $3,393,569 | $2,717,774 | $2,341,476 | $890,355 | 32 | $59,537 |
| 2022 | $2,886,971 | $2,250,876 | $2,327,874 | $870,500 | 35 | $43,689 |
| 2021 | $3,303,962 | $2,262,869 | $2,053,061 | $852,000 | 36 | $172,307 |
| 2020 | $3,056,630 | $1,737,140 | $1,505,805 | $571,720 | 32 | $80,252 |
| 2019 | $2,546,311 | $1,676,321 | $1,683,787 | $504,810 | 15 | $92,887 |
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
The organization states that its mission is to “amplify, celebrate, and inspire the charitable work of the financial services community.” Its work includes recognizing advisors’ and financial services firms’ philanthropy and providing grants to nonprofits supported by people in the industry.
The foundation’s 2025 grants included organizations working in areas such as blood cancer research and patient support, sports opportunities for people with physical disabilities, job skills for adults with disabilities, and housing for adults with intellectual and developmental disabilities. For example, Blood Cancer United describes its mission as working to cure leukemia, lymphoma, Hodgkin’s disease, and myeloma and improve the quality of life of patients and families. Moose & Me Baking Company says it provides job skills to adults with physical, developmental, and intellectual disabilities.
Grantmaking
In filing year 2025, the foundation reported 32 grants totaling $1,415,293. Grant amounts ranged from $10,000 to $508,293, with a median of $23,500. The largest grant was $508,293 to Blood Cancer United, listed in the filing under its former name, Leukemia and Lymphoma Society, for “2025 MISC GRANTS TO CHARITY.” Other large grants included $100,000 to Challenged Athletes Foundation for the 2025 Invest in Others Awards and $60,000 each to Hope for the Silent Voices and Moose & Me Baking Company for the awards.
The 2025 filing describes the Invest in Others Award Program as recognizing financial advisors and financial services firms. Advisor finalists and winners receive donations for their designated charities; the filing states award donations range from $25,000 to $100,000, with $2,000 honorable-mention grants. The filing also describes Grants for Good and Grants for Change as opportunities for financial services industry employees to secure funding for specific nonprofit programs or projects, with awards ranging from $5,000 to $20,000 and distributed throughout the year.
Program listings describe award nominations as undergoing an eligibility review, after which the advisor and nonprofit are invited to submit a more detailed application on a rolling basis. The listings give award ranges of up to $60,000 for the Volunteer of the Year and Emerging Impact awards and up to $100,000 for the Lifetime Achievement award. The foundation’s website says its redesigned grant program will launch in 2027 and that more information is coming.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Stacey Bernstein, David Canter, Jennifer Connelly, Amy Fritz, Mark Goldberg, Brett Goodman, John Hyland, and Michael Keenan as directors. Mark Connolly is listed as treasurer, and Brian Hamburger as clerk.
Invest in Others Charitable Foundation is led by R. Barkley Payne, President & CEO since 2024 (on filings since 2023); 2 of 35 officers listed in 2025 are compensated.
Officers on the 2025 filing
R. Barkley Payne
President & CEO
President & Executive Director → President & CEO, 2024
On filings since 2023
40 hrs/week
$224K (2023) → $288K (2025)
Barkley Payne
President
New on the 2025 filing
5 hrs/week
No compensation reported
Jeff Vivacqua
Chair
Vice Chair → V.c. & Chair, 2024
V.c. & Chair → Chair, 2025
On filings since 2022
5 hrs/week
No compensation reported
Andrew Stavarisis
Director
On filings since 2019
5 hrs/week
No compensation reported
David E. Canter
Director
On filings since 2019
5 hrs/week
No compensation reported
Jennifer Connelly
Director
On filings since 2019
5 hrs/week
No compensation reported
John P. Hyland
Director
Chair → Chair & I.p.c., 2024
Chair & I.p.c. → Director, 2025
On filings since 2019
5 hrs/week
No compensation reported
John Pavese
Director
On filings since 2019
5 hrs/week
No compensation reported
Kate Thompson
Director
On filings since 2019
5 hrs/week
No compensation reported
Mark Goldberg
Director
Treasurer → Treasurer & Director, 2024
Treasurer & Director → Director, 2025
On filings since 2019
5 hrs/week
No compensation reported
Michael Kim
Director
On filings since 2019
5 hrs/week
No compensation reported
Paul Santucci
Director
On filings since 2019
5 hrs/week
No compensation reported
Cathy Saunders
Director
On filings since 2020
5 hrs/week
No compensation reported
Stacey Bernstein
Director
On filings since 2020
5 hrs/week
No compensation reported
Barrett Wragg
Director
On filings since 2021
5 hrs/week
No compensation reported
Abby Salameh
Director
On filings since 2022
5 hrs/week
No compensation reported
Clara Sierra
Director
On filings since 2022
5 hrs/week
No compensation reported
Marc Squires
Director
On filings since 2022
5 hrs/week
No compensation reported
Mary Pat Roenbeck
Director
On filings since 2022
5 hrs/week
No compensation reported
Michael Keenan
Director
On filings since 2022
5 hrs/week
No compensation reported
Brett Goodman
Director
On filings since 2023
5 hrs/week
No compensation reported
Brian McLaughlin
Director
On filings since 2023
5 hrs/week
No compensation reported
John Vaccaro
Director
On filings since 2023
5 hrs/week
No compensation reported
Kirsten Pickens
Director
On filings since 2023
5 hrs/week
No compensation reported
Sean Keenan
Director
On filings since 2023
5 hrs/week
No compensation reported
Tom North
Director
On filings since 2023
5 hrs/week
No compensation reported
Amy Fritz
Director
On filings since 2024
5 hrs/week
No compensation reported
Christopher O'Dea
Director
On filings since 2024
5 hrs/week
No compensation reported
Dan Zitting
Director
On filings since 2024
5 hrs/week
No compensation reported
David Michaud
Director
On filings since 2024
5 hrs/week
No compensation reported
Tom Walrond
Director
On filings since 2024
5 hrs/week
No compensation reported
Jessica Dunham
Chief Operating Officer
Program Manager → Vice President Programs & Operations, 2023
Vice President Programs & Operations → Chief Operating Officer, 2025
On filings since 2021
40 hrs/week
$101K (2021) → $154K (2025)
Brian Hamburger
Clerk
Director → Director & Clerk, 2023
Director & Clerk → Clerk, 2024
On filings since 2019
5 hrs/week
No compensation reported
Meghan C. Peachey
Vice Chair
Director → Director & V.c., 2024
Director & V.c. → Vice Chair, 2025
On filings since 2019
5 hrs/week
No compensation reported
Mark Connolly
Treasurer
Director → Director & Treasurer, 2024
Director & Treasurer → Treasurer, 2025
On filings since 2020
5 hrs/week
No compensation reported
Former officers (52)
- Former: Adam Antoniades (2019–2024) — Director
- Former: Ben Huneke (2019–2024) — Director
- Former: Matt Witkos (2019–2024) — Director
- Former: Tash Elwyn (2019–2024) — Director
- Former: Corey Walther (2020–2024) — Director
- Former: Greg Cornick (2020–2024) — Director
- Former: Ronice Barlow (2021–2024) — Director
- Former: David Fisher (2022–2024) — Director
- Former: Joseph Lombardo (2023–2024) — Director
- Former: Stephanie Drescher (2023–2024) — Director
- Former: Edward Swenson (2024) — Director
- Former: Jennifer Rosinski (2024) — Director
- Former: Aaron Klein (2019–2023) — Director
- Former: Eric Clarke (2019–2023) — Director
- Former: Kate Healy (2019–2023) — Clerk
- Former: Maureen Duff (2019–2023) — Director
- Former: Megan McAuley (2019–2023) — President & Executive Director
- Former: Michael Kelly (2019–2023) — Director
- Former: Wendy Benson (2019–2023) — Director
- Former: Angela Xavier (2020–2023) — Director
- Former: Bill Williams (2022–2023) — Director
- Former: Gemma Postlethwaite (2022–2023) — Director
- Former: Trap Kloman (2022–2023) — Treasurer & Director
- Former: Carolyn Armitage (2023) — Director
- Former: Gregory Maynard (2019–2022) — Director of Development
- Former: Jim Jessee (2019–2022) — Director
- Former: Steve Plump (2019–2022) — Director
- Former: Suzanne Siracuse (2019–2022) — Director
- Former: Ray Hennessey (2020–2022) — Director
- Former: Craig Young (2021–2022) — Director
- Former: Mindy Diamond (2021–2022) — Director
- Former: Adam Malamed (2019–2021) — Director
- Former: Bob Oros (2019–2021) — Director
- Former: C. Trapnell Kloman (2019–2021) — Treasurer
- Former: Christine Shaw (2019–2021) — Director
- Former: Guy Adami (2019–2021) — Director
- Former: Jeffrey Vivacqua (2019–2021) — Director
- Former: Robert Dechellis (2019–2021) — Director
- Former: Sterling T. Shea (2019–2021) — Director
- Former: Mike Keenan (2020–2021) — Director
- Former: William Williams (2021) — Director
- Former: Carl Katerndahl (2019–2020) — Director
- Former: Jamie Price (2019–2020) — Director
- Former: Peter Cieszko (2019–2020) — Director
- Former: Rich Steinmeier (2019–2020) — Director
- Former: Christine Nigro (2019) — Director
- Former: David J. Freniere (2019) — Director
- Former: Frank Albanese (2019) — Director
- Former: Ken Fasone (2019) — Director
- Former: Lisa Dolly (2019) — Director
- Former: Robert Moore (2019) — Director
- Former: Thomas Halloran (2019) — Director
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $288K, to R Barkley Payne (President/CEO). 2 officers or directors reported compensation on that filing.
Frequently asked questions about Invest in Others Charitable Foundation
How much does Invest in Others Charitable Foundation give each year?
Invest in Others Charitable Foundation gave $1.4M across 32 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $1.3M across 32 grants.
What is Invest in Others Charitable Foundation's typical grant size?
Invest in Others Charitable Foundation's median grant in 2025 was $23,500, and its average grant was $44,228, across 32 grants on its 2025 IRS Form 990. Organizations receiving their first grant from Invest in Others Charitable Foundation that year got $47K on average.
Where does Invest in Others Charitable Foundation give grants?
Invest in Others Charitable Foundation's top state is District of Columbia, with 36% of the grant dollars itemized on its 2025 IRS Form 990. The next largest states were California (13%) and Illinois (10%). The most frequent recipient cities were Dallas, TX (3 grants) and New York, NY (2 grants).
Does Invest in Others Charitable Foundation give general operating support?
Not in 2025: none of the 32 grants with a stated purpose on Invest in Others Charitable Foundation's 2025 IRS Form 990 were described as general or operating support. Recurring purposes include "2025 Invest in Others Awards" (16 grants) and "2025 Grant Program" (15 grants).
Who are Invest in Others Charitable Foundation's largest grantees?
Invest in Others Charitable Foundation's largest 2025 grantees include Leukemia and Lymphoma Society (Now Blood Cancer United) ($508,293), Challenged Athletes Foundation ($100,000) and Hope for the Silent Voices ($60,000), according to its 2025 IRS Form 990. It also paid 1 grant to individuals ($25,000), which are not listed by name. Together they received 47% of its itemized 2025 grant dollars.
How large is Invest in Others Charitable Foundation?
Invest in Others Charitable Foundation reported $6.2M in total assets on its 2025 IRS Form 990. Its revenue that year was $5.4M.
What does Invest in Others Charitable Foundation fund?
The organization states that its mission is to “amplify, celebrate, and inspire the charitable work of the financial services community.” Its work includes recognizing advisors’ and financial services firms’ philanthropy and providing grants to nonprofits supported by people in the industry. See mission & focus areas ↑
How do I apply for a grant from Invest in Others Charitable Foundation?
Invest in Others Charitable Foundation has no public application process in the sources Grantable reviewed. Check investinothers.org for current guidelines, or contact the foundation directly before submitting a request.
What is Invest in Others Charitable Foundation's EIN?
Invest in Others Charitable Foundation's EIN (Employer Identification Number) is 20-5036808. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990 filings. Research dossier generated October 2026.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS July 23, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS August 10, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS August 11, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS July 17, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS July 23, 2025)
- Added Form 990 for fiscal year 2019 (received by the IRS August 25, 2020)
- Added Form 990 for fiscal year 2025 (received by the IRS August 21, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Invest in Others Charitable Foundation funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Nixa Affiliate Grantmaking Program Up to US $10,000 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
Explore Open Grants
Browse active grant opportunities in Invest in Others Charitable Foundation's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Invest in Others Charitable Foundation funder profile. GrantGraph. Retrieved October 18, 2026, from https://grantable.co/funders/invest-in-others-charitable-foundation-morg_6ebf83dc3fd14039aa278d7c858fed6b
BibTeX
@misc{grantable_205036808_2026,
author = {{Grantable}},
title = {{Invest in Others Charitable Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/invest-in-others-charitable-foundation-morg_6ebf83dc3fd14039aa278d7c858fed6b},
note = {Accessed 2026-10-18. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Invest in Others Charitable Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Invest in Others Charitable Foundation down — hundreds of funders to go?