Invest in Others Charitable Foundation
Invest in Others Charitable is a Boston-based public charity that amplifies the charitable work of the financial services community. It funds nonprofits supported by financial professionals and recognizes advisors’ charitable work through awards that direct donations to designated charities.
Key facts about Invest in Others Charitable Foundation
In short: Invest in Others Charitable Foundation gave $1.4M across 32 grants in 2025 (avg $44K), top state District of Columbia. 94% of 2025 grantees were new. Source: 2025 IRS Form 990.
- EIN
- 20-5036808
- Latest 990 filing
- Form 990, 2025
- Annual giving (2025)
- $1,415,293
- Grants made (2025)
- 32
- Average grant
- $44,228
- Median grant
- $23,500
- New grantees (estimate)
- 94% first-time grantees (30 of 32, 2025)
- Total assets
- $6,195,225
- Primary geography
- District of Columbia (36% of itemized 2025 grant dollars)
- How to apply
- A person working in the U.S. Full details ↓
Data from IRS Form 990, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990 · View filing
Total Assets
$6.2M
+50.2% YoY
Annual Giving
$1.4M
+13.0% YoY
Grant Count
32
+0.0% YoY
Avg Grant Size
$44K
+13.0% YoY
Is Invest in Others Charitable Foundation open to new grantees?
94%
first-time grantees, 2025
In 2025, 30 of 32 grantees (94%) were first-time recipients. First grants averaged $46K; repeat grants $15K. How we count
Medians: $25K first-time, $15K 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.
Mission & Focus Areas
The organization’s mission is to amplify, celebrate, and inspire the charitable work of financial advisors, employees, and their firms, and to channel philanthropy and volunteerism where they are needed most.
Grants for Good can support areas including arts and culture, education and youth programs, health and wellness, human services, economic development, hunger and poverty prevention, and military and veterans’ causes. Grants for Change supports work such as improving internship and business opportunities, expanding mentorship and education, reducing racial disparities in healthcare, and addressing inequities in the criminal justice system.
Examples of 2024 grantees illustrate the range of organizations supported. Blatinx Internship described its work as increasing access to financial planning careers for systemically excluded communities. Careity Foundation said it supports cancer patients and their families through treatment. Brewable described its work creating employment and community connections for people with intellectual and developmental disabilities. These are the grantees’ descriptions of their own missions.
Grantmaking
In filing year 2024, the organization reported 32 grants totaling $1,252,190. Grant amounts ranged from $11,000 to $360,590, with a median of $20,000. The largest grant was $360,590 to the Michael J. Fox Foundation for Parkinson’s Research for a 2024 executive tribute honoring Sanjiv Mirchandani. Other notable grants included $100,000 to the Cystic Fibrosis Foundation and $85,000 to Blatinx Internship. Several other listed awards were for $60,000 or $25,000.
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
Rolling / Open
Grants for Good (COVID-19 Emergency Grant Program)
Invest in Others Charitable Foundation
Amount
Up to $5,000
Deadline
Rolling / Open
Invest in Others Emerging Impact Award Grant
Invest in Others Charitable Foundation
Amount
Up to US $60,000
Deadline
Rolling / Open
Ready to take the next step with Invest in Others Charitable Foundation?
Geographic Focus
Where this funder awards grants
The organization describes its grant support as available to nonprofits nationwide. In 2024, the largest shares of grant dollars by recipient state went to New York (32%), Maryland (14%), Georgia (11%), California (9%), and Pennsylvania (6%).
Grant Distribution by State
Share of all 32 itemized 2025 grant dollars.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
Grant Size Distribution
167 grants across all recorded years
Giving History
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 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2024 | $4,125,346 | $3,208,424 | $2,854,336 | $1,252,190 |
| 2023 | $3,393,569 | $2,717,774 | $2,341,476 | $890,355 |
| 2022 | $2,886,971 | $2,250,876 | $2,327,874 | $870,500 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $6,195,225 | $4,125,346 | $3,393,569 |
| Revenue | $5,426,251 | $3,208,424 | $2,717,774 |
| Expenses | $3,812,521 | $2,854,336 | $2,341,476 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $264,638 | $64,681 | $59,537 |
| Distributable Amount | — | — | — |
Data update history
When this profile's IRS filing data changed on Grantable
- 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
Leadership & Key People
Leadership team and compensation from IRS filings
Officers and directors listed on the 2024 filing included R. Barkley Payne, President/CEO; Jessica Dunham, VP Programs & Operations; and Brian Hamburger, Clerk. The filing also listed John Hyland, Jeff Vivaccua, Meghan Peachey, Mark Connolly, Mark Goldberg, and Ronice Barlow as officers or directors, with some roles changing during 2024.
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
Contact
Mailing address: 68 Harrison Ave Ste 605 Pmb 87113, Boston, MA 02111-1929
Phone: (781) 304-4812
Website: https://investinothers.org
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 $46K 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. 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’s mission is to amplify, celebrate, and inspire the charitable work of financial advisors, employees, and their firms, and to channel philanthropy and volunteerism where they are needed most. Grants for Good can support areas including arts and culture, education and youth programs, health and wellness, human services, economic development, hunger and poverty prevention, and military and veterans’ causes. Grants for Change supports work such as improving internship and business…
How do I apply for a grant from Invest in Others Charitable Foundation?
A person working in the U.S. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 September 2026. Sourced from IRS Form 990 filings. Research dossier generated September 2026.
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