From public IRS filings
CHARITYVEST INC
FAIRFIELD, CT · Philanthropy & Voluntarism
Mission
TO CATALYZE GENEROSITY BY MAKING GIVING SIMPLE FOR EVERY DONOR THROUGH A PREMIER DONOR-ADVISED FUND PROGRAM.
Financials (IRS Form 990)
Total revenue
$113.4M
Total expenses
$52.6M
Total assets
$103.4M
Program expense ratio
9986%
Source: IRS Form 990, tax year 2024.
Who funds CHARITYVEST INC
$22.3M in foundation grants on record from 23 funders — from IRS 990 grant line items.
| Funder | Total given | Grants |
|---|---|---|
| Lever Foundation Growth Fund | $5.7M | 3 |
| National Philanthropic Trust | $1.8M | 2 |
| Donor Advised Charitable Giving | $1.2M | 4 |
| Vanguard Charitable Endowment Program | $1.1M | 4 |
| American Online Giving Foundation | $1M | 4 |
| Movement Foundation | $1M | 3 |
| Servant Foundation | $734K | 3 |
| Rockefeller Philanthropy Advisors | $570K | 1 |
| Fidelity Investments Charitable Gift Fund | $508K | 2 |
| Natl Christian Charitable Fdn | $498K | 3 |
Leadership
STEPHEN KUMP — PRESIDENT (Principal officer)
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