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Charityvest INC

Public charity
DBA: % FOUNDATION SOURCE
Foundations · FAIRFIELD, CT · EIN 81-2771871

About

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.

In care of Foundation Source

Donations are tax-deductible
Category
Foundations
Employees
0
Volunteers
5

Financial Snapshot

FY ending 2024-12-31
Revenue
$113.4M
Expenses
$52.6M
Assets
$103.4M
Liabilities
$201K

Financial history

$113.4M$56.7M$0
192021222324
RevenueExpenses
Latest FY2024: $113.4M · Avg: $49.1M

Political & Grant Activity

Campaign Spending
Lobbying
Grants Given
$51.8M
CHARITYVEST INC
Your actions

Address

55 Walls DR STE 302
Fairfield, CT, 06824-516

Governance

Voting board members5
Independent members5
Conflict-of-interest policyYes
Whistleblower policyYes
Doc-retention policyYes
Audit committeeYes
990 reviewed by boardYes
Public records
ProPublica Nonprofit Explorer
Full 990 PDFs going back to 2001, plus parsed financial extracts. The easiest place to read actual filings.
IRS Tax Exempt Organization Search
IRS-side authoritative source. Confirms current exempt status and pulls the latest determination letter.
These open in a new tab. AllCiv doesn't host filings directly — these are the authoritative public-record sources.