Connecticut · Nonprofit
CHARITYVEST INC
CHARITYVEST INC (Connecticut) receives grants from 48 organizations whose IRS filings report $75,516,934 to it, the largest being Astera Institute ($36,202,097). 22 of them have funded it in more than one year. CHARITYVEST INC administers funds for other donors, so those contributions arrive into funds it holds rather than supporting a program it runs itself.
Hosts funds for others
CHARITYVEST INC administers funds on behalf of other donors. The grants recorded as coming in are contributions into those funds, so they count custody rather than support for a programCHARITYVEST INC runs itself. This page therefore states the flows and does not draw the comparisons it would draw for an operating charity: concentration, funder retention, grant dependency and the peer field are all left out, because each of them would read a vehicle as if it were a program.
Paid out
$121M
Recipients
0
Contributions on record
$79M
Donors on record
49
Payments out are 1.52x the contributions on record, so most of what arrives moves on within the period covered here.
Three funders worth looking at
Grantmakers with no record of funding this organization, ranked by how strongly the co-funder graph and the mission embeddings agree. The evidence is in section 03.
- Freedom Together Foundationshared funders
- Realize Impactportfolio match
- Margo Simons Family Foundationportfolio match
The organization over time
Each line starts at 100 in 2019, so what you read is the shape rather than the size: 150 means half as much again as 2019, 50 means half. The number beside each label in the key is where it ended.
How it's funded, over time
Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 0 of the last 6 reported years ran a deficit.
reserve
Who funds it, year by year
2019 → 2023: the base broadened from 1 funder to 21 funders, grant income rose $10k → $10M.
26 of 48 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 21% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.
From the IRS filings of CHARITYVEST INC’s funders (the co-funder graph). Top 30 of 48 funders by total. Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Where its funders are
CHARITYVEST INC draws 100% of its grant income from funders outside Connecticut, across 15 states in all.
In-state vs out-of-state, by year
Funder states come from each funder’s own filing. $16M arriving through sponsors registered in 17 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Funders to approach
Grantmakers that don’t fund you yet, surfaced two ways: they back organizations that share your funders, or their grantees resemble your mission. The ones both signals agree on come first. Your 48 funders put you under-funded among the 400 organizations that share them.
- Freedom Together Foundationshared fundersNY · backs 58 organizations that share your funders
- Realize Impactportfolio matchits grantees resemble your mission
- Margo Simons Family Foundationportfolio matchits grantees resemble your mission
- Vertuassets Foundation Incportfolio matchits grantees resemble your mission
- Laidir Foundationportfolio matchits grantees resemble your mission
- Aphorism Foundationportfolio matchits grantees resemble your mission
- Einhorn Collaborativeportfolio matchits grantees resemble your mission
- The Carl Victor Page Memorial Foundationportfolio matchits grantees resemble your mission
- Soros Economic Development Fundportfolio matchits grantees resemble your mission
- John 316 Foundationportfolio matchits grantees resemble your mission
- Give Lively Foundation Incshared fundersNY · backs 117 organizations that share your funders
- Givinga Foundation Incshared fundersMA · backs 80 organizations that share your funders
From the co-funder graph (funders backing at least two comparable organizations, shrunk for grantee count, donor-advised and mega-funds excluded) and the universe embeddings. A research starting point; overlap is association, not a guarantee of fit.
Read directly from this organization’s own Form 990, as neutral context.
Where the money goes
100% of spending goes to programs.
Governance
Public support
77%
Share of support from the public (Schedule A) — the basis for its public-charity status.
Footprint & structure
Files a return copy in 37 states
Screen this organization
A dated, signed PDF of the compliance screen for CHARITYVEST INC: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds CHARITYVEST INC?
- CHARITYVEST INC (Connecticut) receives grants from 48 organizations whose IRS filings report $75,516,934 to it, the largest being Astera Institute ($36,202,097). 22 of them have funded it in more than one year. CHARITYVEST INC administers funds for other donors, so those contributions arrive into funds it holds rather than supporting a program it runs itself.
- How many funders does CHARITYVEST INC have?
- IRS filings report 48 organizations giving $75,516,934 in grants to CHARITYVEST INC, 22 of which have funded it in more than one year.
- Who is the largest funder of CHARITYVEST INC?
- Astera Institute is the largest funder on record, with $36,202,097 in grants. The full list of funders is on this page.
- How can an organization like CHARITYVEST INC find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in Connecticut. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2024 (financials across 2019–2024), and the filings of 48funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported August 27, 2026. What this page cannot tell you · view filing