Massachusetts · Nonprofit
INVEST IN OTHERS CHARITABLE FOUNDATION
INVEST IN OTHERS CHARITABLE FOUNDATION (Massachusetts) receives grants from 19 organizations whose IRS filings report $1,738,516 to it, the largest being FIDELITY INVESTMENTS CHARITABLE GIFT FUND ($800,540). 10 of them have funded it in more than one year, and 69% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
- Revenue FY2025
- $5.4M
- Funders on record
- 19
- Grants received
- $1.7M
- Net assets
- $5.6M
What Invest in Others Charitable Foundation does
Mission
The organization's mission is to amplify, celebrate, and inspire the charitable work of the financial services community.
As stated on its FY2025 Form 990.
Program
The invest in others award program (the "program") recognizes the philanthropic achievements of financial advisors and financial services firms in communities across the country and around the world. Financial advisors are nominated for five awards. Advisor finalists and winners receive a donation to their designated charities ranging from $25,000 up to $100,000. Awards are presented at the annual gala each fall.invest in others grant programs, including grants for good and grants for change, provide an opportunity for employees of the financial services industry to secure funding for specific programs or projects on behalf of nonprofits that they support. Grant awards range from $5,000 to $20,000 and are distributed throughout the year. The organization gave grants of $2,000 each for honorable mention awards.
$3,137,065 spentof which $1,573,543 as grants100% of program spending
The program described on its FY2025 Form 990. Program spending in total: $3,137,065.
The organization over time
Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2024 to 2025, from $4.1M to $6.2M (+50%).
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.
Government-grant reliance: 2021 3%. Grants only. Government contracts and fees sit inside program revenue.
95% of INVEST IN OTHERS CHARITABLE FOUNDATION’s revenue is contributions — more donation-reliant than the typical peer (82% for the typical peer).
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 2 of the last 9 reported years ran a deficit.
reserve
Leadership and staff
The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.
Chief executive
R Barkley Payne
President/CEO
Board chair
Jeff Vivacqua
Chair
As listed on its FY2025 Form 990.
Who funds it, year by year
2017 → 2023: the base broadened from 3 funders to 9 funders, grant income rose $60k → $201k.
9 of 19 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 69% 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 INVEST IN OTHERS CHARITABLE FOUNDATION’s funders (the co-funder graph). 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.
How concentrated its funding is
INVEST IN OTHERS CHARITABLE FOUNDATION leans on a few funders — its largest provides 46% of grant income and the top three 71%; half comes from just 2 funders.
the vertical line marks half of all grant income — 2 funders to its left
72% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund INVEST IN OTHERS CHARITABLE FOUNDATION.
Largest funder’s share by year: 2017 42% · 2018 50% · 2019 38% · 2020 31% · 2021 49% · 2022 33% · 2023 23% — diversifying over time.
“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. 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.
How long its funders stay
50% of INVEST IN OTHERS CHARITABLE FOUNDATION's funders are still giving 3 years after their first grant; 53% give in more than one year at all.
Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.
Where its funders are
69% of INVEST IN OTHERS CHARITABLE FOUNDATION's grant income arrives through donor-advised or pass-through sponsors, whose addresses record where the money is held rather than where the donor is. Of the $543k that is directly attributable, 87% of it comes from funders outside Massachusetts, across 7 states.
In-state vs out-of-state, by year
Funder states come from each funder’s own filing. $1.2M arriving through sponsors registered in 9 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.
Against its field
INVEST IN OTHERS CHARITABLE FOUNDATION has grown faster than three-quarters of the 1,504 philanthropy nonprofits its size.
this organization peer median middle 50% of peers· 1,504 philanthropy nonprofits $1M–$10M, FY2025
Organizations like INVEST IN OTHERS CHARITABLE FOUNDATION
Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.
In Massachusetts
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Where the money goes
82% of spending goes to programs.
Governance
Public support
82%
Share of support from the public (Schedule A) — the basis for its public-charity status.
Footprint & structure
Files a return copy in 34 states
Screen this organization
A dated, signed PDF of the compliance screen for INVEST IN OTHERS CHARITABLE FOUNDATION: 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. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds INVEST IN OTHERS CHARITABLE FOUNDATION?
- INVEST IN OTHERS CHARITABLE FOUNDATION (Massachusetts) receives grants from 19 organizations whose IRS filings report $1,738,516 to it, the largest being FIDELITY INVESTMENTS CHARITABLE GIFT FUND ($800,540). 10 of them have funded it in more than one year, and 69% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
- How many funders does INVEST IN OTHERS CHARITABLE FOUNDATION have?
- IRS filings report 19 organizations giving $1,738,516 in grants to INVEST IN OTHERS CHARITABLE FOUNDATION, 10 of which have funded it in more than one year.
- Who is the largest funder of INVEST IN OTHERS CHARITABLE FOUNDATION?
- FIDELITY INVESTMENTS CHARITABLE GIFT FUND is the largest funder on record, with $800,540 in grants. The full list of funders is on this page.
- How can an organization like INVEST IN OTHERS CHARITABLE FOUNDATION find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in Massachusetts. 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 FY2025 (financials across 2017–2025), and the filings of 19 funders 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 October 14, 2026. What this page cannot tell you · view filing