EIN 81-2771871

Charityvest

IRS 501(c) type
501(c)(3)
Num. employees
0
State
Year formed
2016
Most recent tax filings
2022-12-01
NTEE code, primary
Description
Charityvest is a modern donor-advised fund sponsoring organization that catalyzes generosity by making giving simple for every donor through a premier donor-advised fund program. Their mission is to advance and improve charitable resource deployment by providing an online platform for charitable giving, enabling individuals to make a difference in the world. They believe that giving should be accessible, and they are located in Atlanta, GA.
Total revenues
$32,960,498
2022
Total expenses
$20,062,431
2022
Total assets
$28,749,604
2022
Num. employees
0
2022

Program areas at Charityvest

Advance and improve charitable resource deployment and be a sponsoring organization for donor advised funds. This includes developing and maintaining an online platform for charitable giving to meet the needs of a wide range of donors and to provide tools and services for those donors to enhance their giving. As part of the online platform, the organization will develop a portfolio of tools that makes the process and decisions of charitable giving easier.

Who funds Charityvest

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
National Philanthropic TrustHuman Services$1,701,416
Lever Foundation Growth FundLever Foundation Growth Fund Maintains A Donor Advised Fund With Charityvest, Inc. This Grant Was To That Donor Advised Fund, Which, in Turn Was Granted To the Supported Organization, Lever Foundation, Inc.$1,600,000
Ahimsa FoundationAdvocate for the Wellbeing of Animals$1,500,000
...and 16 more grants received

Personnel at Charityvest

NameTitleCompensation
Stephen KumpChief Executive Officer and Chairman, Charityvest$0

Financials for Charityvest

RevenuesFYE 12/2022
Total grants, contributions, etc.$47,958,387
Program services$0
Investment income and dividends$188,894
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$-15,186,783
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$32,960,498

Form 990s for Charityvest

Fiscal year endingDate received by IRSFormPDF link
2022-122023-11-15990View PDF
2021-122022-11-14990View PDF
2020-122021-11-12990View PDF
2019-122021-02-22990View PDF

Organizations like Charityvest

OrganizationLocationRevenue
Stifel CharitableSt Louis, MO$77,553,631
Cedar Street Charitable FoundationMilwaukee, WI$12,150,219
Mightycause Charitable FoundationMarianna, FL$76,652,811
The Signatry Charitable TrustOverland Park, KS$137,477,167
The Fund for Charitable GivingPittsburgh, PA$25,080,241
Pledgeling FoundationSan Francisco, CA$19,539,838
Impact Investing Charitable TrustLenexa, KS$94,822,089
American Gift FundWilmington, DE$117,606,182
Philanthropic Ventures Foundation (PVF)Oakland, CA$22,915,613
GlobalGivingWashington, DC$151,636,037
Data update history
January 9, 2024
Posted financials
Added Form 990 for fiscal year 2022
December 27, 2023
Used new vendors
Identified 1 new vendor, including
October 25, 2023
Received grants
Identified 3 new grant, including a grant for $103,000 from Durant Family Foundation Attn LBJ Family Wealth Advisors
August 17, 2023
Posted financials
Added Form 990 for fiscal year 2021
June 28, 2023
Posted financials
Added Form 990 for fiscal year 2020
Nonprofit Types
Grantmaking organizationsCharities
Issues
No issues found
Characteristics
Operates donor advised fundsProvides grantsNational levelTax deductible donationsNo full-time employees
General information
Address
75 5th St NW Suite 2200
Atlanta, GA 30308
Metro area
Atlanta-Sandy Springs-Alpharetta, GA
County
Fulton County, GA
Website URL
charityvest.org/browser-not-supported/index.html 
Phone
(404) 538-6170
IRS details
EIN
81-2771871
Fiscal year end
December
Taxreturn type
Form 990
Year formed
2016
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T30: Public Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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