EIN 20-5036808

Invest in Others Charitable Foundation

IRS 501(c) type
501(c)(3)
Num. employees
4
City
Year formed
2006
Most recent tax filings
2024-12-01
NTEE code, primary
Description
The Invest in Others Charitable Foundation amplifies the charitable work of financial advisors, employees, and their firms. It serves as a catalyst to channel philanthropy and volunteerism to where it is needed most through its awards program. This 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 one of the following categories.
Total revenues
$3,208,424
2024
Total expenses
$2,854,336
2024
Total assets
$4,125,346
2024
Num. employees
4
2024

Program areas at Invest in Others Charitable Foundation

The Invest in Others awards 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. The organization gave 75 grants of $2,000 each for honorable mention awards.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 Charitable champions program recognizes financial advisory firms that give back to their communities by promoting a culture of philanthropy amongst their financial advisors and employees.

Grants made by Invest in Others Charitable Foundation

GranteeGrant descriptionAmount
The Michael J. Fox Foundation for Parkinsons Research2024 Executive Tribute in Honor of Sanjiv Mirchandani$360,590
Cystic Fibrosis FoundationAward Honoree$100,000
Blatinx InternshipAward Honoree$85,000
...and 29 more grants made totalling $1,252,190

Who funds Invest in Others Charitable Foundation

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
American Online Giving FoundationGeneral Support$72,022
ImpactAssetsGeneral Support$45,850
Fidelity Investments Charitable Gift FundFor Grant Recipient's Exempt Purposes$43,700
...and 2 more grants received

Financials for Invest in Others Charitable Foundation

RevenuesFYE 12/2024
Total grants, contributions, etc.$3,169,876
Program services$0
Investment income and dividends$74,205
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$-9,524
Net income from fundraising events$-26,133
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$3,208,424

Organizations like Invest in Others Charitable Foundation

OrganizationLocationRevenue
Foundation for Seminole County Public SchoolsSanford, FL$4,014,975
The Nascar FoundationDaytona Beach, FL$4,961,787
Liberty Hospital FoundationLiberty, MO$2,371,334
White River Health System FoundationBatesville, AR$1,364,639
RHI FoundationIndianapolis, IN$972,936
Gillette Children's FoundationSaint Paul, MN$10,491,776
Whitman-Walker FoundationWashington, DC$4,302,637
Kyle Petty Charity RideCharlotte, NC$1,351,087
Carle Center for PhilanthropyUrbana, IL$12,643,536
Former Agents of the FBI FoundationDumfries, VA$1,308,421
Data update history
March 26, 2025
Received grants
Identified 2 new grant, including a grant for $72,022 from American Online Giving Foundation
August 28, 2024
Posted financials
Added Form 990 for fiscal year 2023
August 27, 2024
Updated personnel
Identified 9 new personnel
July 11, 2024
Received grants
Identified 5 new grant, including a grant for $36,000 from ImpactAssets
October 22, 2023
Received grants
Identified 1 new grant, including a grant for $10,000 from Berkshire Bank Foundation
Nonprofit Types
Grantmaking organizationsCharities
Issues
No issues found
Characteristics
Provides grantsFundraising eventsNational levelCommunity engagement / volunteeringFundraising races, competitions, and tournamentsTax deductible donationsAccepts online donations
General information
Address
68 Harrison Ave PMB 87113 Ste 605
Boston, MA 02111
Metro area
Boston-Cambridge-Newton, MA-NH
County
Suffolk County, MA
Website URL
investinothers.org/ 
Phone
(781) 304-4812
IRS details
EIN
20-5036808
Fiscal year end
December
Taxreturn type
Form 990
Year formed
2006
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
California AB-488 details
AB 488 status
May Operate or Solicit for Charitable Purposes
Charity Registration status
Current
FTB status revoked
Not revoked
AG Registration Number
131074
FTB Entity ID
None yet
AB 488 data last updated ("as-of") date
2025-10-01
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