EIN 20-5036808

Invest in Others Charitable Foundation

IRS 501(c) type
501(c)(3)
Num. employees
6
City
Year formed
2006
Most recent tax filings
2025-12-01
NTEE code, primary
Description
The Invest in Others Charitable Foundation champions financial advisors’ philanthropy, recognizing impact through awards and fueling nonprofits with critical grants for community needs.
Total revenues
$5,426,251
2025
Total expenses
$3,812,521
2025
Total assets
$6,195,225
2025
Num. employees
6
2025

Program areas at Invest in Others Charitable Foundation

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.

Grants made by Invest in Others Charitable Foundation

GranteeGrant descriptionAmount
Blood Cancer United2025 Misc Grants To Charity$508,293
Challenged Athletes Foundation (CAF)2025 Invest in Others Awards$100,000
Front Range Divorce Center2025 Invest in Others Awards$60,000
...and 29 more grants made totalling $1,415,293

Who funds Invest in Others Charitable Foundation

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
Fidelity Investments Charitable Gift FundFor Grant Recipient's Exempt Purposes$489,550
Osaic FoundationGeneral Operating Support$75,000
ImpactAssetsGeneral Support$40,500
...and 8 more grants received

Financials for Invest in Others Charitable Foundation

RevenuesFYE 12/2025
Total grants, contributions, etc.$5,141,663
Program services$0
Investment income and dividends$101,244
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$163,394
Net income from fundraising events$19,950
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$5,426,251

Organizations like Invest in Others Charitable Foundation

OrganizationLocationRevenue
Speedway Children's CharitiesConcord, NC$5,405,320
National Credit Union FoundationMadison, WI$5,487,162
Jewelers for ChildrenNew York, NY$1,754,671
Korean American Community Foundation (KACF)New York, NY$8,471,216
Peace Development Fund (PDF)Amherst, MA$12,311,263
Life Science CaresCambridge, MA$12,525,481
Auction of Washington WinesSeattle, WA$3,190,559
Athletes and CausesThonotosassa, FL$1,813,400
Carolinas Credit Union FoundationColumbia, SC$2,438,668
Two Ten Footwear FoundationWaltham, MA$5,617,798
Data update history
September 29, 2026
Posted financials
Added Form 990 for fiscal year 2025
September 22, 2026
Updated personnel
Identified 1 new personnel
September 22, 2026
Used new vendors
Identified 1 new vendor, including
August 24, 2026
Received grants
Identified 1 new grant, including a grant for $22,667 from American Online Giving Foundation
June 21, 2026
Received grants
Identified 1 new grant, including a grant for $15,000 from Marketcounsel Foundation
Nonprofit Types
Grantmaking organizationsCommunity service nonprofitsCharities
Issues
Community improvementBusiness and industry
Characteristics
Legally formed as corporationProvides grantsFundraising eventsNational levelGala fundraisersTax 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
2026-08-19
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