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INVEST IN OTHERS CHARITABLEFOUNDATION INC

EIN 20-5036808 BOSTON, MA

Revenue 2025
$5,426,251
Expenses 2025
$3,812,521

Program services were 82.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
NTEE code
T21
Classification
1200
Street
68 HARRISON AVE STE 605 PMB 87113

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Mission and programs · 2025

Mission

THE ORGANIZATION'S MISSION IS TO AMPLIFY, CELEBRATE, AND INSPIRE THE CHARITABLE WORK OF THE FINANCIAL SERVICES COMMUNITY.

Activities or mission (Part I)

TO AMPLIFY THE CHARITABLE WORK OF FINANCIAL ADVISORS, EMPLOYEES AND THEIR FIRMS.

  • 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.

    Expenses $3,137,065 · Grants $1,573,543

As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here.

Officers and directors · 2025

As listed in Part VII of the 2025 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • Stacey Bernstein

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • David Canter

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Jennifer Connelly

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Mark Connolly

    TREASURER

    Total calculated
    $0
    Hours/week
    5

  • Amy Fritz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Mark Goldberg

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Brett Goodman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Brian Hamburger

    CLERK

    Total calculated
    $0
    Hours/week
    5

  • John Hyland

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Michael Keenan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Sean Keenan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Michael Kim

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Brian McLaughlin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • David Michaud

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Tom North

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Christopher O'Dea

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • John Pavese

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Barkley Payne

    PRESIDENT

    Total calculated
    $0
    Hours/week
    5

  • Meghan Peachey

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    5

  • Kirsten Pickens

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Mary Pat Roenbeck

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Abby Salameh

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Paul Santucci

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Cathy Saunders

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Clara Sierra

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

The first 25 listed. Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. Earlier years are each on their own filing page.

Filings

  • 2025
    Revenue
    $5,426,251
    Expenses
    $3,812,521
    Contributions
    $5,141,663
    Grants paid
    $1,573,543
  • 2024
    Revenue
    $3,208,424
    Expenses
    $2,854,336
    Contributions
    $3,169,876
    Grants paid
    $1,405,190
  • 2023
    Revenue
    $2,717,774
    Expenses
    $2,341,476
    Contributions
    $2,680,563
    Grants paid
    $1,046,313
  • 2022
    Revenue
    $2,250,876
    Expenses
    $2,327,874
    Contributions
    $2,215,837
    Grants paid
    $1,003,600

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2021 · 990

    Revenue
    $2,262,869
    Expenses
    $2,053,061
    Assets (EOY)
    $3,303,962

  • 2020 · 990

    Revenue
    $1,737,140
    Expenses
    $1,505,805
    Assets (EOY)
    $3,056,630

  • 2019 · 990

    Revenue
    $1,676,321
    Expenses
    $1,683,787
    Assets (EOY)
    $2,546,311

  • 2018 · 990

    Revenue
    $1,641,115
    Expenses
    $1,476,127
    Assets (EOY)
    $2,357,417

  • 2017 · 990

    Revenue
    $1,192,896
    Expenses
    $1,149,563
    Assets (EOY)
    $2,347,454

  • 2016 · 990

    Revenue
    $1,079,326
    Expenses
    $1,161,974
    Assets (EOY)
    $2,136,815

  • 2015 · 990

    Revenue
    $794,428
    Expenses
    $1,087,094
    Assets (EOY)
    $2,191,255

  • 2014 · 990

    Revenue
    $637,104
    Expenses
    $725,455
    Assets (EOY)
    $2,466,750

  • 2013 · 990

    Revenue
    $582,588
    Expenses
    $369,272
    Assets (EOY)
    $2,550,032

  • 2012 · 990

    Revenue
    not reported
    Expenses
    $1,051,219
    Assets (EOY)
    $2,423,513

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

The 10 largest by cash amount. The API serves every itemized grant.

Where these grants went next →

Grants received

The 10 largest by cash amount. The API serves every itemized grant.

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Listed as of 13 October 2026, under deductibility PC.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 13 October 2026 and read 1 November 2026, for every organization at once. Returns through tax year 2025, the newest we have parsed for this organization.