2024-07-17T13:52:43-05:00 2023-12-31 221478099 COHNREZNICK LLP 350 GRANITE STREET SUITE 1200 BRAINTREE MA 02184 990 2023-01-01 205036808 INVEST IN OTHERS CHARITABLE FOUNDATION INC INVE 7813044812 68 HARRISON AVE STE 605 PMB 87113 BOSTON MA 021111929 R BARKLEY PAYNE PRESIDENT/EXECUTIVE DIRECTOR 7813044812 2024-07-17 1 R BARKLEY PAYNE 999009999 1 JOLANTA TUCK CPA P01340068 7813803520 2024-07-16 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X R BARKLEY PAYNE 68 HARRISON AVE STE 605 PMB 871132 BOSTON MA 021111929 2973150 0 X WWW.INVESTINOTHERS.ORG X 2006 MA TO AMPLIFY THE CHARITABLE WORK OF FINANCIAL ADVISORS, EMPLOYEES, AND THEIR FIRMS. 36 35 8 139 0 0 2215837 2680563 0 0 43689 59537 -8650 -22326 2250876 2717774 1003600 1046313 0 0 757571 709289 0 0 116803 566703 585874 2327874 2341476 -76998 376298 2886971 3393569 104511 44284 2782460 3349285 X THE ORGANIZATION'S MISSION IS TO AMPLIFY THE CHARITABLE WORK OF FINANCIAL ADVISORS, EMPLOYEES, AND THEIR FIRMS, AND TO SERVE AS A CATALYST TO CHANNEL PHILANTHROPY AND VOLUNTEERISM TO WHERE IT IS NEEDED MOST. 0 0 2100563 1046313 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.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. 2100563 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 16 0 1 8 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 36 35 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 0 0 AK AL AR CA CO CT DC FL GA HI IL IN KS KY MA MD ME MI MN MS NC ND NH NJ NM NV NY OH OK OR PA RI SC TN UT VA WA WI WV X X JESSICA DUNHAM 7813044812 68 HARRISON AVE STE 605 PMB 871132 BOSTON MA 021111929 R BARKLEY PAYNE PRESIDENT/EXEC. DIR. (AS OF 2/23) 40.00 X 224038 0 20625 JESSICA DUNHAM VP PROGRAMS & OPERATIONS 40.00 X 124982 0 10363 MEGAN MCAULEY PRESIDENT/EXEC. DIR. (UNTIL 2/23) 40.00 X X 39383 0 19273 JOHN HYLAND CHAIR 5.00 X X 0 0 0 JEFF VIVACQUA VICE CHAIR 5.00 X X 0 0 0 MARK GOLDBERG TREASURER (AS OF 3/23) 5.00 X X 0 0 0 TRAP KLOMAN TREAS. (UNT 3/23)/DIR. (UNT 12/23) 5.00 X X 0 0 0 BRIAN HAMBURGER DIR. (UNTIL 2/23)/CLERK (AS OF 3/23) 5.00 X X 0 0 0 KATE HEALY CLERK (UNTIL 1/23) 5.00 X X 0 0 0 ADAM ANTONIADES DIRECTOR 5.00 X 0 0 0 CAROLYN ARMITAGE DIRECTOR (UNTIL 9/23) 5.00 X 0 0 0 RONICE BARLOW DIRECTOR 5.00 X 0 0 0 WENDY BENSON DIRECTOR (UNTIL 5/23) 5.00 X 0 0 0 STACY BERNSTEIN DIRECTOR 5.00 X 0 0 0 DAVID CANTER DIRECTOR 5.00 X 0 0 0 ERIC CLARKE DIRECTOR (UNTIL 6/23) 5.00 X 0 0 0 JENNIFER CONNELLY DIRECTOR 5.00 X 0 0 0 MARK CONNOLLY DIRECTOR 5.00 X 0 0 0 GREG CORNICK DIRECTOR 5.00 X 0 0 0 STEPHANIE DRESCHER DIRECTOR 5.00 X 0 0 0 MAUREEN DUFF DIRECTOR (UNTIL 2/23) 5.00 X 0 0 0 TASH ELWYN DIRECTOR 5.00 X 0 0 0 DAVID FISHER DIRECTOR 5.00 X 0 0 0 BRETT GOODMAN DIRECTOR 5.00 X 0 0 0 BEN HUNEKE DIRECTOR 5.00 X 0 0 0 MICHAEL KEENAN DIRECTOR 5.00 X 0 0 0 SEAN KEENAN DIRECTOR 5.00 X 0 0 0 MICHAEL KELLY DIRECTOR (UNTIL 3/23) 5.00 X 0 0 0 MICHAEL KIM DIRECTOR 5.00 X 0 0 0 AARON KLEIN DIRECTOR (UNTIL 12/23) 5.00 X 0 0 0 JOSEPH LOMBARDO DIRECTOR 5.00 X 0 0 0 BRIAN MCLAUGHLIN DIRECTOR 5.00 X 0 0 0 TOM NORTH DIRECTOR 5.00 X 0 0 0 JOHN PAVESE DIRECTOR 5.00 X 0 0 0 MEGHAN PEACHEY DIRECTOR 5.00 X 0 0 0 KIRSTEN PICKENS DIRECTOR 5.00 X 0 0 0 GEMMA POSTLETHWAITE DIRECTOR (UNTIL 6/23) 5.00 X 0 0 0 MARY PAT ROENBECK DIRECTOR 5.00 X 0 0 0 ABBY SALAMEH DIRECTOR 5.00 X 0 0 0 PAUL SANTUCCI DIRECTOR 5.00 X 0 0 0 CATHY SAUNDERS DIRECTOR 5.00 X 0 0 0 CLARA SIERRA DIRECTOR 5.00 X 0 0 0 MARC SQUIRES DIRECTOR 5.00 X 0 0 0 ANDREW STAVARIDIS DIRECTOR 5.00 X 0 0 0 JOHN VACCARO DIRECTOR 5.00 X 0 0 0 COREY WALTHER DIRECTOR 5.00 X 0 0 0 BILL WILLIAMS DIRECTOR (UNTIL 9/23) 5.00 X 0 0 0 MATT WITKOS DIRECTOR 5.00 X 0 0 0 BARRETT WRAGG DIRECTOR 5.00 X 0 0 0 ANGELA XAVIER DIRECTOR (UNTIL 3/23) 5.00 X 0 0 0 388403 0 50261 2 0 1 0 0 151360 2529203 2680563 64295 64295 198592 203350 -4758 -4758 -4758 29700 151360 52026 -22326 -22326 2717774 0 0 37211 1046313 1046313 303319 242655 12133 48531 330455 264364 13218 52873 17227 13782 689 2756 11732 9386 469 1877 46556 37245 1862 7449 37750 37750 15238 15238 152433 126277 26156 3517 3517 29343 16455 12175 713 2554 2043 102 409 21621 19057 513 2051 318750 318750 899 719 36 144 3769 3769 2341476 2100563 124110 116803 486269 455598 282069 96793 2500 406075 64533 109529 11554 10579 1874 975 2049726 2324599 2886971 3393569 104511 44284 104511 44284 X 2707460 2833210 75000 516075 2782460 3349285 2886971 3393569 376298 190527 0 X 0 1 X 1 0 X 1583434 1664189 2101489 2215837 2680563 10245512 1583434 1664189 2101489 2215837 2680563 10245512 668290 9577222 59304 50876 69326 59442 64295 303243 10548755 0.90790 0.90910 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11554 10579 975 975 X 3005089 190527 60000 52026 302553 2702536 15238 15238 2717774 2438264 60000 52026 112026 2326238 15238 15238 2341476 PART X, LINE 2: U.S. GAAP PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ORGANIZATION HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS WHICH QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AS OF DECEMBER 31, 2023. WHEN NECESSARY, THE ORGANIZATION ACCOUNTS FOR INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS AS PART OF ITS PROVISION FOR INCOME TAXES. THE ORGANIZATION DOES NOT EXPECT THAT UNRECOGNIZED TAX BENEFITS ARISING FROM TAX POSITIONS WILL CHANGE SIGNIFICANTLY WITHIN THE NEXT 12 MONTHS. INFORMATIONAL TAX RETURNS FILED BY THE ORGANIZATION ARE SUBJECT TO EXAMINATION BY THE IRS FOR A PERIOD OF THREE YEARS. WHILE NO INCOME TAX RETURNS ARE CURRENTLY BEING EXAMINED BY THE IRS, TAX YEARS SINCE 2020 REMAIN OPEN. AS OF DECEMBER 31, 2023, THE ORGANIZATION BELIEVES THAT THERE ARE NO UNCERTAIN TAX POSITIONS WITH ANY OF ITS OPEN TAX YEARS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES 52,026. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES 52,026. GOLF TOURNAMENT 181060 151360 29700 6858 30855 1959 12354 181060 151360 29700 6858 30855 1959 12354 52026 -22326 1 3 TO 1 FOUNDATION 17 COWBOYS WAY SUITE 300 FRISCO TX 75034 752731283 501(C)(3) 5500 0 GIVE, SAVE, SPEND A BRIGHTER DAY 411 READ DR LAFAYETTE CA 945495616 611769863 501(C)(3) 25000 0 AWARD HONOREE AMERICAN INDIA FOUNDATION 216 EAST 45TH STREET 7TH FLOOR NEW YORK NY 100173304 134159765 501(C)(3) 25000 0 AWARD HONOREE CANOPY CENTER INC 2445 DARWIN RD STE 15 MADISON WI 537043116 510211908 501(C)(3) 16000 0 REMOVING BARRIERS TO ACCESS SERVICES CHALLENGE PROGRAM 1124 E 7TH ST WILMINGTON DE 198014502 510386369 501(C)(3) 18000 0 THE CHALLENGE PROGRAM TRAINEE DIRECT BENEFIT SUPPORT COMMUNITY IN CRISIS INC PO BOX 85 LIBERTY COR NJ 079380085 813303136 501(C)(3) 18855 0 HOLISTIC NATURAL RECOVERY AT THE HUB COMMUNITY VOLUNTEERS IN MEDICINE 300 B LAWRENCE DRIVE WEST CHESTER PA 19380 232944553 501(C)(3) 25000 0 AWARD HONOREE COST OF FREEDOM INC 6619 RED HAWK CT MAINEVILLE OH 450397297 452451096 501(C)(3) 20000 0 EMPOWERED WOMEN EMPOWER WOMEN CRESCENT COVE 3440 BELT LINE BLVD STE 207 MINNEAPOLIS MN 554162659 271035515 501(C)(3) 20000 0 HOSPITALITY FOR FAMILIES CURESEARCH FOR CHILDRENS CANCER 4800 HAMPDEN LANE SUITE 200 BETHESDA MD 208142934 954132414 501(C)(3) 25000 0 AWARD HONOREE DANBURY GRASSROOTS TENNIS INC 12 S LAKE SHORE DR BROOKFIELD CT 068041430 204929313 501(C)(3) 60000 0 AWARD HONOREE DAYA INC PO BOX 770773 HOUSTON TX 770633201 760513273 501(C)(3) 60000 0 AWARD HONOREE FULFILLMENT FUND 6100 WILSHIRE BLVD STE 600 LOS ANGELES CA 900485114 953180934 501(C)(3) 25000 0 AWARD HONOREE FUNDACION HERMANOS DE LA CALLE INC 240 CRANDON BLVD STE 263 KEY BISCAYNE FL 331491623 821322053 501(C)(3) 20000 0 LOVE ATTACK (HOUSING FOR THE HOMELESS) GARLAND ISD EDUCATION FOUNDATION PO BOX 460517 GARLAND TX 750460517 752400361 501(C)(3) 17000 0 BOOK VENDING MACHINES & AWARD HONOREE GRADYS DECISION PO BOX 9343 ERIE PA 165066506 270617329 501(C)(3) 25000 0 AWARD HONOREE HOPE HOUSE FOUNDATION 15604 NORTHCROSS DRIVE HUNTERSVILLE NC 28078 200923763 501(C)(3) 60000 0 AWARD HONOREE HOPEWELL MUSIC COOPERATIVE-NORTH 4350 FREMONT AVE N MINNEAPOLIS MN 554121345 460547282 501(C)(3) 20000 0 HOPEWELL LESSON PROGRAM LANCASTER PUBLIC LIBRARY 125 N DUKE ST LANCASTER PA 176022815 231352351 501(C)(3) 25000 0 AWARD HONOREE LITERACY CENTER OF WEST MICHIGAN 1120 MONROE AVE NW STE 240 GRAND RAPIDS MI 495031038 382725232 501(C)(3) 20000 0 FINANCIAL LITERACY EDUCATION PROGRAMS MISSION CLINICAL SERVICES 216 MCAULEY CT HOT SPRINGS AR 719136312 134239691 501(C)(3) 20000 0 CONTINUED FUNDING FOR CENTER MONROE COUNTY FAMILY COALITION INC 21 LIANNE DR ROCHESTER NY 146265337 853343257 501(C)(3) 20000 0 EMPOWERING BIPOC COMMUNITIES FOR A BRIGHTER TOMORROW PARTNERS FOR ANDEAN COMMUNITY HEALTH INC 8 CARYN LN WEATOGUE CT 060899784 462196101 501(C)(3) 100000 0 AWARD HONOREE RACING FOR ORPHANS WITH DOWN SYNDROME INC 2901 W BLUE GRASS BLVD STE 320 LEHI UT 84043 461884981 501(C)(3) 60000 0 AWARD HONOREE REACHING HIGHER INC 508 E GRAND RIVER AVE STE 300B BRIGHTON MI 481161894 383373823 501(C)(3) 20000 0 REACHING HIGHER 4 YOUTH IN OAKLAND COUNTY SOAR HOSPITALITY & TRAVEL YLC INC 249 W 7TH AVE ROSELLE NJ 072031960 463402619 501(C)(3) 20000 0 BUSINESS & ENTREPRENEURSHIP YOUTH BOOTCAMP SAVVY LADIES 39 BROADWAY ROOM 1730 NEW YORK NY 100063050 320153604 501(C)(3) 25000 0 AWARD HONOREE SHOES THAT FIT 1420 N CLAREMONT BLVD SUITE 204-A CLAREMONT CA 91711 954425565 501(C)(3) 15000 0 2024 SNEAKER PROGRAM TODAY IS A GOOD DAY 1108 BETHLEHEM PIKE FLOURTOWN PA 190311948 463231241 501(C)(3) 10000 0 NICU FAMILY CONNECTIONS KIOSKS WOMENS FOUNDATION FOR A GREATER MEMPHIS 40 S MAIN ST STE 2280 MEMPHIS TN 381035522 582207247 501(C)(3) 25000 0 AWARD HONOREE YOUNG AUDIENCES OF VIRGINIA INC DBA ARTS FOR LEARNING-VA 420 NORTH CENTER DRIVE SUITE 239 NORFOLK VA 23502 546063377 501(C)(3) 20000 0 COASTAL VIRGINIA WOLF TRAP INITIATIVE YWAM SAN DIEGO 1101 BAY BLVD SUITE C CHULA VISTA CA 91911 330604992 501(C)(3) 25000 0 AWARD HONOREE 32 0 PART I, LINE 2: THE BOARD ENSURES THAT THE GRANT IS GOING TO A VALID CHARITY. THE ORGANIZATION ONLY MAINTAINS CONTROL OVER BOARD OF DIRECTOR APPROVED GRANTS AND RESEARCHES THE NEEDS AND ACTIVITIES OF EACH POTENTIAL CHARITY. THE ORGANIZATION MAINTAINS RECORDS OF ALL GRANTS PAID WITH A REQUEST FOR A FINAL REPORT OF USE AT THE END OF THE GRANT PERIOD. X X 0 0 0 0 0 0 0 0 0 R BARKLEY PAYNE PRESIDENT/EXEC. DIR. (AS OF 2/23) 224038 0 0 0 0 0 8942 0 11683 0 244663 0 0 0 J CONNELLY INC J CONNELLY IS OWNED BY BOARD MEMBER 50000 J CONNELLY PROVIDED VIDEO SERVICES TO THE ORGANIZATION. 0 FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION'S BYLAWS WERE AMENDED DURING 2023 AND THE CHANGES ARE REFLECTED BELOW: - THE REQUIREMENTS OF A QUORUM HAVE BEEN UPDATED TO AT LEAST ONE-THIRD, BUT NOT LESS THAN THREE OF THE DIRECTORS IN OFFICE. - IF A VOTE ENDS IN A TIE AMONG DIRECTORS, THE CHAIRPERSON SHALL DECIDE THE MATTER. SHOULD THE CHAIRPERSON BE UNAVAILABLE TO VOTE, THE CHAIRPERSON-ELECT SHALL DECIDE THE MATTER. SHOULD THE CHAIRPERSON-ELECT BE UNAVAILABLE TO VOTE, THE CLERK SHALL DECIDE THE MATTER. SHOULD THE CLERK BE UNAVAILABLE TO VOTE, THE IMMEDIATE PAST CHAIRPERSON SHALL DECIDE THE MATTER. - THE CLERK OR THEIR DESIGNEE SHALL BE THE PRIMARY RECORDER OF MINUTES FOR MEETINGS OF THE BOARD OF DIRECTORS. - THE PRESIDENT OF THE BOARD IS NO LONGER A VOTING MEMBER OF THE BOARD OF DIRECTORS, BUT IS ELEGIBLE TO ATTEND ALL MEETINGS UNLESS THE CHAIRPERSON DETERMINES OTHERWISE. - IF THERE IS NOT CHAIRPERSON OF THE BOARD OF DIRECTORS, THE CHAIR ELECT SHALL PRESIDE AT ALL MEETINGS OF THE BOARD OF DIRECTORS OR MAY DESIGNATE ANOTHER VOTING OFFICER TO ACT AS PRESIDING OFFICER. - THE NUMBER OF VOTES REQUIRED TO AMEND THE BYLAWS HAS BEEN UPDATED FROM TWO-THIRDS TO A MAJORITY VOTE OF THE BOARD OF DIRECTORS PERSENT AND VOTING AT ANY MEETING, PROVIDED THAT NOTICE DESCRIBING THE PROPOSED AMENDMENT HAS BEEN GIVEN IN WRITING, PURSUANT TO THE PROVISIONS OF THE BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S FORM 990 IS REVIEWED BY THE OFFICERS AND DIRECTORS PRIOR TO THE FILING BY THE PREPARER. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED ANNUALLY TO ALL OFFICERS AND DIRECTORS, WHO EACH CERTIFY THAT HE/SHE HAS READ AND IS IN COMPLIANCE WITH THE POLICY. THE CONFLICT OF INTEREST POLICY IS ALSO DISCUSSED AT THE ANNUAL MEETING. FORM 990, PART VI, SECTION B, LINE 15A EXECUTIVE DIRECTOR COMPENSATION IS REVIEWED AND APPROVED ANNUALLY BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.