2026-08-21T06:32:42-05:00 2025-12-31 203968236 JAMES A GEORGE PC 77 MAIN STREET ANDOVER MA 01810 990 2025-01-01 205036808 INVEST IN OTHERS CHARITABLE FOUNDATION INVE 7813044812 68 HARRISON AVE STE 605 PMB 87113 BOSTON MA 02111 R BARKLEY PAYNE PRESIDENT 7813044812 2026-08-20 1 JAMES A GEORGE CPA CVA JD P00659906 7812458200 2025 2025-03-06 01:10:19Z R BARKLEY PAYNE 68 HARRISON AVE STE 605 PMB 8711 BOSTON MA 021111929 5668769 0 X WWW.INVESTINOTHERS.ORG X 2006 MA TO AMPLIFY THE CHARITABLE WORK OF FINANCIAL ADVISORS, EMPLOYEES AND THEIR FIRMS. 33 33 6 80 0 0 3169876 5141663 0 0 64681 264638 -26133 19950 3208424 5426251 1405190 1573543 0 0 635363 1036028 0 0 393689 813783 1202950 2854336 3812521 354088 1613730 4125346 6195225 68255 554011 4057091 5641214 X THE ORGANIZATION'S MISSION IS TO AMPLIFY, CELEBRATE, AND INSPIRE THE CHARITABLE WORK OF THE FINANCIAL SERVICES COMMUNITY. 0 0 3137065 1573543 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. 3137065 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 0 0 0 0 0 0 0 0 0 0 0 0 1 10 0 1 6 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 33 33 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA AK AL AR CA CO CT DC FL GA HI IL IN KS KY MD ME MI MN 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 STACEY BERNSTEIN DIRECTOR 5.00 X 0 0 0 DAVID CANTER DIRECTOR 5.00 X 0 0 0 JENNIFER CONNELLY DIRECTOR 5.00 X 0 0 0 MARK CONNOLLY TREASURER 5.00 X X 0 0 0 AMY FRITZ DIRECTOR 5.00 X 0 0 0 MARK GOLDBERG DIRECTOR 5.00 X 0 0 0 BRETT GOODMAN DIRECTOR 5.00 X 0 0 0 BRIAN HAMBURGER CLERK 5.00 X X 0 0 0 JOHN HYLAND 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 KIM DIRECTOR 5.00 X 0 0 0 BRIAN MCLAUGHLIN DIRECTOR 5.00 X 0 0 0 DAVID MICHAUD DIRECTOR 5.00 X 0 0 0 TOM NORTH DIRECTOR 5.00 X 0 0 0 CHRISTOPHER O'DEA DIRECTOR 5.00 X 0 0 0 JOHN PAVESE DIRECTOR 5.00 X 0 0 0 BARKLEY PAYNE PRESIDENT 5.00 X X 0 0 0 MEGHAN PEACHEY VICE CHAIR 5.00 X X 0 0 0 KIRSTEN PICKENS DIRECTOR 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 STAVARISIS DIRECTOR 5.00 X 0 0 0 KATE THOMPSON DIRECTOR 5.00 X 0 0 0 JOHN VACCARO DIRECTOR 5.00 X 0 0 0 JEFF VIVACQUA CHAIR 5.00 X X 0 0 0 TOM WALROND DIRECTOR 5.00 X 0 0 0 BARRETT WRAGG DIRECTOR 5.00 X 0 0 0 DAN ZITTING DIRECTOR 5.00 X 0 0 0 R BARKLEY PAYNE PRESIDENT/CEO 40.00 X 287500 0 20086 JESSICA DUNHAM CHIEF OPERATING OFFICER 40.00 X 154461 0 19950 441961 0 40036 2 0 1 0 3 5141663 5141663 101244 101244 355862 192468 163394 163394 163394 70000 50050 19950 19950 5426251 0 0 284588 1573543 1573543 287500 204221 20755 62524 580661 412463 41920 126278 38579 26487 3758 8334 68746 47199 6696 14851 60542 41608 5934 13000 20086 20086 1215 1215 75734 75734 279838 196149 40344 43345 5542 4992 550 3239 566 2673 82877 52615 18293 11969 1348 1348 6440 6440 INVEST IN OTHERS AWARDS 655142 539663 5214 110265 DUES AND FEES 31940 3386 28088 466 PRINTING 23071 23071 TELEPHONE 12958 9786 940 2232 3520 1316 1779 425 3812521 3137065 281767 393689 418204 346531 150482 728833 888348 147338 120116 14869 12763 1308 2106 2679181 4838124 4125346 6195225 68255 554011 68255 554011 X 3248258 4752866 808833 888348 4057091 5641214 4125346 6195225 1613730 25353 -54960 0 X 0 1 X 1 0 X 2101489 2215837 2680563 3169876 5141663 15309428 2101489 2215837 2680563 3169876 5141663 15309428 2428187 12881241 69326 59442 64295 74205 101244 368512 15677940 0.82160 0.90700 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14869 12763 2106 2106 X 5982437 25353 480783 50050 556186 5426251 0 5426251 4343354 480783 50050 530833 3812521 0 3812521 PART X, LINE 2: THE ORGANIZATION QUALIFIES AS AN ORGANIZATION FORMED FOR CHARITABLE PURPOSES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC") AND IS GENERALLY NOT SUBJECT TO INCOME TAX. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ORGANIZATION'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. IN ADDITION, THE ORGANIZATION IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(1) OF THE IRC. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT, AS OF DECEMBER 31, 2025, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURES IN THE FINANCIAL STATEMENTS. GENERALLY, THE ORGANIZATION'S INFORMATION OR TAX RETURNS REMAIN OPEN FOR POSSIBLE FEDERAL INCOME TAX EXAMINATION FOR THREE YEARS AFTER THE FILING DATE. WHILE NO INCOME TAX RETURNS ARE CURRENTLY BEING EXAMINED BY THE INTERNAL REVENUE SERVICE, TAX YEARS SINCE 2022 REMAIN OPEN. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES ANNUAL GALA 70000 70000 50050 70000 70000 50050 50050 19950 1 STOCKS IN THE FUTURE PO BOX 19124 TOWSON MD 212849124 522323466 501(C)(3) 10000 0 2025 GRANT PROGRAM WINSTED ARTS COUNCIL 141 MAIN AVE W PO BOX 177 WINSTED MN 553950177 272885034 501(C)(3) 10000 0 2025 GRANT PROGRAM PHOTO SAFE 315 W 70TH ST APT 17D NEW YORK NY 10023 900877346 501(C)(3) 10000 0 2025 GRANT PROGRAM FEED LAKE HIGHLANDS 10061 WHITEHURST DR DALLAS TX 752430623 454202463 501(C)(3) 20000 0 2025 GRANT PROGRAM YAVAPAI COUNTY VOLUNTEERS IN PROTECTION INC 255 E GURLEY ST PRESCOTT AZ 86301 860793810 501(C)(3) 20000 0 2025 GRANT PROGRAM UNEXPECTED PRODUCTIONS 1428 POST ALLEY SEATLE WA 98101 953969771 501(C)(3) 20000 0 2025 GRANT PROGRAM FOCUS FOR OUR COMMUNITY UNITY & SUPPORT INC 3101 TOWNLINE RD ALDEN NY 140049615 831026356 501(C)(3) 20000 0 2025 GRANT PROGRAM MEMPHIS INNER CITY RUGBY 2670 UNION AVE EXT STE 1216 MEMPHIS TN 38112 461415356 501(C)(3) 20000 0 2025 GRANT PROGRAM CALIFORNIA CENTER FOR THE ARTS ESCONDIDO FOUNDATION 340 N ESCONDIDO BLVD ESCONDIDO CA 92025 330646517 501(C)(3) 20000 0 2025 GRANT PROGRAM ORLANDO HEALTH FOUNDATION INC 3160 SOUTHGATE COMMERCE BLVD SUITE SUITE 50 ORLANDO FL 328068549 592244943 501(C)(3) 20000 0 2025 GRANT PROGRAM BRIGHTON PARK NEIGHBORHOOD COUNCIL 4477 S ARCHER AVE CHICAGO IL 60632 364229387 501(C)(3) 20000 0 2025 GRANT PROGRAM CENTRAL TEXAS TABLE OF GRACE PO BOX 52 ROUND ROCK TX 78680 465500774 501(C)(3) 20000 0 2025 GRANT PROGRAM NEW FRIENDS NEW LIFE 1215 SKILES ST DALLAS TX 75204 752820473 501(C)(3) 20000 0 2025 GRANT PROGRAM FALLBROOK FOOD PANTRY 140 N BRANDON RD FALLBROOK CA 920282338 330491216 501(C)(3) 20000 0 2025 GRANT PROGRAM UNITED WAY OF NORTHWEST VERMONT INC 412 FARRELL STREET SUITE 200 SOUTH BURLINGTON VT 05403 030217229 501(C)(3) 20000 0 2025 GRANT PROGRAM HEALING HOOFBEATS OF CT (BETHLEHEM CT) 41 JUDGE LANE BETHLEHEM CT 06751 833570737 501(C)(3) 22000 0 2025 INVEST IN OTHERS AWARDS SICSA 8172 WASHINGTON CHURCH RD WASHINGTN TWP OH 454581702 237367199 501(C)(3) 25000 0 2025 INVEST IN OTHERS AWARDS ANGEL FLIGHT WEST 3161 DONALD DOUGLAS LOOP S SANTA MONICA CA 904053210 953956297 501(C)(3) 25000 0 2025 INVEST IN OTHERS AWARDS JDRF 200 VESEY STREET28TH FLOOR NEW YORK NY 102815504 231907729 501(C)(3) 25000 0 2025 INVEST IN OTHERS AWARDS SOUTH SHORE HOSPITAL 55 FOGG RD S WEYMOUTH MA 021902432 042769210 501(C)(3) 25000 0 2025 INVEST IN OTHERS AWARDS LE3 INC 855 ENGLEWOOD AVE TONAWANDA NY 14213 474231903 501(C)(3) 25000 0 2025 INVEST IN OTHERS AWARDS WOMEN ENABLED ENTERPRISES 37808 APPLETREE CT FREMONT CA 945363957 852063190 501(C)(3) 25000 0 2025 INVEST IN OTHERS AWARDS LEXINGTON FOUNDATION 2736 NY 30 GLOVERSVILLE NY 12078 141689110 501(C)(3) 25000 0 2025 INVEST IN OTHERS AWARDS FRANKIE LEMMON SCHOOL AND FOUNDATION 3101 POPLARWOOD CT STE 100 RALEIGH NC 276041045 561572087 501(C)(3) 25000 0 2025 INVEST IN OTHERS AWARDS AMERICAN HEART ASSOCIATION 7272 GREENVILLE AVE DALLAS TX 752315129 135613797 501(C)(3) 25000 0 2025 INVEST IN OTHERS AWARDS CASA FAMILIA INC 1550 S DOUGLAS RD STE 280 CORAL GABLES FL 331344086 474734481 501(C)(3) 50000 0 2025 INVEST IN OTHERS AWARDS HOPE FOR THE SILENT VOICES 310 FORSYTHIA DR DEERFIELD IL 600154604 371553318 501(C)(3) 60000 0 2025 INVEST IN OTHERS AWARDS MOOSE & ME BAKING COMPANY 3075 BOOK RD STE 151 NAPERVILLE IL 60564 882702356 501(C)(3) 60000 0 2025 INVEST IN OTHERS AWARDS SANDY HOOK PROMISE PO BOX 3489 NEWTOWN CT 064703489 461657101 501(C)(3) 60000 0 2025 INVEST IN OTHERS AWARDS FRONT RANGE DIVORCE CENTER 9659 BLANKETFLOWER LN PARKER CO 801387812 811425934 501(C)(3) 60000 0 2025 INVEST IN OTHERS AWARDS CHALLENGED ATHLETES FOUNDATION 9591 WAPLES ST SAN DIEGO CA 921212953 330739596 501(C)(3) 100000 0 2025 INVEST IN OTHERS AWARDS LEUKEMIA AND LYMPHOMA SOCIETY (NOW BLOOD CANCER UNITED) 1201 15TH STREET NW SUITE 410 WASHINGTON DC 20005 135644916 501(C)(3) 508293 0 2025 MISC GRANTS TO CHARITY 32 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 1 0 R BARKLEY PAYNE PRESIDENT/CEO 287500 0 0 0 0 0 9104 0 10982 0 307586 0 0 0 JESSICA DUNHAM CHIEF OPERATING OFFICER 154461 0 0 0 0 0 8968 0 10982 0 174411 0 0 0 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 CONNFLICT OF INTEREST POLICY IS ALSO DISCUSSED AT THE ANNUAL MEETING. FORM 990, PART VI, SECTION B, LINE 15 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. ADDITIONAL INFORMATION DURING THISTAX YEAR, THE FOUNDATION WAS AWARDED A $2 MILLION GRANT FROM THE US CHARITABLE GIFT TRUST TO SUPPORT AND EXPAND ITS GRANT PROGRAM.