Nonprofit · EIN 20-5036808
INVEST IN OTHERS CHARITABLEFOUNDATION INC
Tax-exempt · BOSTON, MA 02111
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $5,426,251 | $3,812,521 | $1,613,730 | $6,195,225 | $554,011 | $5,641,214 |
| December 31, 2024 | 990 | $3,208,424 | $2,854,336 | $354,088 | $4,125,346 | $68,255 | $4,057,091 |
| December 31, 2023 | 990 | $2,717,774 | $2,341,476 | $376,298 | $3,393,569 | $44,284 | $3,349,285 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $5,141,663
- Program service revenue
- $0
- Investment income
- $264,638
- Net gain from sales of assets
- $163,394
- Net income from fundraising events
- $19,950
- Other revenue
- $19,950
Expenses
- Grants and similar amounts paid
- $1,573,543
- Compensation of officers, directors and key employees
- $287,500
- Other salaries and wages
- $580,661
- Salaries, compensation and benefits (total)
- $1,036,028
- Professional fundraising fees
- $0
- Legal fees
- $1,215
- Accounting fees
- $75,734
- Occupancy
- $3,239
- Travel
- $82,877
- Depreciation
- $1,348
- Program services (functional)
- $3,137,065
- Management and general (functional)
- $281,767
- Fundraising (functional)
- $393,689
Balance sheet and other
- Total assets, start of year
- $4,125,346
- Total assets, end of year
- $6,195,225
- Total liabilities, end of year
- $554,011
- Net assets, end of year
- $5,641,214
- Land, buildings and equipment
- $2,106
- Publicly traded securities
- $4,838,124
- Net assets without donor restrictions
- $4,752,866
- Net assets with donor restrictions
- $888,348
- Gross receipts
- $5,668,769
- Employees
- 6
- Volunteers
- 80
- Year formed
- 2006
- State of legal domicile
- MA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| R BARKLEY PAYNE | PRESIDENT/CEO Officer | 40 | $287,500 | $20,086 |
| JESSICA DUNHAM | CHIEF OPERATING OFFICER Highest-paid employee | 40 | $154,461 | $19,950 |
| STACEY BERNSTEIN | DIRECTOR Trustee or director | 5 | $0 | $0 |
| DAVID CANTER | DIRECTOR Trustee or director | 5 | $0 | $0 |
| JENNIFER CONNELLY | DIRECTOR Trustee or director | 5 | $0 | $0 |
| MARK CONNOLLY | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| AMY FRITZ | DIRECTOR Trustee or director | 5 | $0 | $0 |
| MARK GOLDBERG | DIRECTOR Trustee or director | 5 | $0 | $0 |
| BRETT GOODMAN | DIRECTOR Trustee or director | 5 | $0 | $0 |
| BRIAN HAMBURGER | CLERK Trustee or director, Officer | 5 | $0 | $0 |
| JOHN HYLAND | DIRECTOR Trustee or director | 5 | $0 | $0 |
| MICHAEL KEENAN | DIRECTOR Trustee or director | 5 | $0 | $0 |
| SEAN KEENAN | DIRECTOR Trustee or director | 5 | $0 | $0 |
| MICHAEL KIM | DIRECTOR Trustee or director | 5 | $0 | $0 |
| BRIAN MCLAUGHLIN | DIRECTOR Trustee or director | 5 | $0 | $0 |
20 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID MICHAUD | DIRECTOR Trustee or director | 5 | $0 |
| TOM NORTH | DIRECTOR Trustee or director | 5 | $0 |
| CHRISTOPHER O'DEA | DIRECTOR Trustee or director | 5 | $0 |
| JOHN PAVESE | DIRECTOR Trustee or director | 5 | $0 |
| BARKLEY PAYNE | PRESIDENT Trustee or director, Officer | 5 | $0 |
| MEGHAN PEACHEY | VICE CHAIR Trustee or director, Officer | 5 | $0 |
| KIRSTEN PICKENS | DIRECTOR Trustee or director | 5 | $0 |
| MARY PAT ROENBECK | DIRECTOR Trustee or director | 5 | $0 |
| ABBY SALAMEH | DIRECTOR Trustee or director | 5 | $0 |
| PAUL SANTUCCI | DIRECTOR Trustee or director | 5 | $0 |
| CATHY SAUNDERS | DIRECTOR Trustee or director | 5 | $0 |
| CLARA SIERRA | DIRECTOR Trustee or director | 5 | $0 |
| MARC SQUIRES | DIRECTOR Trustee or director | 5 | $0 |
| ANDREW STAVARISIS | DIRECTOR Trustee or director | 5 | $0 |
| KATE THOMPSON | DIRECTOR Trustee or director | 5 | $0 |
| JOHN VACCARO | DIRECTOR Trustee or director | 5 | $0 |
| JEFF VIVACQUA | CHAIR Trustee or director, Officer | 5 | $0 |
| TOM WALROND | DIRECTOR Trustee or director | 5 | $0 |
| BARRETT WRAGG | DIRECTOR Trustee or director | 5 | $0 |
| DAN ZITTING | DIRECTOR Trustee or director | 5 | $0 |
990 for the year ended December 31, 2024: 46 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| R BARKLEY PAYNE | PRESIDENT/CEO Officer | 40 | $279,500 | $22,485 |
| JESSICA DUNHAM | VP PROGRAMS & OPERATIONS Highest-paid employee | 40 | $135,377 | $16,702 |
| JOHN HYLAND | CHAIR (UNT 3/24)/I.P.C. (AS OF 3/24) Trustee or director, Officer | 5 | $0 | $0 |
| JEFF VIVACQUA | V.C. (UNTIL 3/24)/CHAIR (AS OF 3/24) Trustee or director, Officer | 5 | $0 | $0 |
| MEGHAN PEACHEY | DIR. (UNTIL 3/24)/V.C. (AS OF 3/24) Trustee or director, Officer | 5 | $0 | $0 |
| MARK CONNOLLY | DIR. (UNT 3/24)/TREAS. (AS OF 3/24) Trustee or director, Officer | 5 | $0 | $0 |
| MARK GOLDBERG | TREAS. (UNT 3/24)/DIR. (AS OF 3/24) Trustee or director, Officer | 5 | $0 | $0 |
| BRIAN HAMBURGER | CLERK Trustee or director, Officer | 5 | $0 | $0 |
| ADAM ANTONIADES | DIRECTOR (UNTIL 3/24) Trustee or director | 5 | $0 | $0 |
| RONICE BARLOW | DIRECTOR Trustee or director | 5 | $0 | $0 |
| STACY BERNSTEIN | DIRECTOR Trustee or director | 5 | $0 | $0 |
| DAVID CANTER | DIRECTOR Trustee or director | 5 | $0 | $0 |
| JENNIFER CONNELLY | DIRECTOR Trustee or director | 5 | $0 | $0 |
| GREG CORNICK | DIRECTOR (UNTIL 9/24) Trustee or director | 5 | $0 | $0 |
| STEPHANIE DRESCHER | DIRECTOR Trustee or director | 5 | $0 | $0 |
| TASH ELWYN | DIRECTOR (UNTIL 3/24) Trustee or director | 5 | $0 | $0 |
| DAVID FISHER | DIRECTOR (UNTIL 3/24) Trustee or director | 5 | $0 | $0 |
| AMY FRITZ | DIRECTOR Trustee or director | 5 | $0 | $0 |
| BRETT GOODMAN | DIRECTOR Trustee or director | 5 | $0 | $0 |
| BEN HUNEKE | DIRECTOR (UNTIL 3/24) Trustee or director | 5 | $0 | $0 |
| MICHAEL KEENAN | DIRECTOR Trustee or director | 5 | $0 | $0 |
| SEAN KEENAN | DIRECTOR Trustee or director | 5 | $0 | $0 |
| MICHAEL KIM | DIRECTOR Trustee or director | 5 | $0 | $0 |
| JOSEPH LOMBARDO | DIRECTOR (UNTIL 8/24) Trustee or director | 5 | $0 | $0 |
| BRIAN MCLAUGHLIN | DIRECTOR Trustee or director | 5 | $0 | $0 |
| DAVID MICHAUD | DIRECTOR Trustee or director | 5 | $0 | $0 |
| TOM NORTH | DIRECTOR Trustee or director | 5 | $0 | $0 |
| CHRISTOPHER O'DEA | DIRECTOR Trustee or director | 5 | $0 | $0 |
| JOHN PAVESE | DIRECTOR Trustee or director | 5 | $0 | $0 |
| KIRSTEN PICKENS | DIRECTOR Trustee or director | 5 | $0 | $0 |
| MARY PAT ROENBECK | DIRECTOR Trustee or director | 5 | $0 | $0 |
| JENNIFER ROSINSKI | DIRECTOR Trustee or director | 5 | $0 | $0 |
| ABBY SALAMEH | DIRECTOR Trustee or director | 5 | $0 | $0 |
| PAUL SANTUCCI | DIRECTOR Trustee or director | 5 | $0 | $0 |
| CATHY SAUNDERS | DIRECTOR Trustee or director | 5 | $0 | $0 |
| CLARA SIERRA | DIRECTOR Trustee or director | 5 | $0 | $0 |
| MARC SQUIRES | DIRECTOR Trustee or director | 5 | $0 | $0 |
| ANDREW STAVARIDIS | DIRECTOR Trustee or director | 5 | $0 | $0 |
| EDWARD SWENSON | DIRECTOR Trustee or director | 5 | $0 | $0 |
| KATE THOMPSON | DIRECTOR Trustee or director | 5 | $0 | $0 |
| JOHN VACCARO | DIRECTOR Trustee or director | 5 | $0 | $0 |
| TOM WALROND | DIRECTOR Trustee or director | 5 | $0 | $0 |
| COREY WALTHER | DIRECTOR (UNTIL 3/24) Trustee or director | 5 | $0 | $0 |
| MATT WITKOS | DIRECTOR (UNTIL 2/24) Trustee or director | 5 | $0 | $0 |
| BARRETT WRAGG | DIRECTOR Trustee or director | 5 | $0 | $0 |
| DAN ZITTING | DIRECTOR Trustee or director | 5 | $0 | $0 |
990 for the year ended December 31, 2023: 50 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| R BARKLEY PAYNE | PRESIDENT/EXEC. DIR. (AS OF 2/23) Officer | 40 | $224,038 | $20,625 |
| JESSICA DUNHAM | VP PROGRAMS & OPERATIONS Highest-paid employee | 40 | $124,982 | $10,363 |
| MEGAN MCAULEY | PRESIDENT/EXEC. DIR. (UNTIL 2/23) Trustee or director, Officer | 40 | $39,383 | $19,273 |
| JOHN HYLAND | CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| JEFF VIVACQUA | VICE CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| MARK GOLDBERG | TREASURER (AS OF 3/23) Trustee or director, Officer | 5 | $0 | $0 |
| TRAP KLOMAN | TREAS. (UNT 3/23)/DIR. (UNT 12/23) Trustee or director, Officer | 5 | $0 | $0 |
| BRIAN HAMBURGER | DIR. (UNTIL 2/23)/CLERK (AS OF 3/23) Trustee or director, Officer | 5 | $0 | $0 |
| KATE HEALY | CLERK (UNTIL 1/23) Trustee or director, Officer | 5 | $0 | $0 |
| ADAM ANTONIADES | DIRECTOR Trustee or director | 5 | $0 | $0 |
| CAROLYN ARMITAGE | DIRECTOR (UNTIL 9/23) Trustee or director | 5 | $0 | $0 |
| RONICE BARLOW | DIRECTOR Trustee or director | 5 | $0 | $0 |
| WENDY BENSON | DIRECTOR (UNTIL 5/23) Trustee or director | 5 | $0 | $0 |
| STACY BERNSTEIN | DIRECTOR Trustee or director | 5 | $0 | $0 |
| DAVID CANTER | DIRECTOR Trustee or director | 5 | $0 | $0 |
| ERIC CLARKE | DIRECTOR (UNTIL 6/23) Trustee or director | 5 | $0 | $0 |
| JENNIFER CONNELLY | DIRECTOR Trustee or director | 5 | $0 | $0 |
| MARK CONNOLLY | DIRECTOR Trustee or director | 5 | $0 | $0 |
| GREG CORNICK | DIRECTOR Trustee or director | 5 | $0 | $0 |
| STEPHANIE DRESCHER | DIRECTOR Trustee or director | 5 | $0 | $0 |
| MAUREEN DUFF | DIRECTOR (UNTIL 2/23) Trustee or director | 5 | $0 | $0 |
| TASH ELWYN | DIRECTOR Trustee or director | 5 | $0 | $0 |
| DAVID FISHER | DIRECTOR Trustee or director | 5 | $0 | $0 |
| BRETT GOODMAN | DIRECTOR Trustee or director | 5 | $0 | $0 |
| BEN HUNEKE | DIRECTOR Trustee or director | 5 | $0 | $0 |
| MICHAEL KEENAN | DIRECTOR Trustee or director | 5 | $0 | $0 |
| SEAN KEENAN | DIRECTOR Trustee or director | 5 | $0 | $0 |
| MICHAEL KELLY | DIRECTOR (UNTIL 3/23) Trustee or director | 5 | $0 | $0 |
| MICHAEL KIM | DIRECTOR Trustee or director | 5 | $0 | $0 |
| AARON KLEIN | DIRECTOR (UNTIL 12/23) Trustee or director | 5 | $0 | $0 |
| JOSEPH LOMBARDO | DIRECTOR Trustee or director | 5 | $0 | $0 |
| BRIAN MCLAUGHLIN | DIRECTOR Trustee or director | 5 | $0 | $0 |
| TOM NORTH | DIRECTOR Trustee or director | 5 | $0 | $0 |
| JOHN PAVESE | DIRECTOR Trustee or director | 5 | $0 | $0 |
| MEGHAN PEACHEY | DIRECTOR Trustee or director | 5 | $0 | $0 |
| KIRSTEN PICKENS | DIRECTOR Trustee or director | 5 | $0 | $0 |
| GEMMA POSTLETHWAITE | DIRECTOR (UNTIL 6/23) Trustee or director | 5 | $0 | $0 |
| MARY PAT ROENBECK | DIRECTOR Trustee or director | 5 | $0 | $0 |
| ABBY SALAMEH | DIRECTOR Trustee or director | 5 | $0 | $0 |
| PAUL SANTUCCI | DIRECTOR Trustee or director | 5 | $0 | $0 |
| CATHY SAUNDERS | DIRECTOR Trustee or director | 5 | $0 | $0 |
| CLARA SIERRA | DIRECTOR Trustee or director | 5 | $0 | $0 |
| MARC SQUIRES | DIRECTOR Trustee or director | 5 | $0 | $0 |
| ANDREW STAVARIDIS | DIRECTOR Trustee or director | 5 | $0 | $0 |
| JOHN VACCARO | DIRECTOR Trustee or director | 5 | $0 | $0 |
| COREY WALTHER | DIRECTOR Trustee or director | 5 | $0 | $0 |
| BILL WILLIAMS | DIRECTOR (UNTIL 9/23) Trustee or director | 5 | $0 | $0 |
| MATT WITKOS | DIRECTOR Trustee or director | 5 | $0 | $0 |
| BARRETT WRAGG | DIRECTOR Trustee or director | 5 | $0 | $0 |
| ANGELA XAVIER | DIRECTOR (UNTIL 3/23) Trustee or director | 5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 68 HARRISON AVE STE 605 PMB 87113, BOSTON, MA 02111-1929
- In care of
- % ROBERT BARKLEY PAYNE
- Principal officer (990 for 2025)
- R BARKLEY PAYNE, 68 HARRISON AVE STE 605 PMB 8711, BOSTON, MA 021111929
- Signed the 990
- R BARKLEY PAYNE, PRESIDENT
- Phone
- (781) 304-4812
- Website
- WWW.INVESTINOTHERS.ORG
- Return prepared by
- JAMES A GEORGE PC
Mission
THE ORGANIZATION'S MISSION IS TO AMPLIFY, CELEBRATE, AND INSPIRE THE CHARITABLE WORK OF THE FINANCIAL SERVICES COMMUNITY.
Program accomplishments
- 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
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 20-5036808
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2007
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21)
- Assets (IRS master file)
- $6,195,225
- Income (IRS master file)
- $5,668,769
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $5,426,251 | $3,812,521 | $6,195,225 | XML |
| 990 | December 2024 | $3,208,424 | $2,854,336 | $4,125,346 | XML |
| 990 | December 2023 | $2,717,774 | $2,341,476 | $3,393,569 | XML |
| 990 | December 2022 | $2,250,876 | $2,327,874 | $2,886,971 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-5036808).
Questions about INVEST IN OTHERS CHARITABLEFOUNDATION INC
- What is the EIN of INVEST IN OTHERS CHARITABLEFOUNDATION INC?
- The employer identification number (EIN) of INVEST IN OTHERS CHARITABLEFOUNDATION INC is 20-5036808.
- Is INVEST IN OTHERS CHARITABLEFOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to INVEST IN OTHERS CHARITABLEFOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does INVEST IN OTHERS CHARITABLEFOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of INVEST IN OTHERS CHARITABLEFOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did INVEST IN OTHERS CHARITABLEFOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of INVEST IN OTHERS CHARITABLEFOUNDATION INC?
- The 990 for the year ended December 31, 2025 names R BARKLEY PAYNE.
- Who are the officers and directors of INVEST IN OTHERS CHARITABLEFOUNDATION INC?
- The 990 for the year ended December 31, 2025 lists 35 people; 2 received compensation from the organization, the highest $287,500 (R BARKLEY PAYNE, PRESIDENT/CEO).
- How much revenue does INVEST IN OTHERS CHARITABLEFOUNDATION INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $5,426,251, expenses of $3,812,521 and total assets of $6,195,225 at year end.
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