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Pulling IRS BMF, Form 990 filings, peer benchmarks, programs, people, and grants.
Pulling IRS BMF, Form 990 filings, peer benchmarks, programs, people, and grants.

DBA: N/A
Other names: Invest in Others Charitable Foundation; Invest in Others Charitable Foundation Inc
EIN 20-5036808 · Snapshot of IRS recognition, filing currency, financial health, and governance.
To amplify the charitable work of financial advisors, employees and their firms.
Principal Officer
R Barkley Payne
Total Revenue
$5.4M
FY2025
Total Expenses
$3.8M
FY2025
Net Assets
$5.6M
Program Ratio
82.3%
expenses on programs
Employees
6
Volunteers
80
Board Members
33
Voting
33
Independent
8 answers compiled from IRS Form 990, BMF, Pub 78, and the Auto-Revocation List.