The Charityvest Guide
  • Welcome to Charityvest 👋
  • About Donor-Advised Funds
  • For Donors
    • Getting Started
      • Open an Account
      • Share Account Access
      • Make a Contribution
      • Activate Investing
        • Impact investing
      • Grant to Charity
        • Tips for finding a specific charity
        • Philanthropic advisory
        • International Grantmaking
      • Check Grant Status
      • Schedule Future Giving
      • Send a Gift Card
      • Add Beneficiaries
      • Set a Giving Goal
    • Gifts We Accept
      • Cash
      • Stocks & ETFs
      • Crypto
      • DAF Transfers
      • Complex Assets
      • Other Ways to Donate
    • Our Portfolios
    • Our Fees
    • Philanthropic services
    • Invite Friends, Invest Free
    • Tax Matters
    • For Financial Advisors
  • COMMUNITY FUNDS
    • About Community Funds
    • Fund Managers
    • Community Fund Setup
      • Community Fund Policies
      • Community Fund Settings
      • Community Fund Design
        • Grantmaking Process: Examples + Inspiration
    • Donate to a Community Fund
    • Grant from a Community Fund
    • Community Fund Fees
    • Community Fund FAQs
  • For Charities
    • Receiving Grants
    • Stock & Crypto Donations
    • Charity FAQs
  • For Workplaces
    • Corporate Giving Fund
    • Employee Giving Programs
      • Employee Matching
      • Employee Equity
      • Setting Up an Employee Program
    • Administrator FAQ
    • Employee FAQ
  • About Our Venture
    • Our Giving Model & Philosophy
    • Our Story + Mission + Values
    • The Foundation Source Relationship
    • How We Make Money
    • Building the Future of Giving
    • Our Trust & Security Posture
  • Governance & Legal
    • About Charityvest, Inc.
    • Financial Reporting
    • Legal Documents
      • Charityvest Terms of Use
      • Charityvest Privacy Policy
    • Required Disclosures
    • Legal Note
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  • Audited Financials
  • IRS Form 990s

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  1. Governance & Legal

Financial Reporting

Displaying the history of Charityvest's audited financials and IRS Form 990 submissions.

PreviousAbout Charityvest, Inc.NextLegal Documents

Last updated 1 month ago

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Audited Financials

We are audited annually by Smith & Howard, P.C. in Atlanta, Georgia.

IRS Form 990s

We file a full IRS Form 990 annually.

1MB
Charityvest, Inc. - Smith & Howard Audit FY2023 and FY 2022.pdf
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FY2023 Audit
322KB
Charityvest, Inc. - Smith & Howard Audit FY2022 and FY 2021 vFinal.pdf
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FY2022 Audit
210KB
Charityvest, Inc. - Smith & Howard Audit FY2021 and FY2020 vFinal.pdf
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FY2021 Audit
290KB
Charityvest, Inc. - Smith & Howard Audit FY2020 and FY2019 vFinal.pdf
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FY2020 + FY2019 Audit
856KB
Charityvest, Inc. - 2023 Form 990 - Public Inspection Copy.pdf
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2023 Form 990
947KB
Charityvest, Inc. - 2022 Form 990 - Public Inspection Copy.pdf
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2022 Form 990
990KB
Charityvest, Inc. - 2021 Form 990 - Public Inspection Copy.pdf
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2021 Form 990
1MB
Charityvest, Inc. - 2020 Form 990 - Public Inspection Copy.pdf
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2020 Form 990
470KB
Charityvest, Inc. - 2019 Form 990 - Public Inspection Copy.pdf
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2019 Form 990