Invictus Fund Nv
- Assets
- $5.3k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- St Helena, CA
- Founding
- 11/2017
- Data as of
- 12/2021
- EIN
- 82-3199730
Organization Overview
Invictus Fund Nv is located in St Helena, CA. The organization was established in 2017. According to its NTEE Classification (T12) the organization is classified as: Fund Raising & Fund Distribution, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Invictus Fund NV is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Invictus Fund NV generated $66.2k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 5 years, the organization has seen revenues fall by an average of (13.3%) each year. All expenses for the organization totaled $229.4k during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
Form
990EZ
Mission & Program ActivityExcerpts From the 990EZ Filing
TAX YEAR
2021
Describe the Organization's Program Activity:
Part 3
THE PRIMARY ACTIVITY OF THE INVICTUS FUND NV IS TO RAISE AND DISTRIBUTE FUNDS TO PROVIDE FINANCIAL SUPPORT TO INDIVIDUALS AND FAMILIES IN NORTHERN CALIFORNIA THAT ARE IN NEED OF EMERGENCY OR TEMPORARY ASSISTANCE, AND TO PROVIDE SCHOLARSHIPS TO INDIVIDUALS WHO ARE CANDIDATES FOR A DEGREE AT AN "EDUCATIONAL ORGANIZATION" (AS SUCH TERM IS DEFINED IN THE CODE AND THE TREASURY REGULATIONS PROMULGATED THEREUNDER).
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
William Harlan III Director | 0.25 | $0 | |
Matt Zafirovski Director, Secretary | 0.25 | $0 | |
Patrick Nayrolles Director | 0.25 | $0 | |
Philip S Norfleet Director, Board Chair | 0.25 | $0 | |
Denis Jaquenoud Director, CFO | 0.25 | $0 | |
Paul Asmuth Director | 0.25 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $66,167 |
| Total Program Service Revenue | $0 |
| Membership dues | $0 |
| Investment income | $0 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $0 |
| Total Revenue | $66,167 |
| Statement of Expenses | |
|---|---|
| Grants and similar amounts paid | $0 |
| Benefits paid to or for members | $0 |
| Salaries, other compensation, and employee benefits | $0 |
| Professional fees and other payments to independent contractors | $1,370 |
| Occupancy, rent, utilities, and maintenance | $0 |
| Printing, publications, postage, and shipping | $0 |
| Other expenses | $2,231 |
| Total expenses | $229,398 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $5,333 |
| Other assets | $0 |
| Total assets | $5,333 |
| Total liabilities | $1,370 |
| Net assets or fund balances | $3,963 |
Grants Recieved
Over the last fiscal year, we have identified 8 grants that Invictus Fund Nv has recieved totaling $266,850.
| Awarding Organization | Amount |
|---|---|
Fidelity Investments Charitable Gift Fund Boston, MA PURPOSE: For grant recipient's exempt purposes | $166,850 |
Schwab Charitable Fund San Francisco, CA PURPOSE: PUBLIC, SOCIETAL BENEFIT | $25,000 |
Morgan Stanley Global Impact Funding Trust Inc Indianapolis, IN PURPOSE: UNRESTRICTED GENERAL SUPPORT | $25,000 |
Jessie Barker Mckellar Charitable Foundation Louisville, KY PURPOSE: SOCIAL WELFARE | $15,000 |
Shoreland Foundation Inc Lloyd Harbor, NY PURPOSE: GENERAL PURPOSE | $10,000 |
National Philanthropic Tr Jenkintown, PA PURPOSE: PUBLIC, SOCIETAL BENEFIT | $10,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Bright Funds Foundation San Jose, CA | $23,418,833 | $59,277,249 |
Monterey Peninsula Foundation Monterey, CA | $50,385,331 | $28,291,060 |
Tiger Woods Charity Event Corp Irvine, CA | $9,536,474 | $23,227,782 |
Pledgeling Foundation Venice, CA | $2,856,994 | $17,411,331 |
Social Impact Fund Los Angeles, CA | $12,584,440 | $14,562,924 |
Solidaire Network Inc Oakland, CA | $12,776,145 | $7,898,596 |
Century Club Of San Diego La Jolla, CA | $2,243,411 | $13,615,886 |
Eat Learn Play Foundation Oakland, CA | $9,809,770 | $13,607,001 |
Cilhaas Supporting Foundation Alameda, CA | $0 | $0 |
Jacquie Foundation Incline Village, NV | $0 | -$1,353,234 |
Patricia And Paul Bragg Foundation Santa Barbara, CA | $96,344,460 | $2,462,516 |
Devto Support Foundation Newport Beach, CA | $95,101,323 | $1,275,327 |