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EIN 26-2048480

ImpactAssets

IRS 501(c) type
501(c)(3)
Num. employees
40
City
Bethesda
State
Maryland
Year formed
2008
Most recent tax filings
2023-12-01
NTEE code, primary
T00: Philanthropy, Voluntarism, and Grantmaking Foundations: General
Description
To catalyze the impact investing ecosystem by providing products and thought leadership that enable philanthropists, other asset owners and their wealth advisors to make investments with positive social, environmental and financial returns.
Also known as...
Impactassetsinc
Total revenues
$866,540,160
2023
Total expenses
$288,831,658
2023
Total assets
$2,926,060,513
2023
Num. employees
40
2023

Program areas at ImpactAssets

Impactassets inc.'s donor advised fund is a unique philanthropic platform that offers a donor advised program and fiscal sponsorship services for individual and institutional donors. Impactassets utilizes grantmaking and impact investing to maximize the flow of capital to organization's that strive to create a positive social and environmental impact on society. Impactassets model enables donors to maximize the impact of their philanthropic capital.

Grants made by ImpactAssets

GranteeGrant descriptionAmount
GlobalGivingGeneral Support$11,987,424
East Bay Meditation CenterAssistance To Buy A Building in Oakland.$5,456,000
American Online Giving FoundationGeneral Support$3,000,000
...and 979 more grants made totalling $220,480,227

Who funds ImpactAssets

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
Kataly FoundationCharitable Activities$58,500,000
DreamorgEpa Ejcps Technical Assistance Grant$50,000,000
Vanguard Charitable Endowment ProgramFor Recipient's Exempt Purpose$26,966,904
...and 62 more grants received totalling $236,112,200

Personnel at ImpactAssets

NameTitleCompensation
Margret TrilliChief Executive Officer and Chief Investment Officer / Chief Executive Officer and Chief Information Officer / President and Chief Information Officer$359,718
Alice LowensteinChief Operating Officer$314,133
Kate LeopoldChief Financial Officer
Amy BennettChief Marketing Officer / Director , Marketing / Director of Marketing$240,309
Yun CallahanFounder and Executive / Controller
...and 17 more key personnel

Financials for ImpactAssets

RevenuesFYE 12/2023
Total grants, contributions, etc.$811,889,329
Program services$2,452,554
Investment income and dividends$54,591,873
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$-2,393,596
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$866,540,160

Form 990s for ImpactAssets

Fiscal year endingDate received by IRSFormPDF link
2023-122024-11-13990View PDF
2022-122023-11-15990View PDF
2021-122022-11-11990View PDF
2020-122021-11-15990View PDF
2019-122021-04-02990View PDF
...and 9 more Form 990s
Data update history
November 26, 2024
Received grants
Identified 13 new grant, including a grant for $50,000,000 from Dreamorg
August 25, 2024
Received grants
Identified 11 new grant, including a grant for $7,200,000 from Jewish Communal Fund
January 3, 2024
Received grants
Identified 35 new grant, including a grant for $9,500,000 from Kataly Foundation
December 28, 2023
Posted financials
Added Form 990 for fiscal year 2022
December 27, 2023
Updated personnel
Identified 1 new personnel
Nonprofit Types
Grantmaking organizationsHeadquarter / parent organizationsCharitiesDonor Advised Funds (DAFs)
Issues
No issues found
Characteristics
Operates donor advised fundsProvides grantsOperates internationallyNational levelTax deductible donationsFiscal sponsorAccepts online donations
General information
Address
4340 E W Hwy 210
Bethesda, MD 20814
Metro area
Washington-Arlington-Alexandria, DC-VA-MD-WV
County
Montgomery County, MD
Website URL
impactassets.org/ 
Phone
(855) 482-2946
Facebook page
ImpactAssets 
Twitter profile
@impactassets 
IRS details
EIN
26-2048480
Fiscal year end
December
Taxreturn type
Form 990
Year formed
2008
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T00: Philanthropy, Voluntarism, and Grantmaking Foundations: General
NAICS code, primary
522120: Savings Institutions
Parent/child status
Central organization
California AB-488 details
AB 488 status
May Operate or Solicit for Charitable Purposes
Charity Registration status
Current - Awaiting Reporting
FTB status revoked
Not revoked
AG Registration Number
CT0158493
FTB Entity ID
None yet
AB 488 data last updated ("as-of") date
2024-12-31
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