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EIN 26-2048480

ImpactAssets

IRS 501(c) type
501(c)(3)
Num. employees
39
City
Bethesda
State
Maryland
Year formed
2008
Most recent tax filings
2022-12-01
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
$382,327,423
2022
Total expenses
$243,930,414
2022
Total assets
$2,191,122,674
2022
Num. employees
39
2022

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
Planned Parenthood Federation of AmericaGeneral Support$6,165,801
Charities Aid Foundation of AmericaGeneral Support$5,538,950
Jubilee Gift GalaxyGeneral Support$3,690,000
...and 980 more grants made totalling $187,936,284

Who funds ImpactAssets

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
DreamorgEpa Ejcps Technical Assistance Grant$50,000,000
Vanguard Charitable Endowment ProgramFor Recipient's Exempt Purpose$26,966,904
Fidelity Investments Charitable Gift FundFor Grant Recipient's Exempt Purposes$22,682,109
...and 60 more grants received totalling $181,367,200

Personnel at ImpactAssets

NameTitleCompensation
Margret TrilliBoard Member$270,401
Molly ChidesterChief Operating Officer, Stop the Spread
Kate LeopoldChief Financial Officer
Amy BennettChief Marketing Officer / Director , Marketing / Director of Marketing$240,309
Yun CallahanFounder and Executive / Controller
...and 20 more key personnel

Financials for ImpactAssets

RevenuesFYE 12/2022
Total grants, contributions, etc.$361,200,698
Program services$1,144,501
Investment income and dividends$33,722,297
Tax-exempt bond proceeds$0
Royalty revenue$40,625
Net rental income$0
Net gain from sale of non-inventory assets$-13,780,698
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$382,327,423

Form 990s for ImpactAssets

Fiscal year endingDate received by IRSFormPDF link
2022-122023-11-15990View PDF
2021-122022-11-11990View PDF
2020-122021-11-15990View PDF
2019-122021-04-02990View PDF
2018-122020-02-18990View PDF
...and 8 more Form 990s

Organizations like ImpactAssets

OrganizationLocationRevenue
Donors TrustAlexandria, VA$323,050,038
Impact Foundation / Impact Investing Charitable Foundation IncOverland Park, KS$125,350,864
The SignatryOverland Park, KS$867,236,941
Greater Houston Community FoundationHouston, TX$234,189,550
Charities Aid Foundation of AmericaAlexandria, VA$816,418,831
WaterStoneColorado Springs, CO$232,951,454
Bradley Impact FundMilwaukee, WI$108,123,443
American Gift FundWilmington, DE$117,606,182
ECMC GroupMinneapolis, MN$467,330,504
Myriad USANew York, NY$121,394,713
Data update history
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
December 24, 2023
Used new vendors
Identified 5 new vendors, including , , , , and
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
2024-12-04
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