Civic Intelligence

Impactassets Inc.

990 • Fiscal year 2015 • EIN 26-2048480

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 15, 2016

7315 Wisconsin Ave No 1000WBethesda, MD 20814

(855) 482-2946

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

14th percentile

0.05x

Higher debt load relative to assets than 14% of similar nonprofits.

2015 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2015

Liabilities / Revenue

11th percentile

0.12x

Higher debt load relative to revenue than 11% of similar nonprofits.

2015 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2015

Net Margin

98th percentile

73%

Higher net margin than 98% of similar nonprofits.

2015 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2015

Top Officer Pay

6th percentile

$246,792

Higher top officer pay than 6% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

2015 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2015

Asset Growth

97th percentile

49%

Faster asset growth than 97% of similar nonprofits.

2015 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2014 to 2015

Revenue Growth

53rd percentile

5.1%

Faster revenue growth than 53% of similar nonprofits.

2015 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2014 to 2015

Assets

Up

$266,481,023

Up $87,092,073 (+49%) from 2014

Net Assets

Up

$252,922,114

Up $76,642,023 (+43%) from 2014

Liabilities

Up

$13,558,909

Up $10,450,050 (+336%) from 2014

Revenue

Up

$115,045,966

Up $5,559,968 (+5.1%) from 2014

Expenses

Up

$30,871,190

Up $5,914,272 (+24%) from 2014

Net Income

Down

$84,174,776

Down $354,304 (-0.4%) from 2014

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0B$3.0B$2.0B$1.0B$0Assets 2010: $23,618,329Liabilities 2010: $23,482Net Assets 2010: $23,594,8472010Assets 2012: $80,867,661Liabilities 2012: $3,089,685Net Assets 2012: $77,777,9762012Assets 2013: $96,733,140Liabilities 2013: $4,190,669Net Assets 2013: $92,542,4712013Assets 2014: $179,388,950Liabilities 2014: $3,108,859Net Assets 2014: $176,280,0912014Assets 2015: $266,481,023Liabilities 2015: $13,558,909Net Assets 2015: $252,922,1142015Assets 2016: $318,132,444Liabilities 2016: $13,447,808Net Assets 2016: $304,684,6362016Assets 2017: $423,233,659Liabilities 2017: $14,957,091Net Assets 2017: $408,276,5682017Assets 2018: $474,316,071Liabilities 2018: $15,301,927Net Assets 2018: $459,014,1442018Assets 2019: $1,129,447,893Liabilities 2019: $16,475,315Net Assets 2019: $1,112,972,5782019Assets 2020: $1,383,884,329Liabilities 2020: $29,745,490Net Assets 2020: $1,354,138,8392020Assets 2021: $2,184,359,966Liabilities 2021: $29,145,659Net Assets 2021: $2,155,214,3072021Assets 2022: $2,191,122,674Liabilities 2022: $31,879,968Net Assets 2022: $2,159,242,7062022Assets 2024: $3,002,686,264Liabilities 2024: $43,028,154Net Assets 2024: $2,959,658,1102024

Highlighted filing

2015

Assets$266,481,023
Liabilities$13,558,909
Net Assets$252,922,114

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$800M$600M$400M$200M$0Expenses 2010: $446,1262010Expenses 2012: $8,597,9302012Revenue 2013: $32,975,030Expenses 2013: $22,118,176Net Income 2013: $10,856,8542013Revenue 2014: $109,485,998Expenses 2014: $24,956,918Net Income 2014: $84,529,0802014Revenue 2015: $115,045,966Expenses 2015: $30,871,190Net Income 2015: $84,174,7762015Revenue 2016: $63,840,269Expenses 2016: $30,281,278Net Income 2016: $33,558,9912016Revenue 2017: $131,779,929Expenses 2017: $42,540,942Net Income 2017: $89,238,9872017Revenue 2018: $219,620,965Expenses 2018: $152,600,901Net Income 2018: $67,020,0642018Revenue 2019: $734,781,486Expenses 2019: $114,731,627Net Income 2019: $620,049,8592019Revenue 2020: $396,643,138Expenses 2020: $198,467,861Net Income 2020: $198,175,2772020Revenue 2021: $717,988,041Expenses 2021: $218,647,123Net Income 2021: $499,340,9182021Revenue 2022: $382,327,423Expenses 2022: $243,930,414Net Income 2022: $138,397,0092022Revenue 2024: $680,266,004Expenses 2024: $627,276,057Net Income 2024: $52,989,9472024

Highlighted filing

2015

Revenue$115,045,966
Expenses$30,871,190
Net Income$84,174,776
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 15, 2016
Return Version
2015v2.1
Gross Receipts
$174,615,635
Mission and Program Overview

Mission

Impactassets,inc. Encourages the investment of charitable assets in, and grant making to, projects and enterprises that impact society in a positive manner through activities including, but not limited to, maintaining educational, investor, donor and administrative programs that enable a broad base of society to participate in such activities.

Impactassets,inc. Encourages the investment of charitable assets in, and grant making to, projects and enterprises that impact society in a positive manner through activities including, but not limited to, maintaining educational, investor, donor, and administrative programs that enable a broad base of society to participate in such activities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$77,385,689$135,519,131▲ $58,133,442
Investments Other Securities$34,439,887$55,109,633▲ $20,669,746
Savings and Temporary Cash Investments$42,158,656$44,439,698▲ $2,281,042
Cash and Non-Interest-Bearing Accounts$18,729,297$24,085,159▲ $5,355,862
Other Notes and Loans Receivable, Net$5,663,703$6,588,856▲ $925,153
Pledges and Grants Receivable$673,313$401,874▼ $271,439
Prepaid Expenses and Deferred Charges$16,467$43,394▲ $26,927
Land, Buildings, and Equipment, Net$20,445$18,405▼ $2,040
Accounts Receivable$14,261$9,568▼ $4,693
Total Assets$179,233,652$266,481,023▲ $87,247,371
Other Assets Total$131,934$265,305▲ $133,371
Liabilities
Unsecured Notes Loans Payable$1,075,403$12,271,088▲ $11,195,685
Accounts Payable and Accrued Expenses$1,628,158$1,287,821▼ $340,337
Other Liabilities$250,000$0▼ $250,000
Total Liabilities$2,953,561$13,558,909▲ $10,605,348
Net Assets / Fund Balance
Unrestricted Net Assets$176,280,091$251,713,585▲ $75,433,494
Permanently Rstr Net Assets-$1,208,529-
Total Net Assets Fund Balance$176,280,091$252,922,114▲ $76,642,023
Total Liabilities and Net Assets / Fund Balance$179,233,652$266,481,023▲ $87,247,371

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$18,405$25,226$43,631
Other Securities$30,159,655--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Timothy FreundlichPresidentFT$211,001$35,791$246,792
Elizabeth StellutoChief Growth OfficerFT$178,814$12,547$191,361
Gabriel DiclericoDirector of Operations, Assistant SecretaryFT$145,368$5,503$150,871
Gabriel DiclericoDirector of Operations, Assistant Se-$136,891$13,980$150,871
Mackenzie ColganRegional Director, DistributionFT$133,725$4,546$138,271
Sandra OsborneSenior Officer, InvestmentFT$121,264$4,185$125,449
Sally BoulterSenior Officer, Client ExperienceFT$112,426$4,516$116,942
Amy BennettDirector of MarketingFT$108,742$4,592$113,334
Safia Kryger-nelsonRegional Director, DistributionFT$101,304$3,238$104,542

Board Members and Trustees

NameTitle
Donald Wayne SilbyChairman
Gerhard PriesDirector
Jennifer PryceDirector
Karl KleissnerDirector
Liesel Pritzker SimmonsDirector
Margaret ClarkDirector
Ron CordesDirector
Mark Van NessSecretary & Treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Fran SeegullInvestment Management Oversight948 16TH STREET UNIT D, Santa Monica, CA 90403$193,818
Civitas Public Affairs Group LLCPhilanthropic Advising474 14TH STREET, Brooklyn, NY 11215$165,000
-Philanthropic Advising409 7TH ST NW SUITE 350, Washington, DC 20004$150,000
Revenue and Support

Revenue Composition

Contributions and Grants
$107,784,162
Program Service Revenue
$274,653
Investment Income
$6,987,151
Other Revenue
$0
All Other Contributions
$107,784,162
Change in Net Assets
$84,174,776

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded392$16,976,943Fair Market Value
Real Estate Residential1$410,639Fair Market Value
Total Noncash Contributions393$17,387,582-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$25,446,602
Other Expenses$3,448,211
Salaries, Compensation, and Employee Benefits$1,976,377
Total Fundraising Expense$186,115
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$24,712,602--$24,712,602
Other Salaries and Wages-$980,367$113,454$1,093,821
Fees for Services Other-$871,320-$871,320
Foreign Grants$734,000--$734,000
Fees for Service Investment Mgmnt Fees-$637,091-$637,091
Current Officers, Directors, Trustees, and Key Employees-$529,997$59,027$589,024
Information Technology-$142,064$11,715$153,779
Payroll Taxes-$131,322-$131,322
Fees for Services Legal-$108,424-$108,424
Travel-$100,001-$100,001
Pension Plan Contributions-$94,297-$94,297
Occupancy-$83,540-$83,540
Other Employee Benefits-$67,913-$67,913
Fees for Services Accounting-$65,254-$65,254
Conferences and Meetings-$57,735-$57,735
Office Expenses-$53,687$1,919$55,606
Insurance-$26,309-$26,309
Depreciation Depletion-$11,765-$11,765
Other Expenses-$10,432-$10,432
All Other Expenses-$507-$507
Total Functional Expenses$25,446,602$5,238,473$186,115$30,871,190
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Root CapitalCambridge, MA501(c)(3)General Operating Support$2,005,000
Foundation for Civic LeadershipCambridge, MA501(c)(3)General Operating Support$1,150,000
Rsf Social FinanceSan Francisco, CA501(c)(3)General Operating Support$1,000,000
Solidago FoundationNorthampton, MA501(c)(3)General Operating Support$1,000,000
Opportunity InternationalOak Brook, IL501(c)(3)General Operating Support$970,000
University of Connecticut Health CenterFarmington, CT501(c)(3)General Operating Support$667,702
B Lab CompanyNew York, NY501(c)(3)General Operating Support$500,000
Organizing for ActionChicago, IL501(c)(4)Educational Programs$500,000
First Team Real Estate FoundationIrvine, CA501(c)(3)General Operating Support$485,000
New Venture FundWashington, DC501(c)(3)General Operating Support$386,000
The Trust for Public LandSan Francisco, CA501(c)(3)General Operating Support$386,000
Globalgiving FoundationWashington, DC501(c)(3)General Operating Support$336,471
Issue OneWashington, DC501(c)(3)General Operating Support$292,000
Episcopal Diocese of MassachusettsBoston, MA501(c)(3)General Operating Support$276,000
Fair Trade USAOakland, CA501(c)(3)General Operating Support$275,000
Democracy Matters Institute IncHamilton, NY501(c)(3)General Operating Support$254,500
Barack H Obama FoundationWashington, DC501(c)(3)General Operating Support$250,000
Friends of Mosdot Goor IncBrooklyn, NY501(c)(3)General Operating Support$250,000
Village CapitalWashington, DC501(c)(3)General Operating Support$250,000
Phillips Brooks House AssociationCambridge, MA501(c)(3)General Operating Support$224,000
American Jewish World Service IncNew York, NY501(c)(3)General Operating Support$219,250
Share and Care FoundationParamus, NJ501(c)(3)General Operating Support$200,000
The Learning for Living InstituteBoulder, CO501(c)(3)General Operating Support$180,000
Proteus FundAmherst, MA501(c)(3)General Operating Support$178,250
Center for Court InnovationNew York, NY501(c)(3)General Operating Support$152,500
Maine Citizens for Clean ElectionsPortland, ME501(c)(3)General Operating Support$150,000
Progressive Change InstituteWashington, DC501(c)(3)General Operating Support$150,000
Sunlight FoundationWashington, DC501(c)(3)General Operating Support$150,000
Vera InstituteNew York, NY501(c)(3)General Operating Support$150,000
Wesleyan UniversityMiddletown, CT501(c)(3)General Operating Support$147,000
Tides FoundationClinton, WA501(c)(3)General Operating Support$143,375
Ananda Ashrama IncLa Crescenta, CA501(c)(3)General Operating Support$125,000
Masoras Avos IncLakewood, NJ501(c)(3)General Operating Support$125,000
Newbury CollegeBrookline, MA501(c)(3)General Operating Support$124,000
2seeds NetworkFalls Church, VA501(c)(3)General Operating Support$120,000
CharitywaterNew York, NY501(c)(3)General Operating Support$114,000
GOD'S FAN CLUBMenifee, CA501(c)(3)General Operating Support$109,000
Alliance for Global JusticeTucson, AZ501(c)(3)General Operating Support$105,000
Threshold FoundationSan Francisco, CA501(c)(3)General Operating Support$101,700
Humane Society of the United StatesWashington, DC501(c)(3)General Operating Support$100,250
Bethlehem Christian FellowshipKamiah, ID501(c)(3)General Operating Support$100,000
Coalition for Open DemocracyConcord, NH501(c)(3)General Operating Support$100,000
Justice TrustNew York, NY501(c)(3)General Operating Support$100,000
Karuna - ShechenNew York, NY501(c)(3)General Operating Support$100,000
Nonviolent Peaceforce USAMinneapolis, MN501(c)(3)General Operating Support$100,000
Ohr Torah Stone Institutions of IsraelNew York, NY501(c)(3)General Operating Support$100,000
Roosevelt InstituteNew York, NY501(c)(3)General Operating Support$100,000
Shining Hope for CommunitiesNew York, NY501(c)(3)General Operating Support$100,000
The Small ThingsEast Haven, CT501(c)(3)General Operating Support$100,000
Wildearth GuardiansSanta Fe, NM501(c)(3)General Operating Support$100,000
American Friends Service CommitteePhiladelphia, PA501(c)(3)General Operating Support$92,100
Scholars Strategy NetworkCambridge, MA501(c)(3)General Operating Support$85,000
Middlebury CollegeMiddlebury, VT501(c)(3)General Operating Support$82,000
Tri S FoundationSkiatook, OK501(c)(3)General Operating Support$81,500
Oxfam AmericaBoston, MA501(c)(3)General Operating Support$81,075
Pinchot UniversitySeattle, WA501(c)(3)General Operating Support$80,000
Asbury Theological SeminaryWilmore, KY501(c)(3)General Operating Support$75,000
Voices for ProgressWashington, DC501(c)(3)General Operating Support$75,000
Washington Progress FundSeattle, WA501(c)(3)General Operating Support$66,500
Echoing Green FoundationNew York, NY501(c)(3)General Operating Support$66,000
Doctors Without BordersHagerstown, MD501(c)(3)General Operating Support$65,200
Pongo FundPortland, OR501(c)(3)General Operating Support$65,000
The Jericho Rd ProjectConcord, MA501(c)(3)General Operating Support$63,000
Crossnore SchoolCrossnore, NC501(c)(3)General Operating Support$60,000
Bucknell UniversityLewisburg, PA501(c)(3)General Operating Support$55,000
Center for American ProgressWashington, DC501(c)(3)General Operating Support$55,000
Stanford University Board of TrusteesPacific House, CA501(c)(3)General Operating Support$52,000
Duke UniversityDurham, NC501(c)(3)General Operating Support$51,500
Fractured AtlasNew York, NY501(c)(3)General Operating Support$51,000
The Synergos InstituteNew York, NY501(c)(3)General Operating Support$50,600
City Harvest IncNew York, NY501(c)(3)General Operating Support$50,250
Yellowstone Park FoundationBozeman, MT501(c)(3)General Operating Support$50,250
Advanced Energy Economy InstituteWashington, DC501(c)(3)General Operating Support$50,000
Cel Education FundBerkeley, CA501(c)(3)General Operating Support$50,000
Centro De Los Derechos Del Migrante IncBaltimore, MD501(c)(3)General Operating Support$50,000
Colorado Haiti Project IncLouisville, CO501(c)(3)General Operating Support$50,000
Digital Divide DataNew York, NY501(c)(3)General Operating Support$50,000
Etta ProjectsTacoma, WA501(c)(3)General Operating Support$50,000
Food Bank for New York CityNew York, NY501(c)(3)General Operating Support$50,000
Graduate Center Foundation IncNew York, NY501(c)(3)General Operating Support$50,000
Institute for Research on Presidential ElectionsLos Altos Hills, CA501(c)(3)General Operating Support$50,000
Kleinman Family Holocaust Education Center IncBrooklyn, NY501(c)(3)General Operating Support$50,000
MaplightBerkeley, CA501(c)(3)General Operating Support$50,000
Parentstogether FoundationWashington, DC501(c)(3)General Operating Support$50,000
Peer Health ExchangeSan Francisco, CA501(c)(3)General Operating Support$50,000
Ripple Effect ImagesWashington, DC501(c)(3)General Operating Support$50,000
The Community Foundation for the AllegheniesJohnstown, PA501(c)(3)General Operating Support$50,000
The Joffrey BalletChicago, IL501(c)(3)General Operating Support$50,000
University of Minnesota FoundationMinneapolis, MN501(c)(3)General Operating Support$50,000
William J Brennan Jr Center for Justice IncNew York, NY501(c)(3)General Operating Support$50,000
Womens Equity in Access to Care and TreatmentSn Francisco, CA501(c)(3)General Operating Support$50,000
Center for Effective GovernmentWashington, DC501(c)(3)General Operating Support$49,400
350orgBrooklyn, NY501(c)(3)General Operating Support$49,071
Public CampaignWashington, DC501(c)(3)General Operating Support$47,750
Harvard UniversityCambridge, MA501(c)(3)General Operating Support$46,250
Alameda County Community Food Bank IncOakland, CA501(c)(3)General Operating Support$45,000
Bradford County Regional Arts CouncilTowanda, PA501(c)(3)General Operating Support$45,000
National Museum of Natural HistoryWashington D C, DC501(c)(3)General Operating Support$45,000
Insight Meditation Community of WashingtonCabin John, MD501(c)(3)General Operating Support$44,500
Health Care Without HarmReston, VA501(c)(3)General Operating Support$44,000
Public Citizen Foundation IncWashington, DC501(c)(3)General Operating Support$41,666
Demos a Network for Ideas and Action LtdNew York, NY501(c)(3)General Operating Support$40,000
Island Press - Center for Resource EconomicsWashington, DC501(c)(3)General Operating Support$40,000
TransformcaOakland, CA501(c)(3)General Operating Support$40,000
CeresBoston, MA501(c)(3)General Operating Support$36,000
Bike WorksSeattle, WA501(c)(3)General Operating Support$35,000
Coyote CentralSeattle, WA501(c)(3)General Operating Support$35,000
Creating Hope InternationalDearborn, MI501(c)(3)General Operating Support$35,000
Express AdvantageSeattle, WA501(c)(3)General Operating Support$35,000
La Cocina IncSan Francisco, CA501(c)(3)General Operating Support$35,000
Round House TheatreSilver Spring, MD501(c)(3)General Operating Support$35,000
Sustainable Markets FoundationNew York, NY501(c)(3)General Operating Support$35,000
The Linfield Foundation IncTemecula, CA501(c)(3)General Operating Support$32,600
Third Sector New EnglandBoston, MA501(c)(3)General Operating Support$30,650
Stevens Institute of TechnologyHoboken, NJ501(c)(3)General Operating Support$30,500
Neighborcare HealthSeattle, WA501(c)(3)General Operating Support$30,000
Sunrise County Economic CouncilMachias, ME501(c)(3)General Operating Support$30,000
United Way of Chittenden County IncSouth Burlington, VT501(c)(3)General Operating Support$30,000
The Nature ConservancyArlington, VA501(c)(3)General Operating Support$28,175
Washington State University FoundationPullman, WA501(c)(3)General Operating Support$28,000
Unreasonable InstituteBoulder, CO501(c)(3)General Operating Support$27,500
Columbia Business SchoolNew York, NY501(c)(3)General Operating Support$26,650
American Friends of Yeshivath Meor HatalmudFlushing, NY501(c)(3)General Operating Support$26,000
Central Montana FoundationLewistown, MT501(c)(3)General Operating Support$26,000
Highlander Research & Education Center IncNew Market, TN501(c)(3)General Operating Support$26,000
Unitarian Universalist Service Committee IncCambridge, MA501(c)(3)General Operating Support$25,800
Friends Peace Teams IncSaint Louis, MO501(c)(3)General Operating Support$25,300
Transportation Choices CoalitionSeattle, WA501(c)(3)General Operating Support$25,250
Partners in HealthFrederick, MD501(c)(3)General Operating Support$25,200
Abundant Life Community ChurchAlton, IL501(c)(3)General Operating Support$25,000
America Achieves IncNew York, NY501(c)(3)General Operating Support$25,000
Antioch CollegeYellow Springs, OH501(c)(3)General Operating Support$25,000
As You SowOakland, CA501(c)(3)General Operating Support$25,000
Bishop Masereka Christian FoundationLe Roy, NY501(c)(3)General Operating Support$25,000
Brain and Behavior Research FoundationNew York City, NY501(c)(3)General Operating Support$25,000
California FarmlinkSanta Cruz, CA501(c)(3)General Operating Support$25,000
Capitol Hill Housing FoundationSeattle, WA501(c)(3)General Operating Support$25,000
Chicago Human Rhythm ProjectChicago, IL501(c)(3)General Operating Support$25,000
Community Foundation of Tompkins County IncIthaca, NY501(c)(3)General Operating Support$25,000
Cooperative Development InstituteNorthampton, MA501(c)(3)General Operating Support$25,000
Democracy at Work InstituteOakland, CA501(c)(3)General Operating Support$25,000
Drive Change IncBrooklyn, NY501(c)(3)General Operating Support$25,000
EcopraxisPort Townsend, WA501(c)(3)General Operating Support$25,000
Equal Opportunity SchoolsSeattle, WA501(c)(3)General Operating Support$25,000
Free Speech for PeopleAustin, TX501(c)(3)General Operating Support$25,000
Friends Committee on National Legislation Education FundWashington, DC501(c)(3)General Operating Support$25,000
Friends of the EarthWashington, DC501(c)(3)General Operating Support$25,000
Georgetown Day SchoolWashington, DC501(c)(3)General Operating Support$25,000
Gilloury InstituteChicago, IL501(c)(3)General Operating Support$25,000
Historic Districts CouncilNew York, NY501(c)(3)General Operating Support$25,000
Indego AfricaNew York, NY501(c)(3)General Operating Support$25,000
Millennium Campus NetworkBoston, MA501(c)(3)General Operating Support$25,000
Minds IncorporatedWashington, DC501(c)(3)General Operating Support$25,000
Namasuite FoundationSan Francisco, CA501(c)(3)General Operating Support$25,000
National Cathedral SchoolWashington, DC501(c)(3)General Operating Support$25,000
Neurological Health FoundationDallas, TX501(c)(3)General Operating Support$25,000
Northern Maine Development CommissionCaribou, ME501(c)(3)General Operating Support$25,000
People for Bikes FoundationBoulder, CO501(c)(3)General Operating Support$25,000
PowermylearningNew York, NY501(c)(3)General Operating Support$25,000
Project HopeMillwood, VA501(c)(3)General Operating Support$25,000
Redford CenterSan Francisco, CA501(c)(3)General Operating Support$25,000
Rural Development InstituteSeattle, WA501(c)(3)General Operating Support$25,000
St John Antiochian Orthodox ChurchRathdrum, ID501(c)(3)General Operating Support$25,000
United to End GenocideWashington, DC501(c)(3)General Operating Support$25,000
Verdugo Hills Hospital FoundationGlendale, CA501(c)(3)General Operating Support$25,000
Wgbh Educational FoundationBoston, MA501(c)(3)General Operating Support$25,000
International Planned Parenthood FederationNew York, NY501(c)(3)General Operating Support$24,000
Make-a-wish Foundation of Illinois IncChicago, IL501(c)(3)General Operating Support$24,000
Project SouthAtlanta, GA501(c)(3)General Operating Support$24,000
AshokaArlington, VA501(c)(3)General Operating Support$23,250
Planned Parenthood Federation of AmericaNew York, NY501(c)(3)General Operating Support$23,250
New York UniversityNew York, NY501(c)(3)General Operating Support$23,000
Solid Ground WashingtonSeattle, WA501(c)(3)General Operating Support$23,000
Mercy CorpsPortland, OR501(c)(3)General Operating Support$22,750
The NavigatorsAlbert Lea, MN501(c)(3)General Operating Support$22,500
Trinity Church in the City of BostonBoston, MA501(c)(3)General Operating Support$22,500
Real Change Homeless Empowerment ProjectSeattle, WA501(c)(3)General Operating Support$22,000
Horizons IncSouth Windham, CT501(c)(3)General Operating Support$21,700
Possible HealthNew York, NY501(c)(3)General Operating Support$21,500
ST PETER'S PRESBYTERIAN CHURCHSpencertown, NY501(c)(3)General Operating Support$21,000
University of Southern CaliforniaPasadena, CA501(c)(3)General Operating Support$21,000
World Wildlife Fund IncWashington, DC501(c)(3)General Operating Support$20,500
600 Million Stray DogsPompano Beach, FL501(c)(3)General Operating Support$20,000
Alive IncSt Louis, MO501(c)(3)General Operating Support$20,000
Animal Legal Defense FundCotati, CA501(c)(3)General Operating Support$20,000
Capital InstituteGreenwich, CT501(c)(3)General Operating Support$20,000
Central Park ConservancyNew York, NY501(c)(3)General Operating Support$20,000
Congregation Beit Simchat TorahNew York, NY501(c)(3)General Operating Support$20,000
Episcopal City MissionBoston, MA501(c)(3)General Operating Support$20,000
Equality NowNew York, NY501(c)(3)General Operating Support$20,000
Georgia Conflict CenterAthens, GA501(c)(3)General Operating Support$20,000
GoodweaveWashington, DC501(c)(3)General Operating Support$20,000
Goodwill Industries of Western Connecticut IncBridgeport, CT501(c)(3)General Operating Support$20,000
Grassroots Business FundWashington, DC501(c)(3)General Operating Support$20,000
Independent Living Resource CenterWichita, KS501(c)(3)General Operating Support$20,000
Oregon Episcopal SchoolPortland, OR501(c)(3)General Operating Support$20,000
OverflowColorado Springs, CO501(c)(3)General Operating Support$20,000
Roadrunner Food Bank IncAlbuquerque, NM501(c)(3)General Operating Support$20,000
Society of St John the EvangelistCambridge, MA501(c)(3)General Operating Support$20,000
SpurSan Francisco, CA501(c)(3)General Operating Support$20,000
Student Expedition Program IncTucson, AZ501(c)(3)General Operating Support$20,000
Telluride FoundationTelluride, CO501(c)(3)General Operating Support$20,000
The Battery FoundationSan Francisco, CA501(c)(3)General Operating Support$20,000
Trust for Conservation InnovationOakland, CA501(c)(3)General Operating Support$20,000
University of DelawareNewark, DE501(c)(3)General Operating Support$20,000
Zoe MinistryGarner, NC501(c)(3)General Operating Support$20,000
Southern Poverty Law Center IncMontgomery, AL501(c)(3)General Operating Support$19,700
Unitarian Universalist AssociationMilwaukee, WI501(c)(3)General Operating Support$19,300
Ether Sea Projects IncBrooklyn, NY501(c)(3)General Operating Support$19,000
Natural Resources Defense Council IncNew York, NY501(c)(3)General Operating Support$18,875
Harmony New Beginnings Animal RescueSheridan, OR501(c)(3)General Operating Support$18,500
Bachurei Chemed of Long BeachLong Beach, NY501(c)(3)General Operating Support$18,000
St Suitephen and the IncarnationWashington, DC501(c)(3)General Operating Support$17,846
The Sierra Club FoundationOakland, CA501(c)(3)General Operating Support$17,500
Finca International IncWashington, DC501(c)(3)General Operating Support$17,000
West Shore Evangelical Free ChurchMechanicsburg, PA501(c)(3)General Operating Support$17,000
Natural Resources Council of MaineAugusta, ME501(c)(3)General Operating Support$16,250
Women for Women InternationalCentral Islip, NY501(c)(3)General Operating Support$16,250
Maine Organic Farmers & Gardeners AssociationUnity, ME501(c)(3)General Operating Support$16,000
Rainforest Action NetworkSan Francisco, CA501(c)(3)General Operating Support$16,000
EarthjusticeSan Francisco, CA501(c)(3)General Operating Support$15,500
Global ExchangeSan Francisco, CA501(c)(3)General Operating Support$15,500
Neo Philanthropy IncNyc, NY501(c)(3)General Operating Support$15,250
Brooklyn Community FoundationBrooklyn, NY501(c)(3)General Operating Support$15,000
East Harlem Employment Services IncNew York, NY501(c)(3)General Operating Support$15,000
EducateDenver, CO501(c)(3)General Operating Support$15,000
Fayerweather Street SchoolCambridge, MA501(c)(3)General Operating Support$15,000
Intervarsity Christian Fellowship USAMadison, WI501(c)(3)General Operating Support$15,000
Lambda Legal Defense and Education Fund IncNew York, NY501(c)(3)General Operating Support$15,000
Leading From WithinSanta Barbara, CA501(c)(3)General Operating Support$15,000
Maine Grain AllianceSkowhegan, ME501(c)(3)General Operating Support$15,000
National Alliance on Mental IllnessArlington, VA501(c)(3)General Operating Support$15,000
National Tay Sachs & Allied Diseases Association IncBoston, MA501(c)(3)General Operating Support$15,000
Neskaya IncFranconia, NH501(c)(3)General Operating Support$15,000
Nomi NetworkNew York, NY501(c)(3)General Operating Support$15,000
Pratt InstituteBrooklyn, NY501(c)(3)General Operating Support$15,000
RemakeSan Francisco, CA501(c)(3)General Operating Support$15,000
SAINT SETON'S ORPHANED ANIMALSFredericksburg, VA501(c)(3)General Operating Support$15,000
Seeds of PeaceNew York, NY501(c)(3)General Operating Support$15,000
The First Tee of the East BayOakland, CA501(c)(3)General Operating Support$15,000
Trickle UpNew York, NY501(c)(3)General Operating Support$15,000
World LearningBrattleboro, VT501(c)(3)General Operating Support$15,000
Rhode Island School of DesignProvidence, RI501(c)(3)General Operating Support$14,750
The American Foundation for the University of British ColumbiaWashington, DC501(c)(3)General Operating Support$14,500
The Human Trafficking Pro Bono Legal CenterWashington, DC501(c)(3)General Operating Support$14,500
SeacologyBerkeley, CA501(c)(3)General Operating Support$14,000
St James ParishFarmington, CT501(c)(3)General Operating Support$14,000
Human Rights FirstNew York, NY501(c)(3)General Operating Support$13,500
Caringworks IncDecatur, GA501(c)(3)General Operating Support$13,000
Goucher CollegeBaltimore, MD501(c)(3)General Operating Support$13,000
Multi-service Eating Disorders AssociationNewton, MA501(c)(3)General Operating Support$13,000
Nyos Charter School IncorporatedAustin, TX501(c)(3)General Operating Support$13,000
CareMerrifield, VA501(c)(3)General Operating Support$12,700
Mother of Divine Mercy ParishDetroit, MI501(c)(3)General Operating Support$12,600
Pasadena Waldorf SchoolAltadena, CA501(c)(3)General Operating Support$12,500
University of California Berkeley FoundationBerkeley, CA501(c)(3)General Operating Support$12,500
A Wider CircleBethesda, MD501(c)(3)General Operating Support$12,250
Temple Beth ShalomNeedham, MA501(c)(3)General Operating Support$12,000
Heifer InternationalLittle Rock, AR501(c)(3)General Operating Support$11,750
Humane Farming AssociationSan Rafael, CA501(c)(3)General Operating Support$11,500
Save the Children Federation IncFairfield, CT501(c)(3)General Operating Support$11,500
Freedom From HungerDavis, CA501(c)(3)General Operating Support$11,450
Fuse WashingtonSeattle, WA501(c)(3)General Operating Support$11,200
Kqed IncSan Francisco, CA501(c)(3)General Operating Support$11,116
Accion InternationalCambridge, MA501(c)(3)General Operating Support$11,000
Exposing HopeNew York, NY501(c)(3)General Operating Support$11,000
Girls for a ChangeRichmond, VA501(c)(3)General Operating Support$11,000
Happy Tails No Kill Animal ShelterTowanda, PA501(c)(3)General Operating Support$11,000
The Greater Himalayas FoundationFalls Church, VA501(c)(3)General Operating Support$11,000
Wildlife Conservation NetworkSan Francisco, CA501(c)(3)General Operating Support$11,000
Baseline Community ChurchClaremont, CA501(c)(3)General Operating Support$10,500
Center for Biological Diversity IncTucson, AZ501(c)(3)General Operating Support$10,500
Church World Service IncNew York, NY501(c)(3)General Operating Support$10,500
Defenders of WildlifeWashington, DC501(c)(3)General Operating Support$10,250
EarthworksWashington, DC501(c)(3)General Operating Support$10,250
Faith Evangelical ChurchBillings, MT501(c)(3)General Operating Support$10,250
Spirit Rock Meditation CenterWoodacre, CA501(c)(3)General Operating Support$10,250
World Family FoundationKapaa, HI501(c)(3)General Operating Support$10,240
World Food Program USAWashington, DC501(c)(3)General Operating Support$10,150
Acumen IncNew York, NY501(c)(3)General Operating Support$10,000
Afghan Stray Animal LeagueFairfax, VA501(c)(3)General Operating Support$10,000
All Star Code IncNew York, NY501(c)(3)General Operating Support$10,000
Amani InstituteWashington, DC501(c)(3)General Operating Support$10,000
Atlanta Community Food Bank IncAtlanta, GA501(c)(3)General Operating Support$10,000
BAY AREA WOMEN'S AND CHILDREN'S CENTERSan Francisco, CA501(c)(3)General Operating Support$10,000
Bethesda GreenBethesda, MD501(c)(3)General Operating Support$10,000
Black Pine Circle SchoolBerkeley, CA501(c)(3)General Operating Support$10,000
Boys and Girls Club of Metro RichmondRichmond, VA501(c)(3)General Operating Support$10,000
Boys and Girls Clubs of OaklandOakland, CA501(c)(3)General Operating Support$10,000
Chimp HavenKeithville, LA501(c)(3)General Operating Support$10,000
Connecticut Appleseed Center for Law & Justice IncWilton, CT501(c)(3)General Operating Support$10,000
East Bay Community Law CenterBerkeley, CA501(c)(3)General Operating Support$10,000
Exam Schools Partnership Initiative IncNew York, NY501(c)(3)General Operating Support$10,000
Friends of Hospice Africa USA IncSouth Woodstock, VT501(c)(3)General Operating Support$10,000
Fund for Global Human RightsWashington, DC501(c)(3)General Operating Support$10,000
Gordon CollegeWenham, MA501(c)(3)General Operating Support$10,000
Hartford Symphony Orchestra IncHartford, CT501(c)(3)General Operating Support$10,000
Health Education for Africa Resource TeamHighlands Ranch, CO501(c)(3)General Operating Support$10,000
Hill-suitead MuseumFarmington, CT501(c)(3)General Operating Support$10,000
Institute for Policy StudiesWashington, DC501(c)(3)General Operating Support$10,000
Lab School of WashingtonWashington, DC501(c)(3)General Operating Support$10,000
Library of American Landscape History IncAmherst, MA501(c)(3)General Operating Support$10,000
Livable StreetsCambridge, MA501(c)(3)General Operating Support$10,000
Maine InitiativesAugusta, ME501(c)(3)General Operating Support$10,000
Marine Biology LabWoods Hole, MA501(c)(3)General Operating Support$10,000
Methodist Hospital FoundationArcadia, CA501(c)(3)General Operating Support$10,000
Mindful SchoolsEmeryville, CA501(c)(3)General Operating Support$10,000
Mothers2mothersLos Angeles, CA501(c)(3)General Operating Support$10,000
Move This WorldNew York, NY501(c)(3)General Operating Support$10,000
Mt Evans Home Health Care and HospiceEvergreen, CO501(c)(3)General Operating Support$10,000
Nest IncNew York, NY501(c)(3)General Operating Support$10,000
North Star FundNew York, NY501(c)(3)General Operating Support$10,000
Nyaka Aids Orphans ProjectEast Lansing, MI501(c)(3)General Operating Support$10,000
Oberlin CollegeOberlin, OH501(c)(3)General Operating Support$10,000
Opportunity Village EugeneEugene, OR501(c)(3)General Operating Support$10,000
Osage Forest of PeaceSand Springs, OK501(c)(3)General Operating Support$10,000
Planned Parenthood of the Great NorthwestSeattle, WA501(c)(3)General Operating Support$10,000
Poor Magazine IncOakland, CA501(c)(3)General Operating Support$10,000
Population Services InternationalWashington, DC501(c)(3)General Operating Support$10,000
Praxis Peace Institute IncSonoma, CA501(c)(3)General Operating Support$10,000
Project Community Connections IncDecatur, GA501(c)(3)General Operating Support$10,000
Save the FrogsLos Angeles, CA501(c)(3)General Operating Support$10,000
Shanti Bhavan Childrens ProjectBoonton, NJ501(c)(3)General Operating Support$10,000
Social Venture Partners SeattleSeattle, WA501(c)(3)General Operating Support$10,000
Southside SpcaMeherrin, VA501(c)(3)General Operating Support$10,000
Spark MicrograntsNew York, NY501(c)(3)General Operating Support$10,000
Take Stock in Children IncMiami, FL501(c)(3)General Operating Support$10,000
The American Prospect IncWashington, DC501(c)(3)General Operating Support$10,000
The Blake SchoolHopkins, MN501(c)(3)General Operating Support$10,000
Trinity Child Development CenterAustin, TX501(c)(3)General Operating Support$10,000
Tryon Farm Institute IncMichigan City, IN501(c)(3)General Operating Support$10,000
US Global Leadership CoalitionWashington Dc, DC501(c)(3)General Operating Support$10,000
Upaya Social VenturesSeattle, WA501(c)(3)General Operating Support$10,000
WOMEN'S HEALTHBoulder, CO501(c)(3)General Operating Support$10,000
WOMEN'S MICROFINANCE INITIATIVECabin John, MD501(c)(3)General Operating Support$10,000
Watson UniversityBoulder, CO501(c)(3)General Operating Support$10,000
Wesuitern Washington University FoundationBellingham, WA501(c)(3)General Operating Support$10,000
Greenpeace FundWashington, DC501(c)(3)General Operating Support$9,750
Audubon Naturalist SocietyChevy Chase, MD501(c)(3)General Operating Support$9,500
The Aspen InstituteWashington, DC501(c)(3)General Operating Support$9,500
Unitarian Universalist Society of Schenectady New YorkSchenectady, NY501(c)(3)General Operating Support$9,500
National Taiwan University Academic Development FoundationWillowbrook, IL501(c)(3)General Operating Support$9,000
American Red Cross of MainePortland, ME501(c)(3)General Operating Support$8,750
Temple ShalomChevy Chase, MD501(c)(3)General Operating Support$8,700
National Partnership for Women and FamiliesWashington, DC501(c)(3)General Operating Support$8,500
Oakhurst Presbyterian ChurchDecatur, GA501(c)(3)General Operating Support$8,500
Crossroads ChurchNorwalk, IA501(c)(3)General Operating Support$8,000
House of RuthWashington, DC501(c)(3)General Operating Support$8,000
Lincoln Child Center IncOakland, CA501(c)(3)General Operating Support$8,000
New York Presbyterian Fund IncNew York, NY501(c)(3)General Operating Support$8,000
Smith CollegeNorthampton, MA501(c)(3)General Operating Support$8,000
EngenderhealthNew York, NY501(c)(3)General Operating Support$7,750
Maine Peoples Resource CenterPortland, ME501(c)(3)General Operating Support$7,750
United States Fund for UnicefNew York, NY501(c)(3)General Operating Support$7,750
Amelia S Givin Free LibraryMt Holly Springs, PA501(c)(3)General Operating Support$7,719
Berkeley East Bay Humane SocietyBerkeley, CA501(c)(3)General Operating Support$7,500
Center on Budget and Policy PrioritiesWashington, DC501(c)(3)General Operating Support$7,500
Economic Policy InstituteWashington, DC501(c)(3)General Operating Support$7,500
Guardians of RescueSmithtown, NY501(c)(3)General Operating Support$7,500
Habitat for Humanity of Anderson CountyOak Ridge, TN501(c)(3)General Operating Support$7,500
Margaret Fuller HouseCambridge, MA501(c)(3)General Operating Support$7,500
The Rectory SchoolPomfret, CT501(c)(3)General Operating Support$7,500
Vermont FoodbankBarre, VT501(c)(3)General Operating Support$7,500
Victory ProgramsBoston, MA501(c)(3)General Operating Support$7,500
WOMEN'S CAMPAIGN INTERNATIONALPhiladelphia, PA501(c)(3)General Operating Support$7,500
Oak Grove Montessori SchoolMansfield, CT501(c)(3)General Operating Support$7,400
ST MARK'S LUTHERAN CHURCHDelaware, OH501(c)(3)General Operating Support$7,310
Christ the King Community ChurchLancasuiter, PA501(c)(3)General Operating Support$7,200
Jewish Voice for PeaceOakland, CA501(c)(3)General Operating Support$7,000
Ragtag Programming for Film and Media ArtColumbia, MO501(c)(3)General Operating Support$7,000
Resource GenerationNew York, NY501(c)(3)General Operating Support$7,000
SAINT MATTHEW'S EVANGELICAL LUTHERAN CHURCHFort Worth, TX501(c)(3)General Operating Support$7,000
Temple Israel of HollywoodLos Angeles, CA501(c)(3)General Operating Support$7,000
United for a Fair EconomyBoston, MA501(c)(3)General Operating Support$7,000
St Anselm ParishDearborn Heights, MI501(c)(3)General Operating Support$6,750
New Israel FundNew York, NY501(c)(3)General Operating Support$6,700
Grantham Bic ChurchMechanicsburg, PA501(c)(3)General Operating Support$6,600
Best Friends Animal SocietyKanab, UT501(c)(3)General Operating Support$6,500
For the City NetworkAustin, TX501(c)(3)General Operating Support$6,500
Inter-faith Council for Social ServiceCarrboro, NC501(c)(3)General Operating Support$6,500
Nh Catholic CharitiesManchesuiter, NH501(c)(3)General Operating Support$6,500
Westmoreland United Church of ChristBethesda, MD501(c)(3)General Operating Support$6,500
Wildlife AssociatesHalf Moon Bay, CA501(c)(3)General Operating Support$6,500
Destination Imagination of New YorkKatonah, NY501(c)(3)General Operating Support$6,334
United Way of Mid Coast MaineBath, ME501(c)(3)General Operating Support$6,144
American Dance FestivalDurham, NC501(c)(3)General Operating Support$6,000
Bread for the World Institute IncWashington, DC501(c)(3)General Operating Support$6,000
China Outreach MinistriesMechanicsburg, PA501(c)(3)General Operating Support$6,000
Eugene MissionEugene, OR501(c)(3)General Operating Support$6,000
First Christian ChurchEugene, OR501(c)(3)General Operating Support$6,000
Greater Kansas City Community FoundationKansas City, MO501(c)(3)General Operating Support$6,000
Headwaters Foundation for JusticeMinneapolis, MN501(c)(3)General Operating Support$6,000
International Rescue Committee IncNew York, NY501(c)(3)General Operating Support$6,000
Pearl ChurchPortland, OR501(c)(3)General Operating Support$6,000
Public Policy and Education FundAlbany, NY501(c)(3)General Operating Support$6,000
ST JOHN'S EPISCOPAL CHURCHOlney, MD501(c)(3)General Operating Support$6,000
San Francisco Food BankSan Francisco, CA501(c)(3)General Operating Support$6,000
Shakespeare Theatre CompanyWashington Dc, DC501(c)(3)General Operating Support$6,000
The Branson SchoolRoss, CA501(c)(3)General Operating Support$6,000
Union Theological Seminary in the City of New YorkNew York, NY501(c)(3)General Operating Support$6,000
Women Donors NetworkSan Francisco, CA501(c)(3)General Operating Support$6,000
Yavapai College FoundationPrescott, AZ501(c)(3)General Operating Support$6,000
Rocky Mountain Microfinance InsituteDenver, CO501(c)(3)General Operating Support$5,935
Saint William Catholic ChurchLouisville, KY501(c)(3)General Operating Support$5,800
Democracy Now Productions IncNew York, NY501(c)(3)General Operating Support$5,750
St Pius X Catholic ChurchBillings, MT501(c)(3)General Operating Support$5,700
University of Washington FoundationSeattle, WA501(c)(3)General Operating Support$5,600
ST MICHAEL'S EVANGELICAL LUTHERAN CHURCHSellersville, PA501(c)(3)General Operating Support$5,555
Choral Arts Society of WashingtonWashington, DC501(c)(3)General Operating Support$5,500
Cultivating CommunityPortland, ME501(c)(3)General Operating Support$5,500
Feed My Starving ChildrenCoon Rapids, MN501(c)(3)General Operating Support$5,500
Montessori Country SchoolBainbridge Island, WA501(c)(3)General Operating Support$5,500
Organic Consumers AssociationFinland, MN501(c)(3)General Operating Support$5,500
Poplar Ridge Friends MeetingKing Ferry, NY501(c)(3)General Operating Support$5,500
Unity School of ChristianityLess Summit, MO501(c)(3)General Operating Support$5,500
Young LifeColorado Springs, CO501(c)(3)General Operating Support$5,450
VenturesSeattle, WA501(c)(3)General Operating Support$5,375
First United Methodist ChurchOak Ridge, TN501(c)(3)General Operating Support$5,330
Capital Area Food BankWashington, DC501(c)(3)General Operating Support$5,250
Habitat for Humanity International IncAmericus, GA501(c)(3)General Operating Support$5,250
University of MichiganAnn Arbor, MI501(c)(3)General Operating Support$5,250
Congregation Beth ElBerkeley, CA501(c)(3)General Operating Support$5,225
Carlisle Reformed Presbyterian ChurchCarlisle, PA501(c)(3)General Operating Support$5,200
Union of Concerned Scientists IncCambridge, MA501(c)(3)General Operating Support$5,125

International Summary

Offices
0
Employees
0
Spending
$5,587,419

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
Yes
Foreign partnership interest
Yes
Interest in foreign trust
No
Passive foreign investment company interest
Yes
Transfers to foreign corporations
Yes

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America and the CaribbeanEquity Investments-00$1,830,972
EuropeEquity Investments-00$1,018,383
EuropeGrantmaking-00$660,000
North AmericaEquity Investments-00$638,892
Sub-saharan AfricaDebt Investments-00$588,876
South AmericaDebt Investments-00$500,000
Sub-saharan AfricaEquity Investments-00$266,296
East Asia and the PacificGrantmaking-00$60,000
East Asia and the PacificDebt Investments-00$10,000
North AmericaGrantmaking-00$10,000
South AmericaGrantmaking-00$4,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

The form 990 will be reviewed by impactasset's president and director of operations prior to filing with the internal revenue service.

Form 990, Part VI, Section B, Line 12C

Impactassets,inc. Monitors the conflict of interest policy by annually reviewing all written conflict of interest disclosure statements.

Form 990, Part VI, Section B, Line 15

To set the compensation of top management and the president, impactassets,inc. Has relied on compensation surveys that have been performed by similar organizations. Also, we review the 990s as posted by guidestar to review what others are earning in similar positions. This compensation is set by the executive committee and was last reviewed in january 2016.

Form 990, Part VI, Section C, Line 19

The foundation makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Impactassetsinc
EIN
26-2048480
Phone
8554822946
Address
7315 WISCONSIN AVE NO 1000W, BETHESDA, MD 20814

Signing Officer

Name
Gabe Diclerioco
Title
Director of Operations
Phone
8554822946
Signed
2016-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tim Freundlich
Formed
2008
Legal Domicile
Md
Voting Board Members
8
Independent Board Members
8
Employees
19
Volunteers
8

Preparer

Firm
Johnson Lambert Llp
Address
4242 SIX FORKS RD STE 1500, RALEIGH, NC 27609
Preparer
John Huskins
Phone
9197196400
Supplemental Narrative

Additional Explanations

FORM 8865, CONTROLLED FOREIGN PARTNERSHIP REPORTING:

The foundation may be required to file u.s. Form 8865, but is not doing so under the constructive ownership exception. The foundation has an interest in microvest short duration fund, lp, 7315 wisconsin avenue, suite 300w, bethesda, md 20814, ein: 27-2971077, which filed form 8865s, or was a partner in funds that filed 8865s, for the year ended 12/31/15.

Financial Statement Notes

PART X, LINE 2:

Management has concluded that the company has properly maintained its exempt status and there are no uncertain tax positions as of december 31, 2015.

Raw XML AppendixShowing 400 of 4,648 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0107784162
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IRS990/DAFExcessBusinessHoldingsInd00
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt011765
IRS990/DepreciationDepletionGrp/TotalAmt011765
IRS990/Desc0IMPACTASSETS INC.'S GIVING 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.
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IRS990/DisregardedEntityInd00
IRS990/DistributionToDonorInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt019
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt025446602
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt065254
IRS990/FeesForServicesAccountingGrp/TotalAmt065254
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0108424
IRS990/FeesForServicesLegalGrp/TotalAmt0108424
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IRS990/FeesForServicesOtherGrp/TotalAmt0871320
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IRS990/ForeignActivitiesInd01
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IRS990/Form990PartVIISectionAGrp/PersonNm3GERHARD PRIES
IRS990/Form990PartVIISectionAGrp/PersonNm4JENNIFER PRYCE
IRS990/Form990PartVIISectionAGrp/PersonNm5LIESEL PRITZKER SIMMONS
IRS990/Form990PartVIISectionAGrp/PersonNm6DONALD WAYNE SILBY
IRS990/Form990PartVIISectionAGrp/PersonNm7MARK VAN NESS
IRS990/Form990PartVIISectionAGrp/PersonNm8TIMOTHY FREUNDLICH
IRS990/Form990PartVIISectionAGrp/PersonNm9GABRIEL DICLERICO
IRS990/Form990PartVIISectionAGrp/PersonNm10ELIZABETH STELLUTO
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13112426
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt7SECRETARY & TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt8PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR OF OPERATIONS, ASSISTANT SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt10CHIEF GROWTH OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt11REGIONAL DIRECTOR, DISTRIBUTION
IRS990/Form990PartVIISectionAGrp/TitleTxt12SENIOR OFFICER, INVESTMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt13SENIOR OFFICER, CLIENT EXPERIENCE
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR OF MARKETING
IRS990/Form990PartVIISectionAGrp/TitleTxt15REGIONAL DIRECTOR, DISTRIBUTION
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/Form990TFiledInd01
IRS990/FormationYr02008
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
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IRS990/GainOrLossGrp/SecuritiesAmt01816575
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantAmt025446602
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt024712602
IRS990/GrantsToDomesticOrgsGrp/TotalAmt024712602
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0374881
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt060975605
IRS990/GrossReceiptsAmt0174615635
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
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IRS990/IndivRcvdGreaterThan100KCnt08
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt011715
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0142064
IRS990/InformationTechnologyGrp/TotalAmt0153779
IRS990/InsuranceGrp/ManagementAndGeneralAmt026309
IRS990/InsuranceGrp/TotalAmt026309
IRS990/InvestmentIncomeGrp/ExclusionAmt05593453
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt05206334
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt0-387119
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt034439887
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt055109633
IRS990/InvestmentsPubTradedSecGrp/BOYAmt077385689
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0135519131
IRS990/IRPDocumentCnt077
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt025226
IRS990/LandBldgEquipBasisNetGrp/BOYAmt020445
IRS990/LandBldgEquipBasisNetGrp/EOYAmt018405
IRS990/LandBldgEquipCostOrOtherBssAmt043631
IRS990/LegalDomicileStateCd0MD
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0410639
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt059159030
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0IMPACTASSETS,INC. ENCOURAGES THE INVESTMENT OF CHARITABLE ASSETS IN, AND GRANT MAKING TO, PROJECTS AND ENTERPRISES THAT IMPACT SOCIETY IN A POSITIVE MANNER THROUGH ACTIVITIES INCLUDING, BUT NOT LIMITED TO, MAINTAINING EDUCATIONAL, INVESTOR, DONOR AND ADMINISTRATIVE PROGRAMS THAT ENABLE A BROAD BASE OF SOCIETY TO PARTICIPATE IN SUCH ACTIVITIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd01
IRS990/NetAssetsOrFundBalancesBOYAmt0176280091
IRS990/NetAssetsOrFundBalancesEOYAmt0252922114
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01780817
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01780817
IRS990/NetUnrelatedBusTxblIncmAmt0-398469
IRS990/NetUnrlzdGainsLossesInvstAmt0-7532753
IRS990/NoncashContributionsAmt017387582
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt083540
IRS990/OccupancyGrp/TotalAmt083540
IRS990/OfficeExpensesGrp/FundraisingAmt01919
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt053687
IRS990/OfficeExpensesGrp/TotalAmt055606
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0131934
IRS990/OtherAssetsTotalGrp/EOYAmt0265305
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt067913
IRS990/OtherEmployeeBenefitsGrp/TotalAmt067913
IRS990/OtherExpensesGrp/Desc0ALLOWANCE FOR LOAN LOSS
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS EXPENSES
IRS990/OtherExpensesGrp/Desc2DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc3COMMISSIONS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01147278
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1107253
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt211917
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt310432
IRS990/OtherExpensesGrp/TotalAmt01147278
IRS990/OtherExpensesGrp/TotalAmt1107253
IRS990/OtherExpensesGrp/TotalAmt211917
IRS990/OtherExpensesGrp/TotalAmt310432
IRS990/OtherLiabilitiesGrp/BOYAmt0250000
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IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0113454
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IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0131322
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IRS990/PYTotalProfFndrsngExpnsAmt00
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IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
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IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
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IRS990/ReportOtherAssetsInd00
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IRS990/RevenueAmt0274653
IRS990/SavingsAndTempCashInvstGrp/BOYAmt042158656
IRS990/SavingsAndTempCashInvstGrp/EOYAmt044439698
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0105040577
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt029967233
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt034498042
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt014925267
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0292215281
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt05593453
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt03205916
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01623682
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0684838
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0445845
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt011553734
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0906961
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt053816
IRS990ScheduleA/OtherIncome170Grp/TotalAmt053816
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.68170
IRS990ScheduleA/PublicSupportPY170Pct00.60400
IRS990ScheduleA/PublicSupportTotal170Amt0207126379
IRS990ScheduleA/SubstantialContributorsTotAmt085088902
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0107784162
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0105040577
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt029967233
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt034498042
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt014925267
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0292215281

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3,003$43.0$2,960$680$627$53.0
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2,191$31.9$2,159$382$244$138
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2,184$29.1$2,155$718$219$499
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,384$29.7$1,354$397$198$198
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,129$16.5$1,113$735$115$620
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$474$15.3$459$220$153$67.0
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$423$15.0$408$132$42.5$89.2
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$318$13.4$305$63.8$30.3$33.6
2015Detailed filing. Detailed filing data is available for this year.$266$13.6$253$115$30.9$84.2
2014Detailed filing. Detailed filing data is available for this year.$179$3.11$176$109$25.0$84.5
2013Detailed filing. Detailed filing data is available for this year.$96.7$4.19$92.5$33.0$22.1$10.9
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$80.9$3.09$77.8$8.60
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.6$0.02$23.6$0.45