Civic Intelligence

Shared Impact Foundation

990 • Fiscal year 2022 • EIN 46-3129459

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 14, 2023

Organization ProfileWWW.SHAREDIMPACT.ORG
274 Wall StHebron, CT 06248

(646) 627-7900

Siviq Scores

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

Liabilities / Assets

45th percentile

0.04x

Higher debt load relative to assets than 45% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

87th percentile

0.90x

Higher debt load relative to revenue than 87% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

12th percentile

-27%

Higher net margin than 12% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

28th percentile

-5.6%

Faster asset growth than 28% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

1st percentile

-89%

Faster revenue growth than 1% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets45th percentile

Assets

Down

$3,456,161

Down $205,617 (-5.6%) from 2021

Net Assets

Down

$3,306,161

Down $205,617 (-5.9%) from 2021

Liabilities

Flat

$150,000

Flat from 2021

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin12th percentile

Revenue

Down

$165,965

Down $1,280,307 (-89%) from 2021

Expenses

Up

$211,079

Up $118,462 (+128%) from 2021

Net Income

Down

-$45,114

Down $1,398,769 (-103%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$6.0M$4.0M$2.0M$0Assets 2013: $8,476Liabilities 2013: $02013Assets 2014: $272,549Liabilities 2014: $58,141Net Assets 2014: $214,4082014Assets 2015: $3,104,174Liabilities 2015: $0Net Assets 2015: $3,104,1742015Assets 2016: $3,075,564Liabilities 2016: $150,000Net Assets 2016: $2,925,5642016Assets 2017: $5,117,475Liabilities 2017: $150,000Net Assets 2017: $4,967,4752017Assets 2018: $4,025,248Liabilities 2018: $150,000Net Assets 2018: $3,875,2482018Assets 2019: $3,155,896Liabilities 2019: $150,000Net Assets 2019: $3,005,8962019Assets 2020: $2,186,071Liabilities 2020: $150,000Net Assets 2020: $2,036,0712020Assets 2021: $3,661,778Liabilities 2021: $150,000Net Assets 2021: $3,511,7782021Assets 2022: $3,456,161Liabilities 2022: $150,000Net Assets 2022: $3,306,1612022Assets 2023: $3,559,147Liabilities 2023: $150,000Net Assets 2023: $3,409,1472023Assets 2024: $3,499,654Liabilities 2024: $150,000Net Assets 2024: $3,349,6542024

Highlighted filing

2022

Assets$3,456,161
Liabilities$150,000
Net Assets$3,306,161
Open 2022 Filing

Operations Trend

Revenue Growth1st percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2013: $24,468Expenses 2013: $15,992Net Income 2013: $8,4762013Revenue 2014: $265,596Expenses 2014: $40,643Net Income 2014: $224,9532014Revenue 2015: $3,502,163Expenses 2015: $526,404Net Income 2015: $2,975,7592015Revenue 2016: $1,359,537Expenses 2016: $1,449,656Net Income 2016: -$90,1192016Revenue 2017: $3,429,653Expenses 2017: $1,541,546Net Income 2017: $1,888,1072017Revenue 2018: $911,231Expenses 2018: $1,657,658Net Income 2018: -$746,4272018Revenue 2019: $901,282Expenses 2019: $2,146,846Net Income 2019: -$1,245,5642019Revenue 2020: $62,694Expenses 2020: $1,162,895Net Income 2020: -$1,100,2012020Revenue 2021: $1,446,272Expenses 2021: $92,617Net Income 2021: $1,353,6552021Revenue 2022: $165,965Expenses 2022: $211,079Net Income 2022: -$45,1142022Revenue 2023: $217,132Expenses 2023: $218,916Net Income 2023: -$1,7842023Revenue 2024: $123,410Expenses 2024: $330,288Net Income 2024: -$206,8782024

Highlighted filing

2022

Revenue$165,965
Expenses$211,079
Net Income-$45,114
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 14, 2023
Return Version
2022v5.0
Gross Receipts
$536,282
Mission and Program Overview

Mission

Providing philanthropists, foundations and family offices access to social investment expertise by allowing the donors to give tax deductible donations worldwide through a social investment market.

A global donor advised fund providing philanthropists, foundations and family offices with access to social investment expertise.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,368,977$3,208,217▼ $160,760
Cash and Non-Interest-Bearing Accounts$292,801$247,944▼ $44,857
Total Assets$3,661,778$3,456,161▼ $205,617
Liabilities
Other Liabilities$150,000$150,000→ $0
Total Liabilities$150,000$150,000→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,511,778$3,306,161▼ $205,617
Total Net Assets Fund Balance$3,511,778$3,306,161▼ $205,617
Total Liabilities and Net Assets / Fund Balance$3,661,778$3,456,161▼ $205,617
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
David RosePresident
James HortonOfficer
Paul ChengSecretary/tr
Revenue and Support

Revenue Composition

Contributions and Grants
$114,680
Program Service Revenue
$0
Investment Income
$42,860
Other Revenue
$8,425
All Other Contributions
$96,733
Change in Net Assets
$-45,114
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$138,445
Other Expenses$72,634
Total Fundraising Expense$776
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Foreign Grants$138,445--$138,445
Fees for Service Investment Mgmnt Fees-$30,659-$30,659
Fees for Services Legal$20,880$3,685-$24,565
Fees for Services Accounting$11,815$2,085-$13,900
Office Expenses$1,953$279$558$2,790
Other Expenses$277$50$218$50
Total Functional Expenses$173,370$36,933$776$211,079
International Activity

International Summary

Offices
2
Employees
2
Spending
$3,346,662

International Compliance

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

International Activities

RegionActivityServicesOfficesEmployeesSpending
United KingdomInvestments-11$3,208,217
United KingdomGrant Making-11$138,445
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Officer$150,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Required information is reviewed by a responsible director prior to and after completion of form 990.”

Form 990, Page 6, Part VI, Line 12C

“Every member of the governing body and the board of trustees are required to monitor any possible conflict of interest of every member of the board of trustees. The board of trustees, as a whole, determines whether there is a conflict of interest and determines its resolution.”

Form 990, Page 6, Part VI, Line 19

“The organization's documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Sharedimpact Foundation
EIN
46-3129459
Phone
6466277900
Address
274 WALL ST, HEBRON, CT 06248

Signing Officer

Name
David Rose
Title
President
Phone
6466277900
Signed
2023-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Rose
Formed
2013
Legal Domicile
Ct
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
Fiondella Milone & Lasaracina Llp
Address
300 WINDING BROOK DR STE 1, GLASTONBURY, CT 06033
Preparer
Amber D Tucker
Phone
8606573651
Supplemental Narrative

Additional Explanations

Form 990, Part V, Line 4B

“Great britain (uk), hong kong”

Form 990, Part XI, Line 9

“Additional investmentin transit that was not included in prior year return”

Raw XML Appendix392 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0A GLOBAL DONOR ADVISED FUND PROVIDING PHILANTHROPISTS, FOUNDATIONS AND FAMILY OFFICES WITH ACCESS TO SOCIAL INVESTMENT EXPERTISE.
IRS990/AllOtherContributionsAmt096733
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BooksInCareOfDetail/PersonNm0DAVID ROSE
IRS990/BooksInCareOfDetail/PhoneNum06466277900
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0274 WALL ST
IRS990/BooksInCareOfDetail/USAddress/CityNm0HEBRON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd006248
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0292801
IRS990/CashNonInterestBearingGrp/EOYAmt0247944
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0114680
IRS990/CYGrantsAndSimilarPaidAmt0138445
IRS990/CYInvestmentIncomeAmt042860
IRS990/CYOtherExpensesAmt072634
IRS990/CYOtherRevenueAmt08425
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-45114
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0211079
IRS990/CYTotalFundraisingExpenseAmt0776
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0165965
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0DONATING FUNDS CONTRIBUTED TO SHAREDIMPACT TO OTHER ORGANIZATIONS WORLDWIDE.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0true
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0true
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0173370
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02085
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt011815
IRS990/FeesForServicesAccountingGrp/TotalAmt013900
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt03685
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt020880
IRS990/FeesForServicesLegalGrp/TotalAmt024565
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt030659
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt030659
IRS990/ForeignActivitiesInd0true
IRS990/ForeignCountryCd0UK
IRS990/ForeignFinancialAccountInd0true
IRS990/ForeignGrantsGrp/ProgramServicesAmt0138445
IRS990/ForeignGrantsGrp/TotalAmt0138445
IRS990/ForeignOfficeInd0true
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0PAUL CHENG
IRS990/Form990PartVIISectionAGrp/PersonNm1JAMES HORTON
IRS990/Form990PartVIISectionAGrp/PersonNm2DAVID ROSE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0SECRETARY/TR
IRS990/Form990PartVIISectionAGrp/TitleTxt1OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02013
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt01422
IRS990/GainOrLossGrp/SecuritiesAmt0-34936
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantAmt0138445
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt01422
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0335381
IRS990/GrossReceiptsAmt0536282
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt03
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartVInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt076374
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt076374
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03368977
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03208217
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0370317
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PROVIDING PHILANTHROPISTS, FOUNDATIONS AND FAMILY OFFICES ACCESS TO SOCIAL INVESTMENT EXPERTISE BY ALLOWING THE DONORS TO GIVE TAX DEDUCTIBLE DONATIONS WORLDWIDE THROUGH A SOCIAL INVESTMENT MARKET.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0true
IRS990/NetAssetsOrFundBalancesBOYAmt03511778
IRS990/NetAssetsOrFundBalancesEOYAmt03306161
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01422
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-34936
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-33514
IRS990/NetUnrlzdGainsLossesInvstAmt0-451121
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt03511778
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt03306161
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/FundraisingAmt0558
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0279
IRS990/OfficeExpensesGrp/ProgramServicesAmt01953
IRS990/OfficeExpensesGrp/TotalAmt02790
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0TELEPHONE
IRS990/OtherExpensesGrp/Desc1FUNDRAISING EXP
IRS990/OtherExpensesGrp/Desc2BANK CHARGES
IRS990/OtherExpensesGrp/Desc3LICENSES & PERMITS
IRS990/OtherExpensesGrp/FundraisingAmt0218
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt049
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1126
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt250
IRS990/OtherExpensesGrp/ProgramServicesAmt0277
IRS990/OtherExpensesGrp/TotalAmt0326
IRS990/OtherExpensesGrp/TotalAmt1218
IRS990/OtherExpensesGrp/TotalAmt2126
IRS990/OtherExpensesGrp/TotalAmt350
IRS990/OtherLiabilitiesGrp/BOYAmt0150000
IRS990/OtherLiabilitiesGrp/EOYAmt0150000
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0TRANSLATION GAIN/LOSS
IRS990/OtherRevenueMiscGrp/ExclusionAmt08425
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt08425
IRS990/OtherRevenueTotalAmt08425
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0DAVID ROSE
IRS990/PriorPeriodAdjustmentsAmt0290618
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01359864
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt054746
IRS990/PYInvestmentIncomeAmt089079
IRS990/PYOtherExpensesAmt037871
IRS990/PYOtherRevenueAmt0-2671
IRS990/PYRevenuesLessExpensesAmt01353655
IRS990/PYTotalExpensesAmt092617
IRS990/PYTotalRevenueAmt01446272
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-45114
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt017947
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0TRANSLATION GAIN -2,039
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0114680
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01359864
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt075883
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0838647
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0793491
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03182565
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt076373
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt048168
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt019310
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt057963
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt097535
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0299349
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt08425
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0-2671
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0-4226
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0628
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0-4195
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0-2039
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.36230
IRS990ScheduleA/PublicSupportPY170Pct00.39560
IRS990ScheduleA/PublicSupportTotal170Amt01291164
IRS990ScheduleA/SubstantialContributorsTotAmt01891401
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0114680
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01359864
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt075883
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0838647
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0793491
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03182565
IRS990ScheduleA/TotalSupportAmt03563674
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt083799
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt083799
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/DisclosedForCharitablePrpsInd0false
IRS990ScheduleD/DisclosedOrgLegCtrlInd0false
IRS990ScheduleD/DonorAdvisedFundsContriAmt0114680
IRS990ScheduleD/DonorAdvisedFundsHeldCnt029
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0150000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO OFFICER
IRS990ScheduleD/TotalLiabilityAmt0150000
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt01
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt11
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt01
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt11
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt0138445
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt13208217
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0UNITED KINGDOM
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt1UNITED KINGDOM
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0GRANT MAKING
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt1INVESTMENTS
IRS990ScheduleF/BoycottCountriesInd0false
IRS990ScheduleF/ForeignCorpOwnershipInd0false
IRS990ScheduleF/ForeignPartnershipInd0false
IRS990ScheduleF/GrantRecordsMaintainedInd0false
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt0138445
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt0WIRE TRANSFER
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/ValuationMethodUsedDesc0CASH
IRS990ScheduleF/InterestInForeignTrustInd0false
IRS990ScheduleF/PassiveForeignInvestmestCoInd0false
IRS990ScheduleF/SubtotalEmployeesCnt02
IRS990ScheduleF/SubtotalOfficesCnt02
IRS990ScheduleF/SubtotalSpentAmt03346662
IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt0UNITED KINGDOM 138,445 0 UNITED KINGDOM 0 3,208,217
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE F, PAGE 1, PART I, LINE 3
IRS990ScheduleF/TotalEmployeeCnt02
IRS990ScheduleF/TotalOfficeCnt02
IRS990ScheduleF/TotalSpentAmt03346662
IRS990ScheduleF/TransferToForeignCorpInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GREAT BRITAIN (UK), HONG KONG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1REQUIRED INFORMATION IS REVIEWED BY A RESPONSIBLE DIRECTOR PRIOR TO AND AFTER COMPLETION OF FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EVERY MEMBER OF THE GOVERNING BODY AND THE BOARD OF TRUSTEES ARE REQUIRED TO MONITOR ANY POSSIBLE CONFLICT OF INTEREST OF EVERY MEMBER OF THE BOARD OF TRUSTEES. THE BOARD OF TRUSTEES, AS A WHOLE, DETERMINES WHETHER THERE IS A CONFLICT OF INTEREST AND DETERMINES ITS RESOLUTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ADDITIONAL INVESTMENTIN TRANSIT THAT WAS NOT INCLUDED IN PRIOR YEAR RETURN
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART V, LINE 4B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine1Txt0SHARED
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine1Txt1SHARED
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine2Txt0IMPACT FOUNDATION
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine2Txt1IMPACT FOUNDATION
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt0SHAREDIMPACT FOUNDATION (UK) LTD
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt1SHAREDIMPACT FOUNDATION (HK)
IRS990ScheduleR/IdDisregardedEntitiesGrp/ForeignAddress/AddressLine1Txt016 OLD BAILEY
IRS990ScheduleR/IdDisregardedEntitiesGrp/ForeignAddress/AddressLine1Txt116TH FLOOR
IRS990ScheduleR/IdDisregardedEntitiesGrp/ForeignAddress/AddressLine2Txt0TERN CENTRE TOWER II 251 QUEENS
IRS990ScheduleR/IdDisregardedEntitiesGrp/ForeignAddress/CityNm0LONDON
IRS990ScheduleR/IdDisregardedEntitiesGrp/ForeignAddress/CityNm1HONG KONG
IRS990ScheduleR/IdDisregardedEntitiesGrp/ForeignAddress/CountryCd0UK
IRS990ScheduleR/IdDisregardedEntitiesGrp/ForeignAddress/CountryCd1HK
IRS990ScheduleR/IdDisregardedEntitiesGrp/ForeignAddress/ProvinceOrStateNm0ENGLAND
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileForeignCountryCd0UK
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileForeignCountryCd1UK
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt0BANK ACCT
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt1BANK ACCT
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CT
IRS990/StatesWhereCopyOfReturnIsFldCd1NY
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03661778
IRS990/TotalAssetsEOYAmt03456161
IRS990/TotalAssetsGrp/BOYAmt03661778
IRS990/TotalAssetsGrp/EOYAmt03456161
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0114680
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0776
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt036933
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0173370
IRS990/TotalFunctionalExpensesGrp/TotalAmt0211079
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0150000
IRS990/TotalLiabilitiesEOYAmt0150000
IRS990/TotalLiabilitiesGrp/BOYAmt0150000
IRS990/TotalLiabilitiesGrp/EOYAmt0150000
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03511778
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03306161
IRS990/TotalProgramServiceExpensesAmt0173370
IRS990/TotalRevenueGrp/ExclusionAmt086221
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-34936
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0165965
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03661778
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03456161
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0274 WALL ST
IRS990/USAddress/CityNm0HEBRON
IRS990/USAddress/StateAbbreviationCd0CT
IRS990/USAddress/ZIPCd006248
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0WWW.SHAREDIMPACT.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID ROSE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06466277900
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHAREDIMPACT FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SHAR
ReturnHeader/Filer/EIN0463129459
ReturnHeader/Filer/PhoneNum06466277900
ReturnHeader/Filer/USAddress/AddressLine1Txt0274 WALL ST
ReturnHeader/Filer/USAddress/CityNm0HEBRON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006248
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061648707
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FIONDELLA MILONE & LASARACINA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0300 WINDING BROOK DR STE 1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GLASTONBURY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006033
ReturnHeader/PreparerPersonGrp/PhoneNum08606573651
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMBER D TUCKER
ReturnHeader/ReturnTs02023-11-14T09:32:56-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVID
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ROSE
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,456,161
Liabilities
$150,000
Net assets
$3,306,161
Revenue
$165,965
Expenses
$211,079
Net income
-$45,114
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.50$0.15$3.35$0.12$0.33$0.21
2023Summary only. Only limited summary data is available for this year.$3.56$0.15$3.41$0.22$0.22$0.00
2022Detailed filing. Detailed filing data is available for this year.$3.46$0.15$3.31$0.17$0.21$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.66$0.15$3.51$1.45$0.09$1.35
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.19$0.15$2.04$0.06$1.16$1.10
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.16$0.15$3.01$0.90$2.15$1.25
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.03$0.15$3.88$0.91$1.66$0.75
2017Summary only. Only limited summary data is available for this year.$5.12$0.15$4.97$3.43$1.54$1.89
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.08$0.15$2.93$1.36$1.45$0.09
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.10$0.00$3.10$3.50$0.53$2.98
2014Detailed filing. Detailed filing data is available for this year.$0.27$0.06$0.21$0.27$0.04$0.22
2013Summary only. Only limited summary data is available for this year.$0.01$0.00$0.02$0.02$0.01
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)3 • $1M-$5M nonprofits