Non-profit

ImpactAssets Inc.

Website:

www.impactassets.org

Location:

BETHESDA, MD

Tax ID:

26-2048480

Tax-Exempt Status:

501(c)(3)

Budget (2019):

Revenue: $734,781,486
Expenses: $114,731,627
Assets: $1,129,447,893

Organization Type:

Donor Advised Fund

Founded:

2010

CEO:

Margret Trilli

Founded in 2010, ImpactAssets is a left-leaning donor-advised fund (DAF) that split off from Calvert Impact Capital in order to create a DAF that specializes in “impact investment,” or using charitable contributions to make investments in, and prop-up, socially conscious or environmentally friendly private sector endeavors.[1] ImpactAssets has given millions of dollars in grants to other DAFs and left-leaning activist groups. In 2019, the organization paid Arabella Advisors $146,000 in consulting fees.[2]

References

  1. “Who We Are.” Impact Assets. Accessed August 19, 2021. https://www.impactassets.org/about_us/who_we_are. ^
  2. Return of Tax-Exempt Organization. Form 990. ImpactAssets. 2019. Part VII. Section B. https://apps.irs.gov/pub/epostcard/cor/262048480_201912_990_2021040217861179.pdf
    ^

Directors, Employees & Supporters

  1. Liesel Pritzker Simmons
    Officer/Board Member
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Nonprofit Information

  • Accounting Period: December - November
  • Tax Exemption Received: April 1, 2009

  • Available Filings

    Period Form Type Total revenue Total functional expenses Total assets (EOY) Total liabilities (EOY) Unrelated business income? Total contributions Program service revenue Investment income Comp. of current officers, directors, etc. Form 990
    2019 Dec Form 990 $734,781,486 $114,731,627 $1,129,447,893 $16,475,315 Y $691,213,105 $250,758 $20,126,685 $1,029,703 PDF
    2018 Dec Form 990 $219,620,965 $152,600,901 $474,316,071 $15,301,927 Y $204,630,318 $237,643 $12,258,142 $775,682 PDF
    2017 Dec Form 990 $131,779,929 $42,540,942 $423,233,659 $14,957,091 Y $110,564,335 $266,905 $8,250,950 $645,987 PDF
    2016 Dec Form 990 $63,840,269 $30,281,278 $318,132,444 $13,447,808 Y $52,805,452 $322,904 $10,150,412 $615,276 PDF
    2015 Dec Form 990 $115,045,966 $30,871,190 $266,481,023 $13,558,909 Y $107,784,162 $274,653 $5,206,334 $589,024 PDF
    2014 Dec Form 990 $109,485,998 $24,956,918 $179,388,950 $3,108,859 Y $105,040,577 $277,462 $2,903,739 $199,161 PDF
    2013 Dec Form 990 $32,975,030 $22,118,176 $96,733,140 $4,190,669 N $29,967,233 $232,839 $1,623,682 $201,180 PDF
    2012 Dec Form 990 $35,393,201 $8,597,930 $80,867,661 $3,089,685 Y $34,498,042 $122,007 $684,838 $171,269 PDF
    2011 Dec Form 990 $15,424,928 $4,737,011 $49,526,483 $891,823 Y $14,925,267 $0 $445,845 $142,300 PDF

    Additional Filings (PDFs)

    ImpactAssets Inc.

    4340 EAST WEST HWY STE 210
    BETHESDA, MD 20814-4653