Cause IQ organization profile


Program areas | Form 990s | Financials | Vendors | Personnel | Peers

ImpactAssets is a foundation based in Bethesda, MD that was founded in 2008. As of 2019 they had $219 million in revenue and $474 million in assets.

To catalyze the impact investing ecosystem by providing products and thought leadership that enable philanthropists, other asset owners and their wealth advisors to make investments with positive social, environmental and financial returns.

Previous legal names or variations of their name include: Impactassetsinc.

Fiscal year end:
Revenue trends:
Asset trends:

Program areas at ImpactAssets

Impactassets 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.

Form 990s for ImpactAssets

Fiscal year endingDate received by IRSFormPDF link
2018-12Feb 18, 2020990View PDF
2017-12Feb 21, 2019990View PDF
2016-12Dec 22, 2017990View PDF
2015-12Mar 3, 2017990View PDF
2014-12Jan 21, 2016990View PDF
...and four more Form 990 PDFs

Financials for ImpactAssets

Total grants, contributions, etc.$204,630,318
Program services$237,643
Investment income and dividends$12,258,142
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$2,494,862
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$219,620,965

Vendors for ImpactAssets

VendorServicesAmount paidDate
Johnson Lambert LLPTax accounting2020-02-18
████████ ███ ███Philanthropic Consulting$2,3172020-02-18
███████ ██████Project Management$2,0072020-02-18
████████████ ███████ ███Project Management$2,9002020-02-18
██████ ███████ ███████ ███Project Management$2,7282020-02-18
████████ ██ ███Philanthropic Consulting$144,0002018-12-01

Personnel at ImpactAssets

NameTitleCompensationMost recent data
Timothy FreundlichChief Executive Officer$264,996July 2, 2019
Gabe DiclericoChief Financial Officer-July 2, 2019
███████ ██████President and Chief Investment Officer-July 2, 2019
████ ██████Chief of Staff-July 2, 2019
██████ ████████ ███Cfa Director, Investments$140,643July 2, 2019
███ ██ ███████Director, Marketing$140,228July 2, 2019
█████ █████Head of Business Development$160,227Dec. 31, 2018
████ ███████Regional Director, Distribution-July 2, 2019
██████ █████Silby Director-Dec. 31, 2018
████ ████████Director, Custom Investments and Business Analytics$123,016July 2, 2019
...and eight more key personnel

Peer foundations and grantmaking organizations

1NC State Investment Fund501(c)(3)$85 millionRaleigh, NC
2Consortium Management Group501(c)(3)$284 millionWashington, DC
3Open Society Foundations501(c)(3)$878 millionNew York, NY
4The Chicago Community Trust501(c)(3)$697 millionChicago, IL
5Fort Schuyler Management Corporation (FSMC)501(c)(3)$432 millionAlbany, NY
6Ohio State University Foundation (OSUF)501(c)(3)$261 millionColumbus, OH
7Tides Foundation501(c)(3)$419 millionSan Francisco, CA
8Bessemer Trust501(c)(3)$107 millionWoodbridge, NJ
9Bank of America Charitable Gift Fund501(c)(3)$608 millionProvidence, RI
10The Assistance Fund501(c)(3)$213 millionOrlando, FL
11Gary and Mary West Health Endowment501(c)(3)$205 millionEvanston, IL
12Marine Toys for Tots Foundation501(c)(3)$276 millionTriangle, VA
13Gavi the Vaccine Alliance (GAVI)501(c)(3)$708 millionSwitzerland,
14Christian Blind Mission Internat'linc501(c)(3)$151 millionWashington, DC
15Workforce Solutions Greater Dallas501(c)(3)$98 millionDallas, TX
16Partnership for Supply Chain Management (PFSCM)501(c)(3)$515 millionArlington, VA
17NRA Foundation501(c)(3)$55 millionFairfax, VA
18Greater Horizons501(c)(3)$353 millionKansas City, MO
19Airport Research and Development Foundation (ARDF)501(c)(3)$79 millionAlexandria, VA
20Morgan Stanley Global Impact Funding Trust501(c)(3)$751 millionIndianapolis, IN
21Jewish Communal Fund501(c)(3)$511 millionNew York, NY
22Sierra Club Foundation501(c)(3)$105 millionOakland, CA
23NC MedAssist501(c)(3)$72 millionCharlotte, NC
24Harvard Private Capital Holdings (HMC)501(c)(3)$895 millionBoston, MA
25Canada Council for the Arts501(c)(3)$244 millionCanada,