Is it real?
Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Apr 2009.
IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File
Where the money goes
97 cents of each dollar spent went to programs.
Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.
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Who runs it and what they're paid
16 people listed on the 990; $2.0M paid to officers and key staff.
Margret Trilli’s $360K as CEO & CIO is at the 28th percentile of top reported officer pay among 129 $100M+ philanthropy & grantmaking nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.
Compensation history total reportable pay by year · 8 named individuals · Part VII
| Name | FY2023 | FY2022 | FY2021 | FY2020 |
|---|---|---|---|---|
| Margret Trilli | $359,718 | $270,401 | $439,020 | $304,980 |
| Timothy Freundlich | $350,511 | $334,920 | $288,221 | $315,787 |
| Alice Lowenstein | $314,133 | — | — | — |
| Ivy Duke | $249,917 | — | — | — |
| Deborah Parsons | $245,716 | $234,617 | $206,781 | $163,148 |
| Amy Bennett | — | $240,309 | $218,486 | $206,767 |
| Stephanie Wei | — | — | — | $239,973 |
| Surin Ramkissoon | $220,882 | — | — | — |
Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.
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Programs and updates
Facilitates impact investing and charitable grantmaking through donor-advised funds to direct capital toward projects creating positive social and environmental change.
Questions for Impactassets INC
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Impactassets INC.'S donor advised fund is a unique philanthropic platform that offers a donor advised program and fiscal sponsorship services for individual and institutional donors. Impactassets utilizes grantmaking and impact investing to maximize the flow of capital to organization's that strive to create a positive social and…
Funders
Who pays for it.
From grant filings on record. Receipts are incomplete: individual donors are never listed.
Grants
By the numbers
The FY2024 990, line by line.
Download 990
Filing history
| Year | Money in | Money out | In minus out | Net assets | Download |
|---|---|---|---|---|---|
| FY2024 Latest Viewing | $680.3M | $627.3M | $53.0M | $3.0B | 990 PDF |
| FY2023 | $866.5M | $288.8M | $577.7M | $2.8B | 990 PDF |
| FY2022 | $382.3M | $243.9M | $138.4M | $2.2B | 990 PDF |
| FY2021 | $718.0M | $218.6M | $499.3M | $2.2B | 990 PDF |
| FY2020 | $396.6M | $198.5M | $198.2M | $1.4B | 990 PDF |
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Schedules filed Part IV
Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File
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