ImpactAssets is a 501(c)(3) nonprofit organization headquartered in Bethesda, Maryland, that operates as an impact investing and philanthropic giving platform. Founded in 2008 and tax-exempt since April 2009, the organization serves as a comprehensive partner for individuals, families, single and multi-family offices, foundations, corporations, and financial advisors seeking to align their capital with positive social and environmental outcomes.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.0B
+2.6% YoY
Annual Giving
$580.1M
+132.7% YoY
Grant Count
2,733
+3.0% YoY
Avg Grant Size
$212K
+126.0% YoY
Mission & Focus Areas
Mission Statement: ImpactAssets is an impact investing trailblazer, dedicated to changing the trajectory of our planet's future and improving the lives of all people. The organization's mission is to be the preeminent partner for impact investing and charitable giving—helping achieve the greatest impact.
Primary Purpose: 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.
Program Areas: ImpactAssets facilitates funding through:
- Philanthropic giving and donor-advised funds
- Impact investing services and platforms
- Educational programming and thought leadership
- Client-recommended investment services
- Grantmaking to entities creating positive impact
Giving Categories: In 2024, ImpactAssets' clients recommended grants across all 10 broad categories of the National Taxonomy of Exempt Entities (NTEE), with leading categories including:
- Human Services (food programs, housing, crime prevention)
- Public & Societal Benefit (community development, human rights)
- Education
- Science and technology
- Sustainability and climate solutions
- Social equity initiatives
Grantmaking
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of 2024:
- Total Assets: $3,002,686,264
- Total Revenue: $680,266,004
- Total Expenses: $627,276,057
- Total Liabilities: $43,000,000
- Number of Employees: 54
Historical Context: The organization has demonstrated significant growth, with assets under management and total managed assets expanding substantially over more than a decade of operations.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $3,002,686,264 | $2,926,060,513 | $2,191,122,674 |
| Revenue | $680,266,004 | $866,540,160 | $382,327,423 |
| Expenses | $627,276,057 | $288,831,658 | $243,930,414 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $78,210,323 | $52,198,277 | $19,941,599 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
250 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include National Philanthropic Trust ($160,826,426), Giveclear Foundation ($86,038,909), Anpo Inc ($22,500,000).
| Recipient | Purpose | Amount |
|---|---|---|
| NATIONAL PHILANTHROPIC TRUST JENKINTOWN, PA | GENERAL SUPPORT | $160,826,426 |
| GIVECLEAR FOUNDATION CHARLOTTE, NC | GENERAL SUPPORT | $86,038,909 |
| ANPO INC BOISE, ID | GENERAL SUPPORT | $22,500,000 |
| HOPEWELL FUND WASHINGTON, DC | GENERAL SUPPORT | $11,261,500 |
| DEFENDING DEMOCRACY TOGETHER INSTITUTE WASHINGTON, DC | GENERAL SUPPORT | $9,050,000 |
| BLACK FARMER FUND INC NEW YORK, NY | GENERAL SUPPORT | $8,200,250 |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND CINCINNATI, OH | GENERAL SUPPORT | $7,823,172 |
| ATMOS LTD NEW YORK, NY | GENERAL SUPPORT | $5,263,827 |
| FIDELITY CHARITABLE CINCINNATI, OH | GENERAL SUPPORT | $4,284,252 |
| EKVNV YEFOLECVLKE WEOGUFKA, AL | GENERAL SUPPORT | $4,046,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
- Margret Trilli – CEO and Chief Investment Officer
- Tim Freundlich – Founder & Executive Director, Strategic Development
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| MARGRET TRILLI | CEO & CIO | 20 | $217,238 |
| ALICE LOWENSTEIN | CHIEF OPERATING OFFICER | 40 | $392,307 |
| TIMOTHY FREUNDLICH | FOUNDER, ED, STRATEGIC PARTNER | 40 | $370,247 |
| IVY DUKE | GENERAL COUNSEL | 40 | $319,949 |
| DANA COTTER | MANAGING DIRECTOR, IMPACT | 40 | $304,181 |
| SURIN RAMKISSOON | TREASURER & MANAGING DIRECTOR, FINANCE | 40 | $249,970 |
| DEBORAH PARSONS | MANAGING DIRECTOR, BUSINESS DEVELOPMENT & CLIENT E | 40 | $261,264 |
| DANIEL SKAFF | CHAIR-ELECT | 1 | $70,000 |
| LIESBET PEETERS | DIRECTOR | 1 | $50,000 |
| KIM WRIGHT-VIOLICH | SECRETARY | 1 | $50,000 |
| IAN FULLER | DIRECTOR | 1 | $40,000 |
| LAUREN BOOKER ALLEN | DIRECTOR | 1 | $35,000 |
| LIESEL PRITZKER SIMMONS | CHAIRPERSON | 1 | — |
Contact Information
- Website: impactassets.org
- Phone: 855-482-2946
- Address: 4340 East West Highway, Suite 210, Bethesda, MD 20814-4653
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does Impactassetsinc fund?
**Mission Statement:** ImpactAssets is an impact investing trailblazer, dedicated to changing the trajectory of our planet's future and improving the lives of all people. The organization's mission is to be the preeminent partner for impact investing and charitable giving—helping achieve the greatest impact. **Primary Purpose:** To catalyze the impact investing ecosystem by providing products and thought leadership that enable philanthropists, other asset owners, and their wealth advisors to ma…
How do I apply for a grant from Impactassetsinc?
**Grant Activity (2024):** • 13,500+ grants recommended by clients • $591.997 million in total giving • $627 million in total expenses **Notable Grants Made:** • National Philanthropic Trust: $160,826,426 (General Support, 2024) **Investment Activity (2024):** • $M in investments made • Multiple investment placements across private portfolio companies and funds • Client-recommended investments available through the platform **Services:** ImpactAssets offers turnkey simplicity for individual don…
What size grants does Impactassetsinc award?
In 2024, Impactassetsinc awarded 2,733 grants totaling $580.1M — an average of about $212K per grant, based on its IRS Form 990 filings.
What is Impactassetsinc's EIN?
Impactassetsinc's EIN (Employer Identification Number) is 26-2048480. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Impactassetsinc's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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