Impactassetsinc
ImpactAssets is a public charity based in Bethesda, Maryland. It describes itself as an impact investing and philanthropic services organization that helps individuals and institutions direct charitable giving and investment capital toward social and environmental impact.
Impactassetsinc at a glance
In short: Impactassetsinc gave $580.1M across 2,733 grants in 2024 (avg $212K), top state Pennsylvania. 35% of 2024 grantees were new. Source: 2024 IRS Form 990.
- Annual giving (2024)
- $580,073,941
- +132.7% vs 2023
- Grants made (2024)
- 2,733
- +3.0% vs 2023
- Average grant
- $212,248
- +126.0% vs 2023
- Median grant
- $25,000
- Total assets
- $3,002,686,264
- +2.6% vs 2023
- New grantees (estimate)
- 35% first-time grantees (918 of 2,626, 2024)
- Primary geography
- Pennsylvania (28% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990, 2024 View filing
Data from IRS Form 990, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Impactassetsinc
- Contact
Mailing address: 4340 East West Highway 210, Bethesda, MD 20814
Phone: (855) 482-2946
Website: https://impactassets.org
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Impactassetsinc funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was National Philanthropic Trust ($160.8M). Together the top 10 received $319.3M.
Organizations only. It also paid 61 grants to individuals ($9,445,848), which are not listed by name.
Grant Size Distribution
11,875 grants across all recorded years
The most common grant size was under $50K: 7,968 grants of 11,875 (67%).
Geographic Focus
Where this funder awards grants
The 2024 grant-dollar distribution was concentrated among recipients in Pennsylvania (28%), North Carolina (16%), California (11%), Washington, DC (8%), and New York (8%). These figures describe recipient locations, not stated geographic restrictions.
Grant Distribution by State
Share of 2024 grant dollars across all 2,733 itemized grants.
States
Cities
Is Impactassetsinc open to new grantees?
35%
first-time grantees, 2024
In 2024, 918 of 2,626 grantees (35%) were first-time recipients. First grants averaged $210K; repeat grants $227K. How we count
Medians: $20K first-time, $26K repeat.
Estimate from itemized grant lists in IRS Form 990 filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $174.9M (2020) to $580.1M (2024). In 2024 it made 2,733 grants totaling $580.1M.
Grants by year
Grant recipients and amounts by year
| 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 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2024 | $3,002,686,264 | $680,266,004 | $627,276,057 | $580,073,941 | 2,733 | $78,210,323 |
| 2023 | $2,926,060,513 | $866,540,160 | $288,831,658 | $249,245,550 | 2,654 | $52,198,277 |
| 2022 | $2,191,122,674 | $382,327,423 | $243,930,414 | $211,332,980 | 2,465 | $19,941,599 |
| 2021 | $2,184,359,966 | $717,988,041 | $218,647,123 | $191,688,727 | 2,095 | $68,483,548 |
| 2020 | $1,383,884,329 | $396,643,138 | $198,467,861 | $174,883,029 | 1,928 | $76,662,732 |
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
ImpactAssets’ stated mission is to be “the preeminent partner for impact investing and charitable giving,” helping people achieve their greatest impact. Its programs facilitate funding to entities, groups, and projects through philanthropic giving, impact investing, education, and related services.
Examples among its 2024 grantees include National Philanthropic Trust, which says it administers donor-advised funds and helps donors pursue philanthropic goals; GiveClear Foundation, which says it provides an innovative charitable-giving experience; and Hopewell Fund, which says it uses fiscal sponsorship and grantmaking to support domestic and international initiatives. Other recipients describe work in democracy, Black agricultural businesses, ecological and social justice, and revitalizing Maskoke language and culture.
Grantmaking
In filing year 2024, ImpactAssets reported 2,733 grants totaling $580,073,941. Grant amounts ranged from $5,002 to $160,826,426, with a median of $25,000. The largest reported grants included $160,826,426 to National Philanthropic Trust and $86,038,909 to GiveClear Foundation, both for general support. Other large recipients included ANPO Inc. ($22,500,000), Hopewell Fund ($11,261,500), and Defending Democracy Together Institute ($9,050,000), each for general support.
The organization’s donor-advised fund materials describe a recommendation process for account holders: donors may recommend grants to charitable organizations, but ImpactAssets makes the final grant decision. The grant recommendation form lists a $250 minimum and says recommendations may be modified or declined if inconsistent with program policies.
Leadership & Key People
Leadership team and compensation from IRS filings
Officers and directors listed on the 2024 filing include Margret Trilli, CEO & CIO; Alice Lowenstein, Chief Operating Officer; Timothy Freundlich, Founder, ED, Strategic Partner; Ivy Duke, General Counsel; Dana Cotter, Managing Director, Impact; Surin Ramkissoon, Treasurer & Managing Director, Finance; Deborah Parsons, Managing Director, Business Development & Client E; Daniel Skaff, Chair-Elect; Liesbet Peeters, Director; and Kim Wright-Violich, Secretary.
Impactassetsinc is led by Margret Trilli, CEO & CIO on every filing since 2020; 12 of 13 officers listed in 2024 are compensated.
Officers on the 2024 filing
Margret Trilli
CEO & CIO
On filings since 2020
20 hrs/week
$305K (2020) → $217K (2024)
Timothy Freundlich
Founder, Executive Director & Strategic Partner
Founder, Executive Director & Strategic Development → Founder & Executive Director Strategic Partner, 2021
Founder & Executive Director Strategic Partner → Founder, Executive Director & Strategic Partner, 2022
On filings since 2020
40 hrs/week
$316K (2020) → $370K (2024)
Liesel Pritzker Simmons
Chairperson
Vice Chair → Chairman, 2021
Chairman → Chairperson, 2023
On filings since 2020
1 hr/week
No compensation reported
Dana Cotter
Managing Director & Impact
Chief of Staff & Head of Strategic Planning → Managing Director & Impact, 2022
On filings since 2020
40 hrs/week
$136K (2020) → $304K (2024)
Deborah Parsons
Managing Director, Business Development & Client E
Managing Director & Business Development → Managing Director, Business Development & Client E, 2024
On filings since 2020
40 hrs/week
$163K (2020) → $261K (2024)
Surin Ramkissoon
Treasurer, Managing Director & Finance
On filings since 2023
40 hrs/week
$221K (2023) → $250K (2024)
Lauren Booker Allen
Director
On filings since 2020
1 hr/week
$35K (2024)
Liesbet Peeters
Director
On filings since 2020
1 hr/week
$50K (2024)
Ian Fuller
Director
New on the 2024 filing
1 hr/week
$40K (2024)
Kim Wright-Violich
Secretary
Director → Secretary, 2024
On filings since 2020
1 hr/week
$50K (2024)
Daniel Skaff
Chair-Elect
Director → Chair-Elect, 2024
On filings since 2021
1 hr/week
$70K (2024)
Alice Lowenstein
Chief Operating Officer
On filings since 2023
40 hrs/week
$314K (2023) → $392K (2024)
Ivy Duke
General Counsel
On filings since 2023
40 hrs/week
$250K (2023) → $320K (2024)
Former officers (13)
- Former: Donald Wayne Silby (2020–2023) — Director
- Former: Gerhard Pries (2020–2023) — Director
- Former: Karl Kleissner (2020–2023) — Vice Chair
- Former: Ron Cordes (2020–2023) — Secretary & Director
- Former: Amy Bennett (2020–2022) — Chief Marketing Officer
- Former: Eric Meissner (2020–2022) — Director & Investment Services
- Former: Gabe Diclerico (2021–2022) — CFO
- Former: Nicholas Peters (2020–2021) — Director & Investments
- Former: Sandra Kartt (2020–2021) — Managing Director & Investments
- Former: Tracy Sherman (2020–2021) — Senior Marketing Content Manager
- Former: Gabriel Diclerico (2020) — Chief Financial Officer
- Former: Sally Boulter (2020) — Senior Officer & Client Experience
- Former: Stephanie Wei (2020) — Managing Director, Client Engagement & Business De
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $392K, to Alice Lowenstein (Chief Operating Officer). 12 officers or directors reported compensation on that filing.
Frequently asked questions about Impactassetsinc
How much does Impactassetsinc give each year?
Impactassetsinc gave $580.1M across 2,733 grants in 2024, according to its 2024 IRS Form 990. In 2023 it gave $249.2M across 2,654 grants.
What is Impactassetsinc's typical grant size?
Impactassetsinc's median grant in 2024 was $25,000, and its average grant was $212,248, across 2,733 grants on its 2024 IRS Form 990. Organizations receiving their first grant from Impactassetsinc that year got $210K on average.
Where does Impactassetsinc give grants?
Impactassetsinc's top state is Pennsylvania, with 28% of the grant dollars itemized on its 2024 IRS Form 990. The next largest states were North Carolina (16%) and California (11%). The most frequent recipient cities were Washington, DC (188 grants), New York, NY (187 grants), San Francisco, CA (126 grants) and Oakland, CA (92 grants).
Does Impactassetsinc give general operating support?
Yes: 100% of Impactassetsinc's 2024 grants with a stated purpose (2,733 of 2,733) were for general or operating support, per its 2024 IRS Form 990.
Who are Impactassetsinc's largest grantees?
Impactassetsinc's largest 2024 grantees include National Philanthropic Trust ($160,826,426), Giveclear Foundation ($86,038,909) and Anpo Inc ($22,500,000), according to its 2024 IRS Form 990. It also paid 61 grants to individuals ($9,445,848), which are not listed by name. Together they received 46% of its itemized 2024 grant dollars.
How large is Impactassetsinc?
Impactassetsinc reported $3.0B in total assets on its 2024 IRS Form 990. Its revenue that year was $680.3M.
What does Impactassetsinc fund?
ImpactAssets’ stated mission is to be “the preeminent partner for impact investing and charitable giving,” helping people achieve their greatest impact. Its programs facilitate funding to entities, groups, and projects through philanthropic giving, impact investing, education, and related services. See mission & focus areas ↑
How do I apply for a grant from Impactassetsinc?
Impactassetsinc has no public application process in the sources Grantable reviewed. Check impactassets.org for current guidelines, or contact the foundation directly before submitting a request.
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.
Data last updated September 2026. Sourced from IRS Form 990 filings. Research dossier generated September 2026.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS November 15, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS November 11, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS November 15, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS November 13, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS November 12, 2025)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in Impactassetsinc's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Impactassetsinc funder profile. GrantGraph. Retrieved October 6, 2026, from https://grantable.co/funders/impactassetsinc-morg_946de863312f4bf4b2631d79bc675769
BibTeX
@misc{grantable_262048480_2026,
author = {{Grantable}},
title = {{Impactassetsinc funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/impactassetsinc-morg_946de863312f4bf4b2631d79bc675769},
note = {Accessed 2026-10-06. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Impactassetsinc's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Impactassetsinc down — hundreds of funders to go?