Invesco Foundation Inc
Invesco Foundation Inc is a private foundation based in Atlanta, Georgia, established in 2018 to support tax-exempt charitable organizations in areas of interest to the Foundation. It supports general charitable activities in the United States, and its grants are by invitation only.
Invesco Foundation Inc at a glance
In short: Invesco Foundation Inc gave $480K across 10 grants in 2024 (avg $48K), mostly in Georgia. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $480,000
- -7.7% vs 2023
- Grants made (2024)
- 10
- +66.7% vs 2023
- Average grant
- $48,000
- -44.6% vs 2023
- Median grant
- $45,000
- Total assets
- $9,974,043
- -1.9% vs 2023
- Primary geography
- Georgia (90% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
How to apply to Invesco Foundation Inc
- Accepts unsolicited proposals
- No
- Invitation Only
-
The Foundation does not accept unsolicited requests. It accepts applications by invitation only, with instructions provided to invited organizations. Applicants must be tax-exempt under Section 501(c)(3) of the Internal Revenue Code; 509(a)(3) supporting organizations must provide supporting documentation. Grants are not made to individuals. Recipients must submit a final report on how funds were spent and an evaluation of the project.
- Review Cycle
- The stated annual deadlines are March 15 and September 15. Both dates in 2026 have passed. The Foundation says it reviews applications in spring and fall cycles and notifies selected organizations in late May and late November, respectively.
- Deadline
- The stated annual deadlines are March 15 and September 15.
- Contact
Mailing address: 1331 Spring Street Nw 2500, Atlanta, GA 30309
Phone: (404) 439-3482
Website: https://invescofoundation.com
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Invesco Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Atlanta Police Foundation ($100K). Together the top 10 received $480K.
Grant Size Distribution
22 grants across all recorded years
The most common grant size was under $50K: 12 grants of 22 (55%).
Geographic Focus
Where this funder awards grants
The Foundation’s website says it is dedicated to organizations within the United States. In 2024, 90% of grant dollars went to recipients in Georgia, 8% to recipients in New York, and 2% to recipients in North Carolina.
Grant Distribution by State
Share of 2024 grant dollars across all 10 itemized grants.
Cities
How Invesco Foundation Inc gives
- 20% of 2024 grantees were also funded in 2023. Method
- Giving grew 1271% from 2021 to 2024. Method
- In 2024 it paid out 91% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (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 $35K (2021) to $520K (2023). In 2024 it made 10 grants totaling $480K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Atlanta Police Foundation Atlanta, GA | Grant in memory of Mark Giuliano | $100,000 |
| American Heart Association Inc Atlanta, GA | Grant in memory of Mark Giuliano | $75,000 |
| Path Foundation Atlanta, GA | Our Path Forward campaign | $75,000 |
| Russell Innovation Center for Entrepreneurs Atlanta, GA | Beyond Innovation captial campaign | $50,000 |
| The Salvation Army Metro Atlanta Atlanta, GA | Hope with Dignity campaign | $50,000 |
| Madison Square Boys & Girls New York, NY | General operating support | $40,000 |
| Atlanta Youth Academies Foundation Atlanta, GA | Educational programs | $30,000 |
| American Red Cross of Georgia Atlanta, GA | Hurricane relief in Houston for Hurricane Beryl | $25,000 |
| Chastain Horse Park Ltd Atlanta, GA | Therapeutic program support | $25,000 |
| Duke University Fuqua School of Business Durham, NC | Rex Adams scholarship fund | $10,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $9,974,043 | $367,133 | $563,999 | $480,000 | 10 | $499,029 | $302,163 | $545,438 |
| 2023 | $10,170,909 | $-865,917 | $578,366 | $520,000 | 6 | $522,877 | $220,262 | $503,983 |
| 2022 | $11,615,192 | $10,568,095 | $38,118 | $36,127 | 1 | $37,368 | $461,832 | $504,871 |
| 2021 | $1,085,215 | $2,307 | $37,199 | $35,000 | 3 | $36,904 | — | $54,613 |
| 2020 | $1,120,107 | $7,888 | $69,033 | $68,698 | 2 | — | $4,447 | $57,678 |
Under IRS private-foundation payout rules, Invesco Foundation Inc reported a distributable amount of $545K for 2024 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The Foundation’s stated aim is to provide charitable support to organizations and contribute to the well-being of communities while driving positive, transformative change. Its website lists program support, project support, operating support, and capital campaigns as types of support.
Its 2024 grants included support for organizations with varied missions. For example, the Atlanta Police Foundation says its mission is to make Atlanta safer and more inviting; the PATH Foundation says it designs and builds bicycle and pedestrian trails; and the Atlanta Youth Academies Foundation says it funds an education program serving low-income urban communities. Chastain Horse Park describes its work as therapeutic programming for people with physical, cognitive, and emotional disabilities.
Grantmaking
In filing year 2024, the Foundation made 10 grants totaling $480,000. Grant amounts ranged from $10,000 to $100,000, with a median of $45,000. The largest grants included $100,000 to the Atlanta Police Foundation, $75,000 to the American Heart Association, and $75,000 to the PATH Foundation. Other grants included $50,000 each to the Russell Innovation Center for Entrepreneurs and The Salvation Army Metro Atlanta; $40,000 to Madison Square Boys & Girls; and $30,000 to the Atlanta Youth Academies Foundation.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Gwendolyn Smith as Secretary and Andrew Blocker, Allison Dukes, Jeffrey H. Kupor, and Andrew R. Schlossberg as trustees.
Invesco Foundation Inc's 2024 filing lists 5 officers; none of the 5 officers listed in 2024 report compensation.
Officers on the 2024 filing
Allison Dukes
Trustee
On filings since 2020
1 hr/week
No compensation reported
Andrew R Schlossberg
Trustee
On filings since 2022
1 hr/week
No compensation reported
Andrew Blocker
Trustee
On filings since 2023
1 hr/week
No compensation reported
Jeffrey H Kupor
Trustee
On filings since 2023
1 hr/week
No compensation reported
Gwendolyn Smith
Secretary
New on the 2024 filing
1 hr/week
No compensation reported
Former officers (7)
- Former: Kellie Schonberg (2020–2023) — CEO
- Former: Anne Gerry (2023) — Secretary
- Former: Jennifer Krevitt (2023) — Trustee
- Former: Martin Flanagan (2023) — Trustee
- Former: Washington C Dender (2020–2022) — Trustee
- Former: Marty Flanagan (2022) — Trustee
- Former: Loren M Starr (2020–2021) — Trustee
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.
Frequently asked questions about Invesco Foundation Inc
How much does Invesco Foundation Inc give each year?
Invesco Foundation Inc gave $480K across 10 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $520K across 6 grants.
What is Invesco Foundation Inc's typical grant size?
Invesco Foundation Inc's median grant in 2024 was $45,000, and its average grant was $48,000, across 10 grants on its 2024 IRS Form 990-PF.
Where does Invesco Foundation Inc give grants?
Invesco Foundation Inc gives mostly in Georgia: 90% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was New York (8%). The most frequent recipient cities were Atlanta, GA (8 grants).
Does Invesco Foundation Inc give general operating support?
Yes: 10% of Invesco Foundation Inc's 2024 grants with a stated purpose (1 of 10) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are Invesco Foundation Inc's largest grantees?
Invesco Foundation Inc's largest 2024 grantees include Atlanta Police Foundation ($100,000), American Heart Association Inc ($75,000) and Path Foundation ($75,000), according to its 2024 IRS Form 990-PF. Together they received 52% of its itemized 2024 grant dollars.
How large is Invesco Foundation Inc?
Invesco Foundation Inc reported $10.0M in total assets on its 2024 IRS Form 990-PF. It paid out $499K in qualifying distributions that year, against a required minimum of $545K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Invesco Foundation Inc fund?
The Foundation’s stated aim is to provide charitable support to organizations and contribute to the well-being of communities while driving positive, transformative change. Its website lists program support, project support, operating support, and capital campaigns as types of support. See mission & focus areas ↑
How do I apply for a grant from Invesco Foundation Inc?
The Foundation does not accept unsolicited requests. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Invesco Foundation Inc's EIN?
Invesco Foundation Inc's EIN (Employer Identification Number) is 76-0522586. IRS Form 990 filing data is available on this page for 2020–2024.
Does Invesco Foundation Inc accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Invesco Foundation Inc funds
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Cite this profile
Grantable. (2026). Invesco Foundation Inc funder profile. GrantGraph. Retrieved November 7, 2026, from https://grantable.co/funders/invesco-foundation-inc-morg_ce02b8b070d7427c80aabedda189e028
BibTeX
@misc{grantable_760522586_2026,
author = {{Grantable}},
title = {{Invesco Foundation Inc funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/invesco-foundation-inc-morg_ce02b8b070d7427c80aabedda189e028},
note = {Accessed 2026-11-07. 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 Invesco Foundation Inc'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.
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