Invesco Foundation Inc
Invesco Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Atlanta, GA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $10.0M in total assets. In 2024, it awarded 10 grants totaling $480K. Net investment income was $302K.
Key facts about Invesco Foundation Inc
In short: Invesco Foundation Inc gave $480K across 10 grants in 2024 (avg $48K), mostly in Georgia. Source: 2024 IRS Form 990-PF.
- EIN
- 76-0522586
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $480,000
- Grants made (2024)
- 10
- Average grant
- $48,000
- Median grant
- $45,000
- Total assets
- $9,974,043
- Primary geography
- Georgia (90% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$10.0M
-1.9% YoY
Annual Giving
$480K
-7.7% YoY
Grant Count
10
+66.7% YoY
Avg Grant Size
$48K
-44.6% YoY
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.
How Invesco Foundation Inc gives
- 10% 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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 10 itemized 2024 grant dollars.
Cities
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
22 grants across all recorded years
Giving History
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 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $9,974,043 | $10,170,909 | $11,615,192 |
| Revenue | $367,133 | $-865,917 | $10,568,095 |
| Expenses | $563,999 | $578,366 | $38,118 |
| Qualifying Distributions | $499,029 | $522,877 | $37,368 |
| Net Investment Income | $302,163 | $220,262 | $461,832 |
| Distributable Amount | $545,438 | $503,983 | $504,871 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
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).
What is Invesco Foundation Inc?
Invesco Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Atlanta, GA. It holds $10.0M in total assets as of 2024.
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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