Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
MediumBullet Do not enter Social Security numbers on this form as it may be made public. By law, the IRS
generally cannot redact the information on the form.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
A For the 2013 calendar year, or tax year beginning 01-01-2013 , 2013, and ending 12-31-2013
BCheck if applicable:
CName of organization
IMPACTASSETSINC
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
7315 WISCONSIN AVE NO 1000W
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BETHESDA, MD20814
D Employer identification number

26-2048480
E Telephone number

G Gross receipts $ 70,660,174
F Name and address of principal officer:
TIM FREUNDLICH
7315 WISCONSIN AVE NO 1000W
BETHESDA,MD20814
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.IMPACTASSETS.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 2008
M State of legal domicile: MD
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: IMPACTASSETS,INC. ENCOURAGES THE INVESTMENT OF CHARITABLE ASSETS IN, AND GRANT MAKING TO, PROJECTS AND ENTERPRISES THAT IMPACT SOCIETY IN A POSITIVE MANNER THROUGH ACTIVITIES INCLUDING, BUT NOT LIMITED TO, MAINTAINING EDUCATIONAL, INVESTOR, DONOR, AND ADMINISTRATIVE PROGRAMS THAT ENABLE A BROAD BASE OF SOCIETY TO PARTICIPATE IN SUCH ACTIVITIES.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 8
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 8
5 Total number of individuals employed in calendar year 2013 (Part V, line 2a) ...... 5 11
6 Total number of volunteers (estimate if necessary) ............. 6 9
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 34,498,042 29,967,233
9 Program service revenue (Part VIII, line 2g) ......... 122,007 232,839
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 773,152 2,774,958
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 0 0
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 35,393,201 32,975,030
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 6,351,803 19,372,187
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 476,428 912,486
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet81,780    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 1,769,699 1,833,503
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 8,597,930 22,118,176
19 Revenue less expenses. Subtract line 18 from line 12....... 26,795,271 10,856,854
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 80,867,661 96,733,140
21 Total liabilities (Part X, line 26)............. 3,089,685 4,190,669
22 Net assets or fund balances. Subtract line 21 from line 20..... 77,777,976 92,542,471
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ............
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2013)
Form 990 (2013)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III ..............
1
Briefly describe the organization’s mission: IMPACTASSETS,INC. ENCOURAGES THE INVESTMENT OF CHARITABLE ASSETS IN, AND GRANT MAKING TO, PROJECTS AND ENTERPRISES THAT IMPACT SOCIETY IN A POSITIVE MANNER THROUGH ACTIVITIES INCLUDING, BUT NOT LIMITED TO, MAINTAINING EDUCATIONAL, INVESTOR, DONOR AND ADMINISTRATIVE PROGRAMS THAT ENABLE A BROAD BASE OF SOCIETY TO PARTICIPATE IN SUCH ACTIVITIES.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ......................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ............................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 19,482,187 including grants of $ 19,372,187 ) (Revenue $ 232,839 )
IMPACTASSETS, INC. GIVING FUND IS A UNIQUE PHILANTHROPIC PRODUCT PROVIDING A 100% SOCIALLY RESPONSIBLE DONOR ADVISED FUND THAT GOES TO WORK IMMEDIATELY BUILDING COMMUNITIES, EVEN BEFORE ASSETS ARE GRANTED OUT TO CHARITIES. THE PHILANTHROPIC POWER OF DONATED FUNDS INCREASES OVER TIME AS GIVING FUND ASSETS APPRECIATE TAX-FREE IN COMMUNITY INVESTMENTS AND SOCIALLY RESPONSIBLE FUNDS.
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet19,482,187
Form 990 (2013)
Form 990 (2013)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment........................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II........
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C,
Part III
............................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment........................
6
Yes
 
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment
...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
 
No
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment
...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
 
No
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment.........................
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII Click to see attachment.................
12a
Yes
 
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
 
No
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E....
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?.....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV......... Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IVClick to see attachment
15
Yes
 
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV... Click to see attachment
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I (see instructions)....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
Form 990 (2013)
Form 990 (2013)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II... Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants or other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........ Click to see attachment
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?
......................
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I........
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I...................
25b
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If so, complete Schedule L, Part II....................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III.........
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV ..........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes,"
complete Schedule L, Part IV
.....................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV...
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M............. Click to see attachment
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N,
Part I
...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I........
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1........................
34
 
No
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2...
35b
 
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2.............
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2013)
Form 990 (2013)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V ..............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
52
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
11
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?..........................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided?.....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?............................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?............................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?............
8
 
No
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?..........
9a
 
No
b
Did the organization make a distribution to a donor, donor advisor, or related person?.......
9b
 
No
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year. ....................
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note.
See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
No
Form 990 (2013)
Form 990 (2013)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI ..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year .....................
1a
8
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent ...................
1b
8
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
 
No
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done.......................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
AK , AL , AZ , AR , CA , CT , CO , FL , GA , HI , IL , KS , KY , ME , MD , MI , MN , MS , NH , NJ , NM , NY , NC , ND , OH , OK , OR , PA , RI , SC , TN , UT , VA , WA , WV , WI
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization:
MediumBulletGABE DICLERICO7315 WISCONSIN AVE SUITE 1000WBETHESDAMD20814 (855) 482-2946
Form 990 (2013)
Form 990 (2013)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII ..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) MARGARET CLARK........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(2) RON CORDES........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(3) KARL KLEISSNER........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(4) GERHARD PRIES........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(5) JENNIFER PRYCE........................................................................
DIRECTOR FROM 11/2013
1.00
.......................  
X           0 0 0
(6) LIESEL PRITZKER SIMMONS........................................................................
DIRECTOR FROM 11/2013
1.00
.......................  
X           0 0 0
(7) LISA HALL........................................................................
DIRECTOR THRU 9/2013
1.00
.......................  
X           0 0 0
(8) DONALD WAYNE SILBY........................................................................
CHAIRMAN
1.00
.......................  
X   X       0 0 0
(9) MARK VAN NESS........................................................................
SECRETARY & TREASURER
1.00
.......................  
X   X       0 0 0
(10) TIMOTHY FREUNDLICH........................................................................
PRESIDENT
40.00
.......................  
    X       187,266 0 13,914
(11) FOLAKE OGUNTEBI........................................................................
DIRECTOR OF MARKETING
40.00
.......................  
        X   112,817 0 9,398












Form 990 (2013)
Form 990 (2013)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;


























1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 300,083 0 23,312
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet2
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
FRAN SEEGULL, 948 16TH STREET UNIT DSANTA MONICACA90403 INVESTMENT TEAM OVERSIGHT 170,400
SARAH WILLIAMS, 474 14TH STREETBOOKLYNNY11215 PHILANTHROPIC ADVISORY SERVICES 110,000
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet2
Form 990 (2013)
Form 990 (2013)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and
similar amounts not included above
1f
29,967,233
g Noncash contributions included in lines
1a-1f:$
8,917,846
h Total. Add lines 1a-1f.......MediumBullet 29,967,233
 Program Service RevenueAmt Business Code
2a FEE INCOME 900099 232,839 232,839    
b
c
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 232,839
 OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 1,623,682     1,623,682
4 Income from investment of tax-exempt bond proceeds..MediumBullet        
5 Royalties...........MediumBullet        
(i) Real (ii) Personal
6a Gross rents    
b Less: rental expenses    
c Rental income or (loss)    
d Net rental income or (loss).......MediumBullet        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 38,836,420  
b Less: cost or other basis and sales expenses 37,685,144  
c Gain or (loss) 1,151,276  
d Net gain or (loss)..........MediumBullet 1,151,276     1,151,276
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ..
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet        
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Miscellaneous Revenue Business Code
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet  
12 Total revenue. See Instructions......MediumBullet 32,975,030 232,839 0 2,774,958
Form 990 (2013)
Form 990 (2013)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX ...............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.
(A)
Total expenses
(B)
Program service expenses
(C)
Management and general expenses
(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the United States. See Part IV, line 21 19,272,187 19,272,187
2 Grants and other assistance to individuals in the United States. See Part IV, line 22    
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16 100,000 100,000
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 201,180   182,453 18,727
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages 600,672   540,605 60,067
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 31,928   31,928  
9 Other employee benefits ....... 2,160   2,160  
10 Payroll taxes ........... 76,546   76,546  
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 56,835   56,835  
c Accounting ........... 87,679   87,679  
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 273,958   273,958  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ........ 720,769 110,000 610,769  
12 Advertising and promotion ....        
13 Office expenses ....... 60,027   57,041 2,986
14 Information technology ...... 73,663   73,663  
15 Royalties ..        
16 Occupancy ........... 79,468   79,468  
17 Travel ............ 61,607   61,607  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings .... 42,389   42,389  
20 Interest ...........        
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization ..... 5,516   5,516  
23 Insurance .............. 13,700   13,700  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a
b
c
d
e All other expenses 357,892   357,892  
25 Total functional expenses. Add lines 1 through 24e 22,118,176 19,482,187 2,554,209 81,780
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2013)
Form 990 (2013)
Page 11
Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing ............. 18,061,012 1 5,425,037
2 Savings and temporary cash investments ......... 9,655,163 2 11,511,001
3 Pledges and grants receivable, net ........... 1,000,000 3 1,349,996
4 Accounts receivable, net ............. 9,813 4 8,663
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
  6  
7 Notes and loans receivable, net ............. 2,323,692 7 3,065,030
8 Inventories for sale or use ..............   8  
9 Prepaid expenses and deferred charges .......... 14,748 9 13,116
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 23,476
b Less: accumulated depreciation ..... 10b 11,660 16,612 10c 11,816
11 Investments—publicly traded securities .......... 26,962,976 11 48,870,006
12 Investments—other securities. See Part IV, line 11 ..... 22,823,645 12 26,478,475
13 Investments—program-related. See Part IV, line 11 .....   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ...........   15  
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 80,867,661 16 96,733,140
Liabilities 17 Accounts payable and accrued expenses ......... 2,051,772 17 2,949,615
18 Grants payable .................   18  
19 Deferred revenue ................   19  
20 Tax-exempt bond liabilities .............   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties .... 1,037,913 24 1,241,054
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D....................   25  
26 Total liabilities. Add lines 17 through 25......... 3,089,685 26 4,190,669
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets .............. 77,777,976 27 92,542,471
28 Temporarily restricted net assets ...........   28  
29 Permanently restricted net assets ...........   29  
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds ........   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 77,777,976 33 92,542,471
34 Total liabilities and net assets/fund balances ........ 80,867,661 34 96,733,140
Form 990 (2013)
Form 990 (2013)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
32,975,030
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
22,118,176
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
10,856,854
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
77,777,976
5
Net unrealized gains (losses) on investments ...............
5
3,064,878
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
842,763
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
92,542,471
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII .............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2013)
Form 990, Special Condition Description:
Special Condition Description
Additional Data


Software ID:  
Software Version:  
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
right arrow Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
IMPACTASSETSINC
 
Employer identification number

26-2048480
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) A person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the supported organization? ................
11g(i)
 
 
(ii) A family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) A 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
h
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions)) (iv) Is the organization in col. (i) listed in your governing document? (v) Did you notify the organization in col. (i) of your support? (vi) Is the organization in col. (i) organized in the U.S.? (vii) Amount of monetary support
Yes No Yes No Yes No
Total  

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... 255,000 17,577,013 14,925,267 34,498,042 29,967,233 97,222,555
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3 255,000 17,577,013 14,925,267 34,498,042 29,967,233 97,222,555
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. 31,943,269
6 Public support. Subtract line 5 from line 4. 65,279,286
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
7 Amounts from line 4.. 255,000 17,577,013 14,925,267 34,498,042 29,967,233 97,222,555
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...   750 445,845 684,838 1,623,682 2,755,115
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)..   2,445 53,816     56,261
11 Total support (Add lines 7 through 10). 100,033,931
12
12
354,846
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization, check this box and stop here.................................................right arrow
Section C. Computation of Public Support Percentage
14
14
65.260 %
15
15
 
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 4
Part IV
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2013

Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Name of the organization
IMPACTASSETSINC
 
Employer identification number

26-2048480
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......................... Arrow Bullet $  
Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 2
Name of organization
IMPACTASSETSINC
 
Employer identification number

26-2048480
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
RESTRICTED
RESTRICTED
 

   
RESTRICTED
RESTRICTED
RESTRICTED, RESTRICTEDRESTRICTED

$RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 3
Name of organization
IMPACTASSETSINC
 
Employer identification number

26-2048480
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 4
Name of organization
IMPACTASSETSINC
 
Employer identification number

26-2048480
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  

Use duplicate copies of Part III if additional space is needed.
(a) No.
from
Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Additional Data


Software ID:  
Software Version:  
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions. SchDMd Bullet Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
IMPACTASSETSINC
 
Employer identification number

26-2048480
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year ......... 362 2
2 Aggregate contributions to (during year) ... 29,740,489 0
3 Aggregate grants from (during year) ..... 19,992,034 22,285
4 Aggregate value at end of year ........ 94,174,640 74,457
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIII and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance ....          
b Contributions ........          
c Net investment earnings, gains, and losses          
d Grants or scholarships .....          
e Other expenditures for facilities
and programs ........
         
f Administrative expenses ....          
g End of year balance ......          
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet  
c
Temporarily restricted endowment SchDMd Bullet  
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
 
(ii) related organizations ........................
3a(ii)
 
 
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................      
b Buildings ................        
c Leasehold improvements ............        
d Equipment ................   23,476 11,660 11,816
e Other .................        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 11,816
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)
(b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
(3)Other
(A) INVESTMENT IN PARTNERSHIP
8,162,237 F

(B) INVESTMENT IN PRIVATE EQUITY
1,213,718 C

(C) COMMUNITY INVESTMENT NOTES
17,102,520 F






Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 26,478,475
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes  








Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet  
2. Liability for uncertain tax positions In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII ..................................................
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 37,254,187
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a 3,064,878
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d 1,352,610
e Add lines 2a through 2d ..................... 2e 4,417,488
3 Subtract line 2e from line 1..................... 3 32,836,699
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b 138,331
c Add lines 4a and 4b....................... 4c 138,331
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 32,975,030
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 22,489,692
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d 371,516
e Add lines 2a through 2d...................... 2e 371,516
3 Subtract line 2e from line 1..................... 3 22,118,176
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b....................... 4c 0
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 22,118,176
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
PART X, LINE 2: MANAGEMENT HAS CONCLUDED THAT IMPACTASSETS HAS PROPERLY MAINTAINED ITS EXEMPT STATUS AND THERE ARE NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2013.
PART XI, LINE 2D - OTHER ADJUSTMENTS: TRANSFER FROM CALVERT FOUNDATION 842,763. RELEASE OF DONOR ADVISED FUND RESTRICTIONS 509,847.
PART XI, LINE 4B - OTHER ADJUSTMENTS: ADMINISTRATIVE INCOME 138,331.
PART XII, LINE 2D - OTHER ADJUSTMENTS: ADMINISTRATIVE INCOME -138,331. RELEASE OF DONOR ADVISED FUND RESTRICTIONS 509,847.
Schedule D (Form 990) 2013

Additional Data


Software ID:  
Software Version:  




SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990,Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990. Right pointing arrow large image See separate instructions.Right pointing arrow large image Information about Schedule F (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
IMPACTASSETSINC
 
Employer identification number

26-2048480
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 14b.
1
For grantmakers.Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? ...............................
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in region (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region
(f) Total expenditures
for and investments
in region
EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTMAKING GRANTMAKING 100,000
NORTH AMERICA 0 0 PROGRAM SERVICES SOCIAL ENTERPRISE INCUBATION 78,606
EAST ASIA AND THE PACIFIC 0 0 INVESTMENT   85,000
EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 INVESTMENT   100,000
SOUTH AMERICA 0 0 INVESTMENT   500,000
SOUTH ASIA 0 0 INVESTMENT   20,000
SUB-SAHARAN AFRICA 0 0 INVESTMENT   115,000
           
           
           
           
           
           
           
           
           
           
3a Sub-total ..... 0 0 998,606
b Total from continuation sheets to Part I ... 0 0 0
c Totals (add lines 3a and 3b) 0 0 998,606
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2013
Schedule F (Form 990) 2013
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)
(c) Region (d) Purpose of
grant
(e) Amount of
cash grant
(f) Manner of
cash
disbursement
(g) Amount
of non-cash
assistance
(h) Description
of non-cash
assistance
(i) Method of
valuation
(book, FMV,
appraisal, other)
EUROPE (INCLUDING ICELAND & GREENLAND) GENERAL SUPPORT 50,000 WIRE TRANSFER      
EUROPE (INCLUDING ICELAND & GREENLAND) GENERAL SUPPORT 25,000 WIRE TRANSFER      
EUROPE (INCLUDING ICELAND & GREENLAND) GENERAL SUPPORT 25,000 WIRE TRANSFER      
             
             
             
             
             
             
             
             
             
             
             
             
             
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter ....MediumBullet
3
3
Enter total number of other organizations or entities .......................MediumBullet
0
Schedule F (Form 990) 2013
Schedule F (Form 990) 2013Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant
(e) Manner of cash
disbursement
(f) Amount of
non-cash
assistance
(g) Description
of non-cash
assistance
(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2013
Schedule F (Form 990) 2013
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes,"the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926)......................................
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A).......................................
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471)..............................
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621)...............................................
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships. (see Instructions for Form 8865)....................................
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to file Form 5713, International Boycott Report (see Instructions for Form 5713)................................................
Schedule F (Form 990) 2013
Schedule F (Form 990) 2013
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information (see instructions).
ReturnReference Explanation
PART I, LINE 2: FOR INTERNATIONAL GRANTMAKING DONE THROUGH THE DONOR-ADVISED FUND PROGRAM IMPACTASSETS,INC. CONTRACTS WITH GLOBAL GIVING (ITSELF A 501(C)(3) PUBLIC CHARITY) TO ENSURE THAT ALL EQUIVALENCY DETERMINATION REQUIREMENTS ARE MET AND CURRENT. FOR A FEE, THEY CONDUCT THE DUE DILIGENCE NECESSARY (INCLUDING A REVIEW OF ANNUAL REPORTS, AUDITED FINANCIALS, CURRENT AND PAST PROGRAM BUDGETS, PROGRAM DESCRIPTIONS AND MATERIALS, AND A LIST OF REFERENCES) TO ENSURE THAT THE RECIPIENT IS A 501(C)(3) EQUIVALENT ORGANIZATION AND THAT ALL OUR INTERNATIONAL GRANTS ARE BEING USED FOR THEIR INTENDED CHARITABLE PURPOSES. AS NEEDED, EXPENDITURE RESPONSIBILITY IS EXERCISED TO ENSURE THAT GRANTS ARE BEING USED FOR INTENDED CHARITABLE PURPOSES.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2013
Additional Data


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Software Version:  



Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
lBullet Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
IMPACTASSETSINC
 
Employer identification number
26-2048480
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21, for any recipient that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government
(b) EIN (c) IRC Code section
if applicable
(d) Amount of cash grant (e) Amount of non-cash
assistance
(f) Method of valuation
(book, FMV, appraisal,
other)
(g) Description of
non-cash assistance
(h) Purpose of grant
or assistance
(1) ROOT CAPITAL
955 MASSACHUSETTS AVE 5TH FLOOR
CAMBRIDGE,MA02139
04-3478123 501(C)(3) 2,305,000       GENERAL SUPPORT
(2) FOUNDATION FOR CIVIC LEADERSHIP
30 BOW ST
CAMBRIDGE,MA02138
32-0020584 501(C)(3) 2,300,000       GENERAL SUPPORT
(3) WRITERS THEATRE INC
378 PARK AVE STE 1A
GLENCOE,IL60022
36-3847280 501(C)(3) 2,000,000       GENERAL SUPPORT
(4) SOLIDAGO FOUNDATION
150 MAIN STREET SUITE 24
NORTHAMPTON,MA01060
20-2963670 501(C)(3) 1,250,000       GENERAL SUPPORT
(5) NEW ORGANIZING INSTITUTE EDUCATION FUND
1133 19TH ST NW SUITE 850
WASHINGTON,DC20036
56-2633160 501(C)(3) 550,000       GENERAL SUPPORT
(6) OPPORTUNITY INTERNATIONAL
2122 YORK ROAD SUITE 340
OAK BROOK,IL60523
54-0907624 501(C)(3) 500,000       GENERAL SUPPORT
(7) UNREASONABLE INSTITUTE
1877 BROADWAY SUITE 100
BOULDER,CO80302
80-0534659 501(C)(3) 500,000       GENERAL SUPPORT
(8) PSI
1120 19TH STREET NW
WASHINGTON,DC20036
56-0942853 501(C)(3) 334,000       GENERAL SUPPORT
(9) ESSEX COUNTY COMMUNITY FOUNDATION
175 ANDOVER ST SUITE 101
DANVERS,MA01923
04-3407816 501(C)(3) 302,500       GENERAL SUPPORT
(10) UNIVERSITY OF CONNECTICUT HEALTH CENTER
DEPARTMENT OF CELL BIOLOGY MC 3505
263 FARMINGTON AVE
FARMINGTON,CT06032
23-7187838 501(C)(3) 300,000       GENERAL SUPPORT
(11) NEW VENTURE FUND
1201 CONNECTICUT AVE NW SUITE 300
WASHINGTON,DC20036
20-5806345 501(C)(3) 250,000       GENERAL SUPPORT
(12) APPALACHIAN MOUNTAIN ADVOCATES
PO BOX 507
LEWISBURG,WV24901
55-0781483 501(C)(3) 250,000       GENERAL SUPPORT
(13) EPISCOPAL DIOCESE OF MASSACHUSETTS
138 TREMONT ST
BOSTON,MA02111
04-2104156 501(C)(3) 250,000       GENERAL SUPPORT
(14) THE LEARNING FOR LIVING INSTITUTE
325 CANYON BLVD
BOULDER,CO80302
84-1495904 501(C)(3) 250,000       GENERAL SUPPORT
(15) AMERICAN JEWISH WORLD SERVICE INC
45 W 36TH STREET 10TH FLOOR
NEW YORK,NY10018
22-2584370 501(C)(3) 234,250       GENERAL SUPPORT
(16) THRESHOLD FOUNDATION
PO BOX 29903
SAN FRANCISCO,CA94129
13-3028214 501(C)(3) 230,000       GENERAL SUPPORT
(17) UNIVERSITY OF MICHIGAN PROGRAM FOR NEUROLOGY RESEARCH & DISCOVERY
1080 S UNIVERSITY AVE
ANN ARBOR,MI48109
38-6006309 501(C)(3) 207,900       GENERAL SUPPORT
(18) BUILDERS OF HOPE
310 N HARRINGTON STREET
RALEIGH,NC27603
20-5724075 501(C)(3) 200,000       GENERAL SUPPORT
(19) BETHLEHEM CHRISTIAN FELLOWSHIP
PO BOX 831
KAMIAH,ID83536
94-3123136 501(C)(3) 195,000       GENERAL SUPPORT
(20) WESLEYAN UNIVERSITY
318 HIGH STREET
MIDDLETOWN,CT06459
06-0646959 501(C)(3) 182,000       GENERAL SUPPORT
(21) CENTER FOR COURT INNOVATIONFUND FOR THE CITY OF NEW YORK
520 EIGHTH AVENUE 18TH FLOOR
NEW YORK,NY10018
13-2612524 501(C)(3) 150,000       GENERAL SUPPORT
(22) VERA INSTITUTE
233 BROADWAY 12TH FLOOR
NEW YORK,NY10279
13-1941627 501(C)(3) 150,000       GENERAL SUPPORT
(23) DIGITAL DIVIDE DATA
115 W 30TH STREET STE 400
NEW YORK,NY10001
20-1148452 501(C)(3) 125,000       GENERAL SUPPORT
(24) OHIO CAMPUS COMPACT
631 N PEARL ST
GRANVILLE,OH43023
31-1577478 501(C)(3) 125,000       GENERAL SUPPORT
(25) THE SYNERGOS INSTITUTE
3 EAST 54TH STREET 14TH FLOOR
NEW YORK,NY10022
13-3392006 501(C)(3) 125,000       GENERAL SUPPORT
(26) CEL EDUCATION FUND
2150 ALLSTON WAY SUITE 360
BERKELEY,CA94704
45-3154473 501(C)(3) 100,000       GENERAL SUPPORT
(27) FIRST PRESBYTERIAN CHURCH OF RALEIGH
112 SOUTH SALISBURY STREET
RALEIGH,NC27601
56-0560328 501(C)(3) 100,000       GENERAL SUPPORT
(28) ONE ACRE
1742 TATUM ST
FALCON HEIGHTS,MN55113
20-3668110 501(C)(3) 100,000       GENERAL SUPPORT
(29) PEER HEALTH EXCHANGE
70 GOLD STREET
SAN FRANCISCO,CA94133
56-2374305 501(C)(3) 100,000       GENERAL SUPPORT
(30) PROJECT HEALTHY CHILDREN
25 MT AUBURN ST SUITE 111
CAMBRIDGE,MA02138
83-0396815 501(C)(3) 100,000       GENERAL SUPPORT
(31) PUBLIC CAMPAIGN ACTION FUND
1133 19TH STREET NW SUITE 900
WASHINGTON,DC20036
52-2032544 501(C)(4) 100,000       GENERAL SUPPORT
(32) SHINING HOPE FOR COMMUNITIES
175 VARICK STREET 6TH FLOOR
NEW YORK,NY10014
27-1493201 501(C)(3) 100,000       GENERAL SUPPORT
(33) UNIVERSITY OF MINNESOTA FOUNDATION
1365 GORTNER AVE
ST PAUL,MN55108
41-6042488 501(C)(3) 100,000       GENERAL SUPPORT
(34) VALLEY VERDE
1530 MERIDIAN AVE STE 104
SAN JOSE,CA95125
45-3084814 501(C)(3) 91,000       GENERAL SUPPORT
(35) CHARITYWATER
200 VARICK STREET SUITE 201
NEW YORK,NY10014
22-3936753 501(C)(3) 90,000       GENERAL SUPPORT
(36) TRI S FOUNDATION
12610 COOPER RIDGE ROAD
SKIATOOK,OK74070
73-1502701 501(C)(3) 88,300       GENERAL SUPPORT
(37) BARK CO THE JESSICA BEATH CLINIC
12300 FARRINGTON RD
ASHLAND,VA23005
90-0195675 501(C)(3) 71,300       GENERAL SUPPORT
(38) THE NATURE CONSERVANCY
4245 N FAIRFAX DRIVE SUITE 100
ARLINGTON,VA22203
53-0242652 501(C)(3) 70,600       GENERAL SUPPORT
(39) 2SEEDS NETWORK
920 U STREET NW
WASHINGTON,DC20001
27-2145843 501(C)(3) 70,000       GENERAL SUPPORT
(40) ECHOING GREEN
494 8TH AVENUE 2ND FLOOR
NEW YORK,NY10001
13-3424419 501(C)(3) 70,000       GENERAL SUPPORT
(41) GILLOURY INSTITUTE
6 E MONROE ST 801
CHICAGO,IL60603
01-0693025 501(C)(3) 66,000       GENERAL SUPPORT
(42) FRED HUTCHINSON CANCER RESEARCH CENTER
PO BOX 19024
SEATTLE,WA98109
23-7156071 501(C)(3) 65,000       GENERAL SUPPORT
(43) BOYS & GIRLS CLUBS MANATEE COUNTY
6220 MANATEE AVENUE WEST SUITE 201
BRADENTON,FL34209
59-0675141 501(C)(3) 62,000       GENERAL SUPPORT
(44) CITY HARVEST INC
6 EAST 32ND STREET 5TH FLOOR
NEW YORK,NY10016
13-3170676 501(C)(3) 55,000       GENERAL SUPPORT
(45) SEATTLE FOUNDATION
IBM BUILDING 1200 FIFTH AVENUE
SUITE 1300
SEATTLE,WA98101
91-6013536 501(C)(3) 55,000       GENERAL SUPPORT
(46) RESPONSIBLE ENDOWMENTS COALITION
33 FLATBUSH AVE FL 5
BROOKLYN,NY11217
20-3257916 501(C)(3) 50,250       GENERAL SUPPORT
(47) ECOPRAXIS
450 35TH ST
PORT TOWNSEND,WA98368
20-1620957 501(C)(3) 50,000       GENERAL SUPPORT
(48) FREE HORIZON MONTESSORI FOUNDATION
581 CONFERENCE PLACE
GOLDEN,CO80401
03-0461106 501(C)(3) 50,000       GENERAL SUPPORT
(49) FREE SPEECH FOR PEOPLE
2366 EASTLAKE AVENUE EAST STE 311
SEATTLE,WA98102
45-0709993 501(C)(3) 50,000       GENERAL SUPPORT
(50) MAINE FARMLAND TRUST
97 MAIN STREET
BELFAST,ME04915
01-0528014 501(C)(3) 50,000       GENERAL SUPPORT
(51) OHR TORAH STONE INSTITUTIONS OF ISRAEL
49 WEST 45TH STREET SUITE 701
NEW YORK,NY10036
13-3275531 501(C)(3) 50,000       GENERAL SUPPORT
(52) TALK ABOUT CURING AUTISM
2222 MARTIN STREET SUITE 140
IRVINE,CA92612
27-0048002 501(C)(3) 50,000       GENERAL SUPPORT
(53) THE COMMUNITY FOUNDATION FOR THE NATIONAL CAPITOL REGION
1201 - 15TH STREET NW SUITE 420
WASHINGTON,DC20005
23-7343119 501(C)(3) 50,000       GENERAL SUPPORT
(54) VISIONSPRING
322 EIGHTH AVENUE SUITE 12A-02
NEW YORK,NY10001
31-1811558 501(C)(3) 50,000       GENERAL SUPPORT
(55) OXFAM-AMERICA INC
226 CAUSEWAY ST 5TH FLOOR
BOSTON,MA02114
23-7069110 501(C)(3) 46,500       GENERAL SUPPORT
(56) STUDENT EXPEDITION PROGRAM INC
6336 N ORACLE ROAD 326-326
TUCSON,AZ85704
22-3879050 501(C)(3) 46,000       GENERAL SUPPORT
(57) BUCKNELL UNIVERSITY
OFFICE OF DEVELOPMENT
LEWISBURG,PA17837
24-0772407 501(C)(3) 45,000       GENERAL SUPPORT
(58) KEBZEH FOUNDATION (US) INC
125 WHITESTICK RD
BECKLEY,WV25801
52-2081707 501(C)(3) 40,000       GENERAL SUPPORT
(59) UNDERTOLD STORIES PROJECT CO CORAL LOGAN
ST MARYS 21 700 TERRACE HEIGHTS 21
WINONA,MN55987
41-0695527 501(C)(3) 40,000       GENERAL SUPPORT
(60) HORIZONS INC
PO BOX 323
SOUTH WINDHAM,CT06266
06-1013833 501(C)(3) 39,500       GENERAL SUPPORT
(61) 350ORG
20 JAY STREET SUITE 1010
BROOKYLN,NY11201
26-1150699 501(C)(3) 38,750       GENERAL SUPPORT
(62) WASHINGTON PROGRESS FUND
1402 THIRD AVE STE 201
SEATTLE,WA98101
26-2868934 501(C)(3) 36,250       GENERAL SUPPORT
(63) GOODWEAVE
2001 S STREET NW SUITE 510
WASHINGTON,DC20009
52-2042014 501(C)(3) 35,000       GENERAL SUPPORT
(64) MARINE BIOLOGY LAB
7 M B L ST
WOODS HOLE,MA02543
04-2104690 501(C)(3) 35,000       GENERAL SUPPORT
(65) TRUST FOR CONSERVATION INNOVATION
150 POST ST STE 342
SAN FRANCISCO,CA94108
91-2166435 501(C)(3) 35,000       GENERAL SUPPORT
(66) WORLD LEARNING
1 KIPLING ROAD PO BOX 676
BRATTLEBORO,VT05302
03-0179592 501(C)(3) 35,000       GENERAL SUPPORT
(67) JOHNSON & WALES UNIVERSITY
8 ABBOTT PARK PLACE ATTN TRACY
FORKIN
PROVIDENCE,RI02903
05-0306206 501(C)(3) 33,750       GENERAL SUPPORT
(68) GREAT RIVER TAOIST CENTER INC
1325 18TH STREET NW 210
WASHINGTON,DC20036
52-1369585 501(C)(3) 32,557       GENERAL SUPPORT
(69) THE RECTORY SCHOOL
528 POMFRET ST
POMFRET,CT06258
06-0646805 501(C)(3) 31,500       GENERAL SUPPORT
(70) SPARK MICROGRANTS
575 MAIN ST APT N1909
NEW YORK,NY10044
45-2275630 501(C)(3) 30,400       GENERAL SUPPORT
(71) BEST FRIENDS ANIMAL SOCIETY
5001 ANGEL CANYON ROAD
KANAB,UT84741
23-7147797 501(C)(3) 30,250       GENERAL SUPPORT
(72) BOYS AND GIRLS CLUBS OF OAKLAND
3300 HIGH STREET
OAKLAND,CA94619
94-1279794 501(C)(3) 30,000       GENERAL SUPPORT
(73) SOLID GROUND WASHINGTON
1501 NORTH 45TH STREET
SEATTLE,WA98103
23-7421892 501(C)(3) 30,000       GENERAL SUPPORT
(74) UNITED WAY OF CHITTENDEN COUNTY INC
412 FARRELL ST SUITE 200
SOUTH BURLINGTON,VT05403
03-0217229 501(C)(3) 30,000       GENERAL SUPPORT
(75) NEIGHBORCARE HEALTH
1537 WESTERN AVE
SEATTLE,WA98101
91-0893287 501(C)(3) 29,724       GENERAL SUPPORT
(76) FUSE INNOVATION FUND
1402 3RD AVE STE 310
SEATTLE,WA98101
87-0800705 501(C)(3) 27,750       GENERAL SUPPORT
(77) DOCTORS WITHOUT BORDERS
PO BOX 5030
HAGERSTOWN,MD21741
13-3433452 501(C)(3) 27,683       GENERAL SUPPORT
(78) CENTER FOR AMERICAN PROGRESS
1333 H ST NW 10TH FLOOR
WASHINGTON,DC20005
30-0126510 501(C)(3) 27,500       GENERAL SUPPORT
(79) ALAMEDA COUNTY COMMUNITY FOOD BANK INC
PO BOX 2599
OAKLAND,CA94614
94-2960297 501(C)(3) 27,000       GENERAL SUPPORT
(80) UNITED STATES FUND FOR UNICEF
125 MAIDEN LANE
NEW YORK,NY10038
13-1760110 501(C)(3) 27,000       GENERAL SUPPORT
(81) NATURAL RESOURCES COUNCIL OF MAINE
3 WADE ST
AUGUSTA,ME04330
01-0270690 501(C)(3) 25,500       GENERAL SUPPORT
(82) YALE UNIVERSITY
OFFICE OF DEVELOPMENT PO BOX 2038
NEW HAVEN,CT06521
06-0646973 501(C)(3) 25,500       GENERAL SUPPORT
(83) HARMONY NEW BEGINNINGS ANIMAL RESCUE
9604 HARMONY RD
SHERIDAN,OR97378
45-2900281 501(C)(3) 25,325       GENERAL SUPPORT
(84) ACLU OF MONTANA FOUNDATION
PO BOX 1317
HELENA,MT59624
81-0445339 501(C)(3) 25,000       GENERAL SUPPORT
(85) ANTIOCH COLLEGE
1 MORGAN PLACE
YELLOW SPRINGS,OH45387
26-1672457 501(C)(3) 25,000       GENERAL SUPPORT
(86) FLORIDA INSTITUTE OF TECHNOLOGY INC
150 W UNIVERSITY BLVD
MELBOURNE,FL32901
59-6046500 501(C)(3) 25,000       GENERAL SUPPORT
(87) FRIENDS COMMITTEE ON NATIONAL LEGISLATION EDUCATION FUND
1225 8TH STREET SUITE 220
SACRAMENTO,CA95814
68-0062639 501(C)(3) 25,000       GENERAL SUPPORT
(88) KNIGHTS OF COLUMBUS
PO BOX 1418
THOMPSON FALLS,MT59873
26-0157478 501(C)(3) 25,000       GENERAL SUPPORT
(89) NEIGHBORS TOGETHER
2094 FULTON STREET
BROOKLYN,NY11233
11-2632109 501(C)(3) 25,000       GENERAL SUPPORT
(90) POP'S FOUNDATION
3536 ARDEN ROAD
HAYWARD,CA94545
94-3218648 501(C)(3) 25,000       GENERAL SUPPORT
(91) SAN JUAN PRESERVATION TRUST
PO BOX 327
LOPEZ ISLAND,WA98261
91-1078355 501(C)(3) 25,000       GENERAL SUPPORT
(92) SOMERSET ECONOMIC DEVELOPMENT CORPORATION
41 COURT ST
SKOWHEGAN,ME04976
01-0535534 501(C)(3) 25,000       GENERAL SUPPORT
(93) THE SHADDULI CENTER
130 CRANE DRIVE
SAN ANSELMO,CA94960
85-0413007 501(C)(3) 25,000       GENERAL SUPPORT
(94) WILDEARTH GUARDIANS
516 ALTO STREET
SANTA FE,NM87501
85-0406306 501(C)(3) 25,000       GENERAL SUPPORT
(95) THE SIERRA CLUB FOUNDATION
85 SECOND ST SUITE 750
SAN FRANCISCO,CA94105
94-6069890 501(C)(3) 24,750       GENERAL SUPPORT
(96) SAVE THE FROGS
PO BOX 2429
BERKELEY,CA94702
26-2655709 501(C)(3) 22,500       GENERAL SUPPORT
(97) PHILANTHROPY WORKSHOP WEST
ONE LETTERMAN DRIVE BLDG D SUITE
D3100
SAN FRANCISCO,CA94129
27-1043897 501(C)(3) 22,000       GENERAL SUPPORT
(98) NEW YORK UNIVERSITY
25 WEST FOURTH STREET 4TH FLOOR
NEW YORK,NY10012
13-5562308 501(C)(3) 21,330       GENERAL SUPPORT
(99) FRACTURED ATLAS
248 W 35TH STREET 10TH FL
NEW YORK,NY10001
11-3451703 501(C)(3) 21,000       GENERAL SUPPORT
(100) INTERVARSITY CHRISTIAN FELLOWSHIP USA
PO BOX 7895
MADISON,WI53707
36-2171714 501(C)(3) 21,000       GENERAL SUPPORT
(101) REAL CHANGE HOMELESS EMPOWERMENT PROJECT
219 1ST AVE S SUITE 220
SEATTLE,WA98104
91-1817387 501(C)(3) 21,000       GENERAL SUPPORT
(102) PRESIDENT AND FELLOWS OF HARVARD UNIVERSITY
MURR CENTER 65 NORTH HARVARD STREET
BOSTON,MA02163
04-2103580 501(C)(3) 20,750       GENERAL SUPPORT
(103) CENTER FOR BIOLOGICAL DIVERSITY INC
PO BOX 710
TUCSON,AZ85702
85-0420285 501(C)(3) 20,500       GENERAL SUPPORT
(104) CAMP GOOD DAYS & SPECIAL TIMES INC
1332 PITTSFORD-MENDON RD PO BOX 665
665
MENDON,NY14506
22-2329654 501(C)(3) 20,000       GENERAL SUPPORT
(105) CENTER FOR TRANSFORMATIVE ACTION
119 ANABEL TAYLOR HALL
ITHACA,NY14853
16-0990318 501(C)(3) 20,000       GENERAL SUPPORT
(106) GEORGIA CONFLICT CENTER
440 DEARING EXTENSION 1-23
ATHENS,GA30606
45-3532279 501(C)(3) 20,000       GENERAL SUPPORT
(107) HARVEST TIME
1259 EL CAMINO REAL SUITE 241
MENLO PARK,CA94025
52-2222974 501(C)(3) 20,000       GENERAL SUPPORT
(108) PLANNED PARENTHOOD OF IL (PPIL)
18 S MICHIGAN AVE 6TH FLOOR
CHICAGO,IL60603
36-2170901 501(C)(3) 20,000       GENERAL SUPPORT
(109) SCHUMACHER CENTER FOR NEW ECONOMICS
140 JUG END ROAD
GREAT BARRINGTON,MA01230
46-1421645 501(C)(3) 20,000       GENERAL SUPPORT
(110) SHOEBOX MINISTRY INC
7902 E WOOD DR
SCOTTSDALE,AZ85260
86-0690847 501(C)(3) 20,000       GENERAL SUPPORT
(111) TELLURIDE FOUNDATION
PO BOX 4222
TELLURIDE,CO81435
84-1530768 501(C)(3) 20,000       GENERAL SUPPORT
(112) THE CATHEDRAL CHURCH OF ST PAUL
138 TREMONT ST
BOSTON,MA02111
04-2104156 501(C)(3) 20,000       GENERAL SUPPORT
(113) UNIVERSITY OF DELAWARE - HALOPHYTE BIOTECHNOLOGY CENTER
111 ROBINSON HALL
NEWARK,DE19716
51-6000297 501(C)(3) 20,000       GENERAL SUPPORT
(114) UNIVERSITY OF WASHINGTON FOUNDATION
P O BOX 359505
SEATTLE,WA98195
94-3079432 501(C)(3) 20,000       GENERAL SUPPORT
(115) WELLSPRING RESOURCES
2615 EDWARDS
ALTON,IL62002
37-0798015 501(C)(3) 20,000       GENERAL SUPPORT
(116) PONGO FUND
POBOX 8244
PORTLAND,OR97207
27-0646992 501(C)(3) 19,850       GENERAL SUPPORT
(117) A TERRITORY RESOURCE SOCIAL JUSTICE FUND NORTHWEST
1904 3RD AVE SUITE 806
SEATTLE,WA98101
91-1036971 501(C)(3) 18,500       GENERAL SUPPORT
(118) PLANNED PARENTHOOD OF THE GREAT NORTHWEST
2001 EAST MADISON STREET
SEATTLE,WA98122
91-0686012 501(C)(3) 18,500       GENERAL SUPPORT
(119) EPISCOPAL CITY MISSION
138 TREMONT ST
BOSTON,MA02111
66-6002639 501(C)(3) 18,000       GENERAL SUPPORT
(120) ENGENDERHEALTH
440 NINTH AVE
NEW YORK,NY10001
13-1623838 501(C)(3) 16,600       GENERAL SUPPORT
(121) AMERICAN NATIONAL RED CROSS
PO BOX 97089
WASHINGTON,DC20090
53-0196605 501(C)(3) 15,967       GENERAL SUPPORT
(122) PEACE WORKSHOP INTERNATIONAL
212 QUINCY AVENUE 204
LONG BEACH,CA90803
86-0929483 501(C)(3) 15,280       GENERAL SUPPORT
(123) OPEN SPACE INSTITUTE INC
350 BROADWAY RM 201
NEW YORK,NY10018
52-1053406 501(C)(3) 15,000       GENERAL SUPPORT
(124) PLANNED PARENTHOOD FEDERATION OF AMERICA
434 WEST 33RD STREET
NEW YORK,NY10001
13-1644147 501(C)(3) 15,000       GENERAL SUPPORT
(125) PRAXIS PEACE INSTITUTE INC
PO BOX 523
SONOMA,CA95476
68-0450856 501(C)(3) 15,000       GENERAL SUPPORT
(126) REACH USA
5726 DORAL COURT
SARASOTA,FL34238
20-2988807 501(C)(3) 15,000       GENERAL SUPPORT
(127) SANTA BARBARA FOUNDATION
1111 CHAPALA STREET SUITE 200
SANTA BARBARA,CA93101
95-1866094 501(C)(3) 15,000       GENERAL SUPPORT
(128) THE JAMES BEARD FOUNDATION
167 WEST 12TH STREET
NEW YORK,NY10011
13-2752108 501(C)(3) 15,000       GENERAL SUPPORT
(129) RHODE ISLAND SCHOOL OF DESIGN
2 COLLEGE STREET
PROVIDENCE,RI02903
05-0258956 501(C)(3) 14,500       GENERAL SUPPORT
(130) PARTNERS IN HEALTH
PO BOX 845578
BOSTON,MA02284
04-3567502 501(C)(3) 14,091       GENERAL SUPPORT
(131) HARTNELL COLLEGE FOUNDATION
411 CENTRAL AVE
SALINA,CA93901
94-2781664 501(C)(3) 13,000       GENERAL SUPPORT
(132) INTERNATIONAL PLANNED PARENTHOOD FEDERATION WESTERN HEMISPHERE REGION INC
125 MAIDEN LANE 9TH FLOOR
NEW YORK,NY10038
13-1845455 501(C)(3) 13,000       GENERAL SUPPORT
(133) LIBRARY OF AMERICAN LANDSCAPE HISTORY INC
205 E PLEASANT STREET
AMHERST,MA01002
22-3222087 501(C)(3) 13,000       GENERAL SUPPORT
(134) CONSERVATION NORTHWEST
1208 BAY STREET SUITE 201
BELLINGHAM,WA98225
94-3091547 501(C)(3) 12,500       GENERAL SUPPORT
(135) SEATTLE ACADEMY OF ARTS & SCIENCES
1201 E UNION STREET
SEATTLE,WA98122
91-1223580 501(C)(3) 12,500       GENERAL SUPPORT
(136) URBAN ALLIANCE
2030 Q STREET NW
WASHINGTON,DC20009
52-1938443 501(C)(3) 12,500       GENERAL SUPPORT
(137) INTERNATIONAL COUNCIL OF OPHTHALMOLOGY
945 GREEN ST
SAN FRANCISCO,CA94133
51-0432540 501(C)(3) 12,285       GENERAL SUPPORT
(138) FINCA INTERNATIONAL INC
1101 14TH STREET NW 11TH FLOOR
WASHINGTON,DC20005
13-3240109 501(C)(3) 12,000       GENERAL SUPPORT
(139) HIGHLANDER CENTER
1959 HIGHLANDER WAY
NEW MARKET,TN37820
62-0646373 501(C)(3) 12,000       GENERAL SUPPORT
(140) SEACOLOGY
1623 SOLANO AVE
BERKELEY,CA94707
87-0495235 501(C)(3) 12,000       GENERAL SUPPORT
(141) SOCIAL VENTURE PARTNERS SEATTLE
220 2ND AVE S STE 300
SEATTLE,WA98104
91-1894424 501(C)(3) 12,000       GENERAL SUPPORT
(142) SOCIETY OF ST JOHN THE EVANGELIST
980 MEMORIAL DR
CAMBRIDGE,MA02138
04-6040093 501(C)(3) 12,000       GENERAL SUPPORT
(143) EARTHWORKS
1612 K STREET NW SUITE 808
WASHINGTON,DC20006
52-1557765 501(C)(3) 10,500       GENERAL SUPPORT
(144) NORTH AMERICAN CONGRESS ON LATIN AMERICA
53 WASHINGTON SQUARE SOUTH 4W
NEW YORK,NY10012
13-2604488 501(C)(3) 10,431       GENERAL SUPPORT
(145) BETHESDA GREEN
4825 CORDELL AVE SUITE 200
BETHESDA,MD20814
26-1825747 501(C)(3) 10,250       GENERAL SUPPORT
(146) A WIDER CIRCLE
4808 MOORLAND LANE STE 802
BETHESDA,MD20814
52-2345144 501(C)(3) 10,000       GENERAL SUPPORT
(147) ACCION INTERNATIONAL
56 ROLAND STREET
BOSTON,MA02129
13-2535763 501(C)(3) 10,000       GENERAL SUPPORT
(148) ACLU OF WASHINGTON FOUNDATION
901 5TH AVENUE SUITE 630
SEATTLE,WA98164
91-1272364 501(C)(3) 10,000       GENERAL SUPPORT
(149) ALLIANCE FOR GLOBAL JUSTICE CO SURINAME INDIGENOUS HEALTH FUND
1247 E ST SE
WASHINGTON,DC20003
52-2094677 501(C)(3) 10,000       GENERAL SUPPORT
(150) AMAZON WATCH
221 PINE STREET 4TH FLOOR
SAN FRANCISCO,CA94104
95-4604782 501(C)(3) 10,000       GENERAL SUPPORT
(151) APEX UNITED METHODIST CHURCH
100 S HUGHES STREET
APEX,NC27502
36-2167731 501(C)(3) 10,000       GENERAL SUPPORT
(152) ARTS & SCIENCES FOUNDATION UNIVERSITY OF NORTH CAROLINA
UNIVERSITY OF NORTH CAROLINA CAMPUS
BOX 6115
CHAPEL HILL,NC27599
56-1150509 501(C)(3) 10,000       GENERAL SUPPORT
(153) B LAB
8 WALNUT AVENUE
BERWYN,PA19312
20-5958773 501(C)(3) 10,000       GENERAL SUPPORT
(154) CARE - COOP FOR ASSIST & RELIEF EVERYWHERE
GIFT CENTER PO BOX 1870
MERRIFIELD,VA22116
13-1685039 501(C)(3) 10,000       GENERAL SUPPORT
(155) CENTER FOR DEVELOPMENTAL TEACHING
PO BOX 5545
BERKELEY,CA94705
94-1717821 501(C)(3) 10,000       GENERAL SUPPORT
(156) COLLEGETRACKS
5126 MANNING DRIVE
BETHESDA,MD20814
20-4499806 501(C)(3) 10,000       GENERAL SUPPORT
(157) DEBATE TEAM OF BRONX HIGH SCHOOL OF SCIENCE
75 WEST 205TH STREET
BRONX,NY10468
13-3068924 501(C)(3) 10,000       GENERAL SUPPORT
(158) FAN FREE CLINIC INC
ATTN KAREN LEGATO 1010 N THOMPSON
RICHMOND,VA23230
54-0927792 501(C)(3) 10,000       GENERAL SUPPORT
(159) FERRY BEACH ECOLOGY SCHOOL
8 MORRIS AVE BUILDING ONE
SACO,ME04072
01-0522241 501(C)(3) 10,000       GENERAL SUPPORT
(160) FRIENDS OF THE EEL RIVER
PO BOX 4945
ARCATA,CA95518
68-0423026 501(C)(3) 10,000       GENERAL SUPPORT
(161) GI VOICE CO COFFEE STRONG
15107 UNION AVENUE SW
LAKEWOOD,WA98498
23-7045882 501(C)(3) 10,000       GENERAL SUPPORT
(162) GEORGIA FORESTWATCH INC
15 TOWER ROAD
ELLIJAY,GA30540
58-2188475 501(C)(3) 10,000       GENERAL SUPPORT
(163) GORDON RESEARCH CONFERENCES
512 LIBERTY LANE
WEST KINGSTON,RI02892
26-0150662 501(C)(3) 10,000       GENERAL SUPPORT
(164) MCCOURT MEMORIAL GARDEN
PO BOX 1102
NEW LONDON,CT06320
61-1441335 501(C)(3) 10,000       GENERAL SUPPORT
(165) NESKAYA INC
PO BOX 634
FRANCONIA,NH03580
74-3043760 501(C)(3) 10,000       GENERAL SUPPORT
(166) OAK GROVE MONTESSORI SCHOOL
132 PLEASANT VALLEY ROAD
MANSFIELD,CT06259
06-1045034 501(C)(3) 10,000       GENERAL SUPPORT
(167) OBERLIN COLLEGE
BOSWORTH HALL 50 WEST LORAIN STREET
OBERLIN,OH44074
34-0714363 501(C)(3) 10,000       GENERAL SUPPORT
(168) POPULATION COUNCIL
ONE DAG HAMMARSKJOLD PLAZA 9TH
FLOOR
NEW YORK,NY10017
13-1687001 501(C)(3) 10,000       GENERAL SUPPORT
(169) PROTEUS FUND
15 RESEARCH DRIVE SUITE B
AMHERST,MA01002
04-3243004 501(C)(3) 10,000       GENERAL SUPPORT
(170) ROUND HOUSE THEATRE
1 VETERANS PLACE
SILVER SPRING,MD20910
52-1289737 501(C)(3) 10,000       GENERAL SUPPORT
(171) SAMARYA CENTER
1806 E YESLER WAY
SEATTLE,WA98122
51-0454721 501(C)(3) 10,000       GENERAL SUPPORT
(172) SATILLA RIVERKEEPER
PO BOX 697
WOODBINE,GA31569
90-0246302 501(C)(3) 10,000       GENERAL SUPPORT
(173) SAVE THE CHILDREN FEDERATION INC
54 WILTON RD
WESTPORT,CT06880
06-0726487 501(C)(3) 10,000       GENERAL SUPPORT
(174) SOCIETY FOR THE STUDY OF REPRODUCTION
1619 MONROE ST
MADISON,WI53711
38-6144910 501(C)(3) 10,000       GENERAL SUPPORT
(175) STAND FOR CHILDREN
38 CHAUNCY STREET SUITE 700
BOSTON,MA02110
52-1957214 501(C)(3) 10,000       GENERAL SUPPORT
(176) THE COLLEGE PREPARATORY SCHOOL
6100 BROADWAY
OAKLAND,CA94618
94-1492272 501(C)(3) 10,000       GENERAL SUPPORT
(177) THE CONSERVATION FUND
1655 NORTH FORT MYER DRIVE SUITE
1300
ARLINGTON,VA22209
52-1388917 501(C)(3) 10,000       GENERAL SUPPORT
(178) THE NATION INSTITUTE
116 EAST 16TH STREET 8TH FLOOR
NEW YORK,NY10003
13-6216903 501(C)(3) 10,000       GENERAL SUPPORT
(179) TINY HANDS INTERNATIONAL
PO BOX 67195
LINCOLN,NE68506
71-0982808 501(C)(3) 10,000       GENERAL SUPPORT
(180) UNIVERSITY OF NORTH CAROLINA CHAPEL HILL
BIOLOGY DEPARTMENT COKER HALL CB
3280 UNIVERSITY OF NORTH CAROLINA
CHAPEL HILL,NC27599
56-6001393 501(C)(3) 10,000       GENERAL SUPPORT
(181) UNIVERSITY OF RHODE ISLAND - COLLEGE OF ENVIRONMENT AND LIFE SCIENCES
79 UPPER COLLEGE RD
KINGSTON,RI02881
05-6014351 501(C)(3) 10,000       GENERAL SUPPORT
(182) UPAYA ZEN CENTER
1404 CERRO GORDO ROAD
SANTA FE,NM87501
85-0402649 501(C)(3) 10,000       GENERAL SUPPORT
(183) UPPER CHATTAHOOCHEE RIVERKEEPER
916 JOSEPH E LOWERY BOULEVARD
ATLANTA,GA30318
58-2095413 501(C)(3) 10,000       GENERAL SUPPORT
(184) WOMEN'S HEALTH
2855 VALMONT ROAD SUITE 200
BOULDER,CO80301
84-0645786 501(C)(3) 10,000       GENERAL SUPPORT
(185) SIGHTLINE INSTITUTE
1402 THIRD AVE SUITE 500
SEATTLE,WA98101
52-1833599 501(C)(3) 9,500       GENERAL SUPPORT
(186) PEARL CHURCH
PO BOX 3202
PORTLAND,OR97208
93-1307755 501(C)(3) 9,300       GENERAL SUPPORT
(187) CATHOLIC CHARITIES - ARCHDIOCESE OF WASHINGTON
924 G STREET NW
WASHINGTON,DC20001
53-0196524 501(C)(3) 9,244       GENERAL SUPPORT
(188) UNITED FOR A FAIR ECONOMY
1 MILK STREET 5TH FLOOR
BOSTON,MA02109
04-3286118 501(C)(3) 9,000       GENERAL SUPPORT
(189) MERCY CORPS
45 SW ANKENY ST
PORTLAND,OR97204
91-1148123 501(C)(3) 9,000       GENERAL SUPPORT
(190) ST STEPHEN AND THE INCARNATION
1525 NEWTON STREET NW
WASHINGTON,DC20010
53-0220713 501(C)(3) 9,000       GENERAL SUPPORT
(191) TEMPLE SHALOM
8401 GRUBB ROAD
CHEVY CHASE,MD20815
52-0729006 501(C)(3) 8,650       GENERAL SUPPORT
(192) FRIENDS UNITED MEETING
101 QUAKER HILL DRIVE
RICHMOND,IN47374
35-0877573 501(C)(3) 8,500       GENERAL SUPPORT
(193) CALVERT FOUNDATION
7315 WISCONSIN AVE SUITE 1100W
BETHESDA,MD20814
52-1591398 501(C)(3) 8,250       GENERAL SUPPORT
(194) THOMPSON FALLS COMMUNITY CONGREGATIONAL CHURCH
PO BOX 426
THOMPSON FALLS,MT59873
23-7257664 501(C)(3) 8,250       GENERAL SUPPORT
(195) SAINT SETON'S ORPHANED ANIMALS
560 CELEBRATE VIRGINIA PKWY 103 PMB
131
FREDERICKSBURG,VA22406
20-8419405 501(C)(3) 8,100       GENERAL SUPPORT
(196) DEFENDERS OF WILDLIFE
1130 17TH STREET NW
WASHINGTON,DC20036
53-0183181 501(C)(3) 8,000       GENERAL SUPPORT
(197) ISLAND HOUSING TRUST
PO BOX 779
WEST TISBURY,MA02575
02-0549245 501(C)(3) 8,000       GENERAL SUPPORT
(198) PROGRAM FOR APPROPRIATE TECHNOLOGY IN HEALTH (PATH) FUND
PO BOX 900922
SEATTLE,WA98109
91-1157127 501(C)(3) 8,000       GENERAL SUPPORT
(199) THE EDUCATIONAL ALLIANCE
197 EAST BROADWAY
NEW YORK,NY10002
13-5562210 501(C)(3) 8,000       GENERAL SUPPORT
(200) WOMEN OF MEANS
148 LINDEN ST SUITE 208
WELLESLEY,MA02482
04-3487205 501(C)(3) 8,000       GENERAL SUPPORT
(201) OSAGE FOREST OF PEACE
141 MONASTERY ROAD
SAND SPRINGS,OK74063
26-1905185 501(C)(3) 7,565       GENERAL SUPPORT
(202) CENTER ON BUDGET AND POLICY PRIORITIES
820 FIRST STREET NE 510
WASHINGTON,DC20002
52-1234565 501(C)(3) 7,500       GENERAL SUPPORT
(203) CITYMEALS-ON-WHEELS
355 LEXINGTON AVENUE
NEW YORK,NY10017
13-3634381 501(C)(3) 7,500       GENERAL SUPPORT
(204) CITYTEAM -- OAKLAND
722 WASHINGTON STREET
OAKLAND,CA94607
94-1501265 501(C)(3) 7,500       GENERAL SUPPORT
(205) FAITH EVANGELICAL CHURCH
3145 SWEETWATER DRIVE
BILLINGS,MT59102
81-0364865 501(C)(3) 7,500       GENERAL SUPPORT
(206) HOUSE OF RUTH
5 THOMAS CIRCLE NW
WASHINGTON,DC20005
52-1054102 501(C)(3) 7,500       GENERAL SUPPORT
(207) MOVEMENT STRATEGY CENTER
436 14TH STREET 5TH FLOOR
OAKLAND,CA94612
20-1037643 501(C)(3) 7,500       GENERAL SUPPORT
(208) SAINT MATTHEW'S EVANGELICAL LUTHERAN CHURCH
5709 WEDGWOOD DR
FORT WORTH,TX76133
75-6197746 501(C)(3) 7,500       GENERAL SUPPORT
(209) THE LINFIELD FOUNDATION INC
31950 PAUBA ROAD
TEMECULA,CA92592
33-0863521 501(C)(3) 7,500       GENERAL SUPPORT
(210) VERMONT FOODBANK
33 PARKER ROAD
BARRE,VT05641
22-3021942 501(C)(3) 7,500       GENERAL SUPPORT
(211) WOMEN FOR WOMEN
4455 CONNECTICUT AVE NW SUITE 200
WASHINGTON,DC20008
52-1838756 501(C)(3) 7,500       GENERAL SUPPORT
(212) WORLD AFFAIRS COUNCIL OF NORTHERN CALIFORNIA
312 SUTTER STREET SUITE 200
SAN FRANCISCO,CA94108
94-3053917 501(C)(3) 7,500       GENERAL SUPPORT
(213) WORLD FAMILY FOUNDATION
5806 LOKELANI ROAD
KAPAA,HI96746
94-3261932 501(C)(3) 7,500       GENERAL SUPPORT
(214) SOUTHERN POVERTY LAW CENTER
400 WASHINGTON AVENUE
MONTGOMERY,AL36101
63-0598743 501(C)(3) 7,400       GENERAL SUPPORT
(215) LIVING TRADITIONS INC
207 W 25TH STREET ROOM 502
NEW YORK CITY,NY10001
11-3193909 501(C)(3) 7,000       GENERAL SUPPORT
(216) CROSSROADS CHURCH
8203 BEARDSLEY ST
NORWALK,IA50211
42-6097791 501(C)(3) 6,500       GENERAL SUPPORT
(217) FORESTETHICS
ONE HAIGHT STREET SUITE B
SAN FRANCISCO,CA94102
94-3331587 501(C)(3) 6,500       GENERAL SUPPORT
(218) WASHINGTON CASH (COMMUNITY ALLIANCE FOR SELF HELP)
2100 24TH AVE S STE 380
SEATTLE,WA98144
91-1704028 501(C)(3) 6,500       GENERAL SUPPORT
(219) THIRD SECTOR NEW ENGLAND
LINCOLN PLAZA 89 SOUTH STREET SUITE
700
BOSTON,MA02111
04-2261109 501(C)(3) 6,250       GENERAL SUPPORT
(220) UPAYA SOCIAL VENTURES
PO BOX 9603
SEATTLE,WA98109
80-0713334 501(C)(3) 6,250       GENERAL SUPPORT
(221) FUTUREWISE
814 SECOND AVE SUITE 500
SEATTLE,WA98104
91-1539831 501(C)(3) 6,000       GENERAL SUPPORT
(222) LAKE PARK AUDUBON DOLLARS FOR SCHOLARS
LAKE PARK AUDUBON HIGH SCHOOL
LAKE PARK,MN56554
41-1939988 501(C)(3) 6,000       GENERAL SUPPORT
(223) THE LAND INSTITUTE
2440 E WATER WELL ROAD
SALINA,KS67401
48-0842156 501(C)(3) 6,000       GENERAL SUPPORT
(224) US HOLOCAUST MEMORIAL MUSEUM
100 RAOUL WALLENBERG PLACE SW
WASHINGTON,DC20024
52-1309391 501(C)(3) 6,000       GENERAL SUPPORT
(225) WATER 1ST INTERNATIONAL
PO BOX 17974
SEATTLE,WA98127
20-2601035 501(C)(3) 6,000       GENERAL SUPPORT
(226) WIKIMEDIA FOUNDATION INC
149 NEW MONTGOMERY STREET 3RD FLOOR
FLOOR
SAN FRANCISCO,CA94105
20-0049703 501(C)(3) 6,000       GENERAL SUPPORT
(227) HEIFER PROJECT INTERNATIONAL INC
1 WORLD AVENUE
LITTLE ROCK,AR72202
35-1019477 501(C)(3) 5,800       GENERAL SUPPORT
(228) NATURAL RESOURCES DEFENSE COUNCIL INC
40 W 20TH ST
NEW YORK,NY10011
13-2654926 501(C)(3) 5,750       GENERAL SUPPORT
(229) WILD LOVE PRESERVE
12239 10TH AVE
SOUTH BURIEN,WA98168
27-3729450 501(C)(3) 5,750       GENERAL SUPPORT
(230) CHORAL ARTS SOCIETY OF WASHINGTON
5225 WISCONSIN AVENUE NW SUITE 603
WASHINGTON,DC20015
52-0895826 501(C)(3) 5,500       GENERAL SUPPORT
(231) GLOBAL FUND FOR WOMEN INC
222 SUTTER STREET SUITE 500
SAN FRANCISCO,CA94108
77-0155782 501(C)(3) 5,500       GENERAL SUPPORT
(232) POPLAR RIDGE FRIENDS MEETING
PO BOX 53
POPLAR RIDGE,NY13139
16-1347798 501(C)(3) 5,500       GENERAL SUPPORT
(233) AMERICAN DANCE FESTIVAL
POBOX 90772
DURHAM,NC27708
06-0932294 501(C)(3) 5,000       GENERAL SUPPORT
(234) AMERICAN INDIAN COLLEGE FUND
8333 GREENWOOD BLVD
DENVER,CO80221
52-1573446 501(C)(3) 5,000       GENERAL SUPPORT
(235) BAY AREA WOMEN'S AND CHILDREN'S CENTER
318 LEAVENWORTH STREET
SAN FRANCISCO,CA94102
94-2722718 501(C)(3) 5,000       GENERAL SUPPORT
(236) BLACK PINE CIRCLE SCHOOL
2027 SEVENTH STREET
BERKELEY,CA94710
94-1700228 501(C)(3) 5,000       GENERAL SUPPORT
(237) BOSTON MICROTONAL SOCIETY
55 BEACON STREET
NORTH ADAMS,MA01247
04-3086937 501(C)(3) 5,000       GENERAL SUPPORT
(238) BOTANICAL GARDEN FOUNDATION INC
CB 3375 UNIVERSITY OF NORTH
CAROLINA
CHAPEL HILL,NC27599
56-6076622 501(C)(3) 5,000       GENERAL SUPPORT
(239) BRAIN AND BEHAVIOR RESEARCH FOUNDATION
90 PARK AVENUE 16TH FLOOR
NEW YORK,NY10016
31-1020010 501(C)(3) 5,000       GENERAL SUPPORT
(240) CAPITAL EDUCATION FUND
1201 15TH STREET NW SUITE 420
WASHINGTON,DC20005
23-7343119 501(C)(3) 5,000       GENERAL SUPPORT
(241) CASA OF TRAVIS COUNTY
7701 N LAMAR BLVD SUITE 301
AUSTIN,TX78752
74-2369123 501(C)(3) 5,000       GENERAL SUPPORT
(242) CHILDREN'S DEFENSE FUND
25 E STREET NW
WASHINGTON,DC20001
52-0895622 501(C)(3) 5,000       GENERAL SUPPORT
(243) COALITION FOR THE HOMELESS
129 FULTON STREET
NEW YORK,NY10038
13-3072967 501(C)(3) 5,000       GENERAL SUPPORT
(244) COMIT NOVIEMBRE
105 EAST 22ND STREET
NEW YORK,NY10010
56-2525337 501(C)(3) 5,000       GENERAL SUPPORT
(245) CONNECTICUT CHILDREN'S MEDICAL CENTER FOUNDATION
282 WASHINGTON STREET
HARTFORD,CT06106
22-2619869 501(C)(3) 5,000       GENERAL SUPPORT
(246) CONNECTICUT FOOD BANK INC
PO BOX 8686
NEW HAVEN,CT06531
06-1063025 501(C)(3) 5,000       GENERAL SUPPORT
(247) DEMOCRACY 21 EDUCATION FUND
2000 MASSACHUSETTS AVE NW
WASHINGTON,DC20036
52-1956824 501(C)(3) 5,000       GENERAL SUPPORT
(248) DENISON UNIVERSITY
PO BOX 716
GRANVILLE,OH49023
31-4379459 501(C)(3) 5,000       GENERAL SUPPORT
(249) ECONOMIC POLICY INSTITUTE
1333 H STREET NW SUITE 300 EAST
TOWER
WASHINGTON,DC20005
52-1368964 501(C)(3) 5,000       GENERAL SUPPORT
(250) EDUCATE
PO BOX 12302
DENVER,CO80212
22-2619869 501(C)(3) 5,000       GENERAL SUPPORT
(251) EXPOSING HOPE
PO BOX 695
SAN FRANCISCO,CA94104
06-1063025 501(C)(3) 5,000       GENERAL SUPPORT
(252) EXPRESS ADVANTAGE
1741 4TH AVENUE SOUTH SUITE A
SEATTLE,WA98134
52-1956824 501(C)(3) 5,000       GENERAL SUPPORT
(253) FIRST GRADUATE
37 GRAHAM STREET SUITE 100
SAN FRANCISCO,CA94129
31-4379459 501(C)(3) 5,000       GENERAL SUPPORT
(254) FORESIGHT DESIGN INITIATIVE INC
4518 N DAMEN AVENUE
CHICAGO,IL60625
52-1368964 501(C)(3) 5,000       GENERAL SUPPORT
(255) FOSTER PARROTS LTD
PO BOX 650
ROCKLAND,MA02370
22-2619869 501(C)(3) 5,000       GENERAL SUPPORT
(256) FREE THE SLAVES
1320 19TH STREET NW SUITE 600
WASHINGTON,DC20036
06-1063025 501(C)(3) 5,000       GENERAL SUPPORT
(257) FRIENDS OF THE FOUNTAIN AND WALK
PO BOX 7343
BERKELEY,CA94707
52-1956824 501(C)(3) 5,000       GENERAL SUPPORT
(258) HOUR CHILDREN
13-07 37TH AVE
LONG ISLAND CITY,NY11101
31-4379459 501(C)(3) 5,000       GENERAL SUPPORT
(259) HOUSING FOR NEW HOPE
18 WEST COLONY PLACE SUITE 250
DURHAM,NC27705
52-1368964 501(C)(3) 5,000       GENERAL SUPPORT
(260) HUMAN RIGHTS CAMPAIGN FOUNDATION
1640 RHODE ISLAND AVE NW
WASHINGTON,DC20036
22-2619869 501(C)(3) 5,000       GENERAL SUPPORT
(261) INSTITUTE FOR BIRD POPULATIONS
PO BOX 1346 11435 SR1 SUITE 23
POINT REYES STATION,CA94956
06-1063025 501(C)(3) 5,000       GENERAL SUPPORT
(262) INSTITUTE FOR POLICY STUDIES
1112 16TH STREET NW SUITE 600
WASHINGTON,DC20036
52-1956824 501(C)(3) 5,000       GENERAL SUPPORT
(263) INTERNATIONAL GAY AND LESBIAN HUMAN RIGHTS COMMISSION
80 MAIDEN LANE SUITE 1505
NEW YORK CITY,NY10038
94-3139952 501(C)(3) 5,000       GENERAL SUPPORT
(264) INTERNATIONAL SOCIETY FOR PROTECTION OF MUSTANGS AND BURROS
PO BOX 55
LANTRY,SD57636
94-6169422 501(C)(3) 5,000       GENERAL SUPPORT
(265) INTERSECTION FOR THE ARTS
925 MISSION ST SUITE 109
SAN FRANCISCO,CA94103
94-1593216 501(C)(3) 5,000       GENERAL SUPPORT
(266) KIRKLAND INTERFAITH TRANSITIONS IN HOUSING
125 STATE ST S
KIRKLAND,WA98033
91-1481848 501(C)(3) 5,000       GENERAL SUPPORT
(267) LEO BAECK INSTITUTE
15 WEST 16 STREET
NEW YORK,NY10011
13-5659965 501(C)(3) 5,000       GENERAL SUPPORT
(268) LIVERMORE HERITAGE GUILD FRIENDS OF TESLA PARK
3053 MARINA AVENUE
LIVERMORE,CA94550
23-7360265 501(C)(3) 5,000       GENERAL SUPPORT
(269) MAYA EDUCATIONAL FOUNDATION
PO BOX 1483
WELFLEET,MA02667
03-0335159 501(C)(3) 5,000       GENERAL SUPPORT
(270) MCMURRY UNIVERSITY-RAYMOND AND GLORIA MCDANIEL SCHOLARSHIP
1401 SAYLES BLVD
ABILENE,TX79605
75-0855633 501(C)(3) 5,000       GENERAL SUPPORT
(271) MEDIA MATTERS FOR AMERICA
455 MASSACHUSETTS AVE NW SUITE 600
WASHINGTON,DC20001
47-0928008 501(C)(3) 5,000       GENERAL SUPPORT
(272) MILITARY RELIGIOUS FREEDOM FOUNDATION
13170-B CENTRAL AVENUE SE SUITE 255
255
ALBUQUERQUE,NM87123
20-3967302 501(C)(3) 5,000       GENERAL SUPPORT
(273) MIND AND LIFE INSTITUTE
4 BAY ROAD MA 01035
HADLEY,MA01035
77-0284767 501(C)(3) 5,000       GENERAL SUPPORT
(274) NATIONAL ACADEMY MUSEUM AND SCHOOL
1083 5TH AVE
NEW YORK,NY10128
13-1628183 501(C)(3) 5,000       GENERAL SUPPORT
(275) NATIONAL DOMESTIC WORKERS ALLIANCE INC
330 7TH AVE 19TH FLR
NEW YORK,NY10001
35-2420942 501(C)(3) 5,000       GENERAL SUPPORT
(276) NET IMPACT
150 SPEAR STREET SUITE 500
SAN FRANCISCO,CA94105
03-0552976 501(C)(3) 5,000       GENERAL SUPPORT
(277) NEW YORK PRESBYTERIAN FUND INC
520 EAST 70TH STREET 4TH FLOOR
NEW YORK,NY10021
13-3957095 501(C)(3) 5,000       GENERAL SUPPORT
(278) NEW YORK UNIVERSITY SCHOOL OF LAW
DAGOSTINO HALL 110 W 3RD ST SECOND
FLOOR
NEW YORK,NY10012
13-6161036 501(C)(3) 5,000       GENERAL SUPPORT
(279) NEW YORK YEARLY MEETING
15 RUTHERFORD PLACE
NEW YORK,NY10003
13-5679424 501(C)(3) 5,000       GENERAL SUPPORT
(280) NORTHWEST HARVEST E M M
PO BOX 12272
SEATTLE,WA98102
91-0826037 501(C)(3) 5,000       GENERAL SUPPORT
(281) OPEN BOOKS FOUNDATION
PO BOX 230
HOPKINTON,MA01748
80-0251597 501(C)(3) 5,000       GENERAL SUPPORT
(282) OPERATION UNDERSTANDING DC
3000 CONNECTICUT AVE NW SUITE 335
WASHINGTON,DC20008
52-1822488 501(C)(3) 5,000       GENERAL SUPPORT
(283) ORPHEUS CHAMBER ORCHESTRA
490 RIVERSIDE DRIVE
NEW YORK,NY10027
23-7362572 501(C)(3) 5,000       GENERAL SUPPORT
(284) RAMBO COMMITTEE INC
1648 RIVER RIDGE DRIVE
WILLIAMSBURG,VA23185
23-7124867 501(C)(3) 5,000       GENERAL SUPPORT
(285) REBUILDING ALLIANCE
178 SOUTH BOULEVARD
SAN MATEO,CA94402
56-2392452 501(C)(3) 5,000       GENERAL SUPPORT
(286) SHARE EL SALVADOR
2425 COLLEGE AVE
BERKELEY,CA94704
52-1241597 501(C)(3) 5,000       GENERAL SUPPORT
(287) SOLAR ELECTRIC LIGHT FUND
1612 K STREET NW SUITE 402
WASHINGTON,DC20006
52-1701564 501(C)(3) 5,000       GENERAL SUPPORT
(288) SOUTHERN NEW HAMPSHIRE UNIVERSITY
2500 NORTH RIVER ROAD BELKNAP HALL
MANCHESTER,NH03106
02-0274509 501(C)(3) 5,000       GENERAL SUPPORT
(289) STONE CIRCLES AT STONE HOUSE
6602 NICKS RD
MEBANE,NC27302
56-2122586 501(C)(3) 5,000       GENERAL SUPPORT
(290) TAHIRIH JUSTICE CENTER
6402 ARLINGTON BLVD SUITE 300
FALLS CHURCH,VA22042
54-1858176 501(C)(3) 5,000       GENERAL SUPPORT
(291) THE OLIVER PROGRAM
80 MAIDEN LANE SUITE 706
NEW YORK,NY10038
13-3248876 501(C)(3) 5,000       GENERAL SUPPORT
(292) THE VERITAS FORUM
ONE BROADWAY 14TH FLOOR
CAMBRIDGE,MA02142
31-1680953 501(C)(3) 5,000       GENERAL SUPPORT
(293) THE WOMEN'S FOUNDATION OF CALIFORNIA
340 PINE ST 302
SAN FRANCISCO,CA94104
94-2752421 501(C)(3) 5,000       GENERAL SUPPORT
(294) TZIVOS HASHEM
792 EASTERN PARKWAY
BROOKLYN,NY11213
11-2872082 501(C)(3) 5,000       GENERAL SUPPORT
(295) UNITY SCHOOL OF CHRISTIANITY
1901 NW BLUE PARKWAY
LESS SUMMIT,MO64065
44-0546000 501(C)(3) 5,000       GENERAL SUPPORT
(296) UNIVERSITY OF NORTH CAROLINA AT WILMINGTON
601 S COLLEGE RD
WILMINGTON,NC28403
56-6050338 501(C)(3) 5,000       GENERAL SUPPORT
(297) WASHINGTON COALITION OF SEXUAL ASSAULT PROGRAMS
4317 6TH AVE SE STE 102
OLYMPIA,WA98503
91-1110158 501(C)(3) 5,000       GENERAL SUPPORT
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
296
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
1
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2013

Schedule I (Form 990) 2013
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients
(c)Amount of
cash grant
(d)Amount of
non-cash assistance
(e)Method of valuation (book,
FMV, appraisal, other)
(f)Description of non-cash assistance












Part IV
Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Return Reference Explanation
PART I, LINE 2: DOMESTIC GRANTMAKING DONE THROUGH THE DONOR ADVISED FUND PROGRAM SERVICE IS LIMITED TO CHARITABLE ORGANIZATIONS THAT ARE TAX-EXEMPT UNDER IRS CODE SECTION 501(C)(3) AND ARE PUBLIC CHARITIES UNDER CODE SECTION 509(A). DUE DILIGENCE IS PERFORMED PRIOR TO ANY GRANT DISTRIBUTION TO VERIFY THE ELIGIBILITY STATUS OF THE RECIPIENT ORGANIZATION. AS NEEDED, EXPENDITURE RESPONSIBILITY IS EXERCISED TO ENSURE THAT GRANTS ARE BEING USED FOR INTENDED CHARITABLE PURPOSES.
Schedule I (Form 990) 2013


Additional Data


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Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
IMPACTASSETSINC
 
Employer identification number

26-2048480
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ................
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits
(E) Total of columns
(B)(i)-(D)
(F) Compensation
reported as deferred
in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1)TIMOTHY FREUNDLICHPRESIDENT (i)
(ii)
165,754
0
0
0
21,512
0
13,074
0
840
0
201,180
0
0
0
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.
Return Reference Explanation
Schedule J (Form 990) 2013

Additional Data


Software ID:  
Software Version:  
SCHEDULE M
(Form 990)


Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large imageComplete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.

Right pointing arrow large imageInformation about Schedule M (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
IMPACTASSETSINC
 
Employer identification number

26-2048480
Part I
Types of Property
(a)
Check if applicable
(b)
Number of contributions or items contributed
(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g
(d)
Method of determining
noncash contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods .......
     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 62 8,917,846 FAIR MARKET VALUE
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests ....
       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures .....
       
14 Qualified conservation
contribution—Other ...
       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( )
26 Other Right pointing arrow large image( )
27 Other Right pointing arrow large image( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement
...
29
 
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that
it must hold for at least three years from the date of the initial contribution, and which is not required to be used
for exempt purposes for the entire holding period? ..................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization did not report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2013)
Schedule M (Form 990) (2013)
Page 2
Part II
Supplemental Information. Provide the information required by Part I, lines 30b,
32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS BEING REPORTED IS THE TOTAL NUMBER OF CONTRIBUTIONS RECEIVED.
Schedule M (Form 990) (2013)
Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
IMPACTASSETSINC
 
Employer identification number

26-2048480
Return Reference Explanation
FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 WILL BE REVIEWED BY THE FILING ORGANIZATION'S PRESIDENT ALONG WITH CALVERT FOUNDATION'S VICE PRESIDENT/DEPUTY CHIEF FINANCIAL OFFICER AND DIRECTOR OF GIVING FUND PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE.
FORM 990, PART VI, SECTION B, LINE 12C IMPACTASSETS,INC. MONITORS THE CONFLICT OF INTEREST POLICY BY ANNUALLY REVIEWING ALL WRITTEN CONFLICT OF INTEREST DISCLOSURE STATEMENTS.
FORM 990, PART VI, SECTION B, LINE 15 TO SET THE COMPENSATION OF TOP MANAGEMENT AND THE PRESIDENT, IMPACTASSETS,INC. HAS RELIED ON COMPENSATION SURVEYS THAT HAVE BEEN PERFORMED BY SIMILAR ORGANIZATIONS. ALSO, WE REVIEW THE 990S AS POSTED BY GUIDESTAR TO REVIEW WHAT OTHERS ARE EARNING IN SIMILAR POSITIONS. THIS COMPENSATION IS SET BY THE EXECUTIVE COMMITTEE AND WAS LAST REVIEWED IN NOVEMBER 2013.
FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XI, LINE 9: TRANSFER FROM CALVERT FOUNDATION 842,763.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2013

Additional Data


Software ID:  
Software Version: