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.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
A For the 2014 calendar year, or tax year beginning 01-01-2014 , and ending 12-31-2014
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 $ 117,696,705
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 2014 (Part V, line 2a) ...... 5 18
6 Total number of volunteers (estimate if necessary) ............. 6 8
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 -306,377
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 29,967,233 105,040,577
9 Program service revenue (Part VIII, line 2g) ......... 232,839 277,462
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 2,774,958 4,167,959
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)................... 32,975,030 109,485,998
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 19,372,187 21,371,479
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) 912,486 1,490,509
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet139,006    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 1,833,503 2,094,930
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 22,118,176 24,956,918
19 Revenue less expenses. Subtract line 18 from line 12....... 10,856,854 84,529,080
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 96,733,140 179,388,950
21 Total liabilities (Part X, line 26)............. 4,190,669 3,108,859
22 Net assets or fund balances. Subtract line 21 from line 20..... 92,542,471 176,280,091
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 (2014)
Form 990 (2014)
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 $ 21,371,479 including grants of $ 21,371,479 ) (Revenue $ 277,462 )
IMPACTASSETS INC.'S GIVING FUND IS A UNIQUE PHILANTHROPIC PLATFORM THAT OFFERS A DONOR ADVISED PROGRAM AND FISCAL SPONSORSHIP SERVICES FOR INDIVIDUAL AND INSTITUTIONAL DONORS. IMPACTASSETS UTILIZES GRANTMAKING AND IMPACT INVESTING TO MAXIMIZE THE FLOW OF CAPITAL TO ORGANIZATION'S THAT STRIVE TO CREATE A POSITIVE SOCIAL AND ENVIRONMENTAL IMPACT ON SOCIETY. IMPACTASSETS MODEL ENABLES DONORS TO MAXIMIZE THE IMPACT OF THEIR PHILANTHROPIC CAPITAL.
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 expensesMediumBullet21,371,479
Form 990 (2014)
Form 990 (2014)
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
Yes
 
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
 
No
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
Yes
 
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 (2014)
Form 990 (2014)
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 domestic 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 or for domestic individuals 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), 501(c)(4), and 501(c)(29) 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 "Yes," 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........ Click to see attachment
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........................ Click to see attachment
34
Yes
 
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............. Click to see attachment
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 VIClick to see attachment
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 (2014)
Form 990 (2014)
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
74
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
18
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
Yes
 
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
Yes
 
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 FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
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.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?
.........................
8
 
No
9a
Did the sponsoring organization make any taxable distributions under section 4966?...
9a
 
No
b
Did the sponsoring 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 (2014)
Form 990 (2014)
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, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletGABE DICLERICO

7315 WISCONSIN AVE SUITE 1000W
BETHESDA,MD20814 (855) 482-2946
Form 990 (2014)
Form 990 (2014)
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
1.00
.......................  
X           0 0 0
(6) LIESEL PRITZKER SIMMONS........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(7) DONALD WAYNE SILBY........................................................................
CHAIRMAN
1.00
.......................  
X   X       0 0 0
(8) MARK VAN NESS........................................................................
SECRETARY & TREASURER
1.00
.......................  
X   X       0 0 0
(9) TIMOTHY FREUNDLICH........................................................................
PRESIDENT
40.00
.......................1.00
    X       185,509 0 13,652
(10) GABRIEL DICLERICO........................................................................
DIRECTOR OF OPERATIONS, ASSISTANT SECRETARY
40.00
.......................1.00
        X   130,362 0 11,061
(11) JEFFREY SHERIDAN........................................................................
DIRECTOR OF DISTRIBUTION
40.00
.......................  
        X   122,257 0 7,043
(12) MACKENZIE COLGAN........................................................................
REGIONAL DIRECTOR, DISTRIBUTION
40.00
.......................  
        X   101,805 0 3,362










Form 990 (2014)
Form 990 (2014)
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 539,933 0 35,118
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet4
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
MISSION HUB LLC

901 MISSION ST SUITE 105
SAN FRANCISCO,CA94103
CHARITABLE PROJECT MANAGEMENT 194,430
FRAN SEEGULL,
948 16TH ST UNIT D
SANTA MONICA,CA90403
INVESTMENT TEAM OVERSIGHT 182,271
PHOENIX GLOBAL IMPACT

1715 18TH ST NW
WASHINGTON,DC20009
CHARITABLE PROJECT MANAGEMENT 159,000
CHERYL DAHLE,
1330-I KOBBE AVE
SAN FRANCISCO,CA94129
CHARITABLE PROJECT MANAGEMENT 120,000
PETER M BATTISTI,
4663 1ST AVE NE
SEATTLE,WA98105
CHARITABLE PROJECT MANAGEMENT 116,013
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet6
Form 990 (2014)
Form 990 (2014)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and
similar amounts not included above
1f
105,040,577
g Noncash contributions included in lines
1a-1f:$
36,222,174
h Total. Add lines 1a-1f.......MediumBullet 105,040,577
 Program Service RevenueAmt Business Code
2a FEE INCOME 900099 277,462 277,462    
b
c
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 277,462
 OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 2,903,739     2,903,739
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 9,474,927  
b Less: cost or other basis and sales expenses 8,210,707  
c Gain or (loss) 1,264,220  
d Net gain or (loss)..........MediumBullet 1,264,220     1,264,220
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 109,485,998 277,462 0 4,167,959
Form 990 (2014)
Form 990 (2014)
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 domestic organizations and domestic governments. See Part IV, line 21 .... 21,006,479 21,006,479
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ....    
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16 ............ 365,000 365,000
4 Benefits paid to or for members ....    
5 Compensation of current officers, directors, trustees, and key employees .... 199,161   180,609 18,552
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 .... 1,110,818   999,728 111,090
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 62,200   62,200  
9 Other employee benefits ....... 5,406   5,406  
10 Payroll taxes ........... 112,924   112,924  
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 39,893   39,893  
c Accounting ........... 89,599   89,599  
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 355,308   355,308  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) .... 506,844   506,844  
12 Advertising and promotion .... 80   80  
13 Office expenses ....... 64,283   61,957 2,326
14 Information technology ...... 102,201   95,163 7,038
15 Royalties ..        
16 Occupancy ........... 102,887   102,887  
17 Travel ............ 100,512   100,512  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings .... 27,678   27,678  
20 Interest ...........        
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization ..... 6,686   6,686  
23 Insurance .............. 14,956   14,956  
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 ALLOWANCE FOR LOAN LOSS 664,862   664,862  
b DUES AND SUBSCRIPTIONS 10,695   10,695  
c COMMISSIONS 8,242   8,242  
d TAXES & LICENSES 204   204  
e All other expenses        
25 Total functional expenses. Add lines 1 through 24e 24,956,918 21,371,479 3,446,433 139,006
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 (2014)
Form 990 (2014)
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 ............. 5,425,037 1 18,729,297
2 Savings and temporary cash investments ......... 11,511,001 2 42,158,656
3 Pledges and grants receivable, net ........... 1,349,996 3 673,313
4 Accounts receivable, net ............. 8,663 4 14,261
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 ............. 3,065,030 7 5,663,703
8 Inventories for sale or use ..............   8  
9 Prepaid expenses and deferred charges .......... 13,116 9 16,467
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 38,793
b Less: accumulated depreciation ..... 10b 18,348 11,816 10c 20,445
11 Investments—publicly traded securities .......... 48,870,006 11 77,385,689
12 Investments—other securities. See Part IV, line 11 ..... 26,478,475 12 34,439,887
13 Investments—program-related. See Part IV, line 11 .....   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 0 15 287,232
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 96,733,140 16 179,388,950
Liabilities 17 Accounts payable and accrued expenses ......... 2,949,615 17 1,628,158
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 .... 1,241,054 24 1,230,701
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.................... 0 25 250,000
26 Total liabilities. Add lines 17 through 25......... 4,190,669 26 3,108,859
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 .............. 92,542,471 27 176,280,091
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 ........... 92,542,471 33 176,280,091
34 Total liabilities and net assets/fund balances ........ 96,733,140 34 179,388,950
Form 990 (2014)
Form 990 (2014)
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
109,485,998
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
24,956,918
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
84,529,080
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
92,542,471
5
Net unrealized gains (losses) on investments ...............
5
-881,962
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
90,502
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
176,280,091
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 (2014)
Form 990 (2014)
Page 13
Form 990, Special Condition Description:
Special Condition Description
Form 990 (2014)
Form 990 (2014)
Page 14
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 Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
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
a
b
c
d
e
f
Enter the number of supported organizations .............................  
g
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 listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
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) 2014
Schedule A (Form 990 or 990-EZ) 2014
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) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... 17,577,013 14,925,267 34,498,042 29,967,233 105,040,577 202,008,132
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 17,577,013 14,925,267 34,498,042 29,967,233 105,040,577 202,008,132
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).. 76,549,553
6 Public support. Subtract line 5 from line 4. 125,458,579
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (f) Total
7 Amounts from line 4.. 17,577,013 14,925,267 34,498,042 29,967,233 105,040,577 202,008,132
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 2,903,739 5,658,854
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 VI.).. 2,445 53,816       56,261
11 Total support Add lines 7 through 10. 207,723,247
12
12
632,308
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
60.400 %
15
15
65.260 %
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) 2014
Schedule A (Form 990 or 990-EZ) 2014
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) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (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) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (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 VI.) ..            
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) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 11 of Part I. If you checked 11a of Part I, complete Sections A and B. If you checked 11b of Part I, complete Sections A and C. If you checked 11c of Part I, complete Sections A, D, and E. If you checked 11d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 11a or 11b in Part I, answer (b) and (c) below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations....
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed, (ii) the reasons for each such action, (iii) the authority under the organization's organizing document authorizing such action, and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (a) its supported organizations; (b) individuals that are part of the charitable class benefited by one or more of its supported organizations; or (c) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in IRC 4958(c)(3)(C)), a family member of a substantial contributor, or a 35-percent controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part II of Schedule L (Form 990).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined in line 9(a)) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined in line 9(a)) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of IRC 4943 because of IRC 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in (a) above?
11b
 
 
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
 
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 5
Part IV
Supporting Organizations (continued)

Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (1) a written notice describing the type and amount of support provided during the prior tax year, (2) a copy of the Form 990 that was most recently filed as of the date of notification, and (3) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 6
Part V – Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

1.   Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970. See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    

Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors (explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by .035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    

Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7   Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 7
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity
 
3 Administrative expenses paid to accomplish exempt purposes of supported organizations  
4 Amounts paid to acquire exempt-use assets  
5 Qualified set-aside amounts (prior IRS approval required)  
6 Other distributions (describe in Part VI). See instructions  
7Total annual distributions. Add lines 1 through 6.  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions
 
9 Distributable amount for 2014 from Section C, line 6  
10 Line 8 amount divided by Line 9 amount  

Section E - Distribution Allocations (see instructions) (i)
Excess Distributions
(ii)
Underdistributions
Pre-2014
(iii)
Distributable
Amount for 2014
1 Distributable amount for 2014 from Section C, line
6
 
2 Underdistributions, if any, for years prior to 2014
(reasonable cause required--see instructions)
 
3 Excess distributions carryover, if any, to 2014:
a From 2009.......X
b From 2010.......X
c From 2011.......X
d From 2012.......X
e From 2013.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2014 distributable amount  
i Carryover from 2009 not applied (see
instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2014 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2014 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2014, if any. Subtract lines 3g and 4a from line 2
(if amount greater than zero, see instructions)
 
6 Remaining underdistributions for 2014. Subtract
lines 3h and 4b from line 1 (if amount greater than
zero, see instructions)
 
7 Excess distributions carryover to 2015. Add lines
3j and 4c.
 
8 Breakdown of line 7:
a From 2010.......X
b From 2011.......X
c From 2012.......X
d From 2013.......  
e From 2014.......  
Schedule A (Form 990 or 990-EZ) (2014)
Schedule A (Form 990 or 990-EZ) 2014
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A (Form 990 or 990-EZ) 2014

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
2014
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) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
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


(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) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
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) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
Page 4
Name of organization
IMPACTASSETSINC
 
Employer identification number

26-2048480
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
that total more than $1,000 for the year from any one contributor. 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) (2014)

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.
Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
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 ......... 465 2
2 Aggregate value of contributions to (during year) 104,567,642 210,000
3 Aggregate value of grants from (during year) 21,371,479 25,000
4 Aggregate value at end of year ........ 178,163,618 260,688
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)
Revenue 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
Revenue 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) 2014

Schedule D (Form 990) 2014
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, for escrow or custodial account liability?
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 ................   38,793 18,348 20,445
e Other .................        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 20,445
Schedule D (Form 990) 2014

Schedule D (Form 990) 2014
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
10,358,919 F

(B) INVESTMENT IN PRIVATE EQUITY
3,991,327 C

(C) COMMUNITY INVESTMENT NOTES
20,089,641 F






Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 34,439,887
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  
DUE TO AFFILIATE 250,000








Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 250,000
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) 2014

Schedule D (Form 990) 2014
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  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1..................... 3  
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  
c Add lines 4a and 4b....................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
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  
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  
e Add lines 2a through 2d...................... 2e  
3 Subtract line 2e from line 1..................... 3  
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  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  
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 THE COMPANY HAS PROPERLY MAINTAINED ITS EXEMPT STATUS AND THERE ARE NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2014.
Schedule D (Form 990) 2014

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 Information about Schedule F (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
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
CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS   487,466
EAST ASIA AND THE PACIFIC 0 0 PROGRAM GRANTMAKING 60,000
EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 INVESTMENTS   649,750
EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM GRANTMAKING 300,000
NORTH AMERICA 0 2 INVESTMENTS   604,927
NORTH AMERICA 0 0 PROGRAM SERVICES SUSTAINABLE SEAFOOD PROJECT 44,500
NORTH AMERICA 0 0 PROGRAM SERVICES GRANTMAKING 5,000
SOUTH AMERICA 0 0 PROGRAM SERVICES COMMUNITY DEVELOPMENT PROJECT 11,666
SOUTH ASIA 0 0 INVESTMENTS   93,015
SUB-SAHARAN AFRICA 0 0 INVESTMENTS   250,000
           
           
           
           
           
           
           
3a Sub-total ..... 0 2 2,163,309
b Total from continuation sheets to Part I ... 0 0 343,015
c Totals (add lines 3a and 3b) 0 2 2,506,324
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2014
Schedule F (Form 990) 2014
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)
(a)(c) Region (b)(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)
EAST ASIA AND THE PACIFIC GENERAL OPERATING SUPPORT 60,000 CHECK      
EUROPE (INCLUDING ICELAND & GREENLAND) GENERAL OPERATING SUPPORT 250,000 CHECK      
EUROPE (INCLUDING ICELAND & GREENLAND) GENERAL OPERATING SUPPORT 50,000 CHECK      
NORTH AMERICA GENERAL OPERATING SUPPORT 5,000 CHECK      
             
             
             
             
             
             
             
             
             
             
             
             
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
4
3
Enter total number of other organizations or entities .......................MediumBullet
0
Schedule F (Form 990) 2014
Schedule F (Form 990) 2014Page 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) 2014
Schedule F (Form 990) 2014
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; do not file with Form 990)............................
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; do not file with Form 990).....................................
Schedule F (Form 990) 2014
Schedule F (Form 990) 2014
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) 2014
Additional Data


Software ID:  
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
2014
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 Domestic Organizations and Domestic Governments. 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 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) 2,900,000       GENERAL OPERATING SUPPORT
(2) OPPORTUNITY INTERNATIONAL
2122 YORK ROAD SUITE 340
OAK BROOK,IL60523
54-0907624 501(C)(3) 1,000,000       GENERAL OPERATING SUPPORT
(3) SOLIDAGO FOUNDATION
150 MAIN STREET SUITE 24
NORTHAMPTON,MA01060
20-2963670 501(C)(3) 1,000,000       GENERAL OPERATING SUPPORT
(4) FOUNDATION FOR CIVIC LEADERSHIP
30 BOW ST
CAMBRIDGE,MA02138
32-0020584 501(C)(3) 900,000       GENERAL OPERATING SUPPORT
(5) NEW VENTURE FUND
1201 CONNECTICUT AVE NW SUITE 300
WASHINGTON,DC20036
20-5806345 501(C)(3) 595,000       GENERAL OPERATING SUPPORT
(6) AMERICAN JEWISH WORLD SERVICE INC
45 W 36TH STREET 10TH FLOOR
NEW YORK,NY10018
22-2584370 501(C)(3) 562,250       GENERAL OPERATING SUPPORT
(7) UNIVERSITY OF CONNECTICUT HEALTH CENTER
263 FARMINGTON AVE
FARMINGTON,CT06030
06-0772160   517,960       GENERAL OPERATING SUPPORT
(8) UNREASONABLE INSTITUTE
1877 BROADWAY SUITE 100
BOULDER,CO80302
80-0534659 501(C)(3) 500,000       GENERAL OPERATING SUPPORT
(9) BARACK H OBAMA FOUNDATION CO PERKINS COLE LLP
700 13TH ST NW ST 600
WASHINGTON,DC20005
46-4950751 501(C)(3) 500,000       GENERAL OPERATING SUPPORT
(10) B LAB COMPANY
116 CHAMBERS STREET 3RD FLOOR
NEW YORK,NY10007
20-5958773 501(C)(3) 500,000       GENERAL OPERATING SUPPORT
(11) CALVERT FOUNDATION
7315 WISCONSIN AVE SUITE 1100W
BETHESDA,MD20814
52-1591398 501(C)(3) 402,389       GENERAL OPERATING SUPPORT
(12) EPISCOPAL DIOCESE OF MASSACHUSETTS
138 TREMONT ST
BOSTON,MA02111
04-2104156 501(C)(3) 280,000       GENERAL OPERATING SUPPORT
(13) ISSUE ONE
11 DUPONT CIRCLE SUITE 350
WASHINGTON,DC20036
32-0384285 501(C)(3) 272,500       GENERAL OPERATING SUPPORT
(14) GOUCHER COLLEGE
1021 DULANEY VALLEY RD
BALTIMORE,MD21204
52-0591613 501(C)(3) 263,000       GENERAL OPERATING SUPPORT
(15) ICHUD MOSDOT
1310 48TH STREET
BROOKLYN,NY11219
23-7417681 501(C)(3) 250,000       GENERAL OPERATING SUPPORT
(16) THE LEARNING FOR LIVING INSTITUTE
325 CANYON BLVD
BOULDER,CO80302
84-1495904 501(C)(3) 240,000       GENERAL OPERATING SUPPORT
(17) CENTER FOR AMERICAN PROGRESS
1333 H ST NW 10TH FLOOR
WASHINGTON,DC20005
30-0126510 501(C)(3) 222,000       GENERAL OPERATING SUPPORT
(18) WESLEYAN UNIVERSITY
318 HIGH STREET
MIDDLETOWN,CT06459
06-0646959 501(C)(3) 220,000       GENERAL OPERATING SUPPORT
(19) BAINBRIDGE ISLAND GRADUATE INSTITUTE
220 SECOND AVENUE SOUTH SUITE 400
SEATTLE,WA98104
91-2157623 501(C)(3) 215,850       GENERAL OPERATING SUPPORT
(20) GLOBAL PHILANTHROPY PARTNERSHIP
1916 N MOHAWK 7
CHICAGO,IL60614
56-2342600 501(C)(3) 200,000       GENERAL OPERATING SUPPORT
(21) STRATEGIC LEARNING INITIATIVES
954 W WASHINGTON 6TH FLR
CHICAGO,IL60607
36-4354169 501(C)(3) 200,000       GENERAL OPERATING SUPPORT
(22) ESSEX COUNTY COMMUNITY FOUNDATION
175 ANDOVER ST SUITE 101
DANVERS,MA01923
04-3407816 501(C)(3) 200,000       GENERAL OPERATING SUPPORT
(23) THE LINFIELD FOUNDATION INC
31950 PAUBA ROAD
TEMECULA,CA92592
33-0863521 501(C)(3) 177,967       GENERAL OPERATING SUPPORT
(24) MOVEMENT STRATEGY CENTER
436 14TH STREET 5TH FLOOR
OAKLAND,CA94612
20-1037643 501(C)(3) 167,000       GENERAL OPERATING SUPPORT
(25) ANGELO COAST RANGE RESERVE
119 CALIFORNIA HALL
BERKELEY,CA94720
94-3067788 501(C)(3) 150,000       GENERAL OPERATING SUPPORT
(26) NEW ORGANIZING INSTITUTE EDUCATION FUND
1133 19TH ST NW SUITE 850
WASHINGTON,DC20036
56-2633160 501(C)(3) 150,000       GENERAL OPERATING SUPPORT
(27) BISHOP MASEREKA CHRISTIAN FOUNDATION (US)
106 MUNSON STREET EXTENSION
LE ROY,NY14482
01-0742567 501(C)(3) 140,000       GENERAL OPERATING SUPPORT
(28) PRIME COALITION
19 RAMSOM RD
NEWTON,MA02459
46-4621007 501(C)(3) 140,000       GENERAL OPERATING SUPPORT
(29) UNIVERSITY OF WASHINGTON FOUNDATION
P O BOX 359505
SEATTLE,WA98195
94-3079432 501(C)(3) 110,000       GENERAL OPERATING SUPPORT
(30) UNITED FOR A FAIR ECONOMY CO RESPONSIBLE WEALTH
1 MILK STREET 5TH FLOOR
BOSTON,MA02109
04-3286118 501(C)(3) 105,500       GENERAL OPERATING SUPPORT
(31) SHARE AND CARE FOUNDATION
676 WINTERS AVENUE
PARAMUS,NJ07652
22-2458395 501(C)(3) 105,000       GENERAL OPERATING SUPPORT
(32) CHILDREN'S HOSPITAL AND RESEARCH CENTER FOUNDATION
5700 MARTIN LUTHER KING WAY
OAKLAND,CA94609
94-1657474 501(C)(3) 100,500       GENERAL OPERATING SUPPORT
(33) WALDORF SCHOOL ASSOCIATION OF SEATTLE
2728 NE 100TH STREET
SEATTLE,WA98125
91-1095411 501(C)(3) 100,000       GENERAL OPERATING SUPPORT
(34) THRESHOLD FOUNDATION
PO BOX 29903
SAN FRANCISCO,CA94129
13-3028214 501(C)(3) 100,000       GENERAL OPERATING SUPPORT
(35) ONE ACRE
2355 FAIRVIEW AVE 140
ROSEVILLE,MN55113
20-3668110 501(C)(3) 100,000       GENERAL OPERATING SUPPORT
(36) ASBURY THEOLOGICAL SEMINARY
204 NORTH LEXINGTON AVE
WILMORE,KY40390
61-0445823 501(C)(3) 100,000       GENERAL OPERATING SUPPORT
(37) DEMOCRACY MATTERS INSTITUTE INC
PO BOX 157
HAMILTON,NY13346
16-1609711 501(C)(3) 100,000       GENERAL OPERATING SUPPORT
(38) JUSTICE TRUST CO INTERNATIONAL CAMPAIGN FOR HUMAN RIGHTS IN IRAN
137 MONTAGUE ST PMB 384
BROOKLYN,NY11201
27-5305580 501(C)(3) 100,000       GENERAL OPERATING SUPPORT
(39) THE SYNERGOS INSTITUTE
3 EAST 54TH STREET 14TH FLOOR
NEW YORK,NY10022
13-3392006 501(C)(3) 100,000       GENERAL OPERATING SUPPORT
(40) THE IMPACT
370 LEXINGTON AVE STE 1704
NEW YORK,NY10017
46-4657948 501(C)(3) 100,000       GENERAL OPERATING SUPPORT
(41) THE TIDES FOUNDATION
PO BOX 29903
SAN FRANCISCO,CA94129
51-0198509 501(C)(3) 84,500       GENERAL OPERATING SUPPORT
(42) OHR TORAH STONE INSTITUTIONS OF ISRAEL
49 WEST 45TH STREET SUITE 701
NEW YORK,NY10036
13-3275531 501(C)(3) 80,000       GENERAL OPERATING SUPPORT
(43) DOCTORS WITHOUT BORDERS USA
333 7TH AVENUE
NEW YORK,NY10001
13-3433452 501(C)(3) 76,300       GENERAL OPERATING SUPPORT
(44) MIDDLEBURY COLLEGE
5 COURT STREET
MIDDLEBURY,VT05753
03-0179298 501(C)(3) 76,000       GENERAL OPERATING SUPPORT
(45) PUBLIC INTEREST PROJECTS
45 W 36TH STREET 6TH FLOOR
NEW YORK,NY10018
13-3191113 501(C)(3) 75,517       GENERAL OPERATING SUPPORT
(46) 2SEEDS NETWORK
641 S ST NW 3RD FLOOR
WASHINGTON,DC20001
27-2145843 501(C)(3) 75,000       GENERAL OPERATING SUPPORT
(47) DIGITAL DIVIDE DATA
115 W 30TH STREET STE 400
NEW YORK,NY10001
20-1148452 501(C)(3) 75,000       GENERAL OPERATING SUPPORT
(48) MARANYUNDO INITIATIVE INC
2 ATLANTIC AVENUE 4TH FLOOR
BOSTON,MA02110
26-1905452 501(C)(3) 75,000       GENERAL OPERATING SUPPORT
(49) WASHINGTON PROGRESS FUND
1402 THIRD AVE STE 201
SEATTLE,WA98101
26-2868934 501(C)(3) 64,000       GENERAL OPERATING SUPPORT
(50) EARTHWORKS
1612 K STREET NW SUITE 808
WASHINGTON,DC20006
52-1557765 501(C)(3) 63,975       GENERAL OPERATING SUPPORT
(51) PARTNERS IN HEALTH
PO BOX 845578
BOSTON,MA02284
04-3567502 501(C)(3) 62,300       GENERAL OPERATING SUPPORT
(52) OHIO CAMPUS COMPACT
631 N PEARL ST
GRANVILLE,OH43023
31-1577478 501(C)(3) 60,000       GENERAL OPERATING SUPPORT
(53) GRADUATE CENTER FOUNDATION INC
365 5TH AVENUE
NEW YORK,NY10016
13-3219419 501(C)(3) 60,000       GENERAL OPERATING SUPPORT
(54) GARDENS FOR HEALTH INTERNATIONAL
2 ATLANTIC AVE FL 4
BOSTON,MA02110
16-1772171 501(C)(3) 60,000       GENERAL OPERATING SUPPORT
(55) HARTFORD SYMPHONY ORCHESTRA INC
166 CAPITOL AVE
HARTFORD,CT06106
06-0637319 501(C)(3) 59,000       GENERAL OPERATING SUPPORT
(56) 350ORG
20 JAY STREET SUITE 1010
BROOKYLN,NY11201
26-1150699 501(C)(3) 58,750       GENERAL OPERATING SUPPORT
(57) UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
100 FRIDAY CENTER DRIVE CAMPUS BOX
1020
CHAPEL HILL,NC27599
56-6001393 501(C)(3) 55,500       GENERAL OPERATING SUPPORT
(58) BUCKNELL UNIVERSITY
OFFICE OF DEVELOPMENT
LEWISBURG,PA17837
24-0772407 501(C)(3) 55,000       GENERAL OPERATING SUPPORT
(59) ANANDA ASHRAMA INC
5301 PENNSYLVANIA AVENUE
LA CRESCENTA,CA91214
95-6054629 501(C)(3) 54,474       GENERAL OPERATING SUPPORT
(60) AMERICAN FRIENDS OF UNRWA
1666 K STREET NW SUITE 440
WASHINGTON,DC20006
20-2714426 501(C)(3) 54,192       GENERAL OPERATING SUPPORT
(61) TRI S FOUNDATION
12610 COOPER RIDGE ROAD
SKIATOOK,OK74070
73-1502701 501(C)(3) 50,888       GENERAL OPERATING SUPPORT
(62) BLACK PINE CIRCLE SCHOOL
2027 SEVENTH STREET
BERKELEY,CA94710
94-1700228 501(C)(3) 50,000       GENERAL OPERATING SUPPORT
(63) THE DAY SCHOOL FOUNDATION
16 BALDWIN AVE
SAN MATEO,CA94401
94-1416753 501(C)(3) 50,000       GENERAL OPERATING SUPPORT
(64) COMMUNITY DEVELOPMENT FINANCE
256 ALVARADO ROAD
BERKELEY,CA94305
94-3308385 501(C)(3) 50,000       GENERAL OPERATING SUPPORT
(65) PEER HEALTH EXCHANGE
70 GOLD STREET
SAN FRANCISCO,CA94133
56-2374305 501(C)(3) 50,000       GENERAL OPERATING SUPPORT
(66) WILDEARTH GUARDIANS
516 ALTO STREET
SANTA FE,NM87501
85-0406306 501(C)(3) 50,000       GENERAL OPERATING SUPPORT
(67) PAN LEFT PRODUCTIONS
225 E 26TH ST
SOUTH TUCSON,AZ85713
86-0762169 501(C)(3) 50,000       GENERAL OPERATING SUPPORT
(68) LEADING CHANGE NETWORK INC CO ANICK AND ASSOCIATES
11933 WEST BUELEIGH ST
WAUWATOSA,WI53222
45-3168596 501(C)(3) 50,000       GENERAL OPERATING SUPPORT
(69) NAACP (NATIONAL ASSOCIATION FOR THE ADVANCEMENT OF COLORED PEOPLE)
4805 MT HOPE DRIVE
BALTIMORE,MD21215
13-1084135 501(C)(3) 50,000       GENERAL OPERATING SUPPORT
(70) TRUST COUNSELORS NETWORK
PO BOX 605
COLMAR,PA18915
23-2679128 501(C)(3) 50,000       GENERAL OPERATING SUPPORT
(71) THE LEAGUE EDUCATION AND TREATMENT CENTER INC
483 CLERMONT AVE
BROOKLYN,NY11238
11-2867436 501(C)(3) 50,000       GENERAL OPERATING SUPPORT
(72) SUSTAINABLE MARKETS FOUNDATION
45 W 36TH ST FLOOR 6
NEW YORK,NY10018
13-4188834 501(C)(3) 50,000       GENERAL OPERATING SUPPORT
(73) CENTER FOR EMPLOYMENT OPPORTUNITIES
50 BROADWAY 18
NEW YORK,NY10014
13-3843322 501(C)(3) 50,000       GENERAL OPERATING SUPPORT
(74) NEW YORK CITY COALITION AGAINST HUNGER INC
50 BROAD STREET SUITE 1520
NEW YORK,NY10004
13-3471350 501(C)(3) 50,000       GENERAL OPERATING SUPPORT
(75) VISIONSPRING
322 EIGHTH AVENUE SUITE 12A-02
NEW YORK,NY10001
31-1811558 501(C)(3) 50,000       GENERAL OPERATING SUPPORT
(76) NEWBURY COLLEGE
129 FISHER AVE
BROOKLINE,MA02445
04-2452884 501(C)(3) 50,000       GENERAL OPERATING SUPPORT
(77) BARK CO THE JESSICA BEATH CLINIC
12300 FARRINGTON RD
ASHLAND,VA23005
90-0195675 501(C)(3) 49,500       GENERAL OPERATING SUPPORT
(78) GREENPEACE FUND
702 H ST NW SUITE 300
WASHINGTON,DC20001
95-3313195 501(C)(3) 45,800       GENERAL OPERATING SUPPORT
(79) FRED HUTCHINSON CANCER RESEARCH CENTER
PO BOX 19024
SEATTLE,WA98109
23-7156071 501(C)(3) 45,183       GENERAL OPERATING SUPPORT
(80) ST MICHAEL'S EPISCOPAL CHURCH
16 BRADLEY AVE
BRATTLEBORO,VT05301
03-0179427 501(C)(3) 41,654       GENERAL OPERATING SUPPORT
(81) NGAGE NEW MEXICO
3880 FOOTHILLS SUITE A
LAS CRUCES,NM88011
27-0573305 501(C)(3) 40,000       GENERAL OPERATING SUPPORT
(82) THE PEOPLE TO PEOPLE HEALTH FOUNDATION
255 CARTER HALL LANE
MILLWOOD,VA22646
53-0242962 501(C)(3) 40,000       GENERAL OPERATING SUPPORT
(83) FRACTURED ATLAS
248 W 35TH STREET 10TH FL
NEW YORK,NY10001
11-3451703 501(C)(3) 37,000       GENERAL OPERATING SUPPORT
(84) CORDES FOUNDATION CO EAST BAY COMMUNITY FOUNDATION
200 FRANK H OGAWA PLAZA
OAKLAND,CA94612
25-1926063 501(C)(3) 36,172       GENERAL OPERATING SUPPORT
(85) EXPRESS ADVANTAGE
1741 4TH AVENUE SOUTH SUITE A
SEATTLE,WA98134
61-1575044 501(C)(3) 35,000       GENERAL OPERATING SUPPORT
(86) MARINE BIOLOGY LAB
7 M B L ST
WOODS HOLE,MA02543
04-2104690 501(C)(3) 35,000       GENERAL OPERATING SUPPORT
(87) CHARITYWATER
200 VARICK STREET SUITE 201
NEW YORK,NY10014
22-3936753 501(C)(3) 34,000       GENERAL OPERATING SUPPORT
(88) DUKE UNIVERSITY
PO BOX 90120
DURHAM,NC27708
56-0532129 501(C)(3) 31,500       GENERAL OPERATING SUPPORT
(89) HARMONY NEW BEGINNINGS ANIMAL RESCUE CO THUNDER MOUNTAIN FARMS EQUINE RESC
39406 303RD AVE E
ENUMCLAW,WA98022
45-2900281 501(C)(3) 30,202       GENERAL OPERATING SUPPORT
(90) ASHESI UNIVERSITY FOUNDATION
1414 31ST AVENUE SOUTH SUITE 301
MAIL BOX 11
SEATTLE,WA98144
91-1997089 501(C)(3) 30,000       GENERAL OPERATING SUPPORT
(91) NEIGHBORCARE HEALTH
1537 WESTERN AVE
SEATTLE,WA98101
91-0893287 501(C)(3) 30,000       GENERAL OPERATING SUPPORT
(92) COMMON CAUSE EDUCATION FUND
PO BOX 278
ALBUQUERQUE,NM87103
31-1705370 501(C)(3) 30,000       GENERAL OPERATING SUPPORT
(93) FREE HORIZON MONTESSORI FOUNDATION
581 CONFERENCE PLACE
GOLDEN,CO80401
03-0461106 501(C)(3) 30,000       GENERAL OPERATING SUPPORT
(94) MISERICORDIA HOME
6300 NORTH RIDGE AVE
CHICAGO,IL60660
36-2170153 501(C)(3) 30,000       GENERAL OPERATING SUPPORT
(95) ARCHDIOCESE OF DETROIT
1234 WASHINGTON BLVD
DETROIT,MI48226
38-1359274 501(C)(3) 30,000       GENERAL OPERATING SUPPORT
(96) WOMEN'S MICROFINANCE INITIATIVE
PO BOX 485
CABIN JOHN,MD20818
26-1384627 501(C)(3) 30,000       GENERAL OPERATING SUPPORT
(97) DEBATE TEAM OF BRONX HIGH SCHOOL OF SCIENCE
75 WEST 205TH STREET
BRONX,NY10468
13-3763299 501(C)(3) 30,000       GENERAL OPERATING SUPPORT
(98) MAINE CITIZENS FOR CLEAN ELECTIONS
PO BOX 18187
PORTLAND,ME04112
27-2646667 501(C)(3) 30,000       GENERAL OPERATING SUPPORT
(99) ISLAND PRESS - CENTER FOR RESOURCE ECONOMICS
2000 M ST NW SUITE 650
WASHINGTON,DC20036
94-2578166 501(C)(3) 27,500       GENERAL OPERATING SUPPORT
(100) HORIZONS INC
PO BOX 323
SOUTH WINDHAM,CT06266
06-1013833 501(C)(3) 27,200       GENERAL OPERATING SUPPORT
(101) ACLU OF MONTANA FOUNDATION
PO BOX 1317
HELENA,MT59624
81-0445339 501(C)(3) 26,500       GENERAL OPERATING SUPPORT
(102) YALE UNIVERSITY
PO BOX 2038
NEW HAVEN,CT06521
06-0646973 501(C)(3) 26,000       GENERAL OPERATING SUPPORT
(103) COLUMBIA UNIVERSITY
33 WEST 60TH STREET 7TH FLOOR
NEW YORK,NY10023
13-5598093 501(C)(3) 25,900       GENERAL OPERATING SUPPORT
(104) WOMEN DONORS NETWORK
565 COMMERCIAL ST SUITE 300
SAN FRANCISCO,CA94111
05-0542397 501(C)(3) 25,500       GENERAL OPERATING SUPPORT
(105) THE DEFENDER ASSOCIATION
810 THIRD AVE STE 800
SEATTLE,WA98104
91-0852323 501(C)(3) 25,000       GENERAL OPERATING SUPPORT
(106) OREGON HEALTH AND SCIENCE UNIVERSITY FOUNDATION
3181 SW SAM JACKSON PARK RD L-474
PORTLAND,OR97239
23-7083114 501(C)(3) 25,000       GENERAL OPERATING SUPPORT
(107) POP'S FOUNDATION
3536 ARDEN ROAD
HAYWARD,CA94545
94-3218648 501(C)(3) 25,000       GENERAL OPERATING SUPPORT
(108) CHICAGO HUMAN RHYTHM PROJECT
410 S MICHIGAN AVE STUDIO 464
CHICAGO,IL60605
36-3638682 501(C)(3) 25,000       GENERAL OPERATING SUPPORT
(109) THE JOFFREY BALLET
10 E RANDOLPH ST
CHICAGO,IL60601
36-4009741 501(C)(3) 25,000       GENERAL OPERATING SUPPORT
(110) FIRST PRESBYTERIAN CHURCH
215 5TH AVENUE SOUTH
LEWISTOWN,MT59457
81-0231780 501(C)(3) 25,000       GENERAL OPERATING SUPPORT
(111) INTERVARSITY CHRISTIAN FELLOWSHIP USA
PO BOX 7895
MADISON,WI53707
36-2171714 501(C)(3) 25,000       GENERAL OPERATING SUPPORT
(112) ANTIOCH COLLEGE
1 MORGAN PLACE
YELLOW SPRINGS,OH45387
26-1672457 501(C)(3) 25,000       GENERAL OPERATING SUPPORT
(113) APEX UNITED METHODIST CHURCH
100 S HUGHES STREET
APEX,NC27502
36-2167731 501(C)(3) 25,000       GENERAL OPERATING SUPPORT
(114) CHARITIES AID FOUNDATION AMERICA
800 DIAGONAL ROAD SUITE 150
ALEXANDRIA,VA22314
43-1634280 501(C)(3) 25,000       GENERAL OPERATING SUPPORT
(115) CENTER FOR EXCELLENCE IN EDUCATION
8201 GREENSBORO DRIVE SUITE 215
MCLEAN,VA22102
52-1256563 501(C)(3) 25,000       GENERAL OPERATING SUPPORT
(116) FRIENDS COMMITTEE ON NATIONAL LEGISLATION EDUCATION FUND
245 SECOND STREET NE
WASHINGTON,DC20002
52-1254489 501(C)(3) 25,000       GENERAL OPERATING SUPPORT
(117) STONY BROOK FOUNDATION
PO BOX 1511
STONY BROOK,NY11790
11-6077945 501(C)(3) 25,000       GENERAL OPERATING SUPPORT
(118) ROOSEVELT INSTITUTE
570 LEXINGTON AVENUE 5TH FLOOR
NEW YORK,NY10022
23-7213592 501(C)(3) 25,000       GENERAL OPERATING SUPPORT
(119) SHINING HOPE FOR COMMUNITIES
175 VARICK STREET 6TH FLOOR
NEW YORK,NY10014
27-1493201 501(C)(3) 25,000       GENERAL OPERATING SUPPORT
(120) UNIVERSITY OF CONNECTICUT FOUNDATION
2390 ALUMNI DRIVE 3206
STORRS,CT06269
06-6070722 501(C)(3) 25,000       GENERAL OPERATING SUPPORT
(121) NESKAYA INC
PO BOX 634
FRANCONIA,NH03580
74-3043760 501(C)(3) 25,000       GENERAL OPERATING SUPPORT
(122) SCHOLARS STRATEGY NETWORK
1737 CAMBRIDGE STREET
CAMBRIDGE,MA02138
27-0480740 501(C)(3) 25,000       GENERAL OPERATING SUPPORT
(123) PROTEUS FUND
15 RESEARCH DRIVE SUITE B
AMHERST,MA01002
04-3243004 501(C)(3) 25,000       GENERAL OPERATING SUPPORT
(124) GILLOURY INSTITUTE
6 E MONROE ST 801
CHICAGO,IL60603
01-0693025 501(C)(3) 24,000       GENERAL OPERATING SUPPORT
(125) BOYS & GIRLS CLUBS MANATEE COUNTY
PO BOX 280
BRADENTON,FL34206
59-0675141 501(C)(3) 23,050       GENERAL OPERATING SUPPORT
(126) SOLID GROUND WASHINGTON
1501 NORTH 45TH STREET
SEATTLE,WA98103
23-7421892 501(C)(3) 23,000       GENERAL OPERATING SUPPORT
(127) BRAND X SOCIAL
10033 BROADWAY TERRACE
OAKLAND,CA94611
46-4415790   22,500       GENERAL OPERATING SUPPORT
(128) SUNRISE COUNTY ECONOMIC COUNCIL
53 PRESCOTT DRIVE
MACHIAS,ME04654
01-0493897 501(C)(3) 22,500       GENERAL OPERATING SUPPORT
(129) NEW YORK UNIVERSITY
25 WEST 4TH STREET 4TH FLOOR
NEW YORK,NY10021
13-5562308 501(C)(3) 22,000       GENERAL OPERATING SUPPORT
(130) THEATER FOR THE NEW CITY
155 FIRST AVE
NEW YORK,NY10003
13-2694851 501(C)(3) 22,000       GENERAL OPERATING SUPPORT
(131) NATURE CONSERVANCY INC - WASHINGTON STATE CHAPTER
1917 1ST AVENUE
SEATTLE,WA98101
53-0242652 501(C)(3) 21,250       GENERAL OPERATING SUPPORT
(132) THE SIERRA CLUB FOUNDATION
85 SECOND ST SUITE 750
SAN FRANCISCO,CA94105
94-6069890 501(C)(3) 21,250       GENERAL OPERATING SUPPORT
(133) CENTER FOR BIOLOGICAL DIVERSITY INC
PO BOX 710
TUCSON,AZ85702
85-0420285 501(C)(3) 21,008       GENERAL OPERATING SUPPORT
(134) BEST FRIENDS ANIMAL SOCIETY
5001 ANGEL CANYON ROAD
KANAB,UT84741
23-7147797 501(C)(3) 20,550       GENERAL OPERATING SUPPORT
(135) PRESIDENT AND FELLOWS OF HARVARD UNIVERSITY
79 JOHN F KENNEDY ST
CAMBRIDGE,MA02318
04-2103580 501(C)(3) 20,250       GENERAL OPERATING SUPPORT
(136) VIVA FARMS
PO BOX 1714
MOUNT VERNON,WA98273
20-4396437 501(C)(3) 20,000       GENERAL OPERATING SUPPORT
(137) UPAYA SOCIAL VENTURES
2111 3RD AVE
SEATTLE,WA98121
80-0713334 501(C)(3) 20,000       GENERAL OPERATING SUPPORT
(138) OREGON EPISCOPAL SCHOOL
6300 SW NICOL RD
PORTLAND,OR97223
93-0386915 501(C)(3) 20,000       GENERAL OPERATING SUPPORT
(139) LONG DISTANCE VOTER
1270 GROVE STREET 301
SAN FRANCISCO,CA94117
26-2094990 501(C)(3) 20,000       GENERAL OPERATING SUPPORT
(140) LEADING FROM WITHIN
PO BOX 806
SANTA BARBARA,CA93102
68-0365504 501(C)(3) 20,000       GENERAL OPERATING SUPPORT
(141) STUDENT EXPEDITION PROGRAM INC
6336 N ORACLE ROAD 326
TUCSON,AZ85704
22-3879050 501(C)(3) 20,000       GENERAL OPERATING SUPPORT
(142) NATIVE PRAIRIES ASSOCIATION OF TEXAS
415 N GUADALUPE ST PMB 385
SAN MARCOS,TX78666
75-2146108 501(C)(3) 20,000       GENERAL OPERATING SUPPORT
(143) UNDERTOLD STORIES PROJECT CO CORAL LOGAN
2500 PARK AVENUE
MINNEAPOLIS,MN55404
41-0695527 501(C)(3) 20,000       GENERAL OPERATING SUPPORT
(144) GEORGIA CONFLICT CENTER
440 DEARING EXTENSION 1
ATHENS,GA30606
45-3532279 501(C)(3) 20,000       GENERAL OPERATING SUPPORT
(145) FOOD POLICY ACTION
1436 U STREET NW SUITE 200
WASHINGTON,DC20009
46-0862496 501(C)(3) 20,000       GENERAL OPERATING SUPPORT
(146) GOODWEAVE
2001 S STREET NW SUITE 510
WASHINGTON,DC20009
52-2042014 501(C)(3) 20,000       GENERAL OPERATING SUPPORT
(147) UNIVERSITY OF DELAWARE - HALOPHYTE BIOTECHNOLOGY CENTER
111 ROBINSON HALL
NEWARK,DE19716
51-6000297 501(C)(3) 20,000       GENERAL OPERATING SUPPORT
(148) HUMAN RIGHTS WATCH
350 FIFTH AVE 34TH FL
NEW YORK,NY10118
13-2875808 501(C)(3) 20,000       GENERAL OPERATING SUPPORT
(149) SOCIETY OF ST JOHN THE EVANGELIST
980 MEMORIAL DR
CAMBRIDGE,MA02138
04-6040093 501(C)(3) 20,000       GENERAL OPERATING SUPPORT
(150) NATURAL RESOURCES DEFENSE COUNCIL INC
40 W 20TH ST
NEW YORK,NY10011
13-2654926 501(C)(3) 19,500       GENERAL OPERATING SUPPORT
(151) NEST INC
501 5TH AVENUE 1608
NEW YORK,NY10017
20-5450672 501(C)(3) 18,110       GENERAL OPERATING SUPPORT
(152) SEACOLOGY
1623 SOLANO AVE
BERKELEY,CA94707
87-0495235 501(C)(3) 18,000       GENERAL OPERATING SUPPORT
(153) PLANNED PARENTHOOD FEDERATION OF AMERICA
1110 VERMONT AVE NW SUTIE 300
WASHINGTON,DC20005
13-1644147 501(C)(3) 18,000       GENERAL OPERATING SUPPORT
(154) BACHUREI CHEMED OF LONG BEACH
PO BOX 389
LONG BEACH,NY11561
11-1864921 501(C)(3) 18,000       GENERAL OPERATING SUPPORT
(155) EPISCOPAL CITY MISSION
138 TREMONT ST
BOSTON,MA02111
66-6002639 501(C)(3) 18,000       GENERAL OPERATING SUPPORT
(156) NYOS CHARTER SCHOOL INCORPORATED
12301 N LAMAR BLVD
AUSTIN,TX78753
74-2860628 501(C)(3) 17,500       GENERAL OPERATING SUPPORT
(157) PONGO FUND
POBOX 8244
PORTLAND,OR97207
27-0646992 501(C)(3) 16,900       GENERAL OPERATING SUPPORT
(158) BLUE ENGINE INC
75 BROAD STREET SUITE 2900
NEW YORK,NY10004
27-1182991 501(C)(3) 16,000       GENERAL OPERATING SUPPORT
(159) THIRD SECTOR NEW ENGLAND CO THE CARROT PROJECT
2 BELMONT TERRACE
SOMERVILLE,MA02143
04-2261109 501(C)(3) 15,850       GENERAL OPERATING SUPPORT
(160) ST JAMES PARISH
3 MOUNTAIN ROAD
FARMINGTON,CT06032
06-0646602 501(C)(3) 15,500       GENERAL OPERATING SUPPORT
(161) NATURAL RESOURCES COUNCIL OF MAINE
3 WADE ST
AUGUSTA,ME04330
01-0270690 501(C)(3) 15,500       GENERAL OPERATING SUPPORT
(162) THE VERITAS FORUM
ONE BROADWAY 14TH FLOOR
CAMBRIDGE,MA02142
20-5616941 501(C)(3) 15,500       GENERAL OPERATING SUPPORT
(163) ANNA JULIA COOPER EPISCOPAL SCHOOL
2124 N 29TH ST
RICHMOND,VA23223
27-0407231 501(C)(3) 15,250       GENERAL OPERATING SUPPORT
(164) WORLD FAMILY FOUNDATION
5806 LOKELANI ROAD
KAPAA,HI96746
94-3261932 501(C)(3) 15,240       GENERAL OPERATING SUPPORT
(165) PATHFINDER INTERNATIONAL
9 GALEN ST SUITE 217
WATERTOWN,MA02472
53-0235320 501(C)(3) 15,181       GENERAL OPERATING SUPPORT
(166) SEATTLE INSIGHT MEDITATION SOCIETY
PO BOX 95817 SEATTLE
SEATTLE,WA98145
91-1919405 501(C)(3) 15,000       GENERAL OPERATING SUPPORT
(167) WASHINGTON CASH (COMMUNITY ALLIANCE FOR SELF HELP)
2100 24TH AVE S STE 380
SEATTLE,WA98144
91-1704028 501(C)(3) 15,000       GENERAL OPERATING SUPPORT
(168) PLANNED PARENTHOOD OF THE GREAT NORTHWEST
2001 EAST MADISON STREET
SEATTLE,WA98122
91-0686012 501(C)(3) 15,000       GENERAL OPERATING SUPPORT
(169) SAVE THE FROGS
PO BOX 2429
BERKELEY,CA94702
26-2655709 501(C)(3) 15,000       GENERAL OPERATING SUPPORT
(170) TD SINGH FOUNDATION
1556 FAIRWAY OAKS AVE
BANNING,CA92220
26-3758646 501(C)(3) 15,000       GENERAL OPERATING SUPPORT
(171) ALLIANCE FOR GLOBAL JUSTICE CO SURINAME INDIGENOUS HEALTH FUND
225 E 26TH ST SUITE 1
TUCSON,AZ85713
52-2094677 501(C)(3) 15,000       GENERAL OPERATING SUPPORT
(172) EDUCATE
PO BOX 12302
DENVER,CO80212
84-1648607 501(C)(3) 15,000       GENERAL OPERATING SUPPORT
(173) PRESBYTERIAN WORLD MISSION
100 WITHERSPOON ST
LOUISVILLE,KY40202
80-0473061 501(C)(3) 15,000       GENERAL OPERATING SUPPORT
(174) POPULATION COUNCIL
ONE DAG HAMMARSKJOLD PLAZA 9TH
FLOOR
NEW YORK,NY10017
13-1687001 501(C)(3) 15,000       GENERAL OPERATING SUPPORT
(175) RHODE ISLAND SCHOOL OF DESIGN
2 COLLEGE STREET
PROVIDENCE,RI02903
05-0258956 501(C)(3) 14,750       GENERAL OPERATING SUPPORT
(176) LITMUS PRESS CO ETHER SEA PROJECTS
925 BERGEN STREET SUITE 405
BROOKLYN,NY11238
20-1637770 501(C)(3) 14,000       GENERAL OPERATING SUPPORT
(177) FUSE INNOVATION FUND
1402 3RD AVE STE 310
SEATTLE,WA98101
87-0800705 501(C)(3) 13,200       GENERAL OPERATING SUPPORT
(178) MULTI-SERVICE EATING DISORDERS ASSOCIATION
288 WALNUT STREET SUITE 130
NEWTON,MA02460
04-3224394 501(C)(3) 13,000       GENERAL OPERATING SUPPORT
(179) THE JERICHO ROAD PROJECT
20 LEXINGTON ROAD
CONCORD,MA01742
82-0553404 501(C)(3) 13,000       GENERAL OPERATING SUPPORT
(180) FIDELITY CHARITABLE GIFT FUND
P O BOX 770001
CINCINNATI,OH45277
11-0303001 501(C)(3) 12,520       GENERAL OPERATING SUPPORT
(181) CONSERVATION NORTHWEST
1208 BAY STREET SUITE 201
BELLINGHAM,WA98225
94-3091547 501(C)(3) 12,500       GENERAL OPERATING SUPPORT
(182) NETWORK FOR GOOD
1140 CONNECTICUT AVENUE NW SUITE
700
WASHINGTON,DC20036
68-0480736 501(C)(3) 12,500       GENERAL OPERATING SUPPORT
(183) URBAN ALLIANCE
2030 Q STREET NW
WASHINGTON,DC20009
52-1938443 501(C)(3) 12,500       GENERAL OPERATING SUPPORT
(184) KQED INC
2601 MARIPOSA ST
SAN FRANCISCO,CA94110
94-1241309 501(C)(3) 12,000       GENERAL OPERATING SUPPORT
(185) UPAYA ZEN CENTER
1404 CERRO GORDO ROAD
SANTA FE,NM87501
85-0402649 501(C)(3) 12,000       GENERAL OPERATING SUPPORT
(186) MAKE-A-WISH FOUNDATION OF ILLINOIS
640 N LASALLE DRIVE SUITE 280
CHICAGO,IL60654
36-3422138 501(C)(3) 12,000       GENERAL OPERATING SUPPORT
(187) MOTHER OF DIVINE MERCY PARISH
4440 RUSSELL ST
DETROIT,MI48207
46-3024378 501(C)(3) 12,000       GENERAL OPERATING SUPPORT
(188) OBERLIN COLLEGE
173 W LORAIN STREET
OBERLIN,OH44074
34-0714363 501(C)(3) 11,500       GENERAL OPERATING SUPPORT
(189) ST STEPHEN AND THE INCARNATION
1525 NEWTON STREET NW
WASHINGTON,DC20010
53-0220713 501(C)(3) 10,846       GENERAL OPERATING SUPPORT
(190) CHORAL ARTS SOCIETY OF WASHINGTON
5225 WISCONSIN AVENUE NW SUITE 603
WASHINGTON,DC20015
52-0895826 501(C)(3) 10,700       GENERAL OPERATING SUPPORT
(191) ENGENDERHEALTH
440 NINTH AVENUE
NEW YORK,NY10001
13-1623838 501(C)(3) 10,300       GENERAL OPERATING SUPPORT
(192) ORGANIC CONSUMERS ASSOCIATION
6771 SOUTH SILVER HILL DRIVE
FINLAND,MN55603
41-1908341 501(C)(3) 10,250       GENERAL OPERATING SUPPORT
(193) DISCALCED INC
3 LAFAYETTE AVENUE
BROOKLYN,NY11217
13-3577394 501(C)(3) 10,250       GENERAL OPERATING SUPPORT
(194) LIVING WATER COMMUNITY CHURCH
206 OAKLEIGH AVE
HARRISBURG,PA17111
36-4510984 501(C)(3) 10,200       GENERAL OPERATING SUPPORT
(195) GI VOICE CO COFFEE STRONG
15107 UNION AVENUE SW
LAKEWOOD,WA98498
23-7045882 501(C)(3) 10,000       GENERAL OPERATING SUPPORT
(196) WHITE CENTER CDA - GOT GREEN
PO BOX 18794
SEATTLE,WA98118
72-1526567 501(C)(3) 10,000       GENERAL OPERATING SUPPORT
(197) OPPORTUNITY VILLAGE EUGENE
458 BLAIR BLVD
EUGENE,OR97402
46-0801991 501(C)(3) 10,000       GENERAL OPERATING SUPPORT
(198) CEM PRODUCTIONS
480 GATE 5 ROAD 250
SAUSALITO,CA94965
94-2876381 501(C)(3) 10,000       GENERAL OPERATING SUPPORT
(199) BOYS AND GIRLS CLUBS OF OAKLAND
3300 HIGH STREET
OAKLAND,CA94619
94-1279794 501(C)(3) 10,000       GENERAL OPERATING SUPPORT
(200) ALAMEDA COUNTY COMMUNITY FOOD BANK INC
PO BOX 2599
OAKLAND,CA94614
94-2960297 501(C)(3) 10,000       GENERAL OPERATING SUPPORT
(201) ASYLUM ACCESS
1611 TELEGRAPH AVE SUITE 1111
OAKLAND,CA94612
20-3642040 501(C)(3) 10,000       GENERAL OPERATING SUPPORT
(202) NAMASTE FOUNDATION
229 BRANNAN ST 3A
SAN FRANCISCO,CA94107
68-0159559 501(C)(3) 10,000       GENERAL OPERATING SUPPORT
(203) IDEOORG
PIER 28 ANNEX
SAN FRANCISCO,CA94105
27-3755556 501(C)(3) 10,000       GENERAL OPERATING SUPPORT
(204) BASELINE COMMUNITY CHURCH
4552 N TOWNE AVENUE
CLAREMONT,CA91711
95-4208084 501(C)(3) 10,000       GENERAL OPERATING SUPPORT
(205) VERDUGO HILLS HOSPITAL FOUNDATION
1812 VERDUGO ROAD
GLENDALE,CA91208
95-3247823 501(C)(3) 10,000       GENERAL OPERATING SUPPORT
(206) LIVELYHOODS
1313 INNES PLACE
VENICE,CA90291
27-1856081 501(C)(3) 10,000       GENERAL OPERATING SUPPORT
(207) NATIONAL DAY LABORER ORGANIZING NETWORK
675 S PARK VIEW ST SUITE B
LOS ANGELES,CA90057
20-8802586 501(C)(3) 10,000       GENERAL OPERATING SUPPORT
(208) WOMEN'S HEALTH
2855 VALMONT ROAD SUITE 200
BOULDER,CO80301
84-0645786 501(C)(3) 10,000       GENERAL OPERATING SUPPORT
(209) CAMELBACK VENTURES
643 MAGAZINE STREET SUITE 206
NEW ORLEANS,LA70130
46-3169470 501(C)(3) 10,000       GENERAL OPERATING SUPPORT
(210) GREATER KANSAS CITY COMMUNITY FOUNDATION
1055 BROADWAY SUITE 130
KANSAS CITY,MO64105
43-1152398 501(C)(3) 10,000       GENERAL OPERATING SUPPORT
(211) PARKVIEW FOUNDATION
2200 RANDALLIA DR
FORT WAYNE,IN46805
23-7220589 501(C)(3) 10,000       GENERAL OPERATING SUPPORT
(212) VISIBLE MEN ACADEMY INC
921 63RD AVENUE EAST
BRADENTON,FL34203
46-0930264 501(C)(3) 10,000       GENERAL OPERATING SUPPORT
(213) AKILAH INSTITUTE
109 N BRUSH STREET SUITE 300
TAMPA,FL33602
26-0770655 501(C)(3) 10,000       GENERAL OPERATING SUPPORT
(214) AMERICAN YOUTH SOCCER ORGANIZATION
PO BOX 541431
LAKE WORTH,FL33454
95-6205398 501(C)(3) 10,000       GENERAL OPERATING SUPPORT
(215) TAKE STOCK IN CHILDREN INC
8600 NW 36TH ST STE 500
MIAMI,FL33166
59-3331584 501(C)(3) 10,000       GENERAL OPERATING SUPPORT
(216) GEORGIA SOUTHWESTERN FOUNDATION INC
PO BOX 926
AMERICUS,GA31709
58-1386358 501(C)(3) 10,000       GENERAL OPERATING SUPPORT
(217) MOVE THIS WORLD
1130 BRADDOCK PLACE SUITE 600
ALEXANDRIA,VA22314
27-3175002 501(C)(3) 10,000       GENERAL OPERATING SUPPORT
(218) COLLEGETRACKS
5126 MANNING DRIVE
BETHESDA,MD20814
20-4499806 501(C)(3) 10,000       GENERAL OPERATING SUPPORT
(219) BETHESDA GREEN
4825 CORDELL AVE SUITE 200
BETHESDA,MD20814
26-1825747 501(C)(3) 10,000       GENERAL OPERATING SUPPORT
(220) INSTITUTE FOR POLICY STUDIES
1112 16TH STREET NW SUITE 600
WASHINGTON,DC20036
52-0788947 501(C)(3) 10,000       GENERAL OPERATING SUPPORT
(221) OSBORNE ASSOCIATION
809 WESTCHESTER AVE
BRONX,NY10455
13-5563028 501(C)(3) 10,000       GENERAL OPERATING SUPPORT
(222) CHURCH WORLD SERVICE INC
475 RIVERSIDE DR
NEW YORK,NY10115
13-4080201 501(C)(3) 10,000       GENERAL OPERATING SUPPORT
(223) SUSTAINABLE HEALTH ENTERPRISE
175 VARICK STREET 5TH FLOOR
NEW YORK,NY10014
30-0502122 501(C)(3) 10,000       GENERAL OPERATING SUPPORT
(224) ACUMEN INC
76 NINTH AVENUE SUITE 315
NEW YORK,NY10011
13-4166228 501(C)(3) 10,000       GENERAL OPERATING SUPPORT
(225) LAMBDA LEGAL DEFENSE AND EDUCATION FUND INC
120 WALL STREET SUITE 1500
NEW YORK,NY10005
23-7395681 501(C)(3) 10,000       GENERAL OPERATING SUPPORT
(226) PENCILS OF PROMISE
37 W 28TH STREET 3RD FLOOR
NEW YORK,NY10001
26-3618722   10,000       GENERAL OPERATING SUPPORT
(227) HUMAN RIGHTS FIRST
333 SEVENTH AVENUE 13TH FLOOR
NEW YORK,NY10001
13-3116646 501(C)(3) 10,000       GENERAL OPERATING SUPPORT
(228) SHANTI BHAVAN CHILDRENS PROJECT
121 HAWKINS PLACE PMB 192
BOONTON,NJ07005
26-4188445 501(C)(3) 10,000       GENERAL OPERATING SUPPORT
(229) CONNECTICUT APPLESEED CENTER FOR LAW & JUSTICE INC
25 DUDLEY ROAD
WILTON,CT06897
06-1501061 501(C)(3) 10,000       GENERAL OPERATING SUPPORT
(230) MCCOURT MEMORIAL GARDEN
PO BOX 1102
NEW LONDON,CT06320
61-1441335 501(C)(3) 10,000       GENERAL OPERATING SUPPORT
(231) MAINE GRAIN ALLIANCE
PO BOX 2060
SKOWHEGAN,ME04976
27-3965554 501(C)(3) 10,000       GENERAL OPERATING SUPPORT
(232) WASHINGTON HANCOCK COMMUNITY AGENCY
248 BUCKSPORT RD
ELLSWORTH,ME04605
23-7226828 501(C)(3) 10,000       GENERAL OPERATING SUPPORT
(233) MAINE FAMILY PLANNING
PO BOX 587
AUGUSTA,ME04332
01-0317679 501(C)(3) 10,000       GENERAL OPERATING SUPPORT
(234) MID COAST HUNGER PREVENTION PROGRAM
84A UNION STREET
BRUNSWICK,ME04011
01-0492643 501(C)(3) 10,000       GENERAL OPERATING SUPPORT
(235) GORDON RESEARCH CONFERENCES
512 LIBERTY LANE
WEST KINGSTON,RI02892
26-0150662 501(C)(3) 10,000       GENERAL OPERATING SUPPORT
(236) MINDS MENTAL ILLNESS AND NEUROLOGICAL DISORDERS FOUNDATION INC
231 PINE HILL CIRCLE
WALTHAM,MA02451
27-3235419 501(C)(3) 10,000       GENERAL OPERATING SUPPORT
(237) PHILLIPS BROOKS HOUSE ASSOCIATION
1 NORTH HARVARD YARD
CAMBRIDGE,MA02138
04-6046123 501(C)(3) 10,000       GENERAL OPERATING SUPPORT
(238) STAND FOR CHILDREN
38 CHAUNCY STREET SUITE 700
BOSTON,MA02110
52-1957214 501(C)(3) 10,000       GENERAL OPERATING SUPPORT
(239) CENTER FOR INDEPENDENT DOCUMENTARY
680 SOUTH MAIN STREET
SHARON,MA02067
04-2738458 501(C)(3) 10,000       GENERAL OPERATING SUPPORT
(240) COOPERATIVE DEVELOPMENT INSTITUTE
PO BOX 422
SHELBURNE FLS,MA01370
04-3241596 501(C)(3) 10,000       GENERAL OPERATING SUPPORT
(241) SAVE THE CHILDREN FEDERATION INC
501 KINGS HIGHWAY EAST
FAIRFIELD,CT06825
06-0726487 501(C)(3) 9,500       GENERAL OPERATING SUPPORT
(242) TRINITY CHURCH IN THE CITY OF BOSTON
206 CLARENDON STREET
BOSTON,MA02116
04-1913340 501(C)(3) 9,500       GENERAL OPERATING SUPPORT
(243) FRIENDS OF HOSPICE AFRICA USA INC
PO BOX 98
SOUTH WOODSTOCK,VT05071
04-3849257 501(C)(3) 9,250       GENERAL OPERATING SUPPORT
(244) PEARL CHURCH
PO BOX 3202
PORTLAND,OR97208
93-1307755 501(C)(3) 9,000       GENERAL OPERATING SUPPORT
(245) LARKIN STREET YOUTH SERVICES
701 SUTTER STREET SUITE 2
SAN FRANCISCO,CA94109
94-2917999 501(C)(3) 9,000       GENERAL OPERATING SUPPORT
(246) WEST SHORE EVANGELICAL FREE CHURCH
1345 WILLIAMS GROVE RD
MECHANICSBURG,PA17055
23-1970373 501(C)(3) 9,000       GENERAL OPERATING SUPPORT
(247) FRIENDS OF THE WORLD FOOD PROGRAM
1725 EYE STREET NW SUITE 510
WASHINGTON,DC20006
13-3843435 501(C)(3) 8,900       GENERAL OPERATING SUPPORT
(248) INNOCENCE PROJECT
40 WORTH ST SUITE 701
NEW YORK,NY10013
32-0077563 501(C)(3) 8,500       GENERAL OPERATING SUPPORT
(249) SOUTHERN POVERTY LAW CENTER INC
400 WASHINGTON AVENUE
MONTGOMERY,AL36104
63-0598743 501(C)(3) 8,450       GENERAL OPERATING SUPPORT
(250) TEMPLE SHALOM
8401 GRUBB ROAD
CHEVY CHASE,MD20815
52-0729006 501(C)(3) 8,300       GENERAL OPERATING SUPPORT
(251) MERCY CORPS
45 SW ANKENY ST
PORTLAND,OR97204
91-1148123 501(C)(3) 8,000       GENERAL OPERATING SUPPORT
(252) THE BRANSON SCHOOL
39 FERNHILL AVE
ROSS,CA94957
94-0338330 501(C)(3) 8,000       GENERAL OPERATING SUPPORT
(253) HARTNELL COLLEGE FOUNDATION
411 CENTRAL AVE
SALINA,CA93901
94-2781664 501(C)(3) 8,000       GENERAL OPERATING SUPPORT
(254) FAITH EVANGELICAL CHURCH
3145 SWEETWATER DRIVE
BILLINGS,MT59102
81-0364865 501(C)(3) 8,000       GENERAL OPERATING SUPPORT
(255) UNIVERSITY OF NORTH CAROLINA AT WILMINGTON
601 S COLLEGE RD
WILMINGTON,NC28403
56-6050338 501(C)(3) 8,000       GENERAL OPERATING SUPPORT
(256) SANDY SPRINGS CHRISTIAN CHURCH
301 JOHNSON FERRY ROAD NW
SANDY SPRINGS,GA30328
58-1083769 501(C)(3) 7,800       GENERAL OPERATING SUPPORT
(257) OXFAM AMERICA
PO BOX 1211
ALBERT LEE,MN56007
23-7069110 501(C)(3) 7,575       GENERAL OPERATING SUPPORT
(258) PROGRAM FOR APPROPRIATE TECHNOLOGY IN HEALTH (PATH) FUND
PO BOX 900922
SEATTLE,WA98109
91-1157127 501(C)(3) 7,500       GENERAL OPERATING SUPPORT
(259) BERKELEY EAST BAY HUMANE SOCIETY
2700 NINTH STREET
BERKELEY,CA94710
94-1347069 501(C)(3) 7,500       GENERAL OPERATING SUPPORT
(260) DREAM CORPS UNLIMITED
PO BOX 7775 88178
SAN FRANCISCO,CA94120
46-4911568 501(C)(3) 7,500       GENERAL OPERATING SUPPORT
(261) NATUREBRIDGE
28 GEARY STREET SUITE 650
SAN FRANCISCO,CA94108
94-2145930 501(C)(3) 7,500       GENERAL OPERATING SUPPORT
(262) CROSSROADS CHURCH
2601 BORDER ST
NORWALK,IA50211
38-3793632 501(C)(3) 7,500       GENERAL OPERATING SUPPORT
(263) DENISON UNIVERSITY
PO BOX 716
GRANVILLE,OH49023
31-4379459 501(C)(3) 7,500       GENERAL OPERATING SUPPORT
(264) ST LUKES EPISCOPAL CHURCH
170 COUNCILL STREET
BOONE,NC28607
23-7361925 501(C)(3) 7,500       GENERAL OPERATING SUPPORT
(265) WAKE FOREST UNIVERSITY ATHLETICS
499 DEACON BLVD
WINSTONSALEM,NC27105
56-0532138 501(C)(3) 7,500       GENERAL OPERATING SUPPORT
(266) ST ALBANS SCHOOL
MOUNT ST ALBAN
WASHINGTON,DC20016
53-0196604 501(C)(3) 7,500       GENERAL OPERATING SUPPORT
(267) HOUSE OF RUTH
5 THOMAS CIRCLE NW
WASHINGTON,DC20005
52-1054102 501(C)(3) 7,500       GENERAL OPERATING SUPPORT
(268) FLORIDA HOSPITAL SEVENTH-DAY ADVENTIST CHURCH
2800 N ORANGE AVE
ORLANDO,FL11111
59-3039337 501(C)(3) 7,500       GENERAL OPERATING SUPPORT
(269) WEILL CORNELL MEDICAL COLLEGE
520 EAST 70TH ST
NEW YORK,NY10021
15-0532082 501(C)(3) 7,500       GENERAL OPERATING SUPPORT
(270) PHYSICIANS FOR REPRODUCTIVE HEALTH
55 WEST 39TH ST SUITE 1001
NEW YORK,NY10018
13-3693391 501(C)(3) 7,500       GENERAL OPERATING SUPPORT
(271) NEW YORK STUDIO SCHOOL OF DRAWING PAINTING & SCULPTURE INC
8 W 8TH ST
NEW YORK,NY10011
13-6167281 501(C)(3) 7,500       GENERAL OPERATING SUPPORT
(272) MAINE FARMLAND TRUST
97 MAIN STREET
BELFAST,ME04915
01-0528014 501(C)(3) 7,500       GENERAL OPERATING SUPPORT
(273) AMERICAN RED CROSS DISASTER RELIEF FUND
AMERICAN RED CROSS PO BOX 37243
WASHINGTON,DC20013
53-0196605 501(C)(3) 7,250       GENERAL OPERATING SUPPORT
(274) WELL OF MERCY
181 MERCY LANE
HAMPTONVILLE,NC27020
56-2156763 501(C)(3) 7,000       GENERAL OPERATING SUPPORT
(275) CONNECTICUT FOOD BANK INC
PO BOX 8686
NEW HAVEN,CT06531
06-1063025 501(C)(3) 7,000       GENERAL OPERATING SUPPORT
(276) ST ANSELM PARISH
17650 W OUTER DRIVE
DEARBORN HEIGHTS,MI48127
53-0196617 501(C)(3) 6,750       GENERAL OPERATING SUPPORT
(277) COMIT NOVIEMBRE
45 EAST HARTSDALE AVENUE SUITE 3L
HARTSDALE,NY10530
56-2525337 501(C)(3) 6,500       GENERAL OPERATING SUPPORT
(278) INTERNATIONAL RESCUE COMMITTEE INC
122 E 42ND ST 11TH FLOOR
NEW YORK,NY10168
13-5660870 501(C)(3) 6,252       GENERAL OPERATING SUPPORT
(279) CITY HARVEST INC
6 EAST 32ND STREET 5TH FLOOR
NEW YORK,NY10016
13-3170676 501(C)(3) 6,250       GENERAL OPERATING SUPPORT
(280) CAPITAL AREA FOOD BANK
645 TAYLOR ST NE
WASHINGTON,DC20017
52-1167581 501(C)(3) 6,150       GENERAL OPERATING SUPPORT
(281) SOCIAL VENTURE PARTNERS SEATTLE
220 2ND AVE S STE 300
SEATTLE,WA98104
91-1894424 501(C)(3) 6,000       GENERAL OPERATING SUPPORT
(282) FUTUREWISE
816 SECOND AVE SUITE 200
SEATTLE,WA98104
91-1539831 501(C)(3) 6,000       GENERAL OPERATING SUPPORT
(283) ALLIANCE FOR EDUCATION
509 OLIVE WAY STE 220
SEATTLE,WA98101
91-1508191 501(C)(3) 6,000       GENERAL OPERATING SUPPORT
(284) THE COMMUNITY FOUNDATION OF BOULDER COLORADO
1123 SPRUCE STREET
BOULDER,CO80302
84-1171836 501(C)(3) 6,000       GENERAL OPERATING SUPPORT
(285) MCMURRY UNIVERSITY
1 MCMURRY BOX 938
ABILENE,TX79697
75-0855633 501(C)(3) 6,000       GENERAL OPERATING SUPPORT
(286) ONE HORIZON INSTITUTE
108 W HIGH ST
LEXINGTON,KY40507
45-4182415 501(C)(3) 6,000       GENERAL OPERATING SUPPORT
(287) AMERICAN DANCE FESTIVAL
POBOX 90772
DURHAM,NC27708
06-0932294 501(C)(3) 6,000       GENERAL OPERATING SUPPORT
(288) AUDUBON NATURALIST SOCIETY
8940 JONES MILL RD
CHEVY CHASE,MD20815
53-0233715 501(C)(3) 6,000       GENERAL OPERATING SUPPORT
(289) INTERNATIONAL PLANNED PARENTHOOD FEDERATION
125 MAIDEN LANE FL 9
NEW YORK,NY10273
13-1845455 501(C)(3) 6,000       GENERAL OPERATING SUPPORT
(290) MAINE ORGANIC FARMERS AND GARDENERS ASSOCIATION
PO BOX 170
UNITY,ME04988
01-6048322 501(C)(3) 6,000       GENERAL OPERATING SUPPORT
(291) FOSTER PARROTS LTD
PO BOX 650
ROCKLAND,MA02370
04-3458267 501(C)(3) 6,000       GENERAL OPERATING SUPPORT
(292) ST JOHN'S EPISCOPAL CHURCH
3427 OLNEY LAYTONSVILLE ROAD
OLNEY,MD20830
52-0740631 501(C)(3) 5,800       GENERAL OPERATING SUPPORT
(293) GRANTHAM BIC CHURCH
421 GRANTHAM RD
MECHANICSBURG,PA17055
25-1789166 501(C)(3) 5,750       GENERAL OPERATING SUPPORT
(294) UNITY SCHOOL OF CHRISTIANITY
1901 NW BLUE PARKWAY
LESS SUMMIT,MO64065
44-0546000 501(C)(3) 5,500       GENERAL OPERATING SUPPORT
(295) UNIVERSITY OF MICHIGAN PROGRAM FOR NEUROLOGY RESEARCH & DISCOVERY
1000 OAKBROOK DRIVE SUITE 100
ANN ARBOR,MI48104
38-6006309 501(C)(3) 5,500       GENERAL OPERATING SUPPORT
(296) ST PIUS X CATHOLIC CHURCH
717 18TH ST W
BILLINGS,MT59102
81-6007624 501(C)(3) 5,300       GENERAL OPERATING SUPPORT
(297) DEFENDERS OF WILDLIFE
1130 17TH STREET NW
WASHINGTON,DC20036
53-0183181 501(C)(3) 5,250       GENERAL OPERATING SUPPORT
(298) FOOD & WATER WATCH
1616 P STREET NW SUITE 300
WASHINGTON,DC20036
32-0160439 501(C)(3) 5,250       GENERAL OPERATING SUPPORT
(299) FJC
520 8TH AVE 20TH FLOOR
NEW YORK,NY10018
13-3848582 501(C)(3) 5,250       GENERAL OPERATING SUPPORT
(300) GOOD SHEPHERD FOOD BANK
3121 HOTEL ROAD
AUBURN,ME04210
22-2986809 501(C)(3) 5,250       GENERAL OPERATING SUPPORT
(301) PINE STREET INN
444 HARRISON AVE
BOSTON,MA02118
04-2516093 501(C)(3) 5,250       GENERAL OPERATING SUPPORT
(302) CONGREGATION BETH EL
1301 OXFORD STREET
BERKELEY,CA94703
94-6030626 501(C)(3) 5,200       GENERAL OPERATING SUPPORT
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
300
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
2
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2014

Schedule I (Form 990) 2014
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. 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) 2014


Additional Data


Software ID:  
Software Version:  


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 Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
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), 501(c)(4), and 501(c)(29) organizations 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) 2014

Schedule J (Form 990) 2014
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 in column(B) reported as deferred in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
1TIMOTHY FREUNDLICHPRESIDENT (i)
(ii)
160,150
...............................
0
0
...............................
0
25,359
...............................
0
12,812
...............................
0
840
...............................
0
199,161
...............................
0
0
...............................
0
Schedule J (Form 990) 2014

Schedule J (Form 990) 2014
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) 2014

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
2014
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 159 36,222,174 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) (2014)
Schedule M (Form 990) (2014)
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 RATHER THAN THE TOTAL NUMBER OF SHARES RECEIVED.
Schedule M (Form 990) (2014)
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 990-EZ 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
2014
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 2014.
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 90,502.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2014

Additional Data


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

Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet
Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
IMPACTASSETSINC
 
Employer identification number

26-2048480
Part I
Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Total income


(e)
End-of-year assets


(f)
Direct controlling
entity











Part II
Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Exempt Code section


(e)
Public charity status
(if section 501(c)(3))

(f)
Direct controlling
entity

(g)
Section 512(b)(13) controlled entity?
Yes No
(1) CORDES FOUNDATION
7315 WISCONSIN AVE 1000W

BETHESDA,MD20814
25-1926063
SUPPORTING ORGANIZATION CA 501(C)(3) LINE 11A, I N/A
 
No












For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2014
Schedule R (Form 990) 2014
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



(b)
Primary activity




(c)
Legal
domicile
(state or foreign
country)


(d)
Direct controlling
entity



(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




(g)
Share of end-of-year
assets



(h)
Disproprtionate allocations?




(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
(j)
General or
managing
partner?



(k)
Percentage
ownership


Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Type of entity
(C corp, S corp,
or trust)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Percentage
ownership
(i)
Section 512(b)(13) controlled entity?
Yes No












Schedule R (Form 990) 2014
Schedule R (Form 990) 2014
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
No
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
Yes
 
f Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1n
Yes
 
o Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
 
No
q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
 
No
r Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
 
No
s Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved





Schedule R (Form 990) 2014
Schedule R (Form 990) 2014
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations?
(f)
Share of total income




(g)
Share of
end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership


Yes No Yes No Yes No






























Schedule R (Form 990) 2014
Schedule R (Form 990) 2014
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
Schedule R (Form 990) 2014
Additional Data


Software ID:  
Software Version: