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Invesco Foundation is a private corporation based in ATLANTA, GA. The foundation received its IRS ruling in 1997. The principal officer is Aim Management Group Inc.. It holds total assets of $10M. Annual income is reported at $1.4M. Total assets have grown from $1.3M in 2011 to $10.2M in 2023. The foundation is governed by 8 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2017 to 2023. The foundation primarily funds organizations in Georgia, New Jersey and Illinois. According to available records, Invesco Foundation has made 7 grants totaling $556K, with a median grant of $100K. Annual giving has grown from $36K in 2022 to $520K in 2023. Individual grants have ranged from $36K to $100K, with an average award of $79K. The foundation has supported 7 unique organizations. Grants have been distributed to organizations in Georgia and Texas and Tennessee. Contributions to this foundation are tax-deductible.
Smallest Grant
$10K
Median Grant
$10K
Average Grant
$12K
Largest Grant
$15K
Based on 3 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Invesco Foundation primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 7 grants. Its grantmaking reaches organizations primarily in GA, TX, TN.
Invesco Foundation has distributed a total of $556K across 7 grants. The median grant size is $100K, with an average of $79K. Individual grants have ranged from $36K to $100K.
Invesco Foundation typically selects its grantees rather than accepting unsolicited proposals.
Invesco Foundation is headquartered in ATLANTA, GA. While based in GA, the foundation distributes grants to organizations across 3 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Andrew Blocker | Trustee | $0 | $0 | N/A |
| Allison Dukes | Trustee | $0 | $0 | N/A |
| Jeffrey H Kupor | Trustee | $0 | $0 | N/A |
| Andrew R Schlossberg | Trustee | $0 | $0 | N/A |
| Martin Flanagan | Trustee | $0 | $0 | N/A |
| Jennifer Krevitt | Trustee | $0 | $0 | N/A |
| Kellie Schonberg | CEO | $0 | $0 | N/A |
| Anne Gerry | Secretary | $0 | $0 | N/A |
Total Giving
$578K
Total Assets
$10.2M
Fair Market Value
$10.5M
Net Worth
$10.2M
Grants Paid
$520K
Contributions
$4K
Net Investment Income
$220K
Distribution Amount
$504K
Total: $7.1M
Total Grants
7
Total Giving
$556K
Average Grant
$79K
Median Grant
$100K
Unique Recipients
7
Most Common Grant
$100K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Westside Future FundNext Chapter campaign | Atlanta, GA | $100K | 2023 |
| Atlanta Police Foundation IncDonation to the At-Promise Center | Atlanta, GA | $100K | 2023 |
| Southern Methodist UniversityGrant Cox School of Business | Dallas, TX | $100K | 2023 |
| Shepherd Center IncPursuing Possible campaign | Atlanta, GA | $100K | 2023 |
| Rock The Street Wall StreetThree sponsored schools | Nashville, TN | $75K | 2023 |
| Atlanta Youth Academies IncGeneral support and student scholarship | Atlanta, GA | $45K | 2023 |
| Cristo Rey Atlanta Jesuit High School IncFinancial calculators and cases and general support | Atlanta, GA | $36K | 2022 |
ATLANTA, GA
ATLANTA, GA
ATLANTA, GA