Invesco Foundation

Atlanta, GA
Tax-exempt since Oct. 1997
EIN: 76-0522586

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$367k (2024)

Expenses

$564k (2024)

Total Assets

$9.97M (2024)

Total Liabilities

$0 (2024)

Years with missing data

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$367,133

Expenses

$563,999

Net Income

-$196,866

Net Assets

$9,974,043

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$41,217	11.2%
Dividends	$220,565	60.1%
Sales of Assets	$105,351	28.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$499,029	88.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,974,043
Total Liabilities	$0
Net Assets	$9,974,043

Compensation

Key Employees and Officers	Compensation	Other
Gwendolyn Smith (Secretary)	$0	$0
Andrew Blocker (Trustee)	$0	$0
Allison Dukes (Trustee)	$0	$0
Jeffrey H Kupor (Trustee)	$0	$0
Andrew R Schlossberg (Trustee)	$0	$0

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990-PF

Filed on May 14, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

-$865,917

Expenses

$578,366

Net Income

-$1,444,283

Net Assets

$10,170,909

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$3,601
Interest Revenue	$685
Dividends	$255,066
Sales of Assets	-$1,125,269
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$522,877	90.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$10,170,909
Total Liabilities	$0
Net Assets	$10,170,909

Compensation

Key Employees and Officers	Compensation	Other
Kellie Schonberg (Ceo)	$0	$0
Anne Gerry (Secretary)	$0	$0
Andrew Blocker (Trustee)	$0	$0
Allison Dukes (Trustee)	$0	$0
Jeffrey H Kupor (Trustee)	$0	$0
Andrew R Schlossberg (Trustee)	$0	$0
Martin Flanagan (Trustee)	$0	$0
Jennifer Krevitt (Trustee)	$0	$0

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990-PF

Filed on Oct. 2, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$10,568,095

Expenses

$38,118

Net Income

$10,529,977

Net Assets

$11,615,192

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$10,105,513	95.6%
Interest Revenue	$373	0.0%
Dividends	$217,445	2.1%
Sales of Assets	$244,764	2.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$37,368	98.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$11,615,192
Total Liabilities	$0
Net Assets	$11,615,192

Compensation

Key Employees and Officers	Compensation	Other
Kellie Schonberg (Trustee, Ceo)	$0	$0
Marty Flanagan (Trustee)	$0	$0
Andrew Schlossberg (Trustee)	$0	$0
Allison Dukes (Trustee)	$0	$0
Washington C Dender (Trustee)	$0	$0

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990-PF

Filed on Nov. 13, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$2,307

Expenses

$37,199

Net Income

-$34,892

Net Assets

$1,085,215

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,012	87.2%
Interest Revenue	$295	12.8%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$36,904	99.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,085,215
Total Liabilities	$0
Net Assets	$1,085,215

Compensation

Key Employees and Officers	Compensation	Other
Washington C Dender (Trustee)	$0	$0
Allison Dukes (Trustee)	$0	$0
Kellie Schonberg (Trustee)	$0	$0
Loren M Starr (Trustee)	$0	$0

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990-PF

Filed on Oct. 28, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$7,888

Expenses

$69,033

Net Income

-$61,145

Net Assets

$1,120,106

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$3,441	43.6%
Interest Revenue	$4,447	56.4%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$69,033	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,120,107
Total Liabilities	$1
Net Assets	$1,120,106

Compensation

Key Employees and Officers	Compensation	Other
Washington C Dender (Trustee)	$0	$0
Allison Dukes (Trustee)	$0	$0
Kellie Schonberg (Trustee)	$0	$0
Loren M Starr (Trustee)	$0	$0

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990-PF

Filed on Nov. 1, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$25,796

Expenses

$32,885

Net Income

-$7,089

Net Assets

$1,181,251

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,200	4.7%
Interest Revenue	$24,594	95.3%
Dividends	$0
Sales of Assets	$2	0.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$32,285	98.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,181,252
Total Liabilities	$1
Net Assets	$1,181,251

Compensation

Key Employees and Officers	Compensation	Other
Washington C Dender (Trustee)	$0	$0
Kellie Schonberg (Trustee)	$0	$0
Loren M Starr (Trustee)	$0	$0

990-PF

Filed on July 21, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$23,688

Expenses

$67,259

Net Income

-$43,571

Net Assets

$1,188,341

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$23,681	100.0%
Dividends	$0
Sales of Assets	$7	0.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$61,195	91.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,188,341
Total Liabilities	$0
Net Assets	$1,188,341

Compensation

Key Employees and Officers	Compensation	Other
Washington C Dender (Trustee)	$0	$0
Kellie Schonberg (Trustee)	$0	$0
Loren M Starr (Trustee)	$0	$0
Kevin M Carome (Former Trst.)	$0	$0

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990-PF

Filed on May 2, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$7,805

Expenses

$70,279

Net Income

-$62,474

Net Assets

$1,231,912

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7,732	99.1%
Dividends	$0
Sales of Assets	$73	0.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$61,930	88.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,231,912
Total Liabilities	$0
Net Assets	$1,231,912

Compensation

Key Employees and Officers	Compensation	Other
Kevin M Carome (Trustee)	$0	$0
Washington C Dender (Trustee)	$0	$0
Loren M Starr (Trustee)	$0	$0

990-PF

Filed on May 9, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2015

Revenue

$15,049

Expenses

$2,405

Net Income

$12,644

Net Assets

$1,288,233

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,305	8.7%
Dividends	$12,992	86.3%
Sales of Assets	$752	5.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$505	21.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,288,233
Total Liabilities	$0
Net Assets	$1,288,233

Compensation

Key Employees and Officers	Compensation	Other
Kevin M Carome (Trustee)	$0	$0
Washington C Dender (Trustee)	$0	$0
Loren M Starr (Trustee)	$0	$0

990-PF

Filed on June 13, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$14,180

Expenses

$3,327

Net Income

$10,853

Net Assets

$1,275,589

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$14,180	100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$504	15.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,275,589
Total Liabilities	$0
Net Assets	$1,275,589

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$14,545

Expenses

$3,011

Net Income

$11,534

Net Assets

$1,264,736

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$14,530	99.9%
Sales of Assets	$15	0.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$475	15.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,264,736
Total Liabilities	$0
Net Assets	$1,264,736

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$17,475

Expenses

$14,355

Net Income

$3,120

Net Assets

$1,253,202

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$19,632	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,023	35.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,253,202
Total Liabilities	$0
Net Assets	$1,253,202

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$218,691

Expenses

$2,115,012

Net Income

-$1,896,321

Net Assets

$1,250,082

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$111,755	51.1%
Sales of Assets	$106,936	48.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,085,720	98.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,250,082
Total Liabilities	$0
Net Assets	$1,250,082

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Invesco Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $367k (2024)

Expenses $564k (2024)

Total Assets $9.97M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Revenue

$367k (2024)

Expenses

$564k (2024)

Total Assets

$9.97M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001