Invesco Foundation
- Assets
- $10.2m
- Revenue
- -$865.9k
- Investments
- $7.1m
- Employees
- 0
- Location
- Atlanta, GA
- Founding
- 10/1997
- Data as of
- 12/2023
- EIN
- 76-0522586
Organization Overview
Invesco Foundation is located in Atlanta, GA. The organization was established in 1997. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Invesco Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
Since 2018, Invesco Foundation has awarded 14 individual grants totaling $684,698. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Kellie Schonberg CEO | 1 | $0 | |
Anne Gerry Secretary | 1 | $0 | |
Andrew Blocker Trustee | 1 | $0 | |
Allison Dukes Trustee | 1 | $0 | |
Jeffrey H Kupor Trustee | 1 | $0 | |
Andrew R Schlossberg Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $3,601 |
| Interest on Savings | $685 |
| Dividends & Interest | $255,066 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | -$1,125,269 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | -$865,917 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $20,000 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $2,077 |
| Total operating and administrative expenses | $58,366 |
| Contributions, gifts, grants paid | $520,000 |
| Total expenses and disbursements | $578,366 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $3,114,549 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $10,170,909 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Invesco Foundation has awarded $520,000 in support to 6 organizations.
| Grant Recipient | Amount |
|---|---|
ATLANTA POLICE FOUNDATION INC PURPOSE: DONATION TO THE AT-PROMISE CENTER | $100,000 |
ATLANTA YOUTH ACADEMIES INC PURPOSE: GENERAL SUPPORT AND STUDENT SCHOLARSHIP | $45,000 |
ROCK THE STREET WALL STREET PURPOSE: THREE SPONSORED SCHOOLS | $75,000 |
SHEPHERD CENTER INC PURPOSE: PURSUING POSSIBLE CAMPAIGN | $100,000 |
SOUTHERN METHODIST UNIVERSITY PURPOSE: GRANT COX SCHOOL OF BUSINESS | $100,000 |
WESTSIDE FUTURE FUND PURPOSE: NEXT CHAPTER CAMPAIGN | $100,000 |