Nonprofit · EIN 76-0522586
INVESCO FOUNDATION
Tax-exempt · ATLANTA, GA 30309
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $367,133 | $563,999 | -$196,866 | $9,974,043 | $0 | $9,974,043 |
| December 31, 2023 | 990-PF | -$865,917 | $578,366 | -$1,444,283 | $10,170,909 | $0 | $10,170,909 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $220,565
- Interest
- $41,217
- Net gain from sales of assets
- $105,351
Expenses
- Grants and similar amounts paid
- $480,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $499,029
- Excise tax on investment income
- $4,200
Balance sheet and other
- Total assets, start of year
- $10,170,909
- Total assets, end of year
- $9,974,043
- Total liabilities, end of year
- $0
- Net assets, end of year
- $9,974,043
- Fair market value of assets
- $11,020,198
- Qualifying distributions
- $499,029
- Net investment income
- $367,133
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Gwendolyn Smith 1331 Spring Street NW Suite 2500, Attn Corp Tax, Atlanta, GA 30309 | Secretary | 1 | $0 |
| Andrew Blocker 1331 Spring Street NW Suite 2500, Attn Corp Tax, Atlanta, GA 30309 | Trustee | 1 | $0 |
| Allison Dukes 1331 Spring Street NW Suite 2500, Attn Corp Tax, Atlanta, GA 30309 | Trustee | 1 | $0 |
| Jeffrey H Kupor 1331 Spring Street NW Suite 2500, Attn Corp Tax, Atlanta, GA 30309 | Trustee | 1 | $0 |
| Andrew R Schlossberg 1331 Spring Street NW Suite 2500, Attn Corp Tax, Atlanta, GA 30309 | Trustee | 1 | $0 |
990-PF for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kellie Schonberg 1331 Spring Street NW Suite 2500, Attn Corp Tax, Atlanta, GA 30309 | CEO | 1 | $0 |
| Anne Gerry 1331 Spring Street NW Suite 2500, Attn Corp Tax, Atlanta, GA 30309 | Secretary | 1 | $0 |
| Andrew Blocker 1331 Spring Street NW Suite 2500, Attn Corp Tax, Atlanta, GA 30309 | Trustee | 1 | $0 |
| Allison Dukes 1331 Spring Street NW Suite 2500, Attn Corp Tax, Atlanta, GA 30309 | Trustee | 1 | $0 |
| Jeffrey H Kupor 1331 Spring Street NW Suite 2500, Attn Corp Tax, Atlanta, GA 30309 | Trustee | 1 | $0 |
| Andrew R Schlossberg 1331 Spring Street NW Suite 2500, Attn Corp Tax, Atlanta, GA 30309 | Trustee | 1 | $0 |
| Martin Flanagan 1331 Spring Street NW Suite 2500, Attn Corp Tax, Atlanta, GA 30309 | Trustee | 1 | $0 |
| Jennifer Krevitt 1331 Spring Street NW Suite 2500, Attn Corp Tax, Atlanta, GA 30309 | Trustee | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1331 SPRING STREET NW, ATLANTA, GA 30309-3176
- In care of
- % AIM MANAGEMENT GROUP INC
- Signed the 990-PF
- Gwendolyn Smith, Secretary
- Phone
- (404) 439-3482
- Return prepared by
- Blazek & Vetterling
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Check at the IRS |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 76-0522586
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1997
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $20,006,832
- Income (IRS master file)
- $11,348,923
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $367,133 | $563,999 | $9,974,043 | IRS |
| 990-PF | December 2023 | -$865,917 | $578,366 | $10,170,909 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 76-0522586).
Questions about INVESCO FOUNDATION
- What is the EIN of INVESCO FOUNDATION?
- The employer identification number (EIN) of INVESCO FOUNDATION is 76-0522586.
- Is INVESCO FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to INVESCO FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does INVESCO FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of INVESCO FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did INVESCO FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of INVESCO FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
- How much revenue does INVESCO FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $367,133, expenses of $563,999 and total assets of $9,974,043 at year end.
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