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EIN 87-4617128

Investments and Wealth Foundation

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Greenwood Village
State
Colorado
Year formed
2022
Most recent tax filings
2023-12-01
NTEE code, primary
B82: Scholarships, Student Financial Aid Services
Description
The Investments and Wealth Foundation conveys scholarships and tuition assistance to qualified individuals from underrepresented populations related to gender, race, ethnicity. Its primary role and scope is to convey financial aid to those who demonstrate financial need.
Related structure
Investments and Wealth Foundation is a subordinate organization under Investments and Wealth Institute.
Total revenues
$327,522
2023
Total expenses
$259,985
2023
Total assets
$138,917
2023
Num. employees
0
2023

Program areas at Investments and Wealth Foundation

The primary role and scope of the Investments & Wealth Foundation will be to convey scholarships and tuition assistance to qualified individuals who can demonstrate financial need and are from underrepresented populations related to gender, race, ethnicity, age, sexual preference, to underwrite the costs of cima, cpwa and rma certification.

Who funds Investments and Wealth Foundation

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
Investments and Wealth InstituteGeneral Support$200,000

Financials for Investments and Wealth Foundation

RevenuesFYE 12/2023
Total grants, contributions, etc.$327,522
Program services$0
Investment income and dividends$0
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$327,522
Data update history
March 7, 2025
Posted financials
Added Form 990 for fiscal year 2023
February 28, 2025
Updated personnel
Identified 5 new personnel
January 13, 2025
Received grants
Identified 1 new grant, including a grant for $200,000 from Investments and Wealth Institute
January 22, 2024
Posted financials
Added Form 990 for fiscal year 2022
January 22, 2024
Updated personnel
Identified 9 new personnel
Nonprofit Types
Civic / social organizationsSchoolsChapter / child organizationsCharities
Issues
Education
Characteristics
Provides scholarshipsTax deductible donationsNo full-time employeesAccepts online donations
General information
Address
5619 DTC Pkwy 600
Greenwood Village, CO 80111
Metro area
Denver-Aurora-Lakewood, CO
County
Arapahoe County, CO
Website URL
investmentsandwealth.org/foundation-about 
Phone
(303) 770-3377
IRS details
EIN
87-4617128
Fiscal year end
December
Taxreturn type
Form 990
Year formed
2022
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
B82: Scholarships, Student Financial Aid Services
NAICS code, primary
813410: Civic and Social Organizations
Parent/child status
Subordinate organization
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