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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
2022-12-01
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
$316,775
2022
Total expenses
$310,279
2022
Total assets
$126,536
2022
Num. employees
0
2022

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

Personnel at Investments and Wealth Foundation

NameTitleCompensation
Sean WaltersChief Executive Officer$0
Angela LuttermanSecretary and Treasurer$0
Kevin SanchezBoard Chair$0

Financials for Investments and Wealth Foundation

RevenuesFYE 12/2022
Total grants, contributions, etc.$316,775
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$316,775

Form 990s for Investments and Wealth Foundation

Fiscal year endingDate received by IRSFormPDF link
2022-122023-11-14990View PDF
Data update history
January 22, 2024
Posted financials
Added Form 990 for fiscal year 2022
January 22, 2024
Updated personnel
Identified 9 new personnel
January 1, 2024
Used new vendors
Identified 1 new vendor, including
December 29, 2023
Received grants
Identified 1 new grant, including a grant for $200,000 from Investments and Wealth Institute
Nonprofit Types
Civic / social organizationsSchoolsChapter / child organizationsCharities
Issues
Education
Characteristics
Fundraising eventsProvides scholarshipsTax deductible donationsNo full-time employees
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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