Investments & Wealth Foundation

Organization Overview

Investments & Wealth Foundation is located in Greenwood Village, CO. According to its NTEE Classification (B82) the organization is classified as: Scholarships & Student Financial Aid, under the broad grouping of Education and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Investments & Wealth Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.

Mission & Program ActivityExcerpts From the 990 Filing

TAX YEAR

2022

Describe the Organization's Mission:

Part 3 - Line 1

TO CONVEY SCHOLARSHIPS AND TUITION ASSISTANCE TO QUALIFIED INDIVIDUALS.

Describe the Organization's Program Activity:

Part 3 - Line 4a

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.


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Board, Officers & Key Employees

Name (title)Compensation
Angela Lutterman
Secretary/treasurer
$0
Kevin Sanchez
Board Chair
$0
Dorothy Bossung
Director
$0
Ira Cox
Director
$0
Christine Gaze
Director
$0
Karen Heath-Wade
Director
$0

Financial Statements

Statement of Revenue
Federated campaigns$0
Membership dues$0
Fundraising events$36,267
Related organizations$200,000
Government grants $0
All other contributions, gifts, grants, and similar amounts not included above$80,508
Noncash contributions included in lines 1a–1f $0
Total Revenue from Contributions, Gifts, Grants & Similar$316,775
Total Program Service Revenue$0
Investment income $0
Tax Exempt Bond Proceeds $0
Royalties $0
Net Rental Income $0
Net Gain/Loss on Asset Sales $0
Net Income from Fundraising Events $0
Net Income from Gaming Activities $0
Net Income from Sales of Inventory $0
Miscellaneous Revenue$0
Total Revenue $316,775

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