INVESTMENTS & WEALTH FOUNDATION
Data sourced from IRS 990 public filings
INVESTMENTS & WEALTH FOUNDATION TO CONVEY SCHOLARSHIPS AND TUITION ASSISTANCE TO QUALIFIED INDIVIDUALS.
Local (City/County Level)
Direct Service Delivery
Low-Income/Economically Disadvantaged
Racial/Ethnic Minorities
Higher Education Access
Education
Racial Justice & Equity
Annual Revenue
$143,039
Known Funders
3
Grants Received
4
Financial History
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $143,039 | $168,852 | $163,532 |
| 2023 | $327,522 | $259,985 | $138,917 |
| 2022 | $316,775 | $310,279 | $126,536 |
Top Funders
INVESTMENT MANAGEMENT CONSULTANTS ASSOCIATION INC
GREENWOOD VILLAGE, CO
$200,000 (2023)
THE HOHBACH FAMILY FOUNDATION
PALO ALTO, CA
$10,000 (2022)
THE HOHBACH FAMILY FOUNDATION
PALO ALTO, CA
$5,000 (2021)
BAIRD FOUNDATION INC
MILWAUKEE, WI
$520 (2022)
Key Personnel
From 2024 IRS 990 filing
S
SEAN WALTERS
IWI CEO
Officer
A
ANGELA LUTTERMAN
TREASURER (THROUGH JUNE 2024)
Officer
A
APRIL FERRELL
IW FOUNDATION EXECUTIVE DIRECTOR
Officer
S
SANDRA GARCIA
TREASURER (AS OF JULY 2024)
Officer
E
ELIZABETH ANDERSON
CHAIR
Officer
D
DESIREE MALDONADO
VICE CHAIR
Officer
E
EILIN CABUTTO
DIRECTOR
I
IRA COX
DIRECTOR
L
LUCRECE DOSSOU
DIRECTOR
J
JOHN GRANZOW
DIRECTOR
Showing 10 of 12 key personnel.
Frequently Asked Questions
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