INVESTMENTS & WEALTH FOUNDATION
Data sourced from IRS 990 public filings
INVESTMENTS & WEALTH FOUNDATION TO CONVEY SCHOLARSHIPS AND TUITION ASSISTANCE TO QUALIFIED INDIVIDUALS.
INVESTMENTS & WEALTH FOUNDATION has received 4 grants from 3 known foundation funders. Revenue decreased from $327,522 in 2023 to $143,039 in 2024. Most recent reported revenue: $143,039.
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
GREENWOOD VILLAGE, CO
PALO ALTO, CA
PALO ALTO, CA
MILWAUKEE, WI
Key Personnel
From 2024 IRS 990 filing
SEAN WALTERS
IWI CEO
ANGELA LUTTERMAN
TREASURER (THROUGH JUNE 2024)
APRIL FERRELL
IW FOUNDATION EXECUTIVE DIRECTOR
SANDRA GARCIA
TREASURER (AS OF JULY 2024)
ELIZABETH ANDERSON
CHAIR
DESIREE MALDONADO
VICE CHAIR
EILIN CABUTTO
DIRECTOR
IRA COX
DIRECTOR
LUCRECE DOSSOU
DIRECTOR
JOHN GRANZOW
DIRECTOR
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Frequently Asked Questions
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