Investments & Wealth Foundation

Analysis

Investments & Wealth Foundation is a registered charity in United States, based in Greenwood VLG, CO. It received its IRS tax-exemption ruling in May 2022, 4 years ago. Its declared purposes cover education, which this site groups under education and training. The IRS classifies it as a publicly supported organisation (donations from the general public) under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending December 2023, Investments & Wealth Foundation reported income of $328k and spending of $260k, leaving 21% of income unspent that year. Across the 2 years on record, from December 2022 to December 2023, income grew from $317k to $328k (+3.4%), an average of +3.4% a year. Over the whole period it spent 88% of the income it received.

Among 66,972 United States charities whose main cause is education and training and that reported income, Investments & Wealth Foundation sits at the 62nd percentile: it is larger than about 62% of them. Against every charity in United States with reported income it ranks in the 63rd percentile, and in the 60th percentile within CO. Charities of a similar size with the same main cause include PTA California Congress of Parents Teachers & Students Inc ($327k), Black Alabamians for Educational Options ($328k) and Independent Publishing Resource Center Inc ($327k).

On its Form 990 for the period ending December 2023, revenue came from contributions and grants 100% of the total. Other salaries and wages came to $17k. At year end it held assets of $139k against liabilities of $65k, net assets of $74k.