funder-graph › Recipients
Who funds Investments & Wealth Foundation
EIN 87-4617128 · Greenwood Vlg, CO · NTEE B82
Investments & Wealth Foundation of Greenwood Vlg, CO (EIN 87-4617128) was named as a grant recipient by 3 funders in 5 grants paid totaling $510,520 in tax years 2022–2024, as reported on the funders' Forms 990-PF and 990 Schedule I. Each edge was resolved to this EIN at the match tier shown. Dataset version 2026.09.0, built 2026-09-03.
Grants received
$510,520
5 grants paid
Funders
3
distinct grantmakers
Tax years
2022–2024
as reported by funders
Funders
| Funder | State | Match | Grants | Total paid | Latest year |
|---|---|---|---|---|---|
| Investment Management Consultants Association Inc 84-1009166 | CO | A | 3 | $500,000 | 2024 |
| Schwab Charitable Fund 31-1640316 | CO | A | 1 | $10,000 | 2023 |
| Baird Foundation Inc 39-6107937 | WI | B | 1 | $520 | 2022 |
Match tier: A Reported EIN · B Exact name and place · C Strong name match · D Probable name match · U Unresolved. Tiers C and D are inferred, not reported; see how matching works.
Grants
The 5 most recent grants naming this organization.
| Tax year | Funder | Recipient | Match | Amount | Type | Purpose | Source filing |
|---|---|---|---|---|---|---|---|
| 2024 | Investment Management Consultants Association Inc | Investments and Wealth Foundation Greenwood Village, CO | A | $100,000 | paid | GENERAL SUPPORT | 202503219349313930 |
| 2023 | Investment Management Consultants Association Inc | Investments and Wealth Foundation Greenwood Village, CO | A | $200,000 | paid | GENERAL SUPPORT | 202413169349305576 |
| 2023 | Schwab Charitable Fund | Investments & Wealth Foundation Greenwood Vlg, CO | A | $10,000 | paid | EDUCATION | 202411039349301716 |
| 2022 | Investment Management Consultants Association Inc | Investments and Wealth Foundation Greenwood Village, CO | A | $200,000 | paid | GENERAL SUPPORT | 202323199349314917 |
| 2022 | Baird Foundation Inc | Investments & Wealth Foundation Greenwood Village, CO | B | $520 | paid | PROFESSIONAL | 202341359349105924 |
Match tier: A Reported EIN · B Exact name and place · C Strong name match · D Probable name match · U Unresolved. Tiers C and D are inferred, not reported; see how matching works.
Recipient matching for this dataset version has not yet completed its independent precision check. Tier A rows carry the EIN the filer reported; tiers B–D are inferred and should be read as leads until the check is published on the methodology page.
Derived from IRS Form 990-PF and Form 990 Schedule I e-file XML filed by the funders shown; this organization's identity from the IRS Exempt Organizations Business Master File. Dataset version 2026.09.0, built 2026-09-03. The rows as Parquet: manifest.
The same organization elsewhere in the program: exempt status and filing health · federal awards · grant guidance · open opportunities.
This is informational only, derived from public data on the dates shown. It is not an eligibility determination, and not legal, tax, or accounting advice. Verify against the official source before relying on it.