Investments & Wealth Foundation

Public charity

DBA: % SEAN WALTERS

Other · GREENWOOD VLG, CO · EIN 87-4617128

990 Schedule R Part V

Money flows reported between this org and its related entities — transfers, loans, asset sales, shared services.

Related org	Transaction	Amount	Method
Investment Management Consultants Association INC	Loan (received)	$200K	Cash received
Investment Management Consultants Association INC	Dividends received	$120K	Balance due at year END

990 Schedule R

Tax-exempt orgs, partnerships, and other entities disclosed as related — parent / subsidiary / sister entities.

Name	Relationship	Activity	State	EIN
Investment Management Consultants Association INC	Related tax-exempt org	Investment and wealth education	CO	841009166