EIN 47-3894644

Girls Who Invest (GWI)

IRS 501(c) type
501(c)(3)
Num. employees
20
Year formed
2015
Most recent tax filings
2023-09-01
NTEE code, primary
Description
Girls Who Invest (“GWI”) is organization founded in 2015 dedicated to increasing the number of women in portfolio management and executive leadership in the asset management industry.
Total revenues
$13,520,252
2023
Total expenses
$7,991,313
2023
Total assets
$22,797,882
2023
Num. employees
20
2023

Program areas at GWI

Summer intensive program: summer intensive program is an intensive 4 week academic training program that provides core finance and investment concepts taught by leading educational partners. Upon completion of the academic training, scholars receive a 7 week paid internship at a leading asset management firm.
Alumni career institute: beyond the summer intensive and online intensive programs, gwi provides opportunities for ongoing professional development, training, and community-building for our alumni community. The alumni career institute is supported by three pillars, career placement and advisory, career preparation, and career community and connection. These pillars are anchored in providing education, access, community, and connection for women and non-binary investors entering the investment management industry and aim to keep alumni engaged and retained in the industry, helping gwi get closer to our vision of having 30% of the world's investable capital managed by women and non-binary investors by 2030.
Online intensive program (oip): is a tuition-free, self-guided intensive learning experience that gives students a solid foundation in core finance and investment concepts at their own pace.

Who funds Girls Who Invest (GWI)

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
Robert Wood Johnson Foundation (RWJF)77656 Strengthening Girls Who Invest's Recruitment and Its Alumnae and Evaluation Activities To Attract More Women To the Investment Management Industry$296,762
The Blackbaud Giving FundGeneral Support$250,171
Apollo Opportunity FoundationGeneral Operating$250,000
...and 24 more grants received totalling $2,351,768

Personnel at GWI

NameTitleCompensation
Katherine Jollon ColsherPresident and Chief Executive Officer$429,500
Defossett MichelleChief Operating Officer$277,774
Mayela CalderonDirector of Development
James Clement CaldariseDirector Recruiter and Advertising$126,913
Maria Gracia Asayag, DirectorDirector of Recruiting and Admissions
...and 9 more key personnel

Financials for GWI

RevenuesFYE 09/2023
Total grants, contributions, etc.$13,204,977
Program services$0
Investment income and dividends$315,275
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$13,520,252

Form 990s for GWI

Fiscal year endingDate received by IRSFormPDF link
2023-092024-08-13990View PDF
2022-092023-08-04990View PDF
2021-092022-08-11990View PDF
2020-092021-08-04990View PDF
2019-122021-02-09990View PDF
...and 4 more Form 990s
Data update history
October 19, 2024
Received grants
Identified 6 new grant, including a grant for $250,171 from The Blackbaud Giving Fund
September 26, 2024
Posted financials
Added Form 990 for fiscal year 2023
September 25, 2024
Updated personnel
Identified 1 new personnel
September 22, 2024
Used new vendors
Identified 2 new vendors, including , and
September 22, 2024
Updated personnel
Identified 1 new personnel
Nonprofit Types
Social advocacy organizationsEmployment organizationsCharities
Issues
EducationHuman servicesWomen and girlsJobs and employment
Characteristics
National levelTax deductible donationsAccepts online donations
General information
Address
28 Liberty St FL6
New York, NY 10005
Metro area
New York-Newark-Jersey City, NY-NJ-PA
County
New York County, NY
Website URL
girlswhoinvest.org/ 
Phone
(917) 273-6889
Facebook page
girlwhoinvest 
Twitter profile
@girlswhoinvest 
IRS details
EIN
47-3894644
Fiscal year end
September
Taxreturn type
Form 990
Year formed
2015
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
J22: Employment Training
NAICS code, primary
813319: Social Advocacy Organizations
Parent/child status
Independent
California AB-488 details
AB 488 status
May Operate or Solicit for Charitable Purposes
Charity Registration status
Current
FTB status revoked
Not revoked
AG Registration Number
CT0271536
FTB Entity ID
None yet
AB 488 data last updated ("as-of") date
2024-12-31
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