Civic Intelligence

The Iwan Foundation

990PF • Fiscal year 2022 • EIN 20-0968193

Jan 01, 2022 to Dec 31, 2022 • Filed on Sep 13, 2023

Organization Profile
5317 Trails Bend CtSarasota, FL 34238

(312) 543-3346

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

1st percentile

-93579%

Higher net margin than 1% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

18th percentile

-24%

Faster asset growth than 18% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

2nd percentile

-100%

Faster revenue growth than 2% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$166,821

Down $53,409 (-24%) from 2021

Net Assets

Down

$166,821

Down $53,409 (-24%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin1st percentile

Revenue

Down

$24

Down $9,830 (-100%) from 2021

Expenses

Down

$22,483

Down $10,323 (-31%) from 2021

Net Income

Up

-$22,459

Up $493 (+2.1%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400K$300K$200K$100K$0Assets 2010: $251,616Liabilities 2010: $0Net Assets 2010: $251,6162010Assets 2011: $217,279Liabilities 2011: $02011Assets 2012: $286,107Liabilities 2012: $02012Assets 2013: $342,668Liabilities 2013: $0Net Assets 2013: $342,6682013Assets 2014: $334,952Liabilities 2014: $0Net Assets 2014: $334,9522014Assets 2015: $302,440Liabilities 2015: $0Net Assets 2015: $302,4402015Assets 2016: $308,718Liabilities 2016: $0Net Assets 2016: $308,7182016Assets 2017: $311,846Liabilities 2017: $0Net Assets 2017: $311,8462017Assets 2018: $234,529Liabilities 2018: $0Net Assets 2018: $234,5292018Assets 2019: $238,168Liabilities 2019: $0Net Assets 2019: $238,1682019Assets 2020: $212,953Liabilities 2020: $0Net Assets 2020: $212,9532020Assets 2021: $220,230Liabilities 2021: $0Net Assets 2021: $220,2302021Assets 2022: $166,821Liabilities 2022: $0Net Assets 2022: $166,8212022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2022

Assets$166,821
Liabilities$0
Net Assets$166,821
Open 2022 Filing

Operations Trend

Revenue Growth2nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100K-$200KExpenses 2010: $28,8672010Revenue 2011: $5,088Expenses 2011: $39,946Net Income 2011: -$34,8582011Revenue 2012: $86,062Expenses 2012: $31,080Net Income 2012: $54,9822012Revenue 2013: $19,043Expenses 2013: $30,191Net Income 2013: -$11,1482013Revenue 2014: $12,817Expenses 2014: $34,721Net Income 2014: -$21,9042014Revenue 2015: $4,016Expenses 2015: $33,924Net Income 2015: -$29,9082015Revenue 2016: $5,315Expenses 2016: $31,689Net Income 2016: -$26,3742016Revenue 2017: $8,794Expenses 2017: $32,969Net Income 2017: -$24,1752017Revenue 2018: $5,524Expenses 2018: $32,656Net Income 2018: -$27,1322018Revenue 2019: $7,924Expenses 2019: $32,013Net Income 2019: -$24,0892019Revenue 2020: -$6,682Expenses 2020: $33,344Net Income 2020: -$40,0262020Revenue 2021: $9,854Expenses 2021: $32,806Net Income 2021: -$22,9522021Revenue 2022: $24Expenses 2022: $22,483Net Income 2022: -$22,4592022Revenue 2023: $12,558Expenses 2023: $186,978Net Income 2023: -$174,4202023

Highlighted filing

2022

Revenue$24
Expenses$22,483
Net Income-$22,459
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Sep 13, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lori IwanPresident-$0--
Isabella IwanDirector-$0--
Lee IwanSecretary-$0--
Allison VogelmeierDirector-$0--
Lee Iwan AndradeDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Iwan Foundation
EIN
20-0968193
Phone
3125433346
Address
5317 Trails Bend Ct, Sarasota, FL 34238

Signing Officer

Name
Lori Iwan
Title
President
Signed
2023-09-13
Discuss with paid preparer
Yes

Preparer

Firm
Frank J Baker & Company Ltd
Address
950 Lee Street Suite 101, Des Plaines, IL 60016
Preparer
Kurt P Hoffman
Phone
8472970300
Raw XML Appendix297 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0147366
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt04919
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0-4895
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt020766
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt04919
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt04919
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-22459
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt015601
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-4895
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt04919
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01717
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0987
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt27935
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-1809
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-2035
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-1095
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01031
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt16059
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt25900
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt32611
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc025 sh Global Upstream ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1100 sh MSCI EAFE ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2169 sh Oppenheimer Dev Mkt ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc350 sh Global Real Estate ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02022-08-09
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32022-12-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-4895
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-22459
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt030950
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0197771
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0220230
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0166821
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt09272
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt09272
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt09272
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt09340
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt068
IRS990PF/DistributableAmountGrp/TotalTaxAmt068
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt021
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt068
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt068
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt068
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt047
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt021
IRS990PF/FMVAssetsEOYAmt0166821
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IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt019434
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IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0166821
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0206407
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0189644
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt015348
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0174296
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02845
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt09340
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0186799
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0189644
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ForeignAddress/AddressLine1Txt0108A Col Club Campestre
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ForeignAddress/AddressLine1Txt1108A Colonia Club Campes
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ForeignAddress/AddressLine1Txt2Cumbres Campestre 126
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ForeignAddress/CityNm0Leon
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ForeignAddress/CityNm1Leon
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ForeignAddress/CityNm2Leon
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ForeignAddress/CountryCd0MX
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ForeignAddress/CountryCd2MX
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ForeignAddress/ProvinceOrStateNm1GTO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ForeignAddress/ProvinceOrStateNm2GTO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Lori Iwan
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Isabella Iwan
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Lee Iwan
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Allison Vogelmeier
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Lee Iwan Andrade
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Director
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt12516 Pebbleford Lane
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Sarasota
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Glenview
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IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt020766
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt05317 Trails Bend Ct
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd034238
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Lori Iwan
IRS990PF/StatementsRegardingActyGrp/PhoneNum03125433346
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Provide support for IRC Sec 501(c)(3) tax exempt charitable organizations.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt020766
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Lori Iwan
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt019793
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1973
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General Donation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Charitable Grant
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine1Txt0Thalpan Centro
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CityNm0Mexico City
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CountryCd0MX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/ForeignPostalCd014000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/ProvinceOrStateNm0Tlalpan
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(c)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(c)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0University of Illinois Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Amanc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01305 W Green St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Urbana
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd061801
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt020766
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt09272
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt09272
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt017080
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt016177
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt014743
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt011921
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt010342
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt010342
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt071415
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt011494
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt017080
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt016177
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt014743
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt011921
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt020766
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt011494
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt081757
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt070263
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank/Investment Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Licenses & Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01653
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt164
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Lori Iwan
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Iwan Foundation
ReturnHeader/Filer/BusinessNameControlTxt0IWAN
ReturnHeader/Filer/EIN0200968193
ReturnHeader/Filer/PhoneNum03125433346
ReturnHeader/Filer/USAddress/AddressLine1Txt05317 Trails Bend Ct
ReturnHeader/Filer/USAddress/CityNm0Sarasota
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034238
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0363086616
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Frank J Baker & Company Ltd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0950 Lee Street Suite 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Des Plaines
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060016
ReturnHeader/PreparerPersonGrp/PhoneNum08472970300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kurt P Hoffman
ReturnHeader/ReturnTs02023-09-13T15:22:09-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Lori
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Iwan
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$166,821
Liabilities
$0
Net assets
$166,821
Revenue
$24
Expenses
$22,483
Net income
-$22,459
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.13$1.87$1.74
2022Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.00$0.22$0.22
2021Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.10$0.33$0.23
2020Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.07$0.33$0.40
2019Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.08$0.32$0.24
2018Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$0.06$0.33$0.27
2017Detailed filing. Detailed filing data is available for this year.$3.12$0.00$3.12$0.09$0.33$0.24
2016Detailed filing. Detailed filing data is available for this year.$3.09$0.00$3.09$0.05$0.32$0.26
2015Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$0.04$0.34$0.30
2014Detailed filing. Detailed filing data is available for this year.$3.35$0.00$3.35$0.13$0.35$0.22
2013Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$0.19$0.30$0.11
2012Summary only. Only limited summary data is available for this year.$2.86$0.00$0.86$0.31$0.55
2011Summary only. Only limited summary data is available for this year.$2.17$0.00$0.05$0.40$0.35
2010Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.29