James Alwan Charitable Trust

990PF • Fiscal year 2023 • EIN 86-6692060

Jan 01, 2023 to Dec 31, 2023 • Filed on May 02, 2024

Organization Profile

11417 N Hickory Woods CTDunlap, IL 61525

(309) 219-9443

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

$1,008,888

Up $15,957 (+1.6%) from 2022

Net Assets

$1,008,888

Up $15,957 (+1.6%) from 2022

Liabilities

Flat

Flat from 2022

Revenue And Expenses

Revenue

Down

$49,945

Down $1,782 (-3.4%) from 2022

Expenses

$37,352

Up $1,774 (+5.0%) from 2022

Net Income

Down

$12,593

Down $3,556 (-22%) from 2022

Historical Trend

Balance Sheet Trend

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

Highlighted filing

2023

Assets$1,008,888

Liabilities$0

Net Assets$1,008,888

Open 2023 Filing

Operations Trend

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

Highlighted filing

2023

Revenue$49,945

Expenses$37,352

Net Income$12,593

Open 2023 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2023 to Dec 31, 2023
Signed: May 2, 2024
Return Version: 2023v5.0

Compensation and Service Providers

Employees

Name	Title	Full / Part Time	Base	Other	Total
MICHELLE ALWAN	Trustee	-	$0	-	-
CHRISTOPHER ALWAN	Trustee	-	$0	-	-
ALBERT COURI	Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: James Alwan Charitable Trust
EIN: 86-6692060
Phone: 3092199443
Address: 11417 N HICKORY WOODS CT, DUNLAP, IL 61525

Signing Officer

Name: Michelle Alwan
Title: Trustee
Signed: 2024-05-02
Discuss with paid preparer: Yes

Preparer

Firm: Gordon Stockman & Waugh PC
Address: 8726 N Industrial Rd, Peoria, IL 61615
Preparer: Matt Waugh
Phone: 3096924030

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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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ReturnHeader/BuildTS	0	2023-04-26 12:10:37Z
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Gordon Stockman & Waugh PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	8726 N Industrial Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Peoria
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	61615
ReturnHeader/PreparerPersonGrp/PhoneNum	0	3096924030
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Matt Waugh
ReturnHeader/ReturnTs	0	2024-05-02T05:18:18-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	MICHELLE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	ALWAN
ReturnHeader/TaxPeriodBeginDt	0	2023-01-01
ReturnHeader/TaxPeriodEndDt	0	2023-12-31
ReturnHeader/TaxYr	0	2023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $1,008,888
Liabilities: $0
Net assets: $1,008,888
Revenue: $49,945
Expenses: $37,352
Net income: $12,593

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.	$1.01	$0.00	$1.01	$0.05	$0.05	$0.00
2023Detailed filing. Detailed filing data is available for this year.	$1.01	$0.00	$1.01	$0.05	$0.04	$0.01
2022Detailed filing. Detailed filing data is available for this year.	$0.99	$0.00	$0.99	$0.05	$0.04	$0.02
2021Detailed filing. Detailed filing data is available for this year.	$0.98	$0.00	$0.98	$0.99	$0.01	$0.98