Iwan Foundation

Sarasota, FL
Tax-exempt since Aug. 2004
EIN: 20-0968193

This organization is not listed in the IRS's most recent list of tax exempt organizations, but we have data associated with this Employer Identification Number.

Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Revenue

$12,558

Expenses

$186,978

Net Income

-$174,420

Net Assets

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,460	27.6%
Sales of Assets	$9,098	72.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$177,102	94.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$0
Total Liabilities	$0
Net Assets	$0

Compensation

Key Employees and Officers	Compensation	Other
Lori Iwan (President)	$0	$0
Isabella Iwan (Director)	$0	$0
Lee Iwan (Secretary)	$0	$0
Allison Vogelmeier (Director)	$0	$0
Lee Iwan Andrade (Director)	$0	$0

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990-PF

Filed on Aug. 26, 2024

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2022

Revenue

$24

Expenses

$22,483

Net Income

-$22,459

Net Assets

$166,821

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,919	> 100%
Sales of Assets	-$4,895
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,766	92.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$166,821
Total Liabilities	$0
Net Assets	$166,821

Compensation

Key Employees and Officers	Compensation	Other
Lori Iwan (President)	$0	$0
Isabella Iwan (Director)	$0	$0
Lee Iwan (Secretary)	$0	$0
Allison Vogelmeier (Director)	$0	$0
Lee Iwan Andrade (Director)	$0	$0

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990-PF

Filed on Sept. 13, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$9,854

Expenses

$32,806

Net Income

-$22,952

Net Assets

$220,230

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$794	8.1%
Interest Revenue	$0
Dividends	$7,658	77.7%
Sales of Assets	$1,402	14.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$28,340	86.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$220,230
Total Liabilities	$0
Net Assets	$220,230

Compensation

Key Employees and Officers	Compensation	Other
Lori Iwan (President)	$0	$0
Isabella Iwan (Director)	$0	$0
Lee Iwan Roble (Secretary)	$0	$0
Allison Vogelmeier (Director)	$0	$0
Lee Iwan Andrade (Director)	$0	$0

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990-PF

Filed on Aug. 24, 2022

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2020

Revenue

-$6,682

Expenses

$33,344

Net Income

-$40,026

Net Assets

$212,952

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$314
Interest Revenue	$0
Dividends	$4,571
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$29,358	88.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$212,953
Total Liabilities	$1
Net Assets	$212,952

Compensation

Key Employees and Officers	Compensation	Other
Lori Iwan (President)	$0	$0
Isabella Iwan (Director)	$0	$0
Lee Iwan Roble (Secretary)	$0	$0
Allison Vogelmeier (Director)	$0	$0
Lee Iwan Andrade (Director)	$0	$0

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990-PF

Filed on Sept. 24, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$7,924

Expenses

$32,013

Net Income

-$24,089

Net Assets

$238,167

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$28	0.4%
Interest Revenue	$0
Dividends	$5,223	65.9%
Sales of Assets	$2,673	33.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$27,538	86.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$238,168
Total Liabilities	$1
Net Assets	$238,167

Compensation

Key Employees and Officers	Compensation	Other
Lori Iwan (President)	$0	$0
Hall Adams Iii (Director)	$0	$0
Lee Iwan (Secretary)	$0	$0
Isabella Iwan (Director)	$0	$0
Lee Iwan Andrade (Director)	$0	$0

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990-PF

Filed on Sept. 18, 2020

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2018

Revenue

$5,524

Expenses

$32,656

Net Income

-$27,132

Net Assets

$234,529

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,059	> 100%
Sales of Assets	-$535
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$26,000	79.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$234,529
Total Liabilities	$0
Net Assets	$234,529

Compensation

Key Employees and Officers	Compensation	Other
Lori Iwan (President)	$0	$0
Hall Adams Iii (Director)	$0	$0
Lee Iwan (Secretary)	$0	$0
Isabella Iwan (Director)	$0	$0
Lee Iwan Andrade (Director)	$0	$0

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990-PF

Filed on Aug. 23, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$8,794

Expenses

$32,969

Net Income

-$24,175

Net Assets

$311,846

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,472	62.2%
Sales of Assets	$3,322	37.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$26,000	78.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$311,846
Total Liabilities	$0
Net Assets	$311,846

Compensation

Key Employees and Officers	Compensation	Other
Lori Iwan (President)	$0	$0
Hall Adams Iii (Director)	$0	$0
Lee Iwan (Secretary)	$0	$0
Isabella Iwan (Director)	$0	$0
Lee Iwan Andrade (Director)	$0	$0

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990-PF

Filed on July 9, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$5,315

Expenses

$31,689

Net Income

-$26,374

Net Assets

$308,718

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$5,499	> 100%
Sales of Assets	-$185
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,000	78.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$308,718
Total Liabilities	$0
Net Assets	$308,718

Compensation

Key Employees and Officers	Compensation	Other
Lori Iwan (President)	$0	$0
Hall Adams Iii (Director)	$0	$0
Lee Iwan (Secretary)	$0	$0
Isabella Iwan (Director)	$0	$0
Lee Iwan Andrade (Director)	$0	$0

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990-PF

Filed on Aug. 14, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$4,016

Expenses

$33,924

Net Income

-$29,908

Net Assets

$302,440

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$6,442	> 100%
Sales of Assets	-$2,427
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$27,557	81.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$302,440
Total Liabilities	$0
Net Assets	$302,440

Compensation

Key Employees and Officers	Compensation	Other
Lori Iwan (President)	$0	$0
Hall Adams Iii (Director)	$0	$0
Lee Iwan (Secretary)	$0	$0
Isabella Iwan (Director)	$0	$0
Lee Iwan Andrade (Director)	$0	$0

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990-PF

Filed on July 5, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$12,817

Expenses

$34,721

Net Income

-$21,904

Net Assets

$334,952

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$10,898	85.0%
Sales of Assets	$1,918	15.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$27,550	79.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$334,952
Total Liabilities	$0
Net Assets	$334,952

Compensation

Key Employees and Officers	Compensation	Other
Lori Iwan (President)	$0	$0
Hall Adams Iii (Director)	$0	$0
Lee Iwan (Secretary)	$0	$0
Isabella Iwan (Director)	$0	$0
Lee Iwan Andrade (Director)	$0	$0

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990-PF

Filed on July 8, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$19,043

Expenses

$30,191

Net Income

-$11,148

Net Assets

$342,668

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.0%
Dividends	$12,811	67.3%
Sales of Assets	$6,230	32.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,900	79.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$342,668
Total Liabilities	$0
Net Assets	$342,668

Compensation

Key Employees and Officers	Compensation	Other
Lori Iwan (President)	$0	$0
Hall Adams Iii (Director)	$0	$0
Lee Iwan (Secretary)	$0	$0
Isabella Iwan (Director)	$0	$0

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990-PF

Filed on Aug. 29, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$86,062

Expenses

$31,080

Net Income

$54,982

Net Assets

$286,107

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$65,000	75.5%
Interest Revenue	$1	0.0%
Dividends	$9,308	10.8%
Sales of Assets	$11,753	13.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,850	57.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$286,107
Total Liabilities	$0
Net Assets	$286,107

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$5,088

Expenses

$39,946

Net Income

-$34,858

Net Assets

$217,279

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$684	13.4%
Interest Revenue	$4	0.1%
Dividends	$2,696	53.0%
Sales of Assets	$1,704	33.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$38,072	95.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$217,279
Total Liabilities	$0
Net Assets	$217,279

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

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Iwan Foundation

Organization summary

Organization summary might be incomplete or out of date

Type of Nonprofit

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004