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CHARLES IRVINE CHRISTIAN FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
CHARLES IRVINE CHRISTIAN FOUNDATION (EIN 82-3313767)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-08
IRS object ID
202313129349101941
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-11-08T16:29:19-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13333 New Hyde Park Rd Ste 406AddressLine1Txt
CityNew Hyde ParkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN823313767EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Charles Irvine Christian FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlCHARBusinessNameControlTxt
Phone9036543616PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 366AddressLine1Txt
CityCorsicanaCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75151ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCyndi IrvinePersonNm
Person TitlePresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2023-11-01SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCyndiPersonFirstNm
Person LastIrvinePersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum

Additional Filer Information AdditionalFilerInformation

FieldValueIRS element (for citing)
Trusted CustomerTrustedCustomerGrp
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$7,585,427FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$127,495ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$2,633InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,633InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$167,922DividendsRevAndExpnssAmt
Dividends Net Invst Incm$167,922DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$63,238NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$838,997GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$63,238CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss-$2,651OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$358,637TotalRevAndExpnssAmt
Total Net Invst Incm$233,793TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$36,110OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$35,510OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$600OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$4,200TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$15,983OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$15,983OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$56,293TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$35,510TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$16,583TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$437,314ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$437,314ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$493,607TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$35,510TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$453,897TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$134,970ExcessRevenueOverExpensesAmt
Net Investment Income$198,283NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$573,809SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$395,733SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$395,733SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$7,060,522CorporateStockBOYAmt
Corporate Stock EOY$7,106,279CorporateStockEOYAmt
Corporate Stock EOYFMV$7,175,442CorporateStockEOYFMVAmt
Other Investments BOY$23,255OtherInvestmentsBOYAmt
Other Investments EOY$20,604OtherInvestmentsEOYAmt
Other Investments EOYFMV$14,252OtherInvestmentsEOYFMVAmt
Total Assets BOY$7,657,586TotalAssetsBOYAmt
Total Assets EOY$7,522,616TotalAssetsEOYAmt
Total Assets EOYFMV$7,585,427TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$7,657,586RetainedEarningBOYAmt
Retained Earning EOY$7,522,616RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$7,657,586TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,522,616TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$7,657,586TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,522,616TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$7,657,586TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$134,970ExcessRevenueOverExpensesAmt
Subtotal$7,522,616SubtotalAmt
Tot Net Ast Or Fund Balances EOY$7,522,616TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$838,997GrossSalesPriceAmt
Cost Or Other Basis$775,759CostOrOtherBasisAmt
Gain Or Loss$63,238GainOrLossAmt
Gains Minus Excess Or Losses$63,238GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$63,238CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,756InvestmentIncomeExciseTaxAmt
Subtotal$2,756SubtotalAmt
Tax Based On Investment Income$2,756TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,721EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$1,100ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$2,821TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$65OverpaymentAmt
Applied To ES Tax$65AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Ricky Christmas
PO Box 366CorsicanaTX75151Dir1.0$0$0$0
Twania Christmas
PO Box 366CorsicanaTX75151Dir1.0$0$0$0
Steve Colburn
PO Box 366CorsicanaTX75151Dir1.0$0$0$0
Michelle Fonseca
PO Box 366CorsicanaTX75151Dir1.0$0$0$0
Cyndi Irvine
PO Box 366CorsicanaTX75151Dir, Pres5.0$0$0$0
Monte Mackey
PO Box 366CorsicanaTX75151Dir1.0$0$0$0
Sandra Mackey
PO Box 366CorsicanaTX75151Dir, VP1.0$0$0$0
Demi Pawzun
PO Box 366CorsicanaTX75151Dir, Sec2.0$0$0$0
Phil Posey
PO Box 366CorsicanaTX75151Treas2.0$0$0$0
Carol Thomson
PO Box 366CorsicanaTX75151Dir, Treas1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$7,835,931AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$338,963AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$14,252FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$8,189,146TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$8,189,146AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$122,837CashDeemedCharitableAmt
Net Vl Noncharitable Assets$8,066,309NetVlNoncharitableAssetsAmt
Minimum Investment Return$403,315MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$403,315MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,756TaxBasedOnInvestmentIncomeAmt
Total Tax$2,756TotalTaxAmt
Distributable Before Adj$400,559DistributableBeforeAdjAmt
Distributable Before Ded$400,559DistributableBeforeDedAmt
Distributable As Adjusted$400,559DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$453,897ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$453,897QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$400,559DistributableAsAdjustedAmt
Undistributed Income PY$436,168UndistributedIncomePYAmt
Prior Year12020PriorYear1Yr
Prior Year22019PriorYear2Yr
Prior Year32018PriorYear3Yr
Qualifying Distributions$453,897QualifyingDistributionsAmt
Applied To Year1$436,168AppliedToYear1Amt
Applied To Current Year$17,729AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$382,830UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerCyndi IrvineContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AGAPE CHRISTIAN ACADEMY
3116 W HWY 22CORSICANATX75110N/APCGeneral & Unrestricted$16,500
AGAPE CHRISTIAN ACADEMY
3116 W HWY 22CORSICANATX75110N/APCplayground equipment fund$22,500
BAPTIST STUDENT MINISTRIES NAVARRO COLLEGE
PO BOX 514CORSICANATX75151N/APCGeneral & Unrestricted$58,500
CALVARY WORSHIP CENTER
1364 N BEATON STCORSICANATX75110N/APCGeneral & Unrestricted$34,113
CENTRAL BAPTIST CHURCH
PO BOX 286BLOOMING GROVETX76626N/APCGeneral & Unrestricted$9,000
FIRST BAPTIST CHURCH KERENS
PO BOX 219KERENSTX75144N/APCGeneral & Unrestricted$50,000
FIRST BAPTIST CHURCH OF DAWSON
PO BOX 148DAWSONTX76639N/APCGeneral & Unrestricted$31,000
FIRST BAPTIST CORSICANA
510 W COLLIN STCORSICANATX75110N/APCMission Trip fund$25,500
FIRST BAPTIST CORSICANA
510 W COLLIN STCORSICANATX75110N/APCGeneral & Unrestricted$11,000
FROST BAPTIST CHURCH
PO BOX 127FROSTTX76641N/APCGeneral & Unrestricted$10,000
GODBEY MINISTRIES
PO BOX 2373CORSICANATX75151N/APCeverything except the van$7,900
GRACE COMMUNITY CHURCH CORSICANA TEXAS
227 N BEATON STCORSICANATX75110N/APCGeneral & Unrestricted$29,500
IMMACULATE CONCEPTION CATHOLIC PARISH CORSICANA
3000 WEST HWY 22CORSICANATX75110N/APCGeneral & Unrestricted$8,000
J L COLLINS CATHOLIC SCHOOL
3000 W HWY 22CORSICANATX75110N/APCGeneral & Unrestricted$23,851
LIGHTHOUSE OF PRAISE
PO BOX 582CORSICANATX75151N/APCGeneral & Unrestricted$5,000
LIVING DISCIPLESHIP MINISTREIS
PO BOX 37CHATFIELDTX75105N/APCGeneral & Unrestricted$10,000
NORTHSIDE BAPTIST CHURCH
2800 N BEATON STCORSICANATX75110N/APCGeneral & Unrestricted$15,000
SAINT JOHNS EPISCOPAL CHURCH
101 N 14TH STCORSICANATX75110N/APCGeneral & Unrestricted$5,000
TEXAS SOUTHERN GOSPEL SCHOOL OF MUSIC INC
PO BOX 594CORSICANATX75110N/APCGeneral & Unrestricted$4,950
UNITED CHRISTIAN FELLOWSHIP AT NAVARRO COLLEGE
3301 W 7TH AVECORSICANATX75110N/APCChristian Leadership Center fund$60,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$437,314TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,633ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$167,922ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$63,238ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescK-1 Inc/LossDesc
Business525990BusinessCd
Unrelated Business Taxbl Incm-$3,988UnrelatedBusinessTaxblIncmAmt
Exclusion14ExclusionCd
Exclusion$1,337ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm-$3,988UnrelatedBusinessTaxblIncmAmt
Exclusion$235,130ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$231,142TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonEstate of Charles IrvineContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1400 W CollinAddressLine1Txt
CityCorsicanaCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75110ZIPCd
FieldValueIRS element (for citing)
Total Contributions$127,495TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (18 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DFA EMERGING MARKETS CORE EQ P$281,077$277,012
DFA INTERNATIONAL CORE EQUITY$582,303$610,376
DFA U S CORE EQUITY 1 PORTFOLI$616,522$731,726
DIMENSIONAL INTERNATIONAL VAL$106,093$105,245
DODGE & COX INCOME FUND$783,987$669,240
FLEXSHARES GLOBAL UPSTREAM NAT$154,496$218,958
FLEXSHARES IBOXX 3-YEAR TARGET$100,902$95,138
FLEXSHARES QUALITY DIVIDEND IN$381,148$435,528
JPMORGAN HEDGED EQUITY SELECT$278,202$304,483
T. ROWE PRICE BLUE CHIP GROWTH$488,137$410,530
T. ROWE PRICE HIGH YIELD FUND$532,902$451,556
T. ROWE PRICE VALUE FUND, INC$675,209$716,632
VANGUARD GNMA FUND$273,090$237,270
VANGUARD GROWTH INDEX FD ADMIR$475,187$566,414
VANGUARD INTL DIVDEND APPREC$425,424$417,362
VANGUARD REIT INDEX FD ADMIRAL$236,919$224,151
VANGUARD SHORT-TERM CORPORATE$539,898$501,637
VANGUARD SMALL CAP INDEX FD AD$174,783$202,184

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or Item287 INVESTMENTS LLCCategoryOrItemTxt
Book Value$20,604BookValueAmt
EOYFMV$14,252EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$10,000$10,000
EQUIPMENT MAINTENANCE$5,330$5,330
Office Supplies$112$112
Postage/Delivery Service$276$276
Website Hosting/Support$265$265

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescK-1 Inc/Loss 287 INVESTMENTS LLCDesc
Revenue And Expenses Per Books-$2,651RevenueAndExpensesPerBooksAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Investment Management Services$35,510$35,510
MARKETING SERVICES$600$600

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
990-PF Estimated Tax for 2022$1,600
990-PF Extension for 2021$2,600

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