BETA

CHARLES IRVINE CHRISTIAN FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
CHARLES IRVINE CHRISTIAN FOUNDATION (EIN 82-3313767)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-09
IRS object ID
202103139349101320
Schema version
2020v4.1
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)
Return2021-11-09T09:18:16-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FOUNDATION SOURCEBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE HOLLOW LN STE 212AddressLine1Txt
CityLAKE SUCCESSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

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% CHARLES IRVINE CHRISTIAN FDNInCareOfNm
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)
Personcarol thomsonPersonNm
Person TitletreasurerPersonTitleTxt
Phone8008391754PhoneNum
Signature2021-11-02SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstcarolPersonFirstNm
Person LastthomsonPersonLastNm
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)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$8,267,244FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,001,933ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$2,355InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,355InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$101,514DividendsRevAndExpnssAmt
Dividends Net Invst Incm$101,514DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$90,223NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$842,623GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,015,579TotalRevAndExpnssAmt
Total Net Invst Incm$103,869TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$27,332OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$27,332OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$4,550TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$11,508OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$11,508OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$43,390TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$27,332TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$11,508TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$154,300ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$154,300ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$197,690TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$27,332TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$165,808TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,817,889ExcessRevenueOverExpensesAmt
Net Investment Income$76,537NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$735,067SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$267,891SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$267,891SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$4,775,457CorporateStockBOYAmt
Corporate Stock EOY$7,060,522CorporateStockEOYAmt
Corporate Stock EOYFMV$7,999,353CorporateStockEOYFMVAmt
Total Assets BOY$5,510,524TotalAssetsBOYAmt
Total Assets EOY$7,328,413TotalAssetsEOYAmt
Total Assets EOYFMV$8,267,244TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$5,510,524RetainedEarningBOYAmt
Retained Earning EOY$7,328,413RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$5,510,524TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,328,413TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,510,524TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,328,413TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,510,524TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,817,889ExcessRevenueOverExpensesAmt
Subtotal$7,328,413SubtotalAmt
Tot Net Ast Or Fund Balances EOY$7,328,413TotNetAstOrFundBalancesEOYAmt

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$842,623GrossSalesPriceAmt
Cost Or Other Basis$932,846CostOrOtherBasisAmt
Gain Or Loss-$90,223GainOrLossAmt
Gains Minus Excess Or Losses-$90,223GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$90,223CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,064InvestmentIncomeExciseTaxAmt
Subtotal$1,064SubtotalAmt
Tax Based On Investment Income$1,064TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,300EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$2,300TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$1,236OverpaymentAmt
Applied To ES Tax$1,236AppliedToESTaxAmt

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 ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1CHARLES IRVINE CHRISTIAN FDNBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 366AddressLine1Txt
CityCorsicanaCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75151ZIPCd
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 (11 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
Charles Irvine
PO Box 366CorsicanaTX75151Pres, Dir1.0$0$0$0
Cyndi Irvine
PO Box 366CorsicanaTX75151Dir, Sec*, VP*, Pres4.0$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, VP*, Sec1.0$0$0$0
Toby Romack
PO Box 366CorsicanaTX75151Dir*1.0$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$5,558,955AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$404,181AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,963,136TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$5,963,136AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$89,447CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,873,689NetVlNoncharitableAssetsAmt
Minimum Investment Return$293,684MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$293,684MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,064TaxBasedOnInvestmentIncomeAmt
Total Tax$1,064TotalTaxAmt
Distributable Before Adj$292,620DistributableBeforeAdjAmt
Distributable Before Ded$292,620DistributableBeforeDedAmt
Distributable As Adjusted$292,620DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$165,808ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$165,808QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$165,808AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$292,620DistributableAsAdjustedAmt
Undistributed Income PY$164,385UndistributedIncomePYAmt
Prior Year12018PriorYear1Yr
Prior Year22017PriorYear2Yr
Prior Year32016PriorYear3Yr
Qualifying Distributions$165,808QualifyingDistributionsAmt
Applied To Year1$164,385AppliedToYear1Amt
Applied To Current Year$1,423AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$291,197UndistributedIncomeCYAmt
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 ManagerCharles IrvineContributingManagerNm
Contributing ManagerCyndi IrvineContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BAPTIST STUDENT MINISTRIES NAVARRO COLLEGE
PO BOX 514CORSICANATX75151N/APCGeneral & Unrestricted$10,000
BURN AUSTIN
315 N BEATON STCORSICANATX75110N/APCelectronic and musical equipment Fund$7,000
CALVARY WORSHIP CENTER
1364 N BEATON STCORSICANATX75110N/APCGeneral & Unrestricted$1,200
CALVARY WORSHIP CENTER
1364 N BEATON STCORSICANATX75110N/APCelectronic requests Fund$10,000
CENTRAL BAPTIST CHURCH
PO BOX 286BLOOMING GROVETX76626N/APCCommunity outreach Fund$4,000
COWBOY CHURCH OF CORSICANA
PO BOX 347CORSICANATX75151N/APCArena enhancement Fund$25,000
FIRST BAPTIST CHURCH KERENS
PO BOX 219KERENSTX75144N/APCplayground setup Fund for Purdon Community church$8,200
FIRST BAPTIST CORSICANA
510 W COLLIN STCORSICANATX75110N/APCCharitable Event$8,000
IMMACULATE CONCEPTION CATHOLIC PARISH CORSICANA
3000 W HWY 22CORSICANATX75110N/APCUpgrade of audio/visual system$4,500
LIVING DISCIPLESHIP MINISTREIS
PO BOX 37CHATFIELDTX75105N/APCvan and trailer fund$14,500
LONE STAR COWBOY CHURCH OF THE NAZARENE OF NAVARRO
4495 W HWY 22CORSICANATX75110N/APCCamera, sound board and tech support Fund$10,000
PURDON COMMUNITY CHURCH
PO BOX 435PURDONTX76679N/APCGeneral & Unrestricted$4,900
PURDON COMMUNITY CHURCH
PO BOX 435PURDONTX76679N/APCplayground setup fund$10,500
SINGLE BELIEVERS MINISTRIES
PO BOX 1375CORSICANATX75151N/APCGeneral & Unrestricted$1,500
SPOT COMMUNITY WORSHIP CENTER
125 N COMMERCE STCORSICANATX75110N/APCevangelistic bus mission renovation Fund$20,000
UNITED CHRISTIAN FELLOWSHIP AT NAVARRO COLLEGE
3301 W 7TH AVECORSICANATX75110N/APCSupport Fund for Christian Leadership Interns$15,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$154,300TotalGrantOrContriPdDurYrAmt

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$2,355ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$101,514ExclusionAmt
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 Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$90,223ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$13,646ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$13,646TotalIncomeProducingActyAmt

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$2,000,799TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp (4 entries)

Short ExplanationShortExplanationTxt
Charles Irvine
* Deceased in 2020
Cyndi Irvine
* Removed from the positions in 2020
Demi Pawzun
* Removed from the position in 2020
Toby Romack
* Removed from the position in 2020

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$333,818
DFA INTERNATIONAL CORE EQUITY$582,303$658,267
DFA U S CORE EQUITY 1 PORTFOLI$695,548$826,174
DODGE & COX INCOME FUND$783,988$804,296
FLEXSHARES GLOBAL UPSTREAM NAT$154,496$163,904
FLEXSHARES IBOXX 3-YEAR TARGET$100,902$105,534
FLEXSHARES IBOXX 5-YEAR TARGET$98,918$105,506
FLEXSHARES QUALITY DIVIDEND IN$381,148$409,363
JPMORGAN HEDGED EQUITY SELECT$278,202$297,048
MFS INTL INTRINSIC VALUE FD I$587,845$665,093
T. ROWE PRICE BLUE CHIP GROWTH$488,137$656,467
T. ROWE PRICE HIGH YIELD FUND$532,902$539,268
T. ROWE PRICE VALUE FUND, INC$585,209$680,695
VANGUARD GNMA FUND$273,090$277,288
VANGUARD GROWTH INDEX FD ADMIR$475,187$673,481
VANGUARD REIT INDEX FD ADMIRAL$246,889$241,248
VANGUARD SHORT-TERM CORPORATE$339,898$347,580
VANGUARD SMALL CAP INDEX FD AD$174,783$214,323

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$11,250$11,250
Postage/Delivery Service$196$196
Website Hosting/Support$62$62

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$27,332Amt
Net Investment Income$27,332NetInvestmentIncomeAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonEstate of Charles IrvinePersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1400 W CollinAddressLine1Txt
CityCorsicanaCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75110ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
990-PF Estimated Tax for 2020$2,300
990-PF Excise Tax for 2019$2,250

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.