BETA

CHARLES IRVINE CHRISTIAN FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
CHARLES IRVINE CHRISTIAN FOUNDATION (EIN 82-3313767)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-05-14
IRS object ID
202011359349101366
Schema version
2019v5.1
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)
Return2020-05-14T15:49:03-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

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 Begin2019-01-01TaxPeriodBeginDt

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
Signature2020-03-30SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,742,923FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$5,000,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$26,212InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$26,212InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$58,480DividendsRevAndExpnssAmt
Dividends Net Invst Incm$58,480DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$43,801NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$100,598GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$43,801CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$5,128,493TotalRevAndExpnssAmt
Total Net Invst Incm$128,493TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$16,094OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$16,094OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$76TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$9,942OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$15OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$9,927OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$26,112TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$16,109TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$9,927TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$29,612TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$16,109TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$13,427TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$5,098,881ExcessRevenueOverExpensesAmt
Net Investment Income$112,384NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$18,882SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$735,067SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$735,067SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$392,761CorporateStockBOYAmt
Corporate Stock EOY$4,775,457CorporateStockEOYAmt
Corporate Stock EOYFMV$5,007,856CorporateStockEOYFMVAmt
Total Assets BOY$411,643TotalAssetsBOYAmt
Total Assets EOY$5,510,524TotalAssetsEOYAmt
Total Assets EOYFMV$5,742,923TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$411,643RetainedEarningBOYAmt
Retained Earning EOY$5,510,524RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$411,643TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,510,524TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$411,643TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,510,524TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$411,643TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$5,098,881ExcessRevenueOverExpensesAmt
Subtotal$5,510,524SubtotalAmt
Tot Net Ast Or Fund Balances EOY$5,510,524TotNetAstOrFundBalancesEOYAmt

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$100,598GrossSalesPriceAmt
Cost Or Other Basis$56,797CostOrOtherBasisAmt
Gain Or Loss$43,801GainOrLossAmt
Gains Minus Excess Or Losses$43,801GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$43,801CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$5,923AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$172,369NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.034362DistributionYr1Rt
Adjusted Qlfy Distri Yr3$0AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$0NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.0DistributionYr3Rt
Adjusted Qlfy Distri Yr4$0AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$0NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.0DistributionYr4Rt
Adjusted Qlfy Distri Yr5$0AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$0NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.0DistributionYr5Rt
Total Distribution0.034362TotalDistributionRt
Average Distribution0.017181AverageDistributionRt
Net Vl Noncharitable Assets$3,550,337NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$60,998AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,124NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$62,122AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$13,427QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,248InvestmentIncomeExciseTaxAmt
Subtotal$2,248SubtotalAmt
Tax Based On Investment Income$2,248TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$2EsPenaltyAmt
Tax Due$2,250TaxDueAmt

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 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 (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Charles Irvine
PO Box 366CorsicanaTX75151Pres, Dir1.0$0$0$0
Cyndi Irvine
PO Box 366CorsicanaTX75151Dir, Sec1.0$0$0$0
Demi Pawzun
PO Box 366CorsicanaTX75151Dir, VP1.0$0$0$0
Ellie Pawzun
PO Box 366CorsicanaTX75151Dir1.0$0$0$0
Toby Romack
PO Box 366CorsicanaTX75151Dir1.0$0$0$0
Carol Thomson
PO Box 366CorsicanaTX75151Dir1.0$0$0$0
Ricky Christmas
PO Box 366CorsicanaTX75151Dir1.0$0$0$0
Steve Colburn
PO Box 366CorsicanaTX75151Dir1.0$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$2,360,322AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,244,081AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,604,403TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,604,403AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$54,066CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,550,337NetVlNoncharitableAssetsAmt
Minimum Investment Return$177,517MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$177,517MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,248TaxBasedOnInvestmentIncomeAmt
Total Tax$2,248TotalTaxAmt
Distributable Before Adj$175,269DistributableBeforeAdjAmt
Distributable Before Ded$175,269DistributableBeforeDedAmt
Distributable As Adjusted$175,269DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$13,427ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$13,427QualifyingDistributionsAmt
Adjusted Qualifying Distri$13,427AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$175,269DistributableAsAdjustedAmt
Undistributed Income PY$2,543UndistributedIncomePYAmt
Prior Year12017PriorYear1Yr
Prior Year22016PriorYear2Yr
Prior Year32015PriorYear3Yr
Qualifying Distributions$13,427QualifyingDistributionsAmt
Applied To Year1$2,543AppliedToYear1Amt
Applied To Current Year$10,884AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$164,385UndistributedIncomeCYAmt
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

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1GRACE COMMUNITY CHURCHBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1227 N BEATON STAddressLine1Txt
CityCORSICANACityNm
State AbbreviationTXStateAbbreviationCd
ZIP75110ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipN/ARecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeGeneral & UnrestrictedGrantOrContributionPurposeTxt
Amt$3,500Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,500TotalGrantOrContriPdDurYrAmt

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$26,212ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$58,480ExclusionAmt
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$43,801ExclusionAmt
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$128,493ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$128,493TotalIncomeProducingActyAmt

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 PersonIrvine CharlesContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 366AddressLine1Txt
CityCorsicanaCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75151ZIPCd
FieldValueIRS element (for citing)
Total Contributions$5,000,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp

FieldValueIRS element (for citing)
PersonEllie PawzunPersonNm
Short Explanation*REMOVED FROM FOUNDATION IN 2019ShortExplanationTxt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (18 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DFA EMERGING MARKETS CORE EQ P$192,765$207,297
DFA INTERNATIONAL CORE EQUITY$385,380$412,144
DFA U S CORE EQUITY 1 PORTFOLI$479,891$515,070
DFA U.S. LARGE CAP VALUE PORTF$381,417$404,140
DODGE & COX INCOME FUND$546,628$550,229
FLEXSHARES GLOBAL UPSTREAM NAT$99,485$104,614
FLEXSHARES IBOXX 3-YEAR TARGET$75,448$75,786
FLEXSHARES IBOXX 5-YEAR TARGET$75,371$75,870
FLEXSHARES QUALITY DIVIDEND IN$287,515$307,654
MFS INTL INTRINSIC VALUE FD I$385,477$400,797
T. ROWE PRICE BLUE CHIP GROWTH$444,706$478,701
T. ROWE PRICE HIGH YIELD FUND$249,939$253,678
THIRD AVENUE REAL ESTATE VALUE$66,406$59,869
VANGUARD GNMA FUND$199,638$201,170
VANGUARD GROWTH INDEX FD ADMIR$384,739$425,664
VANGUARD REIT INDEX FD ADMIRAL$147,455$153,299
VANGUARD SHORT-TERM CORPORATE$250,261$251,489
VANGUARD SMALL CAP INDEX FD AD$122,936$130,385

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Administrative Fees$9,927$9,927
Bank Charges$15$15

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$16,094Amt
Net Investment Income$16,094NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF Excise Tax for 2018CategoryTxt
Amt$76Amt

Comments

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