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The Charles And Joanne Mcilwaine Foundation

Organization summary

Type of Nonprofit

Designated as a 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)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$54.7k (2024)

Expenses
$334k (2024)

Total Assets
$3.6M (2024)

Total Liabilities
$258k (2024)

Years with missing data
Source: Form 990 tax filings from 2011 to 2024

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.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$54,653
Expenses
$333,946
Net Income
-$279,293
Net Assets
$3,341,989
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $19,950
36.5%
Dividends $21,021
38.5%
Sales of Assets -$5,882
Other Income $19,564
35.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $150,000
44.9%
Compensation of Officers* $107,945
32.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,599,939
Total Liabilities $257,950
Net Assets $3,341,989
Compensation
Key Employees and Officers Compensation Other
Brent Curry (Trustee) $71,963 $0
Henry Will (Trustee) $35,982 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$269,685
Expenses
$307,415
Net Income
-$37,730
Net Assets
$2,652,508
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $220,877
81.9%
Interest Revenue $20,910
7.8%
Dividends $20,593
7.6%
Sales of Assets $7,305
2.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $150,000
48.8%
Compensation of Officers* $86,676
28.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,889,189
Total Liabilities $236,681
Net Assets $2,652,508
Compensation
Key Employees and Officers Compensation Other
Brent Curry (Trustee) $57,784 $0
Henry Will (Trustee) $28,892 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$372,049
Expenses
$276,417
Net Income
$95,632
Net Assets
$2,007,402
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $30,000
8.1%
Interest Revenue $10,234
2.8%
Dividends $21,090
5.7%
Sales of Assets $301,304
81.0%
Other Income $9,421
2.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $140,000
50.6%
Compensation of Officers* $66,414
24.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,213,816
Total Liabilities $206,414
Net Assets $2,007,402
Compensation
Key Employees and Officers Compensation Other
Brent Curry (Trustee) $44,276 $0
Henry Will (Trustee) $22,138 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$241,651
Expenses
$341,388
Net Income
-$99,737
Net Assets
$3,027,395
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $209,000
86.5%
Interest Revenue $8,430
3.5%
Dividends $20,392
8.4%
Sales of Assets -$19,000
Other Income $22,829
9.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $169,500
49.7%
Compensation of Officers* $98,706
28.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,296,284
Total Liabilities $268,889
Net Assets $3,027,395
Compensation
Key Employees and Officers Compensation Other
Brent Curry (Trustee) $65,804 $0
Henry Will (Trustee) $32,902 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$92,603
Expenses
$296,545
Net Income
-$203,942
Net Assets
$2,585,611
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $13,221
14.3%
Dividends $34,645
37.4%
Sales of Assets $39,737
42.9%
Other Income $5,000
5.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $161,500
54.5%
Compensation of Officers* $73,708
24.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,828,819
Total Liabilities $243,208
Net Assets $2,585,611
Compensation
Key Employees and Officers Compensation Other
Brent Curry (Trustee) $49,139 $0
Henry Will (Trustee) $24,569 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$252,453
Expenses
$303,559
Net Income
-$51,106
Net Assets
$2,295,562
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $14,428
5.7%
Dividends $27,815
11.0%
Sales of Assets $212,511
84.2%
Other Income -$1,766
Notable Expenses Percent of Total Expenses
Charitable Disbursements $0
Compensation of Officers* $64,070
21.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,457,095
Total Liabilities $161,533
Net Assets $2,295,562

Document Links

Fiscal Year Ending Dec.
2018

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2017

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2016

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$31,939
Expenses
$281,025
Net Income
-$249,086
Net Assets
$2,211,418
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $11,840
37.1%
Dividends $49,373
> 100%
Sales of Assets $0
Other Income -$2,487
Notable Expenses Percent of Total Expenses
Charitable Disbursements $0
Compensation of Officers* $31,512
11.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,406,232
Total Liabilities $194,814
Net Assets $2,211,418

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$92,628
Expenses
$285,147
Net Income
-$192,519
Net Assets
$2,457,788
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $13,054
14.1%
Dividends $55,465
59.9%
Sales of Assets $15,367
16.6%
Other Income $8,742
9.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $0
Compensation of Officers* $36,366
12.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,687,545
Total Liabilities $229,757
Net Assets $2,457,788

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$234,982
Expenses
$272,752
Net Income
-$37,770
Net Assets
$2,625,207
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $13,769
5.9%
Dividends $44,404
18.9%
Sales of Assets $174,730
74.4%
Other Income $2,079
0.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $0
Compensation of Officers* $36,366
13.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,820,307
Total Liabilities $195,100
Net Assets $2,625,207

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$157,286
Expenses
$255,292
Net Income
-$98,006
Net Assets
$2,532,899
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $7,321
4.7%
Dividends $34,212
21.8%
Sales of Assets $115,097
73.2%
Other Income $656
0.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $0
Compensation of Officers* $27,810
10.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,694,634
Total Liabilities $161,735
Net Assets $2,532,899

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$269,548
Expenses
$280,531
Net Income
-$10,983
Net Assets
$2,523,966
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $305
0.1%
Dividends $48,775
18.1%
Sales of Assets $220,468
81.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $400
0.1%
Compensation of Officers* $35,663
12.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,705,254
Total Liabilities $181,288
Net Assets $2,523,966

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

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.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

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.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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