Nonprofit · EIN 20-7163272
THE CHARLES AND JOANNE MCILWAINE FOUNDATION
Tax-exempt · OKATIE, SC 29909
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $704,905 | $336,774 | $368,131 | $3,282,043 | $259,496 | $3,022,547 |
| December 31, 2024 | 990-PF | $54,653 | $333,946 | -$279,293 | $3,599,939 | $257,950 | $3,341,989 |
| December 31, 2023 | 990-PF | $269,685 | $307,415 | -$37,730 | $2,889,189 | $236,681 | $2,652,508 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $25,863
- Interest
- $12,188
- Net gain from sales of assets
- $666,407
- Other income
- $447
Expenses
- Grants and similar amounts paid
- $161,000
- Compensation of officers, directors and key employees
- $98,496
- Disbursements for charitable purposes
- $161,000
- Excise tax on investment income
- $9,798
Balance sheet and other
- Total assets, start of year
- $3,599,939
- Total assets, end of year
- $3,282,043
- Total liabilities, end of year
- $259,496
- Net assets, end of year
- $3,022,547
- Fair market value of assets
- $3,282,043
- Qualifying distributions
- $161,000
- Net investment income
- $704,905
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRENT CURRY 6020 EAST 128TH STREET SOUTH, BIXBY, OK 74008 | TRUSTEE | 7 | $65,664 |
| HENRY WILL 2246 SOUTH TERWILLEGER, TULSA, OK 74114 | TRUSTEE | 1 | $32,832 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRENT CURRY 6020 EAST 128TH STREET SOUTH, BIXBY, OK 74008 | TRUSTEE | 7 | $71,963 |
| HENRY WILL 2246 SOUTH TERWILLEGER, TULSA, OK 74114 | TRUSTEE | 1 | $35,982 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRENT CURRY 6020 EAST 128TH STREET SOUTH, BIXBY, OK 74008 | TRUSTEE | 7 | $57,784 |
| HENRY WILL 2246 SOUTH TERWILLEGER, TULSA, OK 74114 | TRUSTEE | 1 | $28,892 |
Address and contacts
- Address (IRS master file)
- 174 CAROLINA OAKS AVE, OKATIE, SC 29909-8104
- In care of
- % O BRENT CURRY CPA
- Signed the 990-PF
- O BRENT CURRY, TRUSTEE
- Phone
- (918) 585-5690
- Return prepared by
- REGIER CARR & MONROE LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-7163272
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2007
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $3,282,043
- Income (IRS master file)
- $979,634
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $704,905 | $336,774 | $3,282,043 | XML |
| 990-PF | December 2024 | $54,653 | $333,946 | $3,599,939 | XML |
| 990-PF | December 2023 | $269,685 | $307,415 | $2,889,189 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-7163272).
Questions about THE CHARLES AND JOANNE MCILWAINE FOUNDATION
- What is the EIN of THE CHARLES AND JOANNE MCILWAINE FOUNDATION?
- The employer identification number (EIN) of THE CHARLES AND JOANNE MCILWAINE FOUNDATION is 20-7163272.
- Is THE CHARLES AND JOANNE MCILWAINE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to THE CHARLES AND JOANNE MCILWAINE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE CHARLES AND JOANNE MCILWAINE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE CHARLES AND JOANNE MCILWAINE FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE CHARLES AND JOANNE MCILWAINE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of THE CHARLES AND JOANNE MCILWAINE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $65,664 (BRENT CURRY, TRUSTEE).
- How much revenue does THE CHARLES AND JOANNE MCILWAINE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $704,905, expenses of $336,774 and total assets of $3,282,043 at year end.
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