DAN AND MICKI CHAPIN FUND: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- DAN AND MICKI CHAPIN FUND (EIN 36-4147435)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-03-23
- IRS object ID
- 202400839349100305
- Schema version
- 2023v5.0
- 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
- Form 990-PF
- Schedule B
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-03-23T14:34:14-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364147435 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Dan and Micki Chapin Fund Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Daniel R Chapin | InCareOfNm |
| Business Name Control | 2022 | BusinessNameControlTxt |
| Phone | 8479098351 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 2969 17 W Lane Ranch Rd | AddressLine1Txt |
| City | Sun Valley | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83353 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL R CHAPIN | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8479098351 | PhoneNum |
| Signature | 2024-03-23 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DANIEL | PersonFirstNm |
| Person Last | CHAPIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 1 | TrustedCustomerCd |
| Authentication Assurance Level | AAL2 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Change | Yes (X) | NameChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,056,425 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,602,892 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,889 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,889 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $3,889 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $140,449 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $140,449 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $140,449 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $0 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $1,421,485 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $2,747,230 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,565,823 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $144,338 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $16,036 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16,036 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $16,036 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $16,036 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,454 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,454 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $2,454 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $2,454 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $170 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $170 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $170 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $170 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,660 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,660 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $18,660 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $18,660 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $217,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $217,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $236,260 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,660 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $18,660 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $236,260 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,510,970 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,547,163 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $125,678 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $145,047 | CashBOYAmt |
| Cash EOY | $71,035 | CashEOYAmt |
| Cash EOYFMV | $72,478 | CashEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| Corporate Stock BOY | $1,842,829 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,574,483 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,399,332 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,651,311 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,428,218 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,452,363 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $118,285 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $118,285 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $132,252 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,757,472 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,192,021 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,056,425 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| Donor Rstr Net Assets BOY | $3,757,472 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $5,192,021 | DonorRstrNetAssetsEOYAmt |
| Retained Earning BOY | $3,757,472 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,192,021 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,757,472 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,192,021 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,757,472 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,192,021 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,757,472 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,510,970 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,421,485 | OtherIncreasesAmt |
| Subtotal | $7,689,927 | SubtotalAmt |
| Other Decreases | $2,497,906 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,192,021 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,421,485 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $21,506 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $21,506 | SubtotalAmt |
| Tax Based On Investment Income | $21,506 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,450 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $11,450 | TotalPaymentsAndCreditsAmt |
| Tax Due | $10,056 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Daniel R Chapin | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8479098351 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17 W Lane Ranch Rd | AddressLine1Txt |
| City | Sun Valley | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83353 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| DANIEL R CHAPIN | ||||||
| PO Box 2969 | Sun Valley | ID | 83353 | President | 0.000 | $0 |
| MARILYN M CHAPIN | ||||||
| PO Box 2969 | Sun Valley | ID | 83353 | Sec | 0.000 | $0 |
| CHARLES G CHAPIN | ||||||
| PO Box 2969 | Sun Valley | ID | 83353 | Director | 0.000 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | The foundation makes gants to the operating funds of qualified public Charities | Description1Txt |
| Expenses1 | $217,600 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,312,291 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $262,500 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,574,791 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $4,574,791 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $68,622 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,506,169 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $225,308 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $225,308 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $21,506 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $21,506 | TotalTaxAmt |
| Distributable Before Adj | $203,802 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $203,802 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $203,802 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $236,260 | ExpensesAndContributionsAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $236,260 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $203,802 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $29,203 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $22,893 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $5,557 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $20,792 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $78,445 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $236,260 | QualifyingDistributionsAmt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $203,802 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $32,458 | RemainingDistriFromCorpusAmt |
| Total Corpus | $110,903 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $110,903 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $29,203 | ExcessFromYear4Amt |
| Excess From Year3 | $22,893 | ExcessFromYear3Amt |
| Excess From Year2 | $5,557 | ExcessFromYear2Amt |
| Excess From Year1 | $20,792 | ExcessFromYear1Amt |
| Excess From Current Year | $32,458 | ExcessFromCurrentYearAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAN MAILYN CHAPIN | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | NA | RecipientPersonNm |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Camp Rainbow Gold | ||||||
| 1120 S Five Mile Road | Boise | ID | 83709 | PC | General support | $10,000 |
| Idaho Public Television | ||||||
| 1455 N Orchard St | Boise | ID | 837062239 | PC | General support | $7,500 |
| Boise State Public Radio | ||||||
| 1910 University Dr | Boise | ID | 837251915 | PC | General support | $7,500 |
| Sun Valley Museum of Art | ||||||
| PO Box 656 | Sun Valley | ID | 83353 | PC | General support | $2,500 |
| Mountaun Humane | ||||||
| PO Box 1496 | Hailey | ID | 83333 | PC | General support | $20,000 |
| Idaho Youth Ranch | ||||||
| 5465 W Irving St | Boise | ID | 83706 | PC | General support | $5,000 |
| Salvation Army | ||||||
| 992 W Emerald St | Boise | ID | 83704 | PC | General support | $10,000 |
| St Lukes Wood River Foundation | ||||||
| PO Box 7005 | Ketchum | ID | 83340 | PC | General support | $1,000 |
| National Trust for Historical Peservation | ||||||
| 2600Virginia NW Ste 1100 | Washington | DC | 20037 | PC | General support | $1,000 |
| Hunfer Coalition | ||||||
| 121 Honeysuckle St | Bellevue | ID | 83313 | PC | General support | $10,000 |
| Wood River Womens Charitable Foundation | ||||||
| PO Box 3666 | Ketchum | ID | 83340 | PC | General support | $1,100 |
| Children's Scholarship Fund | ||||||
| 8 W 38th St Ste 8th Fl | New York | NY | 10018 | PC | General support | $5,000 |
| Sun Valley Music Festival | ||||||
| PO B ox 1914 | Sun Valley | ID | 83353 | PC | General support | $6,000 |
| The Advocates | ||||||
| PO Box 3216 | Hailey | ID | 83333 | PC | General support | $20,000 |
| Boise Rescue Mission | ||||||
| PO Box 1494 | Boise | ID | 83701 | PC | General support | $10,000 |
| Wood River Land Trust | ||||||
| 119 E Bullion St | Hailey | ID | 83333 | PC | General support | $20,000 |
| Hospice of the Wood River Valley | ||||||
| PO Box 4320 | Ketchum | ID | 83340 | PC | General support | $20,000 |
| Senior Connection | ||||||
| PO Box 28 | Hailey | ID | 83333 | PC | General support | $7,500 |
| Crisis Hotline | ||||||
| PO Box 939 | Ketchum | ID | 83340 | PC | General support | $1,000 |
| Doctors Without Borders USA | ||||||
| 333 7th Ave | New York | NY | 100015004 | PC | General support | $10,000 |
| Idaho Conservation League | ||||||
| PO Box 844 | Boise | ID | 83701 | PC | General support | $10,000 |
| Semper Fi & America Fund | ||||||
| 825 College Blvd Ste 102 | Oceanside | CA | 92057 | PC | General support | $2,500 |
| Higher Ground of Sun Valley | ||||||
| PO Box 6791 | Ketchum | ID | 83340 | PC | General support | $5,000 |
| Fisher House Foundation | ||||||
| 12300 Twinbook Pkwy Ste 410 | Rockville | MD | 20852 | PC | General support | $2,500 |
| Community Library | ||||||
| PO Box 2168 | Ketchum | ID | 83340 | PC | General support | $5,000 |
| Spectrum Institute | ||||||
| 209 E Cole Avr | Wheaton | IL | 60187 | PC | General support | $12,500 |
| Far & Wide | ||||||
| PO Box 4282 | Hailey | ID | 83333 | PC | General support | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $217,600 | TotalGrantOrContriPdDurYrAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| DANIEL MARILYN CHAPIN CHAPIN | |||||||
| 1 | 17 W Lane Ranch Rd | Sun Valley | ID | 83353 | $170 | Yes (X) | |
| MARILYN CHAPIN | |||||||
| 2 | PO Box 2969 | Sun Valley | ID | 83353 | $1,000,422 | Yes (X) | |
| DAN MARILYN CHAPIN | |||||||
| 3 | PO Box 2969 | Sun Valley | ID | 83353 | $1,602,300 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | 1100 shs AMZN 923 shs GOOG 725 shs NVDA 640 shs GOOG 525 shs DHR 170 shs AMZN 425 shs META 3 shs GOO | $1,000,422 | 2023-11-16 |
| 3 | 7000 shs SGEN | $1,602,300 | 2023-12-13 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Northern Trust Portfolio | BondNm |
| EOY Book Value | $2,428,218 | EOYBookValueAmt |
| EOYFMV | $2,452,363 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Northern Trust Portfolio | StockNm |
| EOY Book Value | $2,574,483 | EOYBookValueAmt |
| EOYFMV | $4,399,332 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (20 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Northern Real Estate Porf | FMV | $118,285 | $132,252 |
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| FMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| FMV vs Donors Cost Basis | $949,567 |
| FMV vs Donors Cost Basis | $1,542,493 |
| Timing Tax vs Book | $5,846 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Postage Filing Fees Tax Software | Desc |
| Revenue And Expenses Per Books | $170 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $170 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $170 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $170 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Net Capital Gain | Desc |
| Amt | $1,421,485 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Northern Trust | CategoryTxt |
| Amt | $16,036 | Amt |
| Net Investment Income | $16,036 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $16,036 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $16,036 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign Taxes Withheld | CategoryTxt |
| Amt | $2,454 | Amt |
| Net Investment Income | $2,454 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,454 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,454 | DisbursementsCharitablePrpsAmt |
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