2024-05-14T16:32:54-05:00 2023-12-31 352123203 KSM BUSINESS SERVICES INC PO BOX 40857 INDIANAPOLIS IN 46240 990PF 2023-01-01 831687041 CHAPMAN FAMILY FOUNDATION INC CHAP 8124308937 6988 BAYHILL COURT NEWBURGH IN 47630 CARL CHAPMAN PRESIDENT 8124308937 2024-05-10 1 CARL CHAPMAN 999009999 1 CHAD HALSTEAD P01297776 3175802000 2024-05-10 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 10327382 X 18613 16390 16390 256397 256397 191153 1242397 191153 482553 463940 0 0 0 2200 0 2200 18613 18613 0 6696 4093 0 15 0 0 27524 22706 2200 489320 489320 516844 22706 491520 -34291 441234 1000 260 260 600598 1511351 1511351 1355 5176235 4233286 5830548 3305432 3305432 2985223 9084620 9050329 10327382 0 0 X 9084620 9050329 9084620 9050329 9084620 9050329 9084620 -34291 0 9050329 0 9050329 PUBLICLY TRADED SECURITIES 1242397 1051244 191153 191153 191153 6133 0 6133 0 6133 2960 0 0 0 2960 0 3173 0 0 0 0 0 0 0 0 0 0 1 1 IN 1 0 0 0 0 1 N/A CARL CHAPMAN 8124308937 6988 BAYHILL COURT NEWBURGH IN 47630 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CARL CHAPMAN 6988 BAYHILL COURT NEWBURGH IN 47630 PRESIDENT & TREASURER 2.00 0 0 0 KAY CHAPMAN 6988 BAYHILL COURT NEWBURGH IN 47630 SECRETARY 1.00 0 0 0 ROSS CHAPMAN 9408 E 58TH ST DENVER CO 80238 DIRECTOR 0.50 0 0 0 GRANT CHAPMAN 12928 BRIGHTON AVE CARMEL IN 46032 DIRECTOR 0.50 0 0 0 NONE 0 NONE 0 0 8510323 1353696 0 9864019 0 0 9864019 147960 9716059 485803 485803 6133 6133 479670 0 479670 0 479670 491520 0 491520 479670 489262 0 0 491520 489262 0 0 2258 0 0 0 0 0 0 0 0 477412 0 0 0 CARL CHAPMAN KAY CHAPMAN X ALLIANCE INITIATIVES FUND INC 20 NW 3RD ST SUITE 820 EVANSVILLE IN 47708 N/A SO II FOR CDFI RESEARCH AND POSSIBLE START-UP 50000 AMERICA'S KIDS BELONG INC 1540 MAIN ST STE 331 WINDSOR CO 80550 N/A PC FOR INDIANA CHAPTER, SUPPORTING FOSTER AND ADOPTIVE FAMILIES 20000 COMMUNITY ONE INC 402 S GREEN RIVER RD EVANSVILLE IN 47715 N/A PC GENERAL OPERATING EXPENSES 25000 COOPER HOUSE INC 239 S 8TH ST NOBLESVILLE IN 46074 N/A PC GENERAL OPERATING EXPENSES AND CAPITAL CAMPAIGN 61000 CROSSROADS CHRISTIAN CHURCH 10800 LINCOLN AVE NEWBURGH IN 47630 N/A PC TO SUPPORT MINISTRIES 15000 CROSSROADS COALITION INC 7519 MADISON DRIVE FISHERS IN 46038 N/A PC GENERAL OPERATING EXPENSES 9000 DENVER INSTITUTE FOR FAITH AND WORK 8100 E ARAPAHOE RD 303 CENTENNIAL CO 80112 N/A PC TO SUPPORT INTEGRATION OF FAITH AND WORK 45500 DREAM CENTER EVANSVILLE 1516 N MAIN ST EVANSVILLE IN 47711 N/A PC TO HELP AT-RISK YOUTH AND THEIR FAMILIES 5000 EVANSVILLE CHRISTIAN LIFE CENTER INC 509 S KENTUCKY AVE EVANSVILLE IN 47714 N/A PC TO SUPPORT GAIN INITIATIVE 25000 EVSC FOUNDATION INC 951 WALNUT STREET EVANSVILLE IN 47713 N/A PC HANGERS, A PROGRAM WHICH PROVIDES STUDENTS IN NEED WITH EVERYDAY LIVING ESSENTIALS 1200 FOR EVANSVILLE INC 1 MAIN ST STE 603 EVANSVILLE IN 47708 N/A PC SUPPORTING PROBLEM SOLVING FOR EVANSVILLE'S MOST PRESSING NEEDS 80000 HABITAT FOR HUMANITY OF EVANSVILLE INC 560 E DIAMOND AVE EVANSVILLE IN 47711 N/A PC GENERAL OPERATING EXPENSES 10000 IMPACT EVANSVILLE INC 1201 S BEDFORD AVE EVANSVILLE IN 47713 N/A PC CAPITAL CAMPAIGN FOR BUILDING RESTORATION 10720 LEADERSHIP EVANSVILLE INC (DBA LEADERSHIP EVERYONE INC) PO BOX 2449 EVANSVILLE IN 47728 N/A PC TO SUPPORT LEADERSHIP THAT BENEFITS THE COMMUNITY 5400 OAKLAND CITY UNIVERSITY 138 N LUCRETIA ST OAKLAND CITY IN 47660 N/A PC TO SUPPORT GRADUATE CHRISTIAN EDUCATION 15000 RIGHT TO LIFE OF SOUTHWEST INDIANA EDUCATIONAL TRUST FUND 20 NW 3RD ST SUITE 810 EVANSVILLE IN 47708 N/A PC TO SUPPORT EDUCATION TRUST FUND 5000 RONALD MCDONALD HOUSE CHARITIES OF THE OHIO VALLEY INC 3540 WASHINGTON AVE EVANSVILLE IN 47714 N/A PC REPLACEMENT OF DINING ROOM CHAIRS 10000 SAME AS U INC 1685 N 10TH STREET NOBLESVILLE IN 46060 N/A PC HELPING YOUNG ADULTS WITH INTELLECTUAL DISABILITIES 15000 TAYLOR UNIVERSITY 236 WEST READE AVE UPLAND IN 46989 N/A PC EDUCATION 20000 THE POTTER'S WHEEL INC 333 JEFFERSON AVE EVANSVILLE IN 47713 N/A PC TO SUPPORT NEIGHBORHOOD MINISTRIES 15000 THE SALVATION ARMY 1040 N FULTON AVE EVANSVILLE IN 47710 N/A PC GENERAL OPERATING EXPENSES 5000 UNITED WAY OF SOUTHWESTERN INDIANA INC 318 MAIN ST STE 504 EVANSVILLE IN 47708 N/A PC GENERAL OPERATING EXPENSES 25000 VANDERBURGH COUNTY CASA INC 600 SE 6TH ST EVANSVILLE IN 47713 N/A PC GENERAL OPERATING EXPENSES 1000 VERITAS MINISTRIES INC 4641 LAMB LANE EVANSVILLE IN 47712 N/A PC GENERAL OPERATING EXPENSES 5000 WARRICK LITERACY AND EDUCATIONAL CONNECTIONS PO BOX 845 NEWBURGH IN 47629 N/A PC LITERACY AND EDUCATION 3000 YOUNG MENS CHRISTIAN ASSOCIATION (YMCA) OF SOUTHWESTERN INDIANA INC 516 COURT ST EVANSVILLE IN 47708 N/A PC GENERAL OPERATING EXPENSES 2500 YOUTH FIRST INC 111 SE THIRD ST STE 405 EVANSVILLE IN 47708 N/A PC TO SUPPORT YOUTH SOCIAL WORK PROGRAMS 5000 489320 COOPER HOUSE INC 239 S 8TH ST NOBLESVILLE IN 46074 N/A PC GENERAL OPERATING EXPENSES 50000 CROSSROADS CHRISTIAN CHURCH 10800 LINCOLN AVE NEWBURGH IN 47630 N/A PC TO SUPPORT MINISTRIES 15000 DENVER INSTITUTE FOR FAITH AND WORK 8100 E ARAPAHOE RD 303 CENTENNIAL CO 80112 N/A PC TO SUPPORT INTEGRATION OF FAITH AND WORK 225000 EVANSVILLE CHRISTIAN LIFE CENTER INC 509 S KENTUCKY AVE EVANSVILLE IN 47714 N/A PC TO SUPPORT GAIN INITIATIVE 25000 EVANSVILLE RESCUE MISSION INC 500 E WALNUT ST EVANSVILLE IN 47713 N/A PC TO FUND WOMEN'S AND CHILDREN'S CENTER TECHNOLOGY LAB 50000 IMPACT EVANSVILLE INC 1201 S BEDFORD AVE EVANSVILLE IN 47713 N/A PC CAPITAL CAMPAIGN FOR BUILDING RESTORATION 33780 LOUIS J KOCH FAMILY CHILDREN'S MUSEUM OF EVANSVILLE INC PO BOX 122 EVANSVILLE IN 47701 N/A PC TO SUPPORT MUSEUM REFURBISHMENT CAMPAIGN 50000 TAYLOR UNIVERSITY 236 WEST READE AVE UPLAND IN 46989 N/A PC EDUCATION 1000000 THE POTTER'S WHEEL INC 333 JEFFERSON AVE EVANSVILLE IN 47713 N/A PC TO SUPPORT NEIGHBORHOOD MINISTRIES 10000 UNITED WAY OF SOUTHWESTERN INDIANA INC 318 MAIN ST STE 504 EVANSVILLE IN 47708 N/A PC GENERAL OPERATING EXPENSES 25000 YOUTH FIRST INC 111 SE THIRD ST STE 405 EVANSVILLE IN 47708 N/A PC TO SUPPORT YOUTH SOCIAL WORK PROGRAMS 35000 1518780 14 16390 14 256397 18 191153 0 463940 0 463940 0 0 0 0 0 0 0 0 0 0 X X 1 CARL CHAPMAN TRUST 6988 BAYHILL COURT NEWBURGH IN 47630 18613 X RETURN PREPARATION FEES 2200 0 2200 990-PF, PART VI-B, LINES 1A(3) AND 1B PART VI-B, LINE 1A(3) HAS BEEN ANSWERED "YES" BECAUSE CARL CHAPMAN AND KAY CHAPMAN ARE SUBSTANTIAL CONTRIBUTORS TO THE CHAPMAN FAMILY FOUNDATION INC, AND THEREFORE THEY AND THEIR SONS, ROSS CHAPMAN AND GRANT CHAPMAN, ARE DISQUALIFIED PERSONS. THEY PROVIDE "SERVICE" TO THE ORGANIZATION BY KEEPING ITS BOOKS AND SERVING ON ITS BOARD. LINE 1B IS ANSWERED "NO" BECAUSE THESE SERVICES ARE EXCEPTED BY THE REGULATIONS UNDER SECTION 4941. ISHARES CORE US AGGREGATE BOND ETF (AGG) 2255572 2040282 ISHARES IBOXX INVT GRADE BOND ETF (LQD) 447685 410168 SCHWAB US AGGREGATE BOND ETF (SCHZ) 453832 398741 SPDR BLOOMBERG BARCLAY HIGH YIELD BOND ETF (JNK) 148343 136032 ISHARES CORE MSCI EMERGING ETF (IEMG) 196841 211853 ISHARES CORE S&P (IJR) 47728 54558 SCHWAB INTERNATIONAL EQUITY ETF (SCHF) 506846 619509 SCHWAB US LARGE CAP GROWTH ETF (SCHG) 485293 1020657 SCHWAB US LARGE CAP VALUE ETF (SCHV) 857470 1174394 VANGUARD GLBAL EX US REAL EST ETF IV(VNQI) 29645 28535 VANGUARD GROWTH ETF (VUG) 369540 560828 VANGUARD REAL ESTATE (VNQ) 29566 29604 VANGUARD S&P 500 ETF (VOO) 409836 435926 VANGUARD SMALL CAP GROWTH ETF IV (VBK) 185036 222670 VANGUARD SMALL CAP VALUE ETF IV (VBR) 212203 324306 VANGUARD VALUE ETF IV (VTV) 385315 517121 WISDOMTREE INTER HDG QLY DIV GRT ETF (IHDG) 398476 458909 XTRACKERS MSCI EAFE HDGD EQY ETF (DBEF) 119491 171678 CHECK PRINTING / BANK FEES 15 0 0 INVESTMENT ADVISORY FEES 18613 18613 0 FOREIGN TAX PAID 4093 4093 0 ESTIMATED TAXES 2603 0 0