DAN AND MICKI CHAPIN FUND: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- DAN AND MICKI CHAPIN FUND (EIN 36-4147435)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-04-29
- IRS object ID
- 202531199349100708
- Schema version
- 2024v5.1
- 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
- Form 990-PF
- Schedule B
- Compensation Explanation
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-29T08:42:52-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 2933 Barrets | InCareOfNm |
| Business Name Control | DAN | BusinessNameControlTxt |
| Phone | 8479098351 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2933 Barrets Pointe Rd | AddressLine1Txt |
| City | Williamsburg | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 231857557 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL R CHAPIN 2933 BARRETS | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8479098351 | PhoneNum |
| Signature | 2025-04-29 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,146,263 | 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 | $170 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $25,074 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $25,074 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $25,074 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $168,323 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $168,323 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $168,323 | DividendsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $53,126 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $193,567 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $246,523 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $193,397 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $39,616 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $39,616 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $39,616 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $39,616 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $24,967 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $24,967 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $24,967 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $24,967 | TaxesDsbrsChrtblAmt |
| 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 | $64,753 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $64,753 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $64,753 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $64,753 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $324,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $324,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $389,253 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $64,753 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $64,753 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $389,253 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$195,686 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $181,770 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $128,644 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $71,035 | CashBOYAmt |
| Cash EOY | $242,389 | CashEOYAmt |
| Cash EOYFMV | $243,203 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,574,483 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,506,443 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,565,519 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,428,218 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,352,321 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,337,541 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $118,285 | OtherInvestmentsBOYAmt |
| Total Assets BOY | $5,192,021 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,101,153 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,146,263 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| Donor Rstr Net Assets BOY | $5,192,021 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $5,101,153 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,192,021 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,101,153 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,192,021 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,101,153 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,192,021 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$195,686 | ExcessRevenueOverExpensesAmt |
| Other Increases | $104,818 | OtherIncreasesAmt |
| Subtotal | $5,101,153 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,101,153 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| Doubleline Funds | 2023-12-15 | 2024-03-20 | $75,000 | $75,897 | -$897 | -$897 |
| Flexshares Trust | 2023-01-01 | 2024-03-19 | $132,912 | $118,285 | $14,627 | $14,627 |
| Northern Index | 2023-01-01 | 2024-06-06 | $172,786 | $133,390 | $39,396 | $39,396 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $53,126 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$897 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,527 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,527 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,527 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $24,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $24,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $21,473 | OverpaymentAmt |
| Refund | $21,473 | RefundAmt |
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 | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | 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 | 2933 Barrets Pointe Rd | AddressLine1Txt |
| City | Williamsburg | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 231857557 | 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 |
| 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DANIEL R CHAPIN 2933 BARRETS | ||||||||
| Pointe Rd | Williamsburg | VA | 23185 | President | 0.50 | $0 | $0 | $0 |
| MARILYN M CHAPIN 2933 BARRETS | ||||||||
| Pointe Rd | Williamsburg | VA | 23185 | Secretary | 0.50 | $0 | $0 | $0 |
| CHARLES G CHAPIN 2933 BARRETS | ||||||||
| Pointe Rd | Williamsburg | VA | 23185 | Director | 0.10 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | The foundation makes contributions to the operating funds of qualified public charities | Description1Txt |
| Expenses1 | $324,500 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,626,141 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $212,113 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,838,254 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $7,838,254 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $117,574 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,720,680 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $386,034 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $386,034 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,527 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,527 | TotalTaxAmt |
| Distributable Before Adj | $383,507 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $383,507 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $383,507 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $389,253 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $389,253 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $383,507 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $29,203 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $22,893 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,557 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $20,792 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $32,458 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $110,903 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $389,253 | QualifyingDistributionsAmt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $383,507 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,746 | RemainingDistriFromCorpusAmt |
| Total Corpus | $116,649 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $29,203 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $87,446 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $22,893 | ExcessFromYear4Amt |
| Excess From Year3 | $5,557 | ExcessFromYear3Amt |
| Excess From Year2 | $20,792 | ExcessFromYear2Amt |
| Excess From Year1 | $32,458 | ExcessFromYear1Amt |
| Excess From Current Year | $5,746 | 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 |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DANIEL AND MARILYN CHAPIN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| Camp Rainbow Gold | |||||
| 1120 S Five Mile RD | Boise | ID | 83709 | Operating fund | $25,000 |
| Mountain Humane | |||||
| PO Box 1496 | Hailey | ID | 83333 | Operating und | $25,000 |
| Idaho Youth Ranch | |||||
| 5465 W Irving St | Boise | ID | 83709 | Operating fund | $5,000 |
| The Advocates | |||||
| PO Box 3216 | Hailey | ID | 83333 | Operating fund | $40,000 |
| Boise Resce Mission | |||||
| PO Box 1494 | Boise | ID | 83701 | Operating fund | $10,000 |
| Wood River Land Trust | |||||
| 119 E Bullion St | Hailey | ID | 83333 | Operating fund | $25,000 |
| Hospice of the Wood River Valley | |||||
| PO Box 4320 | Ketchum | ID | 83340 | Operating fund | $25,000 |
| LEAP | |||||
| 670 E Riverbank LN | Boise | ID | 83706 | Operating fund | $25,000 |
| Boise Phil | |||||
| 516 S 9th St | Boise | ID | 83702 | Operating fund | $30,000 |
| Idaho Food Bank | |||||
| 3630E Commercial Ct | Meridian | ID | 83642 | Operating fund | $10,000 |
| Williamsburg Synphony | |||||
| PO Box 400 | Williamsburg | VA | 23187 | Operating fund | $5,000 |
| Colonial Williamsburg | |||||
| PO Box 1776 | Williamsburg | VA | 23187 | Operating fund | $5,000 |
| Homes for Hounds | |||||
| PO Box 1904 | Williamsburg | VA | 23187 | Operating fund | $1,000 |
| Heritage Humane Society | |||||
| 430 Walter Mill Rd | Williamsburg | VA | 23185 | Operating fund | $5,000 |
| Fish Inc | |||||
| 312 Second St | Williamsburg | VA | 23185 | Operating fund | $5,000 |
| Williamsburg House of Mercy | |||||
| 10 Harrison Ave | Williamsburg | VA | 23185 | Operating fund | $5,000 |
| Salvation Army | |||||
| 216 Ironbound Rd | Williamsburg | VA | 23185 | Operating fund | $5,000 |
| Virginia Pennisulla Food Bank | |||||
| 2401 Aluminum Ave | Hampton | VA | 23661 | Operating fund | $5,000 |
| Jamestown Yorktown Foundation | |||||
| PO Box 1607 | Williamsburg | VA | 23188 | Operating fund | $2,500 |
| MCV Foundation | |||||
| 1021 E Cary St | Richmond | VA | 23219 | Operating fund | $10,000 |
| National Trust or Historic Preservation | |||||
| 2600Virginia NW | Washington | DC | 20037 | Operating fund | $1,000 |
| Children's Scholarship Fund | |||||
| 8 W 36th St | New York | NY | 10018 | Operating fund | $5,000 |
| Doctors Without Borders | |||||
| 333 7th Ave | New York | NY | 10001 | Operating fund | $10,000 |
| Semper Fi | |||||
| 825 College Blvd | Rancho Santa Fe | CA | 92067 | Operating fund | $5,000 |
| Higher Ground SV | |||||
| PO Box 6791 | Ketchum | ID | 83340 | Operating fund | $5,000 |
| Fisher House Foundation | |||||
| 12300 Twinbrook Pkwy | Rockville | MD | 20852 | Operating fund | $2,500 |
| Spectrum Institute for Low Vision | |||||
| 219 E Cole Ave | Wheaton | IL | 60187 | Operating fund | $12,500 |
| VPM | |||||
| 23 Sesame St | Richmond | VA | 23235 | Operating fund | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $324,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
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 |
|---|---|---|---|---|---|---|
| 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 | Yes (X) |
| DAN MARILYN CHAPIN | ||||||
| 3 | PO Box 2969 | Sun Valley | ID | 83353 | $1 | Yes (X) |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Northern Trust | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | Custodial and asset management. | ShortExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Fixed Income | BondNm |
| EOY Book Value | $2,352,321 | EOYBookValueAmt |
| EOYFMV | $2,337,541 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Equities | StockNm |
| EOY Book Value | $2,506,443 | EOYBookValueAmt |
| EOYFMV | $5,565,519 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Agency Fees | CategoryTxt |
| Legal Fees | $39,616 | LegalFeesAmt |
| Net Investment Income | $39,616 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $39,616 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $39,616 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Filing Fees Postage | 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 (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Timing Book vs Tax | $51,692 |
| Net Capital Gain | $53,126 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| US Tax | $24,000 | $24,000 | $24,000 | $24,000 |
| Foreign Tax Withheld | $967 | $967 | $967 | $967 |
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