JULES B CHAPMAN MD AND ANNIE LOU CHAPMAN PRIVATE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- JULES B CHAPMAN MD AND ANNIE LOU CHAPMAN PRIVATE FOUNDATION (EIN 46-2014167)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-16
- IRS object ID
- 202201369349105100
- Schema version
- 2021v4.0
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- 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 | 2022-05-16T15:04:55-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 592309183 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUGHES SNELL & CO PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1470 ROYAL PALM SQUARE BLVD | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 339191082 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 462014167 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHAPMAN PRIVATE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAP | BusinessNameControlTxt |
| Phone | 2392676655 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O BUSEY BANK PO BOX 260 | AddressLine1Txt |
| City | CHAMPAIGN | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 618240260 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT D WATSON | PersonNm |
| Person Title | CO-TRUSTEE | PersonTitleTxt |
| Phone | 2392676655 | PhoneNum |
| Signature | 2022-05-16 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBERT | PersonFirstNm |
| Person Last | WATSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERICA K HARP | PreparerPersonNm |
| PTIN | P00641949 | PTIN |
| Phone | 2399392233 | PhoneNum |
| Preparation | 2022-05-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,941,476 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3,256 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,173 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $103,798 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $103,798 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $426,956 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,993,349 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $426,956 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $534,010 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $533,927 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $43,454 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $21,727 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $21,727 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,292 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $292 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $38,234 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $38,234 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,439 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,560 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $151 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $94 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $57 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $86,570 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $62,615 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $22,076 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $248,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $248,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $334,570 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $62,615 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $270,076 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $199,440 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $471,312 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $224,870 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $114,616 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $114,616 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations EOY | $342,797 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $340,017 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,895,308 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,692,093 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,374,461 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,890,335 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,062,589 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,112,382 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $1 | OtherAssetsBOYAmt |
| Total Assets BOY | $4,010,514 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,212,095 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,941,476 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,010,514 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,212,095 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,010,514 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,212,095 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,010,514 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,212,095 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,010,514 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $199,440 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,783 | OtherIncreasesAmt |
| Subtotal | $4,214,737 | SubtotalAmt |
| Other Decreases | $2,642 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,212,095 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (51 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 4.00 AMAZON.COM INC | P | 2015-12-28 | 2021-01-21 | $13,245 | $2,676 | $10,569 | $10,569 |
| 566.00 INTEL CORP | P | 2021-11-16 | $28,652 | $14,998 | $13,654 | $13,654 | |
| 34883.35 LEGG MASON CORE BD FD | P | 2021-06-02 | $460,460 | $431,678 | $28,782 | $28,782 | |
| 85.00 VERIZON COMMUNICATIONS | P | 2020-07-30 | 2021-11-24 | $4,391 | $4,873 | -$482 | -$482 |
| 48.00 BRISTOL MYERS SQUIBB CO | P | 2019-11-22 | 2021-03-15 | $2,944 | $2,683 | $261 | $261 |
| 200.00 ABBVIE INC | P | 2019-01-25 | 2021-03-15 | $22,008 | $16,062 | $5,946 | $5,946 |
| 387.00 MONDELEZ INTL INC | P | 2014-04-10 | 2021-03-15 | $22,016 | $13,278 | $8,738 | $8,738 |
| 2414.93 VICTORY SYCAMORE EST VALUE | P | 2021-03-15 | $116,738 | $91,332 | $25,406 | $25,406 | |
| 44.00 APPLIED MATERIALS | P | 2020-10-16 | 2021-10-05 | $5,641 | $2,775 | $2,866 | $2,866 |
| 208.00 EXXON MOBIL CORP | P | 2021-03-15 | $12,536 | $17,849 | -$5,313 | -$5,313 | |
| 134.00 PHILIP MORRIS INTL INC | P | 2019-01-29 | 2021-03-15 | $11,728 | $9,977 | $1,751 | $1,751 |
| 243.00 WALMART STORES INC | P | 2017-08-17 | 2021-03-15 | $32,317 | $19,349 | $12,968 | $12,968 |
| 162.00 PARAMOUNT GLOBAL | P | 2020-05-08 | 2021-03-17 | $14,914 | $2,936 | $11,978 | $11,978 |
| 405.00 AVANGRID INC | P | 2019-03-08 | 2021-03-15 | $19,642 | $19,583 | $59 | $59 |
| 2077.57 PRINCIPAL MIDCAP FD INSTL CL | P | 2015-05-05 | 2021-03-15 | $78,532 | $48,159 | $30,373 | $30,373 |
| 446.00 WELLTOWER INC | P | 2018-08-08 | 2021-03-15 | $33,191 | $28,359 | $4,832 | $4,832 |
| 215.00 PARAMOUNT GLOBAL | P | 2020-05-08 | 2021-02-12 | $12,539 | $3,896 | $8,643 | $8,643 |
| 400.00 CVS CORP | P | 2021-03-15 | $29,956 | $22,800 | $7,156 | $7,156 | |
| 104.00 PROCTER & GAMBLE | P | 2016-02-10 | 2021-03-15 | $13,325 | $8,586 | $4,739 | $4,739 |
| FNMA UMBS INT 20 YEAR 5% | P | $3,798 | $3,810 | -$12 | -$12 | ||
| 25.00 MICROSOFT CORP | P | 2020-10-16 | 2021-11-16 | $8,492 | $5,497 | $2,995 | $2,995 |
| 409.00 CERNER CORP COM | P | 2016-01-06 | 2021-03-15 | $29,595 | $23,496 | $6,099 | $6,099 |
| 100.00 PUBLIC STORAGE INC | P | 2019-01-28 | 2021-03-15 | $24,185 | $20,762 | $3,423 | $3,423 |
| 134.00 INTEL CORP | P | 2008-10-14 | 2021-11-16 | $6,783 | $2,152 | $4,631 | $4,631 |
| 140.00 CITIGROUP INC | P | 2015-08-10 | 2021-03-15 | $10,353 | $8,234 | $2,119 | $2,119 |
| 185.00 BERKSHIRE HATHAWAY INC | P | 2021-03-15 | $47,080 | $24,340 | $22,740 | $22,740 | |
| 93.00 RAYTHEON TECHNOLOGIES CORP | P | 2017-02-14 | 2021-03-15 | $7,386 | $6,018 | $1,368 | $1,368 |
| 60.00 LABORATORY CORP AMERICAN HLDGS | P | 2019-01-31 | 2021-03-15 | $14,348 | $8,389 | $5,959 | $5,959 |
| 300.00 AMERISOURCEBERGEN CORP | P | 2021-03-15 | $34,033 | $25,354 | $8,679 | $8,679 | |
| 59.00 REGENERON PHARMACEUTICALS INC | P | 2018-01-23 | 2021-03-15 | $28,530 | $22,626 | $5,904 | $5,904 |
| 149.00 APPLIED MATERIALS | P | 2020-10-16 | 2021-03-15 | $17,143 | $9,397 | $7,746 | $7,746 |
| 204.00 CATERPILLAR INC | P | 2019-07-25 | 2021-03-15 | $46,939 | $27,242 | $19,697 | $19,697 |
| 504.00 ROYAL BANK OF CANADA | P | 2021-03-15 | $46,870 | $37,924 | $8,946 | $8,946 | |
| 214.00 ALTRIA GROUP INC | P | 2019-10-22 | 2021-11-24 | $9,431 | $9,893 | -$462 | -$462 |
| 188.00 ALIBABA GROUP HOLDINGS LTD | P | 2017-07-11 | 2021-03-15 | $43,118 | $27,273 | $15,845 | $15,845 |
| 444.00 ROYAL DUTCH SHELL PLC | P | 2016-10-12 | 2021-03-15 | $18,404 | $24,165 | -$5,761 | -$5,761 |
| 149.00 CORESITE REALTY CORP | P | 2016-08-01 | 2021-03-15 | $17,567 | $12,098 | $5,469 | $5,469 |
| 724.00 ENBRIDGE INC | P | 2021-03-15 | $26,448 | $30,164 | -$3,716 | -$3,716 | |
| 226.00 STERICYCLE INC | P | 2018-03-23 | 2021-03-15 | $15,750 | $13,479 | $2,271 | $2,271 |
| 95.00 QUALCOMM INC | P | 2020-10-16 | 2021-03-15 | $12,465 | $12,272 | $193 | $193 |
| 3172.86 FEDERATED INSTL HIGH YIELD B | P | 2019-05-13 | 2021-03-15 | $31,443 | $30,745 | $698 | $698 |
| 100.00 THE TRAVELERS COMPANIES INC | P | 2019-01-25 | 2021-03-15 | $15,616 | $12,556 | $3,060 | $3,060 |
| 142.00 ALLEGION PLC | P | 2018-08-31 | 2021-03-15 | $16,706 | $12,445 | $4,261 | $4,261 |
| 2023.64 INVESCO INTL SMALL MID COMPA | P | 2021-03-15 | $107,779 | $71,431 | $36,348 | $36,348 | |
| 743.00 VANGUARD FTSE DEV MKTS ETF | P | 2021-03-15 | $36,819 | $32,153 | $4,666 | $4,666 | |
| 275.00 COMPASS MINERALS INTL INC | P | 2018-10-26 | 2021-03-15 | $18,528 | $12,894 | $5,634 | $5,634 |
| 2493.10 ARTISAN INTERNATIONAL VALUE | P | 2021-03-15 | $108,973 | $91,360 | $17,613 | $17,613 | |
| 222.50 VANGUARD MID-CAP INDEX FD | P | 2021-03-15 | $62,306 | $39,697 | $22,609 | $22,609 | |
| 566.00 FEDERATED HERMES INC CL B | P | 2018-10-11 | 2021-03-15 | $17,467 | $13,174 | $4,293 | $4,293 |
| 11754.42 FED FLOATING RATE STRAT INC | P | 2015-09-17 | 2021-03-15 | $112,020 | $115,899 | -$3,879 | -$3,879 |
| 369.00 VERIZON COMMUNICATIONS | P | 2014-04-10 | 2021-03-15 | $20,440 | $17,605 | $2,835 | $2,835 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $426,956 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $31,426 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,551 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,551 | SubtotalAmt |
| Tax Based On Investment Income | $6,551 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,760 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,760 | TotalPaymentsAndCreditsAmt |
| Tax Due | $4,791 | 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 | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUSEY BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2392676655 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5246 RED CEDAR DR STE 101 | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33907 | 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 |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT D WATSON | ||||||||
| 433 NW 23RD ST | GAINSVILLE | FL | 32607 | CO-TRUSTEE | 10.00 | $43,454 | $0 | $0 |
| JANICE LAWSON | ||||||||
| 608 PLANTATION ROAD | TALLAHASSEE | FL | 32303 | CO-TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,663,921 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $201,610 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,865,531 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $5,865,531 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $87,983 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,777,548 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $288,877 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $288,877 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,551 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,551 | TotalTaxAmt |
| Distributable Before Adj | $282,326 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $282,326 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $282,326 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $270,076 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $270,076 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $282,326 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $187,889 | UndistributedIncomePYAmt |
| Qualifying Distributions | $270,076 | QualifyingDistributionsAmt |
| Applied To Year1 | $187,889 | AppliedToYear1Amt |
| Applied To Current Year | $82,187 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $200,139 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| FLORIDA STATE UNIVERSITY FOUNDATION | ||||||
| 2010 LEVY AVE BLDG B 300 | TALLAHASSEE | FL | 32306 | NONE | HUMANISM SCHOLARS | $30,000 |
| FLORIDA STATE UNIVERSITY FOUNDATION | ||||||
| 2010 LEVY AVE BLDG B 300 | TALLAHASSEE | FL | 32306 | NONE | ARTS & HUMANITIES | $25,000 |
| FLORIDA STATE UNIVERSITY FOUNDATION | ||||||
| 2010 LEVY AVE BLDG B 300 | TALLAHASSEE | FL | 32306 | NONE | SUMMER INSTITUTE | $2,000 |
| FLORIDA STATE UNIVERSITY FOUNDATION | ||||||
| 2010 LEVY AVE BLDG B 300 | TALLAHASSEE | FL | 32306 | NONE | IMMOKALEE CARES | $5,000 |
| FLORIDA STATE UNIVERSITY FOUNDATION | ||||||
| 2010 LEVY AVE BLDG B 300 | TALLAHASSEE | FL | 32306 | NONE | CHAPMAN COMMUNITY HEALTH | $20,000 |
| FLORIDA STATE UNIVERSITY FOUNDATION | ||||||
| 2010 LEVY AVE BLDG B 300 | TALLAHASSEE | FL | 32306 | NONE | WHITE COATS | $6,000 |
| UNIVERSITY OF FL FOUNDATION | ||||||
| PO BOX 14425 | GAINESVILLE | FL | 32604 | NONE | EQUAL ACCESS CLINIC | $50,000 |
| UNIVERSITY OF FL FOUNDATION | ||||||
| PO BOX 14425 | GAINESVILLE | FL | 32604 | NONE | CHAPMAN GARDEN | $10,000 |
| UNIVERSITY OF FL FOUNDATION | ||||||
| PO BOX 14425 | GAINESVILLE | FL | 32604 | NONE | HUMANISM FUND | $20,000 |
| UNIVERSITY OF FL FOUNDATION | ||||||
| PO BOX 14425 | GAINESVILLE | FL | 32604 | NONE | SCHOLARSHIP FUND | $20,000 |
| UNIVERSITY OF CENTRAL FLORIDA | ||||||
| 6850 LAKE NONA BLVD | ORLANDO | FL | 32827 | NONE | HUMANISM IN MEDICINE | $20,000 |
| UNIVERSITY OF CENTRAL FLORIDA | ||||||
| 6850 LAKE NONA BLVD | ORLANDO | FL | 32827 | NONE | CHAPMAN CONFERENCE | $20,000 |
| UNIVERSITY OF CENTRAL FLORIDA | ||||||
| 6850 LAKE NONA BLVD | ORLANDO | FL | 32827 | NONE | COMPASSIONATE CARE FUND | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $248,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,256 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $103,798 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $426,956 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $534,010 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $534,010 | TotalIncomeProducingActyAmt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX AND ACCOUNTING FEES | CategoryTxt |
| Amt | $1,292 | Amt |
| Net Investment Income | $1,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $292 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME - TAXABLE | BondNm |
| EOY Book Value | $2,062,589 | EOYBookValueAmt |
| EOYFMV | $2,112,382 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $1,692,093 | EOYBookValueAmt |
| EOYFMV | $3,374,461 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST RECEIVABLE | Desc |
| BOY Book Value | $1 | BOYBookValueAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTIONS | Desc |
| Amt | $2,642 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| BOD EXPENSES | $115 | $58 | $57 |
| OTHER INVESTMENT EXPENSES | $36 | $36 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENTS | Desc |
| Amt | $4,783 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AGENCY FEES | CategoryTxt |
| Amt | $38,234 | Amt |
| Net Investment Income | $38,234 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX | $1,560 | $1,560 |
| ES PAYMENTS | $1,760 | |
| PY TAX | $119 |