JULES B CHAPMAN MD AND ANNIE LOU CHAPMAN PRIVATE FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- JULES B CHAPMAN MD AND ANNIE LOU CHAPMAN PRIVATE FOUNDATION (EIN 46-2014167)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-03-28
- IRS object ID
- 202130879349100103
- Schema version
- 2020v4.0
- 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 Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-03-28T21:49:48-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-04-09 | 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 | LINDA M TREISE | PreparerPersonNm |
| PTIN | P00244902 | PTIN |
| Phone | 2399392233 | PhoneNum |
| Preparation | 2021-03-25 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $5,654,045 | 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 | $1,469 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,469 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $102,123 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $102,123 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $76,571 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $660,218 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $76,571 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $119 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $119 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $180,282 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $180,282 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $37,292 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $18,646 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $18,646 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,175 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $875 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $300 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $32,923 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $32,923 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,760 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,241 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $68 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $63 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $74,218 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $53,748 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $18,951 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $248,294 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $248,294 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $322,512 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $53,748 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $267,245 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$142,230 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $126,534 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $150,348 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $224,870 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $224,870 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,045,164 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,895,308 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,411,545 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,947,536 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,890,335 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,017,630 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $55 | OtherAssetsBOYAmt |
| Other Assets EOY | $1 | OtherAssetsEOYAmt |
| Total Assets BOY | $4,143,103 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,010,514 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,654,045 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,143,103 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,010,514 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,143,103 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,010,514 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,143,103 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,010,514 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,143,103 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$142,230 | ExcessRevenueOverExpensesAmt |
| Other Increases | $13,518 | OtherIncreasesAmt |
| Subtotal | $4,014,391 | SubtotalAmt |
| Other Decreases | $3,877 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,010,514 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (26 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| BUSEY BANK 4437 | P | $98,583 | $119,163 | -$20,580 | -$20,580 | ||
| 138.34 FNMA UMBS INT 20 YR 5% | P | $138 | $139 | -$1 | -$1 | 2008-03-24 | 2020-12-29 |
| BUSEY BANK 4437 | P | $527,072 | $459,780 | $67,292 | $67,292 | ||
| 110.93 FNMA UMBS INT 20 YR 5% | P | $111 | $111 | 2008-03-24 | 2020-12-31 | ||
| 226.48 FNMA UMBS INT 20 YR 5% | P | $226 | $227 | -$1 | -$1 | 2008-03-24 | 2020-02-25 |
| 279.88 FNMA UMBS INT 20 YR 5% | P | $280 | $281 | -$1 | -$1 | 2008-03-24 | 2020-10-26 |
| 202.46 FNMA UMBS INT 20 YR 5% | P | $202 | $203 | -$1 | -$1 | 2008-03-24 | 2020-03-25 |
| 239.92 FNMA UMBS INT 20 YR 5% | P | $240 | $241 | -$1 | -$1 | 2008-03-24 | 2020-11-25 |
| 205.31 FNMA UMBS INT 20 YR 5% | P | $205 | $206 | -$1 | -$1 | 2008-03-24 | 2020-04-27 |
| 260.84 FNMA UMBS INT 20 YR 5% | P | $261 | $262 | -$1 | -$1 | 2008-03-24 | 2020-12-29 |
| 211.6 FNMA UMBS INT 20 YR 5% | P | $212 | $212 | 2008-03-24 | 2020-05-26 | ||
| 224.03 FNMA UMBS INT 20 YR 5% | P | $224 | $225 | -$1 | -$1 | 2008-03-24 | 2020-12-31 |
| 197.97 FNMA UMBS INT 20 YR 5% | P | $198 | $199 | -$1 | -$1 | 2008-03-24 | 2020-06-25 |
| 202.74 FNMA UMBS INT 20 YR 5% | P | $203 | $203 | 2008-03-24 | 2020-02-25 | ||
| 238.37 FNMA UMBS INT 20 YR 5% | P | $238 | $239 | -$1 | -$1 | 2008-03-24 | 2020-07-27 |
| 123.44 FNMA UMBS INT 20 YR 5% | P | $123 | $124 | -$1 | -$1 | 2008-03-24 | 2020-03-25 |
| 232.71 FNMA UMBS INT 20 YR 5% | P | $233 | $233 | 2008-03-24 | 2020-08-25 | ||
| 118.25 FNMA UMBS INT 20 YR 5% | P | $118 | $119 | -$1 | -$1 | 2008-03-24 | 2020-04-27 |
| 222.26 FNMA UMBS INT 20 YR 5% | P | $222 | $223 | -$1 | -$1 | 2008-03-24 | 2020-09-25 |
| 130.47 FNMA UMBS INT 20 YR 5% | P | $130 | $131 | -$1 | -$1 | 2008-03-24 | 2020-05-26 |
| 112.91 FNMA UMBS INT 20 YR 5% | P | $113 | $113 | 2008-03-24 | 2020-07-27 | ||
| 148.93 FNMA UMBS INT 20 YR 5% | P | $149 | $149 | 2008-03-24 | 2020-06-25 | ||
| 165.9 FNMA UMBS INT 20 YR 5% | P | $166 | $166 | 2008-03-24 | 2020-08-25 | ||
| 228.54 FNMA UMBS INT 20 YR 5% | P | $229 | $229 | 2008-03-24 | 2020-09-25 | ||
| 291.5 FNMA UMBS INT 20 YR 5% | P | $292 | $292 | 2008-03-24 | 2020-10-26 | ||
| 176.59 FNMA UMBS INT 20 YR 5% | P | $177 | $177 | 2008-03-24 | 2020-11-25 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $76,571 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$20,580 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,759 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,759 | SubtotalAmt |
| Tax Based On Investment Income | $1,759 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,640 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,640 | TotalPaymentsAndCreditsAmt |
| Tax Due | $119 | 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 | $37,292 | $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 | $4,953,088 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $174,560 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,127,648 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $5,127,648 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $76,915 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,050,733 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $252,537 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $252,537 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,759 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,759 | TotalTaxAmt |
| Distributable Before Adj | $250,778 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $250,778 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $250,778 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $267,245 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $267,245 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $267,245 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $250,778 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $204,356 | UndistributedIncomePYAmt |
| Qualifying Distributions | $267,245 | QualifyingDistributionsAmt |
| Applied To Year1 | $204,356 | AppliedToYear1Amt |
| Applied To Current Year | $62,889 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $187,889 | 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 | $50,294 |
| 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 | $248,294 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,469 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $102,123 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $119 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $76,571 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $180,282 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $180,282 | 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 | $1,175 | Amt |
| Net Investment Income | $875 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $300 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME - TAXABLE | BondNm |
| EOY Book Value | $1,890,335 | EOYBookValueAmt |
| EOYFMV | $2,017,630 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $1,895,308 | EOYBookValueAmt |
| EOYFMV | $3,411,545 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST RECEIVABLE | Desc |
| BOY Book Value | $55 | BOYBookValueAmt |
| EOY Book Value | $1 | EOYBookValueAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTIONS | Desc |
| Amt | $3,877 | 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 | $10 | $5 | $5 |
| OTHER INVESTMENT EXPENSES | $58 | $58 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BUSEY BANK | Desc |
| Revenue And Expenses Per Books | $119 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $119 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENTS | Desc |
| Amt | $13,518 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AGENCY FEES | CategoryTxt |
| Amt | $32,923 | Amt |
| Net Investment Income | $32,923 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX | $1,241 | $1,241 |
| ES PAYMENTS | $1,519 |