JULES B CHAPMAN MD AND ANNIE LOU CHAPMAN PRIVATE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- JULES B CHAPMAN MD AND ANNIE LOU CHAPMAN PRIVATE FOUNDATION (EIN 46-2014167)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-03-30
- IRS object ID
- 202000909349100400
- Schema version
- 2019v5.0
- 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 Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-03-30T07:42:23-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-04-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LINDA M TREISE | PreparerPersonNm |
| PTIN | P00244902 | PTIN |
| Phone | 2399392233 | PhoneNum |
| Preparation | 2020-03-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | 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 | $5,217,891 | 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 | $500 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $6,102 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,102 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $121,980 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $121,980 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $88,421 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $647,278 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $88,421 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $217,003 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $216,503 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $36,862 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $18,431 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $18,431 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $850 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $300 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $32,151 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $32,151 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,686 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,017 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $298 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $187 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $111 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $73,147 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $52,636 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $18,842 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $242,502 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $242,502 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $315,649 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $52,636 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $261,344 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$98,646 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $163,867 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $362,331 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $150,348 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $150,348 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,936,898 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,045,164 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,072,733 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,942,240 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,947,536 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,994,755 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $602 | OtherAssetsBOYAmt |
| Other Assets EOY | $55 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $55 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,242,071 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,143,103 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,217,891 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,242,071 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,143,103 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,242,071 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,143,103 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,242,071 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,143,103 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,242,071 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$98,646 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,143,425 | SubtotalAmt |
| Other Decreases | $322 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,143,103 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (27 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| BUSEY BANK | P | $200,950 | $207,840 | -$6,890 | -$6,890 | ||
| 127.1 FNMA POOL | P | $127 | $128 | -$1 | -$1 | 2008-03-24 | 2019-03-25 |
| BUSEY BANK | P | $418,636 | $345,447 | $73,189 | $73,189 | ||
| 175.1 FNMA POOL | P | $175 | $176 | -$1 | -$1 | 2008-03-24 | 2019-04-25 |
| 266.8 FNMA POOL | P | $267 | $268 | -$1 | -$1 | 2008-03-24 | 2019-02-25 |
| 158.8 FNMA POOL | P | $159 | $159 | 2008-03-24 | 2019-05-28 | ||
| 272.4 FNMA POOL | P | $272 | $273 | -$1 | -$1 | 2008-03-24 | 2019-03-25 |
| 154.5 FNMA POOL | P | $154 | $155 | -$1 | -$1 | 2008-03-24 | 2019-06-25 |
| 236.4 FNMA POOL | P | $236 | $237 | -$1 | -$1 | 2008-03-24 | 2019-04-25 |
| 234.4 FNMA POOL | P | $243 | $244 | -$1 | -$1 | 2008-03-24 | 2019-07-25 |
| 289.7 FNMA POOL | P | $290 | $291 | -$1 | -$1 | 2008-03-24 | 2019-05-28 |
| 157.7 FNMA POOL | P | $158 | $158 | 2008-03-24 | 2019-08-26 | ||
| 275.0 FNMA POOL | P | $275 | $276 | -$1 | -$1 | 2008-03-24 | 2019-06-25 |
| 190.9 FNMA POOL | P | $191 | $192 | -$1 | -$1 | 2008-03-24 | 2019-09-25 |
| 254.1 FNMA POOL | P | $254 | $255 | -$1 | -$1 | 2008-03-24 | 2019-07-25 |
| 144.4 FNMA POOL | P | $144 | $145 | -$1 | -$1 | 2008-03-24 | 2019-10-25 |
| 341.2 FNMA POOL | P | $341 | $342 | -$1 | -$1 | 2008-03-24 | 2019-08-26 |
| 172.4 FNMA POOL | P | $172 | $173 | -$1 | -$1 | 2008-03-24 | 2019-11-25 |
| 278.2 FNMA POOL | P | $278 | $279 | -$1 | -$1 | 2008-03-24 | 2019-09-25 |
| 139.5 FNMA POOL | P | $140 | $140 | 2008-03-24 | 2019-12-26 | ||
| 217.3 FNMA POOL | P | $217 | $218 | -$1 | -$1 | 2008-03-24 | 2019-10-25 |
| 154.9 FNMA POOL | P | $155 | $155 | 2008-03-24 | 2019-12-31 | ||
| 252.6 FNMA POOL | P | $253 | $253 | 2008-03-24 | 2019-11-25 | ||
| 10.0 JPMORGAN CHASE & CO | P | $999 | $402 | $597 | $597 | 2006-01-10 | 2019-01-11 |
| 227.8 FNMA POOL | P | $228 | $229 | -$1 | -$1 | 2008-03-24 | 2019-12-26 |
| 264.8 FNMA POOL | P | $265 | $266 | -$1 | -$1 | 2008-03-24 | 2019-12-31 |
| 155.6 FNMA POOL | P | $156 | $156 | 2008-03-24 | 2019-02-25 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $88,421 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$6,890 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $261,927 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,962,139 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052785 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $227,220 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,859,510 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046758 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $253,116 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,671,266 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.054186 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $263,812 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,016,120 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052593 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $100,645 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,491,114 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.018329 | DistributionYr5Rt |
| Total Distribution | 0.224651 | TotalDistributionRt |
| Average Distribution | 0.044930 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,919,689 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $221,042 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,639 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $222,681 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $261,344 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,639 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,639 | SubtotalAmt |
| Tax Based On Investment Income | $1,639 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,760 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,760 | TotalPaymentsAndCreditsAmt |
| Overpayment | $121 | OverpaymentAmt |
| Applied To ES Tax | $121 | AppliedToESTaxAmt |
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 | $36,862 | $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 | $209,033 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,785,575 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,994,608 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,994,608 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $74,919 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,919,689 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $245,984 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $245,984 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,639 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,639 | TotalTaxAmt |
| Distributable Before Adj | $244,345 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $244,345 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $244,345 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $261,344 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $261,344 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,639 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $259,705 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $244,345 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $221,355 | UndistributedIncomePYAmt |
| Qualifying Distributions | $261,344 | QualifyingDistributionsAmt |
| Applied To Year1 | $221,355 | AppliedToYear1Amt |
| Applied To Current Year | $39,989 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $204,356 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 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 | $32,000 |
| FLORIDA STATE UNIVERSITY FOUNDATION | ||||||
| 2010 LEVY AVE BLDG B 300 | TALLAHASSEE | FL | 32306 | NONE | HEAL MAGAZINE | $6,000 |
| 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 | HUMANE CARE | $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 | $21,502 |
| UNIVERSITY OF CENTRAL FLORIDA | ||||||
| 6850 LAKE NONA BLVD | ORLANDO | FL | 32827 | NONE | CHAPMAN CONFERENCE | $20,000 |
| ARNOLD P GOLD FOUNDATION | ||||||
| 619 E PALISADE AVE | ENGLEWOOD CLIFFS | NJ | 07632 | NONE | HUMANISM SUMMIT CONF | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $242,502 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,102 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $121,980 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $88,421 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $216,503 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $216,503 | 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 | $1,150 | Amt |
| Net Investment Income | $850 | 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 | $1,947,536 | EOYBookValueAmt |
| EOYFMV | $1,994,755 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $2,045,164 | EOYBookValueAmt |
| EOYFMV | $3,072,733 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST RECEIVABLE | Desc |
| BOY Book Value | $602 | BOYBookValueAmt |
| EOY Book Value | $55 | EOYBookValueAmt |
| EOYFMV | $55 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NONDIVIDEND DISTRIBUTIONS | $234 |
| COST BASIS ADJUSTMENTS | $88 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| BOD EXPENSES | $223 | $112 | $111 |
| INVESTMENT INTEREST EXPENSE | |||
| OTHER INVESTMENT EXPENSES | $75 | $75 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AGENCY FEES | CategoryTxt |
| Amt | $32,151 | Amt |
| Net Investment Income | $32,151 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX | $1,017 | $1,017 |
| ES PAYMENTS | $1,669 |