J A & LETA M CHAPMAN TR 10267: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
J A & LETA M CHAPMAN TR 10267 (EIN 73-6090485)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-17
IRS object ID
202023229349301327
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-11-17T07:00:24-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN736090485EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1J A LETA M CHAPMAN TR 10267 486001AC4BusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLETABusinessNameControlTxt
Phone9186191526PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1620AddressLine1Txt
CityTULSACityNm
State AbbreviationOKStateAbbreviationCd
ZIP741011620ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBOKF N A TRUSTEEPersonNm
Person TitleVICE PRESIDENTPersonTitleTxt
Phone9186191526PhoneNum
Signature2020-11-17SignatureDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address63.97.206.60IPv4AddressTxt
FieldValueIRS element (for citing)
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id1192E0379D00323E0895ABD311FB0638C9F20516AtSubmissionCreationDeviceId
At Submission Filing Device Id1192E0379D00323E0895ABD311FB0638C9F20516AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Gross Receipts$55,102,667GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1949FormationYr
Legal Domicile StateOKLegalDomicileStateCd
Activity Or MissionPROVIDES DIRECT AND PERMANENT SUPPORT TO THE NAMED BENEFICIARIES.ActivityOrMissionDesc
Voting Members Governing Body0VotingMembersGoverningBodyCnt
Voting Members Independent0VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$65,216NetUnrelatedBusTxblIncmAmt
CY Contributions Grants$0CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$10,749,215PYInvestmentIncomeAmt
CY Investment Income$7,414,042CYInvestmentIncomeAmt
PY Other Revenue$1,827,295PYOtherRevenueAmt
CY Other Revenue$1,086,542CYOtherRevenueAmt
PY Total Revenue$12,576,510PYTotalRevenueAmt
CY Total Revenue$8,500,584CYTotalRevenueAmt
PY Grants And Similar Paid$6,030,860PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$6,055,293CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$463,409PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$455,520CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$101,375PYOtherExpensesAmt
CY Other Expenses$88,568CYOtherExpensesAmt
PY Total Expenses$6,595,644PYTotalExpensesAmt
CY Total Expenses$6,599,381CYTotalExpensesAmt
PY Revenues Less Expenses$5,980,866PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,901,203CYRevenuesLessExpensesAmt
Total Assets BOY$127,108,498TotalAssetsBOYAmt
Total Assets EOY$128,636,919TotalAssetsEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$127,108,498NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$128,636,919NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionPROVIDES DIRECT AND PERMANENT SUPPORT TO THE NAMED BENEFICIARIES.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$1,816,588ExpenseAmt
Grant$1,816,588GrantAmt
DescFINANCIAL SUPPORT TO THE UNIVERSITY OF TULSADesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$1,513,823ExpenseAmt
Grant$1,513,823GrantAmt
DescFINANCIAL SUPPORT TO TRINITY UNIVERSITYDesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$1,133,059ExpenseAmt
Grant$1,133,059GrantAmt
DescFINANCIAL SUPPORT TO OKLAHOMA MEDICAL RESEARCHDesc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$1,591,823ExpenseAmt
Grant$1,591,823GrantAmt
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$1,591,823TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$1,591,823TotalOtherProgSrvcGrantAmt
Total Program Service Expenses$6,055,293TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members0GoverningBodyVotingMembersCnt
Independent Voting Member0IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BOKF NABusinessNameLine1Txt
Business Name Line2dba BANK OF OKLAHOMABusinessNameLine2Txt
FieldValueIRS element (for citing)
Phone9182937567PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1620AddressLine1Txt
CityTULSACityNm
State AbbreviationOKStateAbbreviationCd
ZIP741011620ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp

FieldValueIRS element (for citing)
PersonBOKF N A Bank Of OklahomaPersonNm
TitleCORPORATE TRUSTEETitleTxt
Average Hours Per Week40.0AverageHoursPerWeekRt
Institutional TrusteeYes (X)InstitutionalTrusteeInd
Reportable Comp From Org$455,520ReportableCompFromOrgAmt
Reportable Comp From Rltd Org$0ReportableCompFromRltdOrgAmt
Other Compensation$0OtherCompensationAmt
FieldValueIRS element (for citing)
Total Reportable Comp From Org$455,520TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,327,931TotalRevenueColumnAmt
Exclusion$2,327,931ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$51,688,194SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$46,602,083SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$5,086,111SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,086,111TotalRevenueColumnAmt
Exclusion$5,086,111ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCd
PARTNERSHIPS523000
REBATES523000

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,086,542TotalRevenueColumnAmt
Exclusion$1,086,542ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$1,086,542OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,500,584TotalRevenueColumnAmt
Exclusion$8,500,584ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$6,055,293TotalAmt
Program Services$6,055,293ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$455,520TotalAmt
Program Services$0ProgramServicesAmt
Management And General$455,520ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$2,980TotalAmt
Management And General$2,980ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$8,500TotalAmt
Management And General$8,500ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$13,683TotalAmt
Management And General$13,683ManagementAndGeneralAmt

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$63,405TotalAmt
Management And General$63,405ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$6,599,381TotalAmt
Program Services$6,055,293ProgramServicesAmt
Management And General$544,088ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
EOY-$4,781EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$3,807,365BOYAmt
EOY$4,245,209EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$92,113,415BOYAmt
EOY$90,874,889EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$31,187,718BOYAmt
EOY$33,521,602EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$127,108,498BOYAmt
EOY$128,636,919EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$127,108,498BOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
EOY$128,636,919EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$127,108,498BOYAmt
EOY$128,636,919EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$127,108,498BOYAmt
EOY$128,636,919EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$1,901,203ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$208,824NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$581,606OtherChangesInNetAssetsAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
Acct Compile Or Review BasisAcctCompileOrReviewBasisGrp
FS AuditedfalseFSAuditedInd
FS Audited BasisFSAuditedBasisGrp
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type3 Non FuncYes (X)SupportingOrgType3NonFuncInd
Supported Organizations6SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp (6 entries)

EINEINOrganization TypeOrganizationTypeCdGoverning Document ListedGoverningDocumentListedIndSupportSupportAmtOther SupportOtherSupportAmt
JOHN BROWN UNIVERSITY
7102395765Yes (true)$302,765$0
UNIVERSITY OF TULSA
7305792985Yes (true)$1,816,588$0
OKLAHOMA MEDICAL RESEARCH
7305802744Yes (true)$1,133,059$0
ST JOHN MEDICAL CENTER
7305792863Yes (true)$701,179$0
TRINITY UNIVERSITY
7411096335Yes (true)$1,153,823$0
TULSA AREA UNITED WAY
7305802837Yes (true)$0$0
FieldValueIRS element (for citing)
Supported Organizations Total6SupportedOrganizationsTotalCnt
Support Sum$5,107,414SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (true)ListedByNameGoverningDocInd
Suprt Org No IRS DeterminationfalseSuprtOrgNoIRSDeterminationInd
Supported Org Section C456falseSupportedOrgSectionC456Ind
Supported Org Not Organized USfalseSupportedOrgNotOrganizedUSInd
Organization Change Suprt OrgfalseOrganizationChangeSuprtOrgInd
Support Non Supported OrgfalseSupportNonSupportedOrgInd
Payment Substantial ContribtrfalsePaymentSubstantialContribtrInd
Loan Disqualified PersonfalseLoanDisqualifiedPersonInd
Controlled Disqualified PrsnfalseControlledDisqualifiedPrsnInd
Disqualified Prsn Controll IntfalseDisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr IntfalseDisqualifiedPrsnOwnrIntInd
Excess Business Holdings RulesfalseExcessBusinessHoldingsRulesInd
Contribution ControllerfalseContributionControllerInd
Contribution FamilyfalseContributionFamilyInd
Contribution35 ControlledfalseContribution35ControlledInd

Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp

FieldValueIRS element (for citing)
Timely Provided DocumentsYes (true)TimelyProvidedDocumentsInd
Officers Close RelationshipfalseOfficersCloseRelationshipInd
Supported Org Voice InvestmentYes (true)SupportedOrgVoiceInvestmentInd
FieldValueIRS element (for citing)
Trust Integral Part TestYes (X)TrustIntegralPartTestInd

Adjusted Net Income AdjustedNetIncomeGrp

Net ST Capital Gain Adj Net Incm NetSTCapitalGainAdjNetIncmGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt

Recoveries PY Distributions RecoveriesPYDistributionsGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt

Other Gross Income OtherGrossIncomeGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt

Adjusted Gross Income AdjustedGrossIncomeGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt

Production Income ProductionIncomeGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt

Total Adjusted Net Income TotalAdjustedNetIncomeGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt

Minimum Asset Amount MinimumAssetAmountGrp

Average Monthly FMV Of Sec AverageMonthlyFMVOfSecGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt

Average Monthly Cash Balances AverageMonthlyCashBalancesGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt

FMV Other Non Exempt Use Asset FMVOtherNonExemptUseAssetGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt

Total FMV Of Non Exempt Use Asset TotalFMVOfNonExemptUseAssetGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt
FieldValueIRS element (for citing)
Discount Claimed$0DiscountClaimedAmt

Acquisition Indebtedness AcquisitionIndebtednessGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt

Adjusted FMV Less Indebtedness AdjustedFMVLessIndebtednessGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt

Cash Deemed Charitable CashDeemedCharitableGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt

Net Vl Non Exempt Use Assets NetVlNonExemptUseAssetsGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt

Pct Of Net Vl Non Exempt Use Ast PctOfNetVlNonExemptUseAstGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt

Recoveries PY Distri Min Asset RecoveriesPYDistriMinAssetGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt

Total Minimum Asset TotalMinimumAssetGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
CY Adj Net Income Distributable$0CYAdjNetIncomeDistributableAmt
CY Pct85 Adjusted Net Income$0CYPct85AdjustedNetIncomeAmt
CY Total Min Ast Distributable$0CYTotalMinAstDistributableAmt
CY Greater Adjusted Minimum$0CYGreaterAdjustedMinimumAmt
CY Income Tax Imposed PY$0CYIncomeTaxImposedPYAmt
CY Distributable As Adjusted$0CYDistributableAsAdjustedAmt

Distributions DistributionsGrp

FieldValueIRS element (for citing)
CY Paid Accomplish Exempt Prps$0CYPaidAccomplishExemptPrpsAmt
CY Pd In Excess Income Activity$0CYPdInExcessIncomeActivityAmt
CY Administrative Expense Paid$0CYAdministrativeExpensePaidAmt
Exempt Use Assets Acquis Paid$0ExemptUseAssetsAcquisPaidAmt
Qualified Set Aside$0QualifiedSetAsideAmt
CY Other Distributions$0CYOtherDistributionsAmt
CY Total Annual Distributions$0CYTotalAnnualDistributionsAmt
CY Distri Attentive Suprt Org$0CYDistriAttentiveSuprtOrgAmt
CY Distributable As Adjusted$0CYDistributableAsAdjustedAmt
CY Distribution Yr0CYDistributionYrRt

Distribution Allocations DistributionAllocationsGrp

FieldValueIRS element (for citing)
CY Distributable As Adjusted$0CYDistributableAsAdjustedAmt
Underdistributions$0UnderdistributionsAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$0ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$0ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$0ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Cyov Applied Underdistri PY$0CyovAppliedUnderdistriPYAmt
Cyov Applied Underdistr CPY$0CyovAppliedUnderdistrCPYAmt
Carryover PY Not Applied$0CarryoverPYNotAppliedAmt
Excess Distribution Cyov$0ExcessDistributionCyovAmt
CY Total Annual Distributions$0CYTotalAnnualDistributionsAmt
CY Distrib App Underdistri PY$0CYDistribAppUnderdistriPYAmt
Excess Distribution$0ExcessDistributionAmt
Remaining Underdistri PY$0RemainingUnderdistriPYAmt
Remaining Underdistri CY$0RemainingUnderdistriCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Year5$0ExcessFromYear5Amt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$0ExcessFromYear2Amt
Excess From Year1$0ExcessFromYear1Amt

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
QUESTIONS 1The trustee makes annual written reports of the assets of the trust, i ncluding descriptions, detailed listing and income earned to the benef iciares. No grant contribution or bequest was received by the trust af ter November 20, 1970. The trust is required by its governing instrume nt to distribute all of its net income to its designated beneficiaries . The trustee does not have discretion to vary either
QUESTION 1 CONT'Dthe beneficiary or the amounts payable to the beneficiary. None of the trustees are disqualified persons
SECTION D QUESTIONs 2 and 3The officers, directors, and trustees of the supported organizations have a significant voice in the investment policies and maintain a close and continuous working relationship with the supporting organization through annual meetings and regular communications regarding the supporting organization's investments and plans for distributions.
SECTION D QUESTIONS 2 AND 3 CONT'DIn addition, representatives of the trustee serve on the boards of the University of Tulsa, the Oklahoma Medical Reserch Foundation, St . John Medical Center and the Tulsa United Way

Schedule D IRS990ScheduleD

Other Securities OtherSecuritiesGrp (5 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
CHAPMAN HEDGED LLC$8,102,228C
DOC'S$5C
PRIVATE EQUITY$13,695,531C
CHAPMAN REAL ASSETS LLC$11,723,774C
CHAPMAN OPPORTUNISTIC LLC$64C
FieldValueIRS element (for citing)
Total Book Value Securities$33,521,602TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescTRADING POSITIONDesc

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
JOHN BROWN UNIVERSITY
2000 WEST UNIVERSITY DRIVESILOAM SPRINGSAR72761710239576501(c)(3)$302,765SUPPORT UNIVERSITY
THE UNIVERSITY OF TULSA
800 S TUCKER DRIVETULSAOK74104730579298501(c)(3)$1,816,588SUPPORT UNIVERSITY
OKLAHOMA MEDICAL RESEARCH FOUNDATION
825 NE 13TH STREETOKLAHOMA CITYOK73105730580274501(c)(3)$1,133,059SUPPORT FOUNDATION
ST JOHN MEDICAL CENTER
1923 S UTICA AVETULSAOK74104730579286501(c)(3)$701,179SUPPORT MEDICAL CENTER
TRINITY UNIVERSITY
ONE TRINITY PLACESAN ANTONIOTX78212741109633501(c)(3)$1,513,823SUPPORT UNIVERSITY
TULSA AREA UNITED WAY
PO BOX 1859TULSAOK741011859730580283501(c)(3)$587,880HUMAN SERVICES
FieldValueIRS element (for citing)
Total501c3 Org6Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceEXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2FormAndLineReferenceDesc
ExplanationTHIS ENTITY WORKS CLOSELY WITH THE ORGANIZATIONS IT SUPPORTS. THUS IT IS CONSTANTLY AWARE OF THE USE OF GRANT FUNDS.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
ADDITIONAL TEXT TO BE ADDED TO SCHEDULE R ENTRY FOR BOK.INSTITUTIONAL TRUSTEE ALSO SERVES AS SOLE TRUSTEE ON APPROXIMATELY 40 CHARITABLE TRUSTS UNRELATED TO THIS FILING ORGANIZATION.
EXPLANATION FOR FORM 990, PAGE 2, PART III, LINE 4dST. JOHN MEDICAL CENTER, TULSA, OK EIN: 73-0579286, IRC SECTION 501(c)(3) AMOUNT OF GRANT $701178.69 JOHN BROWN UNIVERSITY, 2000 W UNIVERSITY, SILOAM SPRINGS, AR EIN: 71-0239576 IRC SECTION 501(c)(3) AMOUNT OF GRANT $ 302764.68 TULSA AREA UNITED WAY, PO BOX 1859, TULSA, OK EIN: 73-0580283 IRC SECTION 501(c)(3) AMOUNT OF GRANT $ 587880
FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEWPREPARED INTERNALLY AND REVIEWED BY TRUSTEE
FORM 990, PAGE 6, PART VI, LINE 15aTHERE ARE NO EMPLOYEES COMPENSATED. THE ONLY COMPENSATION FROM THE ENTITY IS INSTITUTIONAL TRUSTEE FEES.
FORM 990, PAGE 6, PART VI, LINE 18THE ORGANIZATION MAKES ITS FORMS 990 AND 990-T AVAILABLE TO THE PUBLIC UPON REQUEST AT THE ORGANIZATION'S OFFICE CARE OF BANK OF OKLAHOMA, N.A.
FORM 990, PAGE 6, PART VI, LINE 19THE ORGANIZATION MAKES IT GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO PUBLIC UPON REQUEST AT THE ORGANIZATION'S OFFICE CARE OF BANK OF OKLAHOMA, N.A.
FORM 990, PAGE 7, PART VII, SECTION ABANK OF OKLAHOMA - 40 HOURS PER WEEK.
EXPLANATION FOR FORM 990, PART XI, LINE 9UNREALIZED GAINS & LOSSES FROM PASS-THROUGH ENTITIES AND NON-TAXABLE INCOME (MUNICIPAL INTEREST & PRINCIPAL DISTRIBUTIONS)

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (14 entries)

Business Name Line2DisregardedEntityName/BusinessNameLine2TxtAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACd
JA & LETA CHAPMAN CHARITIABLE TRUST
48-6002-AC-2PO BOX 1620TULSAOK741011620736112228SUPPORT CHARITIESOK501(C)(3)509(A)(3)NAfalse
CHAPMAN LETA MCFARLIN MEMORIAL TRUST
48-6003-AC-0PO BOX 1620TULSAOK741011620736187204SUPPORT CHARITIESOK501(C)(3)509(A)(3)NAfalse
COWLES MEMORIAL TRUST
48-6004-AC-8PO BOX 1620TULSAOK741011620736198782SUPPORT CHARITIESOK501(C)(3)509(A)(3)NAfalse
WALTER PAULINE M MEMORIAL TRUST
48-6005-AC-5PO BOX 1620TULSAOK741011620736202627SUPPORT CHARITIESOK501(C)(3)509(A)(3)NAfalse
JAMES A & LETA CHAPMAN TESTAMENTARY TRUST
48-6006-AC-3PO BOX 1620TULSAOK741011620736113144SUPPORT CHARITIESOK501(C)(3)509(A)(3)NAfalse
MCFARLIN IDA M MEMORIAL TRUST
48-6010-AC-5PO BOX 1620TULSAOK741011620736090533SUPPORT CHARITIESOK501(C)(3)509(A)(3)NAfalse
MCFARLIN R M & IDA M MEMORIAL TRUST
48-6011-AC-3PO BOX 1620TULSAOK741011620736111733SUPPORT CHARITIESOK501(C)(3)509(A)(3)NAfalse
CHAPMAN ENDOWMENT TRUST
48-6012-AC-1PO BOX 1620TULSAOK741011620736109142SUPPORT CHARITIESOK501(C)(3)509(A)(3)NAfalse
JOHN BROWN UNIVERSITY
2000 WEST UNIVERSITY DRIVESILOAM SPRINGSAR72761710239576SCHOOLAR501(C)(3)falseN/A
THE UNIVERSITY OF TULSA
800 S TUCKER DRIVETULSAOK74104730579298SCHOOLOK501(C)(3)falseN/A
OKLAHOMA MEDICAL RESEARCH FOUNDATION
825 NE 13TH STREETOKLAHOMA CITYOK73105730580274MEDICAL RESEARCHOK501(C)(3)falseN/A
ST JOHN MEDICAL CENTER
1923 S UTICA AVETULSAOK74104730579286HOSPITALOK501(C)(3)falseN/A
TRINITY UNIVERSITY
ONE TRINITY PLACESAN ANTONIOTX78212741109633SCHOOLTX501(C)(3)falseN/A
TULSA AREA UNITED WAY
PO BOX 1859TULSAOK741011859730580283HUMAN SERVICES PROGRAMS, GENERALOK501(C)(3)falseN/A
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

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