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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-17T07:00:24-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 736090485 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J A LETA M CHAPMAN TR 10267 486001AC4 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LETA | BusinessNameControlTxt |
| Phone | 9186191526 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1620 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 741011620 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BOKF N A TRUSTEE | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 9186191526 | PhoneNum |
| Signature | 2020-11-17 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 63.97.206.60 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 1192E0379D00323E0895ABD311FB0638C9F20516 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1192E0379D00323E0895ABD311FB0638C9F20516 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $55,102,667 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1949 | FormationYr |
| Legal Domicile State | OK | LegalDomicileStateCd |
| Activity Or Mission | PROVIDES DIRECT AND PERMANENT SUPPORT TO THE NAMED BENEFICIARIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 0 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $65,216 | NetUnrelatedBusTxblIncmAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $10,749,215 | PYInvestmentIncomeAmt |
| CY Investment Income | $7,414,042 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,827,295 | PYOtherRevenueAmt |
| CY Other Revenue | $1,086,542 | CYOtherRevenueAmt |
| PY Total Revenue | $12,576,510 | PYTotalRevenueAmt |
| CY Total Revenue | $8,500,584 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $6,030,860 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $6,055,293 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $463,409 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $455,520 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $101,375 | PYOtherExpensesAmt |
| CY Other Expenses | $88,568 | CYOtherExpensesAmt |
| PY Total Expenses | $6,595,644 | PYTotalExpensesAmt |
| CY Total Expenses | $6,599,381 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,980,866 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,901,203 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $127,108,498 | TotalAssetsBOYAmt |
| Total Assets EOY | $128,636,919 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $127,108,498 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $128,636,919 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PROVIDES DIRECT AND PERMANENT SUPPORT TO THE NAMED BENEFICIARIES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,816,588 | ExpenseAmt |
| Grant | $1,816,588 | GrantAmt |
| Desc | FINANCIAL SUPPORT TO THE UNIVERSITY OF TULSA | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,513,823 | ExpenseAmt |
| Grant | $1,513,823 | GrantAmt |
| Desc | FINANCIAL SUPPORT TO TRINITY UNIVERSITY | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,133,059 | ExpenseAmt |
| Grant | $1,133,059 | GrantAmt |
| Desc | FINANCIAL SUPPORT TO OKLAHOMA MEDICAL RESEARCH | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,591,823 | ExpenseAmt |
| Grant | $1,591,823 | GrantAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,591,823 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $1,591,823 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $6,055,293 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 0 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | false | ConflictOfInterestPolicyInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOKF NA | BusinessNameLine1Txt |
| Business Name Line2 | dba BANK OF OKLAHOMA | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9182937567 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1620 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 741011620 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BOKF N A Bank Of Oklahoma | PersonNm |
| Title | CORPORATE TRUSTEE | TitleTxt |
| Average Hours Per Week | 40.0 | AverageHoursPerWeekRt |
| Institutional Trustee | Yes (X) | InstitutionalTrusteeInd |
| Reportable Comp From Org | $455,520 | ReportableCompFromOrgAmt |
| Reportable Comp From Rltd Org | $0 | ReportableCompFromRltdOrgAmt |
| Other Compensation | $0 | OtherCompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $455,520 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,327,931 | TotalRevenueColumnAmt |
| Exclusion | $2,327,931 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $51,688,194 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $46,602,083 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,086,111 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,086,111 | TotalRevenueColumnAmt |
| Exclusion | $5,086,111 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd |
|---|---|
| PARTNERSHIPS | 523000 |
| REBATES | 523000 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,086,542 | TotalRevenueColumnAmt |
| Exclusion | $1,086,542 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,086,542 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,500,584 | TotalRevenueColumnAmt |
| Exclusion | $8,500,584 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,055,293 | TotalAmt |
| Program Services | $6,055,293 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $455,520 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $455,520 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,980 | TotalAmt |
| Management And General | $2,980 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,500 | TotalAmt |
| Management And General | $8,500 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,683 | TotalAmt |
| Management And General | $13,683 | ManagementAndGeneralAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,405 | TotalAmt |
| Management And General | $63,405 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,599,381 | TotalAmt |
| Program Services | $6,055,293 | ProgramServicesAmt |
| Management And General | $544,088 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | -$4,781 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,807,365 | BOYAmt |
| EOY | $4,245,209 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,113,415 | BOYAmt |
| EOY | $90,874,889 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,187,718 | BOYAmt |
| EOY | $33,521,602 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $127,108,498 | BOYAmt |
| EOY | $128,636,919 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $127,108,498 | BOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $128,636,919 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $127,108,498 | BOYAmt |
| EOY | $128,636,919 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $127,108,498 | BOYAmt |
| EOY | $128,636,919 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,901,203 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $208,824 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$581,606 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| Acct Compile Or Review Basis | AcctCompileOrReviewBasisGrp | |
| FS Audited | false | FSAuditedInd |
| FS Audited Basis | FSAuditedBasisGrp | |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type3 Non Func | Yes (X) | SupportingOrgType3NonFuncInd |
| Supported Organizations | 6 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (6 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| JOHN BROWN UNIVERSITY | ||||
| 710239576 | 5 | Yes (true) | $302,765 | $0 |
| UNIVERSITY OF TULSA | ||||
| 730579298 | 5 | Yes (true) | $1,816,588 | $0 |
| OKLAHOMA MEDICAL RESEARCH | ||||
| 730580274 | 4 | Yes (true) | $1,133,059 | $0 |
| ST JOHN MEDICAL CENTER | ||||
| 730579286 | 3 | Yes (true) | $701,179 | $0 |
| TRINITY UNIVERSITY | ||||
| 741109633 | 5 | Yes (true) | $1,153,823 | $0 |
| TULSA AREA UNITED WAY | ||||
| 730580283 | 7 | Yes (true) | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 6 | SupportedOrganizationsTotalCnt |
| Support Sum | $5,107,414 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (true) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | false | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | false | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | false | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | false | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timely Provided Documents | Yes (true) | TimelyProvidedDocumentsInd |
| Officers Close Relationship | false | OfficersCloseRelationshipInd |
| Supported Org Voice Investment | Yes (true) | SupportedOrgVoiceInvestmentInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trust Integral Part Test | Yes (X) | TrustIntegralPartTestInd |
Adjusted Net Income AdjustedNetIncomeGrp
Net ST Capital Gain Adj Net Incm NetSTCapitalGainAdjNetIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
Recoveries PY Distributions RecoveriesPYDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
Other Gross Income OtherGrossIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
Adjusted Gross Income AdjustedGrossIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
Production Income ProductionIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
Total Adjusted Net Income TotalAdjustedNetIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
Minimum Asset Amount MinimumAssetAmountGrp
Average Monthly FMV Of Sec AverageMonthlyFMVOfSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
Average Monthly Cash Balances AverageMonthlyCashBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
FMV Other Non Exempt Use Asset FMVOtherNonExemptUseAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
Total FMV Of Non Exempt Use Asset TotalFMVOfNonExemptUseAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discount Claimed | $0 | DiscountClaimedAmt |
Acquisition Indebtedness AcquisitionIndebtednessGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
Adjusted FMV Less Indebtedness AdjustedFMVLessIndebtednessGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
Cash Deemed Charitable CashDeemedCharitableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
Net Vl Non Exempt Use Assets NetVlNonExemptUseAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
Pct Of Net Vl Non Exempt Use Ast PctOfNetVlNonExemptUseAstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
Recoveries PY Distri Min Asset RecoveriesPYDistriMinAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
Total Minimum Asset TotalMinimumAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| CY Adj Net Income Distributable | $0 | CYAdjNetIncomeDistributableAmt |
| CY Pct85 Adjusted Net Income | $0 | CYPct85AdjustedNetIncomeAmt |
| CY Total Min Ast Distributable | $0 | CYTotalMinAstDistributableAmt |
| CY Greater Adjusted Minimum | $0 | CYGreaterAdjustedMinimumAmt |
| CY Income Tax Imposed PY | $0 | CYIncomeTaxImposedPYAmt |
| CY Distributable As Adjusted | $0 | CYDistributableAsAdjustedAmt |
Distributions DistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| CY Paid Accomplish Exempt Prps | $0 | CYPaidAccomplishExemptPrpsAmt |
| CY Pd In Excess Income Activity | $0 | CYPdInExcessIncomeActivityAmt |
| CY Administrative Expense Paid | $0 | CYAdministrativeExpensePaidAmt |
| Exempt Use Assets Acquis Paid | $0 | ExemptUseAssetsAcquisPaidAmt |
| Qualified Set Aside | $0 | QualifiedSetAsideAmt |
| CY Other Distributions | $0 | CYOtherDistributionsAmt |
| CY Total Annual Distributions | $0 | CYTotalAnnualDistributionsAmt |
| CY Distri Attentive Suprt Org | $0 | CYDistriAttentiveSuprtOrgAmt |
| CY Distributable As Adjusted | $0 | CYDistributableAsAdjustedAmt |
| CY Distribution Yr | 0 | CYDistributionYrRt |
Distribution Allocations DistributionAllocationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| CY Distributable As Adjusted | $0 | CYDistributableAsAdjustedAmt |
| Underdistributions | $0 | UnderdistributionsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Cyov Applied Underdistri PY | $0 | CyovAppliedUnderdistriPYAmt |
| Cyov Applied Underdistr CPY | $0 | CyovAppliedUnderdistrCPYAmt |
| Carryover PY Not Applied | $0 | CarryoverPYNotAppliedAmt |
| Excess Distribution Cyov | $0 | ExcessDistributionCyovAmt |
| CY Total Annual Distributions | $0 | CYTotalAnnualDistributionsAmt |
| CY Distrib App Underdistri PY | $0 | CYDistribAppUnderdistriPYAmt |
| Excess Distribution | $0 | ExcessDistributionAmt |
| Remaining Underdistri PY | $0 | RemainingUnderdistriPYAmt |
| Remaining Underdistri CY | $0 | RemainingUnderdistriCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year5 | $0 | ExcessFromYear5Amt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| QUESTIONS 1 | The 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'D | the beneficiary or the amounts payable to the beneficiary. None of the trustees are disqualified persons |
| SECTION D QUESTIONs 2 and 3 | The 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'D | In 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)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| CHAPMAN HEDGED LLC | $8,102,228 | C |
| DOC'S | $5 | C |
| PRIVATE EQUITY | $13,695,531 | C |
| CHAPMAN REAL ASSETS LLC | $11,723,774 | C |
| CHAPMAN OPPORTUNISTIC LLC | $64 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $33,521,602 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TRADING POSITION | Desc |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| JOHN BROWN UNIVERSITY | |||||||
| 2000 WEST UNIVERSITY DRIVE | SILOAM SPRINGS | AR | 72761 | 710239576 | 501(c)(3) | $302,765 | SUPPORT UNIVERSITY |
| THE UNIVERSITY OF TULSA | |||||||
| 800 S TUCKER DRIVE | TULSA | OK | 74104 | 730579298 | 501(c)(3) | $1,816,588 | SUPPORT UNIVERSITY |
| OKLAHOMA MEDICAL RESEARCH FOUNDATION | |||||||
| 825 NE 13TH STREET | OKLAHOMA CITY | OK | 73105 | 730580274 | 501(c)(3) | $1,133,059 | SUPPORT FOUNDATION |
| ST JOHN MEDICAL CENTER | |||||||
| 1923 S UTICA AVE | TULSA | OK | 74104 | 730579286 | 501(c)(3) | $701,179 | SUPPORT MEDICAL CENTER |
| TRINITY UNIVERSITY | |||||||
| ONE TRINITY PLACE | SAN ANTONIO | TX | 78212 | 741109633 | 501(c)(3) | $1,513,823 | SUPPORT UNIVERSITY |
| TULSA AREA UNITED WAY | |||||||
| PO BOX 1859 | TULSA | OK | 741011859 | 730580283 | 501(c)(3) | $587,880 | HUMAN SERVICES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 6 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2 | FormAndLineReferenceDesc |
| Explanation | THIS 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 ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 4d | ST. 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 REVIEW | PREPARED INTERNALLY AND REVIEWED BY TRUSTEE |
| FORM 990, PAGE 6, PART VI, LINE 15a | THERE ARE NO EMPLOYEES COMPENSATED. THE ONLY COMPENSATION FROM THE ENTITY IS INSTITUTIONAL TRUSTEE FEES. |
| FORM 990, PAGE 6, PART VI, LINE 18 | THE 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 19 | THE 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 A | BANK OF OKLAHOMA - 40 HOURS PER WEEK. |
| EXPLANATION FOR FORM 990, PART XI, LINE 9 | UNREALIZED 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/BusinessNameLine2Txt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JA & LETA CHAPMAN CHARITIABLE TRUST | ||||||||||||
| 48-6002-AC-2 | PO BOX 1620 | TULSA | OK | 741011620 | 736112228 | SUPPORT CHARITIES | OK | 501(C)(3) | 509(A)(3) | NA | false | |
| CHAPMAN LETA MCFARLIN MEMORIAL TRUST | ||||||||||||
| 48-6003-AC-0 | PO BOX 1620 | TULSA | OK | 741011620 | 736187204 | SUPPORT CHARITIES | OK | 501(C)(3) | 509(A)(3) | NA | false | |
| COWLES MEMORIAL TRUST | ||||||||||||
| 48-6004-AC-8 | PO BOX 1620 | TULSA | OK | 741011620 | 736198782 | SUPPORT CHARITIES | OK | 501(C)(3) | 509(A)(3) | NA | false | |
| WALTER PAULINE M MEMORIAL TRUST | ||||||||||||
| 48-6005-AC-5 | PO BOX 1620 | TULSA | OK | 741011620 | 736202627 | SUPPORT CHARITIES | OK | 501(C)(3) | 509(A)(3) | NA | false | |
| JAMES A & LETA CHAPMAN TESTAMENTARY TRUST | ||||||||||||
| 48-6006-AC-3 | PO BOX 1620 | TULSA | OK | 741011620 | 736113144 | SUPPORT CHARITIES | OK | 501(C)(3) | 509(A)(3) | NA | false | |
| MCFARLIN IDA M MEMORIAL TRUST | ||||||||||||
| 48-6010-AC-5 | PO BOX 1620 | TULSA | OK | 741011620 | 736090533 | SUPPORT CHARITIES | OK | 501(C)(3) | 509(A)(3) | NA | false | |
| MCFARLIN R M & IDA M MEMORIAL TRUST | ||||||||||||
| 48-6011-AC-3 | PO BOX 1620 | TULSA | OK | 741011620 | 736111733 | SUPPORT CHARITIES | OK | 501(C)(3) | 509(A)(3) | NA | false | |
| CHAPMAN ENDOWMENT TRUST | ||||||||||||
| 48-6012-AC-1 | PO BOX 1620 | TULSA | OK | 741011620 | 736109142 | SUPPORT CHARITIES | OK | 501(C)(3) | 509(A)(3) | NA | false | |
| JOHN BROWN UNIVERSITY | ||||||||||||
| 2000 WEST UNIVERSITY DRIVE | SILOAM SPRINGS | AR | 72761 | 710239576 | SCHOOL | AR | 501(C)(3) | false | N/A | |||
| THE UNIVERSITY OF TULSA | ||||||||||||
| 800 S TUCKER DRIVE | TULSA | OK | 74104 | 730579298 | SCHOOL | OK | 501(C)(3) | false | N/A | |||
| OKLAHOMA MEDICAL RESEARCH FOUNDATION | ||||||||||||
| 825 NE 13TH STREET | OKLAHOMA CITY | OK | 73105 | 730580274 | MEDICAL RESEARCH | OK | 501(C)(3) | false | N/A | |||
| ST JOHN MEDICAL CENTER | ||||||||||||
| 1923 S UTICA AVE | TULSA | OK | 74104 | 730579286 | HOSPITAL | OK | 501(C)(3) | false | N/A | |||
| TRINITY UNIVERSITY | ||||||||||||
| ONE TRINITY PLACE | SAN ANTONIO | TX | 78212 | 741109633 | SCHOOL | TX | 501(C)(3) | false | N/A | |||
| TULSA AREA UNITED WAY | ||||||||||||
| PO BOX 1859 | TULSA | OK | 741011859 | 730580283 | HUMAN SERVICES PROGRAMS, GENERAL | OK | 501(C)(3) | false | N/A | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
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