CHAPMAN FAMILY FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
CHAPMAN FAMILY FOUNDATION INC (EIN 83-1687041)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-07-14
IRS object ID
202031969349101153
Schema version
2019v5.0
Note
A later return for the same period supersedes this one.
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)
Return2020-07-14T10:27:04-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN833042715PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1EDGEWATER CPA GROUP INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11 S RANGELINE RD STE 200AddressLine1Txt
CityCARMELCityNm
State AbbreviationINStateAbbreviationCd
ZIP460322193ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN831687041EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CHAPMAN FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCHAPBusinessNameControlTxt
Phone8124308937PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16988 BAYHILL COURTAddressLine1Txt
CityNEWBURGHCityNm
State AbbreviationINStateAbbreviationCd
ZIP47630ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCARL CHAPMANPersonNm
Person TitlePRESIDENT/TREASURERPersonTitleTxt
Phone8124308937PhoneNum
Signature2020-07-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBROOK AVEY GRATIAPreparerPersonNm
PTINP01303385PTIN
Phone3173867021PhoneNum
Preparation2020-07-14PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address34.202.17.67IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-07-14IPDt
IP Tm10:27:04IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id6553237BF75691C68C06DE1BDDAB54487BA72A02AtSubmissionCreationDeviceId
At Submission Filing Device Id19B1B52B2687FE9A21C24597C084060144B81C65AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$10,181,423FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$6,701,178ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$97InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$97InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$97InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$152,122DividendsRevAndExpnssAmt
Dividends Net Invst Incm$152,122DividendsNetInvstIncmAmt
Dividends Adj Net Incm$152,122DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$2,827,550NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,047,885GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,827,550CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$8,338NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$9,680,947TotalRevAndExpnssAmt
Total Net Invst Incm$2,979,769TotalNetInvstIncmAmt
Total Adj Net Incm$160,557TotalAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$0TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$116,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$116,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$116,500TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$116,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$9,564,447ExcessRevenueOverExpensesAmt
Net Investment Income$2,979,769NetInvestmentIncomeAmt
Adjusted Net Income$160,557AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$49,196CashEOYAmt
Cash EOYFMV$49,196CashEOYFMVAmt
Sav And Temp Cash Invst EOY$3,285,031SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,285,031SavAndTempCashInvstEOYFMVAmt
Corporate Stock EOY$6,230,220CorporateStockEOYAmt
Corporate Stock EOYFMV$6,847,196CorporateStockEOYFMVAmt
Total Assets EOY$9,564,447TotalAssetsEOYAmt
Total Assets EOYFMV$10,181,423TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests EOY$9,564,447NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances EOY$9,564,447TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$0TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$9,564,447TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Excess Revenue Over Expenses$9,564,447ExcessRevenueOverExpensesAmt
Subtotal$9,564,447SubtotalAmt
Tot Net Ast Or Fund Balances EOY$9,564,447TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
NON VECTREN STOCKD$8,338$8,338$8,338
NON VECTREN STOCKD$453,155$453,155$453,155
VECTREN STOCKD$3,586,392$2,366,057$2,366,057$1,220,335
FieldValueIRS element (for citing)
Capital Gain Net Income$2,827,550CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$8,338NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Ruling Letter2018-08-15RulingLetterDt
Investment Income Excise Tax$59,595InvestmentIncomeExciseTaxAmt
Subtotal$59,595SubtotalAmt
Tax Based On Investment Income$59,595TaxBasedOnInvestmentIncomeAmt
Tax Due$59,595TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateINOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationYes (true)PrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCARL CHAPMANIndividualWithBooksNm
Phone8124308937PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16988 BAYHILL COURTAddressLine1Txt
CityNEWBURGHCityNm
State AbbreviationINStateAbbreviationCd
ZIP47630ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CARL CHAPMAN
6988 BAYHILL COURTNEWBURGHIN47630PRESIDENT/TR2.00$0$0$0
KAY CHAPMAN
6988 BAYHILL COURTNEWBURGHIN47630SECRETARY1.00$0$0$0
ROSS CHAPMAN
826 SE FIRST STREETEVANSVILLEIN47713BOARD MEMBER0.50$0$0$0
GRANT CHAPMAN
12928 BRIGHTON AVECARMELIN46032BOARD MEMBER0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1FOR EVANSVILLEDescription1Txt
Expenses1$40,000Expenses1Amt
Description2COMMUNITY ONEDescription2Txt
Expenses2$25,000Expenses2Amt
Description3EVANSVILLE CHRISTIAN LIFEDescription3Txt
Expenses3$10,000Expenses3Amt
Description4ISAIAH 117 HOUSEDescription4Txt
Expenses4$10,000Expenses4Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,331,322AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,969,565AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,300,887TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$6,300,887AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$94,513CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,206,374NetVlNoncharitableAssetsAmt
Minimum Investment Return$310,319MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$116,500ExpensesAndContributionsAmt
Qualifying Distributions$116,500QualifyingDistributionsAmt
Adjusted Qualifying Distri$116,500AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Qualifying Distributions$116,500QualifyingDistributionsAmt
Remaining Distri From Corpus$116,500RemainingDistriFromCorpusAmt
Total Corpus$116,500TotalCorpusAmt
Excess Distri Cyov To Next Yr$116,500ExcessDistriCyovToNextYrAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Private Operating Fndtn Ruling2018-08-15PrivateOperatingFndtnRulingDt
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$160,557CurrentYearAmt
Total$160,557TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$136,473CurrentYearAmt
Total$136,473TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$116,500CurrentYearAmt
Total$116,500TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$116,500CurrentYearAmt
Total$116,500TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Current Year$206,879CurrentYearAmt
Total$206,879TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
POTTER'S WHEEL
333 JEFFERSON AVEEVANSVILLEIN47713ORGANIZATIONAL GROWTH$3,000
EVANSVILLE CHRISTIAN LIFE CENTER
509 S KENTUCKYEVANSVILLEIN47714CAPITAL CAMPAIGN$10,000
FOR EVANSVILLE
1 MAIN STEVANSVILLEIN47708CITY TRANSFORMATION WORK$20,000
WINDSWEPT HILLS
5880 EAST EATON ALBANY PAEATONIN47338ORGANIZATIONAL GROWTH$5,000
FOR EVANSVILLE
1 MAIN STEVANSVILLEIN47708CITY TRANSFORMATION$20,000
ISAIAH 117 HOUSE
PO BOX 842ELIZABETHTONTN37644VANDERBURGH COUNTY FOSTER HOME$10,000
RIGHT TO LIFE OF SW INDIANA
20 NW 3RD STEVANSVILLEIN47708ORGANIZATIONAL GROWTH$2,500
DREAM CENTER
16 W MORGAN AVEEVANSVILLEIN47710PEACEMAKER'S PROGRAM$2,500
HABITAT FOR HUMANITY OF EVANSVILLE
560 E DIAMONDEVANSVILLEIN47710ORGANIZATIONAL GROWTH$5,000
EVANSVILLE RESCUE MISSION
500 E WALNUTEVANSVILLEIN47713THANKSGIVING MEALS$2,500
COMMUNITY ONE
402 S GREEN RIVER RDEVANSVILLEIN47715ORGANIZATIONAL GROWTH$25,000
POTTER'S WHEEL
333 JEFFERSON AVEEVANSVILLEIN47713AFTER SCHOOL PROGRAMING$3,000
TAYLOR UNIVERSITY
236 W READE AVEUPLANDIN46989ANNUAL CAMPAIGN$3,000
YOUNG LIFE
PO BOX 70065PRESCOTAZ86304NORTHEAST INDIANAPOLIS MINISTRY$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$116,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$97RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion1ExclusionCd
Exclusion$152,122ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$2,827,550RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$152,122ExclusionAmt
Related Or Exempt Function Incm$2,827,647RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,979,769TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEXCHANGE TRADED FUNDS AND BONDStockNm
EOY Book Value$6,230,220EOYBookValueAmt
EOYFMV$6,847,196EOYFMVAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
CARL CHAPMAN
6988 BAYHILL COURTNEWBURGHIN47630
KAY CHAPMAN
6988 BAYHILL COURTNEWBURGHIN47630

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