CHAPMAN FAMILY CHARITABLE TRUST: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- CHAPMAN FAMILY CHARITABLE TRUST (EIN 20-5229189)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-14
- IRS object ID
- 201713189349101696
- Schema version
- 2016v3.0
- 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
- Dissolution Stmt
- General Explanation Attachment
- Liquidation Explanation Stmt
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-14T15:08:49-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 134008324 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRICEWATERHOUSECOOPERS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 MADISON AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205229189 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Chapman Family Charitable Trust | BusinessNameLine1Txt |
| Business Name Line2 | C/O Gardner Capital Management Corp | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAP | BusinessNameControlTxt |
| Phone | 9737851896 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 66 East Main Street No STE 2 | AddressLine1Txt |
| City | Little Falls | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07424 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Max C Chapman Jr | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 9737851896 | PhoneNum |
| Signature | 2017-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Brent Lipschultz | PreparerPersonNm |
| PTIN | P00448953 | PTIN |
| Phone | 6464713000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 155.201.42.53 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-14 | IPDt |
| IP Tm | 15:06:35 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A80B2B42C4DFD648EE4E5C694968ED67B9B86C2E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $342 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $25,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $11 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $25,011 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $20,211 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,106 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $10,106 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $161 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $150 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,522 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,106 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,106 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $149,747 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $149,747 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $170,269 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,106 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $159,853 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$145,258 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | -$48,783 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $342 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $342 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $196,047 | AcctRcvblBOYAmt |
| Other Investments BOY | $23,750 | OtherInvestmentsBOYAmt |
| Total Assets BOY | $171,014 | TotalAssetsBOYAmt |
| Total Assets EOY | $342 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $342 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $35,251 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $10,000 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $213 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $50 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $35,464 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,050 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $135,550 | CapitalStockBOYAmt |
| Capital Stock EOY | -$9,708 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $135,550 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | -$9,708 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $171,014 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $342 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $135,550 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$145,258 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | -$9,708 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | -$9,708 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $214,433 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $223,744 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.958385 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $82,750 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $483,134 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.171278 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $202,776 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $569,012 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.356365 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $241,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $734,395 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.328161 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $734,875 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,405,127 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.522995 | DistributionYr5Rt |
| Total Distribution | 2.337184 | TotalDistributionRt |
| Average Distribution | 0.467437 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $65,377 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $30,560 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $30,560 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $159,853 | 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 | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $2,200 | AppliedToEsTaxAmt |
| Total Payments And Credits | $2,200 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,200 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $2,200 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | Yes (1) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MAX C CHAPMAN JR | IndividualWithBooksNm |
| Phone | 9737851896 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O GCMC 66 E MAIN ST | AddressLine1Txt |
| City | Little Falls | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07424 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MAX C CHAPMAN JR | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O GCMC 66 E MAIN ST | AddressLine1Txt |
| City | LITTLE FALLS | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07424 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $44,201 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $22,172 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $66,373 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $66,373 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $996 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $65,377 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,269 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,269 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $3,269 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,269 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,269 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $159,853 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $159,853 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $159,853 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,269 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $664,619 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $204,280 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $174,330 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $62,020 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $207,150 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,312,399 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $159,853 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,269 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $156,584 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,468,983 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $664,619 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $804,364 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $204,280 | ExcessFromYear4Amt |
| Excess From Year3 | $174,330 | ExcessFromYear3Amt |
| Excess From Year2 | $62,020 | ExcessFromYear2Amt |
| Excess From Year1 | $207,150 | ExcessFromYear1Amt |
| Excess From Current Year | $156,584 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| INSTITUTE FOR THE ARTS & HUMANITIES | |||||||
| CB 3322 HYDE HALL | CHAPEL HILL | NC | 27599 | NONE | EOF | PROMOTE THE ORGANIZATION'S GOAL TO HELP THE UNIVERSITY RECRUITS AND RETAIN A WORLD CLASS FACULTY. | $125,000 |
| CHAPMAN FAMILY FOUNDATION | |||||||
| 66 EAST MAIN STREET | LITTLE FALLS | NJ | 07424 | NONE | PF | PRIVATE GRANTMAKING FOUNDATION | $24,747 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $149,747 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $11 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | Yes (1) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail (2 entries)
| Organization TypeOrganizationTypeDesc | Relationship DescriptionRelationshipDescriptionTxt |
|---|---|
| CHAPMAN FAMILY FUND | |
| SEC 501(C)(3) EXEMPT | SEE STATEMENT 10 |
| CHAPMAN FAMILY CHARITABLE TRUST | |
| SEC 501(C)(3) EXEMPT | SEE STATEMENT 11 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $20,211 | Amt |
| Net Investment Income | $10,106 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $10,106 | DisbursementsCharitablePrpsAmt |
Dissolution Stmt DissolutionStmt
Dissolution Information DissolutionInformationGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Short ExplanationShortExplanationTxt | DissolutionDissolutionAmt |
|---|---|---|---|---|---|
| INSTITUTE FOR THE ARTS & HUMANITIES | |||||
| CB 3322 HYDE HALL | CHAPEL HILL | NC | 27599 | CASH | $125,000 |
| CHAPMAN FAMILY FOUNDATION | |||||
| 66 EAST MAIN STREET | LITTLE FALLS | NJ | 07424 | INTEREST IN BLUE RIDGE, LP SPV | $24,747 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| NAME OF AFFILIATED OR RELATED ORGANIZATION | FORM 990-PF, PART XVII, 2b | NAME OF AFFILIATED OR RELATED ORGANIZATION__________________________________________CHAPMAN FAMILY FUND (TERMINATED AS OF DECEMBER 31, 2007)DESCRIPTION OF RELATIONSHIP WITH AFFILIATED OR RELATED ORGANIZATION___________________________________________________________________DISTRIBUTOR TO THIS ORGANIZATION OF 50% OF CHAPMAN FAMILY FUND'S REMAINING ASSETS, AFTER $1,000,000 INITIAL TRANSFER TO CHAPMAN FAMILY CHARITABLE TRUST, COMMENCING DECEMBER 31, 2006. |
| NAME OF AFFILIATED OR RELATED ORGANIZATION | FORM 990-PF, PART XVII, 2b | NAME OF AFFILIATED OR RELATED ORGANIZATION__________________________________________CHAPMAN FAMILY FOUNDATIONDESCRIPTION OF RELATIONSHIP WITH AFFILIATED OR RELATED ORGANIZATION___________________________________________________________________RECIPIENT OF REMAINING 50% OF CHAPMAN FAMILY FUND ASSETS, AFTER $1,000,000 INITIAL TRANSFER TO CHAPMAN FAMILY CHARITABLE TRUST, COMMENCING DECEMBER 31, 2006. |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE FOUNDATION HAS EXPERIENCED A DECLINE IN THE RETURN ON INVESTMENT IN ITS ASSETS TO THE EXTENT THAT IT CAN NO LONGER SUPPORT ITS ANNUAL CHARITABLE GIVING. ON JUNE 28, 2016, THE FOUNDATION CONTRIBUTED $125,000 IN CASH TO INSTITUTE FOR THE ARTS & HUMANITIES LOCATED AT CB 3322 HYDE HALL, CHAPEL HILL, NC 27599. ON NOVEMBER 21, 2016, THE FOUNDATION DISTRIBUTED ITS INTEREST IN BLUE RIDGE, LP SPV, ITS ONLY REMANING INVESTMENT VALUED AT $24,747, TO THE CHAPMAN FAMILY FOUNDATION LOCATED AT 66 EAST MAIN STREET, LITTLE FALLS, NJ 07424. AT 12/31/2016, the foundation's only remaining asset was a small cash balance which is being held for final expenses and donations which will be distributed by the end of 2017. | ExplanationTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | JOURNAL AD FEE | Desc |
| Revenue And Expenses Per Books | $150 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| ACCRUED US EXCISE TAX | $113 | $0 |
| ACCRUED NYS FILING FEE- CHARIT ORGS | $100 | $50 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FORM 990-PF | CategoryTxt |
| Amt | $161 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |