CHAPMAN FAMILY CHARITABLE TRUST: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- CHAPMAN FAMILY CHARITABLE TRUST (EIN 20-5229189)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-10
- IRS object ID
- 201643159349101034
- Schema version
- 2015v2.1
- 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
- General Explanation Attachment
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-10T22:01:13-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-11-10 | 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 |
| Preparation | 2016-11-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | 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 | $171,014 | 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 | $36,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $11 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11 | InterestOnSavNetInvstIncmAmt |
| Dividends Net Invst Incm | $196,047 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $760 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,687 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,334 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $36,771 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $198,392 | 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 | $6,270 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,135 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,135 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,705 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $130 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $30 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,105 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,165 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,135 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $213,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $213,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $223,355 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,165 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $216,385 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$186,584 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $195,227 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $127,074 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | -$48,783 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | -$48,783 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $196,047 | AcctRcvblAmt |
| Acct Rcvbl BOY | $4,957 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $196,047 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $196,047 | AcctRcvblEOYFMVAmt |
| Other Investments BOY | $213,791 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $23,750 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $23,750 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $345,822 | TotalAssetsBOYAmt |
| Total Assets EOY | $171,014 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $171,014 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $29,481 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $35,251 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $213 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $213 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $29,694 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $35,464 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $316,128 | CapitalStockBOYAmt |
| Capital Stock EOY | $135,550 | 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 | $316,128 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $135,550 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $345,822 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $171,014 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $316,128 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$186,584 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,006 | OtherIncreasesAmt |
| Subtotal | $135,550 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $135,550 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| DISPOSITION OF TUDOR VENTURES II LP | P | 2007-01-01 | 2015-06-15 | $4,927 | $2,593 | $2,334 | $2,334 |
| VIRTUAL INK LIQUIDATING TRUST DISTRIBUTION | P | 2015-01-01 | 2015-12-31 | $760 | $760 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,334 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $82,750 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $483,134 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.171278 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $202,776 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $569,012 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.356365 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $241,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $734,395 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.328161 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $734,875 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,405,127 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.522995 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $707,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,045,319 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.345667 | DistributionYr5Rt |
| Total Distribution | 1.724466 | TotalDistributionRt |
| Average Distribution | 0.344893 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $223,744 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $77,168 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,952 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $79,120 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $216,385 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,952 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,952 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,952 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $40 | EsPenaltyAmt |
| Tax Due | $1,992 | TaxDueAmt |
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 | 0 | 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) |
|---|---|---|
| Tax Exempt Interest | $0 | TaxExemptInterestAmt |
| 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 | Yes (1) | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | Yes (1) | ActsFailToQlfyAsExceptionsInd |
| 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 | $22,369 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $204,782 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $227,151 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $227,151 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,407 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $223,744 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,187 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $11,187 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,952 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,952 | TotalTaxAmt |
| Distributable Before Adj | $9,235 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $9,235 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $9,235 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $216,385 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $216,385 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,952 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $214,433 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,235 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $604,734 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $664,619 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $204,280 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $174,330 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $62,020 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,709,983 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $216,385 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $9,235 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $207,150 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,917,133 | 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 | $604,734 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,312,399 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $664,619 | ExcessFromYear4Amt |
| Excess From Year3 | $204,280 | ExcessFromYear3Amt |
| Excess From Year2 | $174,330 | ExcessFromYear2Amt |
| Excess From Year1 | $62,020 | ExcessFromYear1Amt |
| Excess From Current Year | $207,150 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| COLUMBIA BUSINESS SCHOOL | ||||||||
| 33 WEST 60TH STREET 7TH FL | NEW YORK | NY | 10023 | NONE | EOF | PROMOTE TO HIGH EDUCATION AND DEVELOPMENT OF LEADERS AND BUILDERS OF ENTERPRISES. | $5,000 | |
| EPISCOPAL HIGH SCHOOL | ||||||||
| 1200 NORTH QUAKER LANE | ALEXANDRIA | VA | 22302 | NONE | EOF | PROMOTE THE GOAL OF FOSTERING EMPATHY AND RESPONSIBLITY AMONG ITS STUDENTS THROUGH EDUCATION. | $2,500 | |
| HOUSTON BARC FOUNDATION | ||||||||
| PO BOX 22568 | HOUSTON | TX | 77227 | NONE | EOF | PROMOTE AN ORGANIZATION THAT STRIVES TO IMPROVE QUALITY OF LIFE FOR HOMELESS ANIMALS . | $25,000 | |
| 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 | |
| NATIONAL AIR & SPACE SOCIETY - SMITHSONIAN INSTITUTION | ||||||||
| PO BOX 92192 | WASHINGTON | DC | 20077 | NONE | EOF | PROVIDESUPPORT FOR NEW EXHIBITS, PUBLIC PROGRAMMING AND EDUCATIONAL OPPORTUNITIES. | $1,000 | |
| NATIONAL FISH & WILDLIFE FOUNDATION | ||||||||
| 1120 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20036 | NONE | EOF | PROVIDE FINANCIAL SUPPORT TO SUSTAIN, RESTORE AND ENHANCE THE NATION'S FISH AND WILDLIFE PLANTS. | $49,750 | 900 |
| UNCAA - THE RAMS CLUB | ||||||||
| PO BOX 2446 | CHAPEL HILL | NC | 27515 | NONE | EOF | PROMOTE GOAL TO BE THE LEADING INTERCOLLEGIATE ORGANIZATION IN THE COUNTRY. | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $213,250 | 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 |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $760 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $771 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $771 | 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 11 |
| CHAPMAN FAMILY CHARITABLE TRUST | |
| SEC 501(C)(3) EXEMPT | SEE STATEMENT 12 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,270 | Amt |
| Net Investment Income | $3,135 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,135 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (3 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. |
| DESCRIPTION OF ACT OR TRANSACTION | FORM 4720 - QUESTION B EXPLANATION | SCHEDULE AND ITEM NUMBER: PAGE 1 QUESTION BON NOVEMBER 8, 2016, MAX CHAPMAN, JR., A DISQUALIFIED PERSON, PAID TO THE CHAPMAN FAMILY CHARITABLE TRUST THE AMOUNT OF $2,000, REPRESENTING THE VALUE OF THE SELF-DEALING ACTS LISTED IN SCHEDULE A, PART I OF FORM 4720. AS DOCUMENTATION THEREOF, PLEASE REFER TO PHOTOCOPY OF CHECK ATTACHED. |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BLUE RIDGE OFFSHORE FUND | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $23,750 | BookValueAmt |
| EOYFMV | $23,750 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FILING FEES | $100 | $0 | $0 | $0 |
| TUDOR VENTURES - PORTFOLIO EXPENSE | $30 | $30 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN - BLUE RIDGE OFFSHORE FUND | Desc |
| Amt | $6,006 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| ACCRUED US EXCISE TAX | $113 | $113 |
| ACCRUED NYS FILING FEE- CHARIT ORGS | $100 | $100 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FORM 990-PF | CategoryTxt |
| Amt | $3,705 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |