2015-08-13T15:05:11-07:00 2014-12-31 Johnathan L Shuman PC 512 W Texas Ave Artesia NM 88210 990PF 2014-01-01 367466258 CHASE FOUNDATION MACK C CHASE TRUSTEE CHAS 5757464610 2103 W MAIN STREET ARTESIA NM 88210 RICHARD PRICE Executive Direc 2015-08-13 true JOHNATHAN L SHUMAN P00755236 5757481213 2014 2016-03-07 17:11:31Z X 45101033 X 128773 112 112 112 1121200 1121200 1121200 3450049 16338700 3450049 15947 -130613 -130613 -130613 4569521 4440748 1006646 50124 50124 2376 2376 17797 17797 66701 62319 4382 30816 7971 7971 4941 4941 9459 9459 444034 200087 243948 634219 262406 340998 1944772 1944772 2578991 262406 2285770 1990530 4178342 1006646 64176 455129 455129 4103 2613 2613 22307041 22005587 25209387 6663945 5663067 5749682 9685223 11791708 12617879 1066343 76071 194110 990272 1066343 38918598 40908376 45101033 2786 2034 2786 2034 X 38915812 40906342 38915812 40906342 38918598 40908376 38915812 1990530 40906342 40906342 3450049 15947 false 2439146 42884748 0.05688 2358770 41831959 0.05639 1584114 43110589 0.03675 2717081 40296725 0.06743 1744199 18336223 0.09512 0.31256 0.06251 43933218 2746353 41783 2788136 2285770 83567 83567 83567 40000 70000 110000 X 1087 25346 25346 false false false false false false false false true true true false false false false true www.chasefoundation.com JOHNATHAN L SHUMAN 5757481213 512 W TEXAS AVE ARTESIA NM 88210 false false false false false false false false false false false false false false false false false false false false false false false false false false MACK C CHASE 2103 W MAIN STREET ARTESIA NM 88210 TRUSTEE & ADVIS 0.00 0 RICHARD PRICE 2103 W MAIN STREET ARTESIA NM 88210 Executive Direc 0.00 0 MARILYN CHASE 2103 W MAIN STREET ARTESIA NM 88210 ADVISOR 0.00 0 GERENE FERGUSON 2103 W MAIN STREET ARTESIA NM 88210 ADVISOR 0.00 0 ROBERT CHASE 2103 W MAIN STREET ARTESIA NM 88210 ADVISOR 0.00 0 DEB CHASE 2103 W MAIN STREET ARTESIA NM 88210 ADVISOR 0.00 0 RICHARD CHASE 2103 W MAIN STREET ARTESIA NM 88210 ADVISOR 0.00 0 KARLA CHASE 2103 W MAIN STREET ARTESIA NM 88210 ADVISOR 0.00 0 JOHNNY KNORR 2103 W MAIN STREET ARTESIA NM 88210 ADVISOR 0.00 0 NONE NONE 44432125 170127 0 44602252 0 44602252 669034 43933218 2196661 2196661 83567 83567 2113094 2113094 2113094 2285770 2285770 2285770 2113094 1139437 1186403 287726 331593 2945159 2285770 0 2113094 172676 3117835 0 1139437 1978398 1186403 287726 331593 172676 CHASE FOUNDATION 2103 W MAIN STREET ARTESIA NM 88210 5757464610 scholarships@chasefoundation.com SEE SCHOLARSHIP APPLICATION FORMS AT www.chasefoundation.com BEGINS APL. 2, 2015 FOR 2014 SCHOLARSHIP GRANTS ENDS JUNE 15 GRADUATING SENIOR AT ARTESIA NM HIGH SCHOOL AND PRIOR AWARD RECIPIENTS GREATER ARTESIA FOUNDATION 105 S 4TH STREET ARTESIA NM 88210 NONE NO GRANT: VARIOUS PROGRAM EVENTS 10500 ARTESIA FFA 1106 W QUAY AVE ARTESIA NM 88210 NONE NO NATIONAL CONVENTION 2000 WAYLAND BAPTIST UNIVERSITY 1900 W 17TH STREET PLAINVIEW TX 79072 NONE NO MASTERS PROGRAM 50022 GEORGE W BUSH FOUNDATION 6116 N CENTRAL EXPRESSWAY DALLAS TX 75206 NONE YES PROGRAM SUPPORT -10000 SHERIDAN ROTARY FOUNDATION PO BOX 997 SHERIDAN WY 82801 NONE NO WOUNDED WARRIORS 10000 FIRST TEE OF PECOS VALLEY 201 W 19TH ST ROSWELL NM 88201 NONE NO PROGRAM SUPPORT 2500 LEADERSHIP NEW MEXICO PO BOX 35696 ALBUQUERQUE NM 87176 NONE NO PROGRAM SUPPORT 2500 ARTESIA PUBLIC SCHOOLS 1106 W QUAY ARTESIA NM 88210 NONE NO AHS BOWLING TEAM 10000 ANGELO STATE UNIVERSITY ASU STATION 11015 SAN ANGELO TX 76909 NONE NO SCHOLARSHIPS 9250 ARIZONA STATE UNIVERSITY 1151 S FORREST AVE TEMPE AZ 85287 NONE NO SCHOLARSHIPS 6500 BRINGHAM YOUNG UNIVERSITY 100 KIMBALL BUILDING 1610 REXBURG ID 83460 NONE NO SCHOLARSHIPS 5500 CENTRAL NM UNIVERSITY 900 UNIVERSITY AVE SE ALBUQUERQUE NM 87106 NONE NO SCHOLARSHIPS 13000 CHEMEKETA COMMUNITY COLLEGE 4000 LANDERCATER SALEM OR 97309 NONE NO SCHOLARHIPS 3250 CLOVIS COMMUNITY COLLEGE 417 SCHEPPS BLVD CLOVIS NM 88101 NONE NO SCHOLARSHIPS 3250 DONA ANA COMMUNITY COLLEGE 3400 S ESPINA STREET LAS CRUCES NM 88003 NONE NO SCHOLARHIPS 19000 EASTERN NEW MEXICO UNIVERSITY 1500 S AVE K PORTALES NM 88130 NONE NO SCHOLARSHIPS 126250 EMBRY RIDDLE AERONAUTICAL 3700 WILLOW CREEK RD PRESCOTT AZ 86301 NONE NO SCHOLARSHIPS 6500 ENMU - ROSWELL 52 UNIVERSITY BLVD ROSWELL NM 88202 NONE NO SCHOLARSHIPS 48350 GALLAUDET UNIVERSITY 800 FLORIDA AVENUE NE WASHINGTON DC 20002 NONE NO SCHOLARSHIPS 3250 GEORGIA COLLEGE AND STATE UNIVERSIT 321 W HANCOCK STREET MILLEDGEVILLE GA 31061 NONE NO SCHOLARSHIPS 6500 GILLETTE COLLEGE 300 WEST SINCLAIR GELLETE WY 82718 NONE NO SCHOLARSHIPS 3250 HARDIN SIMMONS 2200 HICKORY ST ABILENE TX 79601 NONE NO SCHOLARSHIPS 12000 LUBBOCK CHRISTIAN UNIVERSITY 5601 19TH STREET LUBBOCK TX 79407 NONE NO SCHOLARSHIPS 33750 MCMURRY UNIVERSITY 1400 SYLES BOULEVARD ABILENE TX 79697 NONE NO SCHOLARSHIPS 9750 MOODY BIBLE INSTITUTE 820 N LASALLE BLVD CHICAGO IL 60610 NONE NO SCHOLARSHIPS 5500 NM INSTITUTE OF MINING AND TECHNOLO 801 LEROY PLACE SOCORRO NM 87801 NONE NO SCHOLARSHIPS 22250 NM JUNIOR COLLEGE 1 THUNDERBIRD CICLE HOBBS NM 88240 NONE NO SCHOLARSHIPS 15250 NM HIGHLANDS UNIVERSITY 1005 DIAMOND AVENUE LAS VEGAS NM 87707 NONE NO SCHOLARSHIPS 2750 NM MILITARY INSTITUTE 101 W COLLEGE BLVD ROSWELL NM 88201 NONE NO SCHOLARSHIPS 12500 NM STATE UNIVERSITY UNIVERSITY AVENUE LAS CRUCES NM 88003 NONE NO SCHOLARSHIPS 471500 NMSU - CARLSBAD 1500 UNIVERSITY DRIVE CARLSBAD NM 88220 NONE NO SCHOLARSHIPS 15950 OKLAHOMA STATE UNIVERSITY 113 STUDENT UNION STILLWATER OK 74078 NONE NO SCHOLARSHIPS 21250 SOUTHWESTERN ASSEMBLIES OF GOD UNIV 1200 SYCAMORE ST WAXAHACHIE TX 75165 NONE NO SCHOLARSHIPS 8750 SANTA FE UNIVERSITY OF ART DESIGN 1600 SAINT MICHAELS DRIVE SANTA FE NM 87505 NONE NO SCHOLARSHIPS 6000 SOUTH PLAINS COLLEGE 1401 S COLLEGE AVE LEVELLAND TX 79336 NONE NO SCHOLARSHIPS 31750 TARLETON STATE UNIVERSITY BOX T-0760 TARLETON CENTER 123 STEPHENVILLE TX 76401 NONE NO SCHOLARSHIPS 3250 TEXAS A M UNIVERSITY THE PAVILION 208 SPENCE STREET COLLEGE STATION TX 77843 NONE NO SCHOLARSHIPS 6500 TEXAS CHRISTIAN UNIVERSITY 2800 S UNIVERSTIY DRIVE FORT WORTH TX 76129 NONE NO SCHOLARSHIPS 8250 TEXAS TECH UNIVERSITY PO BOX 42031 LUBBOCK TX 79409 NONE NO SCHOLARSHIPS 241500 UNIVERSITY OF DENVER 2197 S UNIVERSITY BLVD DENVER CO 80208 NONE NO SCHOLARSHIPS 9250 UNIVERSITY OF NEW MEXICO 1155 UNIVERSITY BLVD SE ALBUQUERQUE NM 87106 NONE NO SCHOLARSHIPS 305700 UNIVERSITY OF OKLAHOMA PO BOX 26901 OKLAHOMA CITY OK 73104 NONE NO SCHOLARSHIPS 3250 UNIVERSITY OF WYOMING 1000 E UNIVERSITY AVE LARAMIE WY 82071 NONE NO SCHOLARSHIPS 8750 WAYLAND BAPTIST UNIVERSITY 1900 W 77TH STREET 62 PLAINVIEW TX 79072 NONE NO SCHOLARSHIPS 31750 WEST TEXAS AM UNIVERSITY 2403 RUSSELL LONG BLVD CANYON TX 79016 NONE NO SCHOLARSHIPS 22250 WESTERN STATE COLLEGE 600 S ADAMS ST GUNNISON CO 81231 NONE NO PROGRAM SUPPORT 10000 ADAMS STATE UNIVERSITY 208 EDGEMONT BLVD ALAMOSA CO 81102 NONE NO SCHOLARSHIP 6500 ART INSTITUTE OF CALIFORNIA 2900 31ST ST SANTA MONICA CA 90405 NONE NO SCHOLARSHIP 6000 CLAREDON COLLEGE 1122 COLLEGE DRIVE CLARENDON TX 79226 NONE NO SCHOLARSHIP 8750 DALLAS BAPTIST UNIVERSITY 3000 MOUNTAIN CREEK PARKWAY DALLAS TX 75211 NONE NO SCHOLARSHIP 15750 KAPLAN COLLEGE 7009 Nordic Drive Cedar Falls IA 50613 NONE NO SCHOLARSHIP 3250 ODESSA COLLEGE 201 W University Blvd ODESSA TX 79764 NONE NO SCHOLARSHIP 2750 SCHREINER UNIVERSITY 2100 San Antonio Hwy KERRVILLE TX 78028 NONE NO SCHOLARSHIP 9250 ST MARY'S UNIVERSITY SAN ANTONIO 1 Camino Santa Maria SAN ANTONIO TX 78228 NONE NO SCHOLARSHIP 6500 UNIVERSITY OF ARIZONA 1428 E UNIVERSITY BLVD TUCSON AZ 85721 NONE NO SCHOLARSHIP 6500 UNIVERSITY OF NC WILMINGTON 601 S COLLEGE RD WILMINGTON NC 28403 NONE NO SCHOLARSHIP 6000 UNIVERSITY OF TEXAS ARLINGTON 701 South Nedderman Drive ARLINGTON TX 76019 NONE NO SCHOLARSHIP 6500 UNIVERSITY OF TEXAS PERMIAN BASIN 4901 E UNIVERSITY BLVD ODESSA TX 79762 NONE NO SCHOLARSHIP 3250 UNIVERSITY OF TEXAS SAN ANTONIO 1 UTSA CIR SAN ANTONIO TX 78249 NONE NO SCHOLARSHIP 3250 UNIVERSITY OF THE SOUTHWEST 6610 N LOVINGTON HWY HOBBS NM 88242 NONE NO SCHOLARSHIP 5500 WESTERN NEW MEXICO 1000 W COLLEGE AVE SILVER CITY NM 88062 NONE NO SCHOLARSHIP 3750 BAYLOR UNIVERSITY 1311 S 5TH ST WACO TX 76706 NONE NO SCHOLARSHIP 2750 BIOLA UNIVERSITY 13800 BIOLA AVE LA MIRADA CA 90639 NONE NO SCHOLARSHIP 2750 BYU - IDAHO 525 S CENTER ST REXBURG ID 83460 NONE NO SCHOLARSHIP 6000 COLORADO CHRISTIAN UNIVERSTIY 8787 W ALAMEDA AVE LAKEWOOD CO 80226 NONE NO SCHOLARSHIP 2750 COVENANT SCHOOL OF NURSING 2002 WEST LOOP 289 120 LUBBOCK TX 79407 NONE NO SCHOLARSHIP 3250 PORTLAND STATE UNIVERSITY 1825 SW BROADWAY PORTLAND OR 97201 NONE NO SCHOLARSHIP 3250 SHERIDAN COLLEGE 171 N MAIN ST SHERIDAN WY 82801 NONE NO SCHOLARSHIP 2750 TEXAS AM - KINGSVILLE 955 UNIVERSITY BOULEVARD KINGSVILLE TX 78363 NONE NO SCHOLARSHIP 3250 TEXAS STATE UNIVERSITY 601 UNIVERSITY DR SAN MARCOS TX 78666 NONE NO SCHOLARSHIP 3250 UNIVERSITY OF TEXAS AUSTIN 110 INNER CAMPUS DR AUSTIN TX 78712 NONE NO SCHOLARSHIP 3250 VERNON COLLEGE 4400 COLLEGE DR VERNON TX 76384 NONE NO SCHOLARSHIP 2750 ARTESIA LITERACY COUNCIL 2002 W GRAND ARTESIA NM 88210 NONE NO PROGRAM SUPPORT 4000 ARTESIA PATHWAY 1802 W HERMOSA ARTESIA NM 88210 NONE NO PROGRAM SUPPORT 2500 ARTESIA POLICE DEPARTMENT 3300 W MAIN ARTESIA NM 88210 NONE NO PROGRAM SUPPORT 5000 BIG BROTHERS BIG SISTERS PO BOX 907 ARTESIA NM 88211 NONE NO PROGRAM SUPPORT 1500 IMAGINATION STATION 220 JUNCTION RD RUIDOSO NM 88345 NONE NO PROGRAM SUPPORT 4000 RONALD MCDONALD HOUSE 1011 YALE BLVD NE ALBUQUERQUE NM 87106 NONE NO PROGRAM SUPPORT 5000 SHERIDAN ON SKATES 475 E BRUNDAGE ST SHERIDAN WY 82801 NONE NO GRANT TO BUILD ICE ARENA 50000 SOCIETY OF PETROLEUM ENGINEERS 222 PALISADES CREEK DR RICHARDSON TX 75080 NONE NO PROGRAM SUPPORT 2500 THINK NEW MEXICO 1227 PASEO DE PEROLTA SANTA FE NM 87501 NONE NO PROGRAM SUPPORT 1000 UNM FOUNDATION 1155 UNIVERSITY BLVD SE ALBUQUERQUE NM 87106 NONE YES PROGRAM SUPPORT 39000 WARM SPRINGS FOUNDATION 303 PEARL PARKWAY STE 114 SAN ANTONIO TX 78215 NONE YES PROGRAM SUPPORT 50000 1944772 14 112 14 1121200 130613 3450049 990699 3450049 4440748 false false false false false false false false false false X X 1 FIVE STAR PIPE EQUIPMENT CO INC 1912 S COUNTY ROAD 1085 MIDLAND TX 797065303 5000 X 2 BMBSWC RANCHES PO BOX 2476 CARLSBAD NM 88221 12500 X 3 FRIO WATER HOLDINGS PO BOX 61527 MIDLAND TX 79711 7500 X 4 ARTESIA CHAMBER OF COMMERCE 107 N 1ST ST ARTESIA NM 88210 8000 X 5 BUTCH'S RAT HOLE ANCHOR SERVICE PO BOX 1323 LEVELLAND TX 79336 5000 X 6 CATALYST PO BOX 8485 MIDLAND TX 79708 5000 X 7 ENERTIA 125 W MISSOURI MIDLAND TX 79701 5000 X 8 HUB INTERNATIONAL 313 N CANYON CARLSBAD NM 88220 5000 X 9 JAYNES CORPORATION 2906 BROADWAY ALBUQUERQUE NM 87112 5000 X 10 SWAN PC PO BOX 395 JACKSBORO TX 76458 15000 X 11 UBS 4400 POST OAK PARKWAY 20TH FL HOUSTON TX 770273421 5000 X ACCOUNTING - TAX PREP 17797 0 0 17797 OFFICE BUILDING 2006-10-01 171000 35080 SL 39.0000 3654 OFFICE FURNITURE 2007-05-24 1267 836 SL 10.0000 127 OFFICE FURNITURE 2007-06-04 1082 711 SL 10.0000 108 OFFICE FURNITURE 2007-09-10 446 285 SL 10.0000 45 OFFICE FURNITURE 2007-09-20 3780 2363 SL 10.0000 378 OFFICE FURNITURE 2007-11-08 714 438 SL 10.0000 71 OFFICE FURNITURE 2007-11-19 143 85 SL 10.0000 14 OFFICE FURNITURE 2006-12-15 4734 3370 SL 10.0000 473 OFFICE FURNITURE 2008-01-10 529 318 SL 10.0000 53 OFFICE FURNITURE 2008-02-06 1696 1005 SL 10.0000 170 OFFICE FURNITURE - CARPET 2008-08-04 406 222 SL 10.0000 34 BUILDING 2008-09-09 4938 677 SL 39.0000 106 OFFICE EQUIPMENT 2008-11-12 331 243 SL 7.0000 47 OFFICE FURNITURE 2008-11-12 146 77 SL 10.0000 15 OFFICE BUILDING - GLASS 2008-12-02 4730 615 SL 39.0000 101 HVAC 2010-05-12 10434 5467 SL 7.0000 1242 OFFICE FURNITURE 2010-02-28 15422 11822 SL 5.0000 3084 OFFICE FURNITURE 2011-05-18 2547 1315 SL 5.0000 509 COMPUTER EQUIPMENT 2011-09-01 2161 1008 SL 5.0000 432 COMPUTER EQUIPMENT 2012-05-14 4388 1463 SL 5.0000 878 OFFICE FURNITURE 2012-05-18 1490 472 SL 5.0000 298 COMPUTER EQUIPMENT 2012-06-25 3324 997 SL 5.0000 665 OFFICE FURNITURE 2012-07-10 1525 458 SL 5.0000 305 OFFICE FURNITURE 2012-12-11 401 145 SL 3.0000 134 BUILDING IMPR. - STUCCO 2013-02-22 7100 152 SL 39.0000 152 BUILDING - MAIN (W/IMPRV) 2014-05-14 878905 SL 0.0161 14106 OFFICE FURN (MAIN ST) 2014-06-01 61978 SL 10.0000 3615 MERRILL LYNCH - 7EG-04044 1726961 1757425 MERRILL LYNCH - LOOMIS SAYLES 1786490 1827631 GOLDMAN SACHS - GSAM: TAXABLE 2149616 2164626 MERRILL LYNCH - 7EG-02041 4813 501469 MERRILL LYNCH - 7EG-02042 12010047 13510437 MERRILL LYNCH - 7EG-02043 857011 892707 MERRILL LYNCH - 7EG-02019 1866273 2072756 GOLDMAN SACHS - BROKERAGE 1486181 1624146 GOLDMAN SACHS - ADVISORY BROKERAGE GOLDMAN SACHS - LORD ABBETT GOLDMAN SACHS - GANNETT WELSH 321817 404183 GOLDMAN SACKS - YACKTMAN 833000 1102669 GOLDMAN SACHS - DIAMOND HILL 814600 1109064 GOLDMAN SACHS - AVENIR: DYNANIC EQ 624074 899719 GOLDMAN SACHS: ADV BROK II 2544226 2452614 GOLDMAN SACHS: WCM DYNAMIC 643545 639623 MERRILL LYNCH - 7EG-02040 AT COST 2850290 3676461 ENCAP ENERGY CAPITAL FUND AT COST 3335313 3335313 PENNY BACKER AT COST 446109 446109 QSI HOLDINGS, L.P. AT COST 601747 601747 ENCAP FLATROCK AT COST 656876 656876 NGP NATURAL RESOURCES AT COST 891569 891569 ENCAP ENERGY IX AT COST 1494712 1494712 PENNY BACKER III AT COST 332128 332128 QID NGL AT COST 730616 730616 BP NATURAL GAS AT COST 452348 452348 Auto./Transportation Equip. 1066343 Furniture and Fixtures 120506 50033 70473 Buildings 878905 14106 864799 Land 55000 55000 Miscellaneous 11932 11932 LEGAL 2376 0 0 2376 ADVERTISING 16299 16299 AUTOMOBILE EXPENSES 5538 5538 COMMUNITY SERVICE 42389 42389 DUES AND SUBSCRIPTIONS 1063 1063 EMPLOYEE BENEFITS 1970 1970 EQUIPMENT LEASE 2241 2241 EVENT SPONSOR 23042 23042 GRADUATION INCENTIVES 14500 14500 INSURANCE 7886 7886 INVESTMENT FEES 200087 200087 JANATORIAL 1200 1200 MAINTENANCE AND REPAIR 5773 5773 MEETINGS/LUNCHEON 9494 9494 OFFICE SUPPLIES 9891 9891 PHOTOGRAPHY 1200 1200 POSTAGE 4233 4233 SCHOLARSHIP MENTORING PROGRAMS 20703 20703 SCHOLARSHIP RECEPTIONS 50713 50713 SPONSORSHIPS 1250 1250 STORAGE 709 709 STUDENT LUNCHEON 5008 5008 SUPPLIES 7158 7158 TELEPHONE 6830 6830 WEB SITE MAINTENANCE 4857 4858 Other Investment Income -130613 -130613 -130613 FORIEGN TAXES 3954 3954 PAYROLL TAXES 4382 4382 SECTION 4940 TAX 58365 58365