2014-08-08T08:00:52-07:00 2013-12-31 Johnathan L Shuman PC 512 W Texas Ave Artesia NM 88210 990PF 2013-01-01 367466258 CHASE FOUNDATION MACK C CHASE TRUSTEE CHAS 5757464610 510 W TEXAS AVE ARTESIA NM 88210 RICHARD PRICE Executive Direc 2014-08-08 true JOHNATHAN L SHUMAN P00755236 5757481213 2013 2015-12-30 17:16:21Z X 45511982 X 100907 X 106 106 106 1161528 1161528 1161528 759452 13877242 759452 146319 137754 137755 137755 2159747 2058841 1445708 42346 42346 24388 24388 26052 22094 3958 14159 10429 10428 6112 6112 402403 202526 199876 525889 224620 287108 2152038 2152038 2677927 224620 2439146 -518180 1834221 1445708 25732 64176 64176 2160 4103 4103 24570952 22307041 28075563 7806827 6663945 6617760 6774030 9685223 10474650 275730 81620 201169 194110 275730 55446 39436316 38918598 45511982 2324 2786 2324 2786 X 39433992 38915812 39433992 38915812 39436316 38918598 39433992 -518180 38915812 38915812 759452 146319 false 2358770 41831959 0.05639 1584114 43110589 0.03675 2717081 40296725 0.06743 1744199 18336223 0.09512 1695941 11570363 0.14658 0.40226 0.08045 42884748 3450164 18342 3468506 2439146 36684 36684 36684 19000 19000 X 283 17967 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 510 W TEXAS AVE ARTESIA NM 88210 TRUSTEE & ADVIS 0.00 0 RICHARD PRICE 510 W TEXAS AVE ARTESIA NM 88210 Executive Direc 0.00 0 MARILYN CHASE 510 W TEXAS AVE ARTESIA NM 88210 ADVISOR 0.00 0 GERENE FERGUSON 510 W TEXAS AVE ARTESIA NM 88210 ADVISOR 0.00 0 ROBERT CHASE 510 W TEXAS AVE ARTESIA NM 88210 ADVISOR 0.00 0 DEB CHASE 510 W TEXAS AVE ARTESIA NM 88210 ADVISOR 0.00 0 RICHARD CHASE 510 W TEXAS AVE ARTESIA NM 88210 ADVISOR 0.00 0 KARLA CHASE 510 W TEXAS AVE ARTESIA NM 88210 ADVISOR 0.00 0 JOHNNY KNORR 510 W TEXAS AVE ARTESIA NM 88210 ADVISOR 0.00 0 NONE NONE 43475510 62305 0 43537815 0 43537815 653067 42884748 2144237 2144237 36684 36684 2107553 2107553 2107553 2439146 2439146 2439146 2107553 1166138 1139437 1186403 287726 3779704 2439146 0 2107553 331593 4111297 0 1166138 2945159 1139437 1186403 287726 331593 CHASE FOUNDATION 510 W TEXAS AVE ARTESIA NM 88210 5757464610 scholarships@chasefoundation.com SEE SCHOLARSHIP APPLICATION FORMS AT www.chasefoundation.com BEGINS APL. 2, 2014 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 40000 ARTESIA PUBLIC SCHOOLS 1106 W QUAY AVE ARTESIA NM 88210 NONE NO AHS VARIOUS ORGANIZATION/GROUPS 74500 WAYLAND BAPTIST UNIVERSITY 1900 W 17TH STREET PLAINVIEW TX 79072 NONE NO TEACHER SCHOLARSHIP 53888 GEORGE W BUSH FOUNDATION 6116 N CENTRAL EXPRESSWAY DALLAS TX 75206 NONE YES PROGRAM SUPPORT 250000 SHERIDAN ROTARY FOUNDATION PO BOX 997 SHERIDAN WY 82801 NONE NO WOUNDED WARRIORS 7500 CASA 118 W MERMOD CARLSBAD NM 88220 NONE NO SPECIAL EVENT VOIDED CHECK -1000 ST VINCENT DE PAUL SOCIETY 603 S ROSELAWN ARTESIA NM 88210 NONE NO FOOD & EMERGENCY ASSISTANCE 3200 CITY OF ARTESIA PO BOX 1310 ARTESIA NM 88211 NONE NO PLAYGROUND 25000 ESPARANZA HOUSE PO BOX 454 ARTESIA NM 88210 NONE NO PROGRAM SUPPORT - EQUIPMENT 5000 FIRST TEE OF PECOS VALLEY 201 W 19TH ST ROSWELL NM 88201 NONE NO PROGRAM SUPPORT 2500 REINS FOR LIFE 370 CADDO RD DEXTER NM 88230 NONE NO PROGRAM SUPPORT 5000 FOREVER FREE FELLOWSHIP 801 W GRAND AVE ARTESIA NM 88210 NONE NO STUDENT RECOVERY PROGRAM 200 ANGELO STATE UNIVERSITY ASU STATION 11015 SAN ANGELO TX 76909 NONE NO SCHOLARSHIPS 26000 ARIZONA STATE UNIVERSITY 1151 S FORREST AVE TEMPE AZ 85287 NONE NO SCHOLARSHIPS 6000 BRINGHAM YOUNG UNIVERSITY 100 KIMBALL BUILDING 1610 REXBURG ID 83460 NONE NO SCHOLARSHIPS 3000 CENTRAL NM UNIVERSITY 900 UNIVERSITY AVE SE ALBUQUERQUE NM 87106 NONE NO SCHOLARSHIPS 11750 CHEMEKETA COMMUNITY COLLEGE 4000 LANDERCATER SALEM OR 97309 NONE NO SCHOLARHIPS 6000 CLOVIS COMMUNITY COLLEGE 417 SCHEPPS BLVD CLOVIS NM 88101 NONE NO SCHOLARSHIPS 2750 DONA ANA COMMUNITY COLLEGE 3400 S ESPINA STREET LAS CRUCES NM 88003 NONE NO SCHOLARHIPS 26500 EASTERN NEW MEXICO UNIVERSITY 1500 S AVE K PORTALES NM 88130 NONE NO SCHOLARSHIPS 139450 EMBRY RIDDLE AERONAUTICAL 3700 WILLOW CREEK RD PRESCOTT AZ 86301 NONE NO SCHOLARSHIPS 5750 ENMU - ROSWELL 52 UNIVERSITY BLVD ROSWELL NM 88202 NONE NO SCHOLARSHIPS 49750 GALLAUDET UNIVERSITY 800 FLORIDA AVENUE NE WASHINGTON DC 20002 NONE NO SCHOLARSHIPS 6000 GEORGETOWN UNIVERSITY 37T O STREET WASHINGTON DC 20057 NONE NO SCHOLARSHIPS 3000 GEORGIA COLLEGE AND STATE UNIVERSIT 321 W HANCOCK STREET MILLEDGEVILLE GA 31061 NONE NO SCHOLARSHIPS 6000 GILLETTE COLLEGE 300 WEST SINCLAIR GELLETE WY 82718 NONE NO SCHOLARSHIPS 6000 HARDIN SIMMONS 2200 HICKORY ST ABILENE TX 79601 NONE NO SCHOLARSHIPS 11500 LE CORDON BLEU COLLEGE OF CUL 8100 E CAMELBACK RD SUITE 1001 SCOTTSDALE AZ 85251 NONE NO SCHOLARSHIPS 8250 LINCOLN COLLEGE OF TECHNOLOGY 11194 E 45TH AVE DENVER CO 80239 NONE NO SCHOLARSHIPS 3000 LUBBOCK CHRISTIAN UNIVERSITY 5601 19TH STREET LUBBOCK TX 79407 NONE NO SCHOLARSHIPS 37750 MCMURRY UNIVERSITY 1400 SYLES BOULEVARD ABILENE TX 79697 NONE NO SCHOLARSHIPS 14500 MESA STATE COLLEGE 1100 NORTH AVENUE GAND JUNCTION CO 81501 NONE NO SCHOLARSHIPS 3000 METROPOLITAN STATE COLLEGE - DENVER AURARIE HIGHER ED CENTER DENVER CO 80204 NONE NO SCHOLARSHIPS 5500 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 17500 NM JUNIOR COLLEGE 1 THUNDERBIRD CICLE HOBBS NM 88240 NONE NO SCHOLARSHIPS 22750 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 8750 NM STATE UNIVERSITY UNIVERSITY AVENUE LAS CRUCES NM 88003 NONE NO SCHOLARSHIPS 486050 NMSU - CARLSBAD 1500 UNIVERSITY DRIVE CARLSBAD NM 88220 NONE NO SCHOLARSHIPS 10500 OKLAHOMA CITY UNIVERSITY 2501 NORTH BLACKWELDER OKLAHOMA CITY OK 73106 NONE NO SCHOLARSHIPS 3000 OKLAHOMA STATE UNIVERSITY 113 STUDENT UNION STILLWATER OK 74078 NONE NO SCHOLARSHIPS 23000 OTERO JUNIOR COLLEGE 1802 COLORADO AVE LA JUNTA CO 81050 NONE NO SCHOLARSHIPS 5750 SOUTHWESTERN ASSEMBLIES OF GOD UNIV 1200 SYCAMORE ST WAXAHACHIE TX 75165 NONE NO SCHOLARSHIPS 16750 SANTA FE UNIVERSITY OF ART DESIGN 1600 SAINT MICHAELS DRIVE SANTA FE NM 87505 NONE NO SCHOLARSHIPS 5500 SEWARD COUNTY COMMUNITY COLLEGE 1801 N KANSAS LIBERAL KS 67905 NONE NO SCHOLARSHIPS 5750 SOUTH PLAINS COLLEGE 1401 S COLLEGE AVE LEVELLAND TX 79336 NONE NO SCHOLARSHIPS 25250 SOUTHWESTERN UNIVERSITY 1001 E UNIVERSITY AVENUE GEORGETOWN TX 78626 NONE NO SCHOLARSHIPS 3000 TARLETON STATE UNIVERSITY BOX T-0760 TARLETON CENTER 123 STEPHENVILLE TX 76401 NONE NO SCHOLARSHIPS 6000 TEXAS A M UNIVERSITY THE PAVILION 208 SPENCE STREET COLLEGE STATION TX 77843 NONE NO SCHOLARSHIPS 5500 TEXAS CHRISTIAN UNIVERSITY 2800 S UNIVERSTIY DRIVE FORT WORTH TX 76129 NONE NO SCHOLARSHIPS 11250 TEXAS TECH UNIVERSITY PO BOX 42031 LUBBOCK TX 79409 NONE NO SCHOLARSHIPS 215250 UNIVERSITY OF DENVER 2197 S UNIVERSITY BLVD DENVER CO 80208 NONE NO SCHOLARSHIPS 11500 UNIVERSITY OF HOUSTON VICTORIA 3007 N BEN WILSON VICTORIA TX 77901 NONE NO SCHOLARSHIPS 3000 UNIVERSITY OF NEW MEXICO 1155 UNIVERSITY BLVD SE ALBUQUERQUE NM 87106 NONE NO SCHOLARSHIPS 253700 UNIVERSITY OF OKLAHOMA PO BOX 26901 OKLAHOMA CITY OK 73104 NONE NO SCHOLARSHIPS 3000 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 23000 WEST TEXAS AM UNIVERSITY 2403 RUSSELL LONG BLVD CANYON TX 79016 NONE NO SCHOLARSHIPS 20000 ARTESIA ARTS COUNCIL 510 W MAIN ARTESIA NM 88210 NONE NO PERFORMING ARTS CENTER 10000 ARTESIA MAINSTREET 510 W MAIN STREET ARTESIA NM 88210 NONE NO PROGRAM SUPPORT 2000 BUSH INSTITUTE PO BOX 600610 DALLAS TX 75360 NONE NO PRESIDENTIAL LIBRARY 10000 NM HIGH SCHOOL RAQUETBALL 1903 BRISCOE ARTESIA NM 88210 NONE NO PROGRAM SUPPORT 1500 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 3000 ART INSTITUTE OF CALIFORNIA 2900 31ST ST SANTA MONICA CA 90405 NONE NO SCHOLARSHIP 2750 BLINN COLLEGE 902 COLLEGE AVE BRENHAM TX 77833 NONE NO SCHOLARSHIP 2750 CLAREDON COLLEGE 1122 COLLEGE DRIVE CLARENDON TX 79226 NONE NO SCHOLARSHIP 2750 COLORADO SCHOOL OF MINES 1500 ILLINOIS ST GOLDEN CO 80401 NONE NO SCHOLARSHIP 2750 CONCHISE COLLEGE 4190 W HIGHWAY 90 DOUGLAS AZ 85607 NONE NO SCHOLARSHIP 2750 DALLAS BAPTIST UNIVERSITY 3000 MOUNTAIN CREEK PARKWAY DALLAS TX 75211 NONE NO SCHOLARSHIP 12000 KAPLAN COLLEGE 7009 Nordic Drive Cedar Falls IA 50613 NONE NO SCHOLARSHIP 3000 ODESSA COLLEGE 201 W University Blvd ODESSA TX 79764 NONE NO SCHOLARSHIP 2750 OLYMPIAN UNIVERSITY 4501 N MAIN ST ROSWELL NM 88202 NONE NO SCHOLARSHIP 2750 SCHREINER UNIVERSITY 2100 San Antonio Hwy KERRVILLE TX 78028 NONE NO SCHOLARSHIP 5500 ST MARY'S UNIVERSITY SAN ANTONIO 1 Camino Santa Maria SAN ANTONIO TX 78228 NONE NO SCHOLARSHIP 2750 TRINIDAD COLLEGE 600 PROSPECT ST TRINIDAD CO 81082 NONE NO SCHOLARSHIP 2750 UNIVERSITY OF ARIZONA 1428 E UNIVERSITY BLVD TUCSON AZ 85721 NONE NO SCHOLARSHIP 2750 UNIVERSITY OF NC WILMINGTON 601 S COLLEGE RD WILMINGTON NC 28403 NONE NO SCHOLARSHIP 3000 UNIVERSITY OF TEXAS ARLINGTON 701 South Nedderman Drive ARLINGTON TX 76019 NONE NO SCHOLARSHIP 2750 UNIVERSITY OF TEXAS PERMIAN BASIN 4901 E UNIVERSITY BLVD ODESSA TX 79762 NONE NO SCHOLARSHIP 2750 UNIVERSITY OF TEXAS SAN ANTONIO 1 UTSA CIR SAN ANTONIO TX 78249 NONE NO SCHOLARSHIP 2750 UNIVERSITY OF THE SOUTHWEST 6610 N LOVINGTON HWY HOBBS NM 88242 NONE NO SCHOLARSHIP 2750 WESTERN NEW MEXICO 1000 W COLLEGE AVE SILVER CITY NM 88062 NONE NO SCHOLARSHIP 800 WYOTECH INSTITUTE LARAMIE 4373 NORTH 3RD ST LARAMIE WY 82072 NONE NO SCHOLARSHIP 2750 2152038 14 106 14 1161528 137754 759452 1299388 759452 2058840 false false false false false false false false false false ACCOUNTING - TAX PREPARATION 24388 0 0 24388 OFFICE BUILDING 2006-10-01 171000 30695 91 39.0000 4385 OFFICE FURNITURE 2007-05-24 1267 709 91 10.0000 127 OFFICE FURNITURE 2007-06-04 1082 603 91 10.0000 108 OFFICE FURNITURE 2007-09-10 446 240 91 10.0000 45 OFFICE FURNITURE 2007-09-20 3780 1985 91 10.0000 378 OFFICE FURNITURE 2007-11-08 714 367 91 10.0000 71 OFFICE FURNITURE 2007-11-19 143 71 91 10.0000 14 OFFICE FURNITURE 2006-12-15 4734 2897 91 10.0000 473 OFFICE FURNITURE 2008-01-10 529 265 91 10.0000 53 OFFICE FURNITURE 2008-02-06 1696 835 91 10.0000 170 OFFICE FURNITURE - CARPET 2008-08-04 406 181 91 10.0000 41 BUILDING 2008-09-09 4938 550 91 39.0000 127 COMPUTER EQUIPMENT 2008-10-14 86 72 91 5.0000 14 OFFICE EQUIPMENT 2008-11-12 331 196 91 7.0000 47 OFFICE FURNITURE 2008-11-12 146 62 91 10.0000 15 COMPUTER EQUIPMENT 2008-12-02 64 53 91 5.0000 11 OFFICE BUILDING - GLASS 2008-12-02 4730 494 91 39.0000 121 COMPUTER EQUIPMENT 2008-12-11 64 53 91 5.0000 11 HVAC 2010-05-12 10434 3976 91 7.0000 1491 OFFICE FURNITURE 2010-02-28 15422 8738 91 5.0000 3084 OFFICE FURNITURE 2011-05-18 2547 806 91 5.0000 509 COMPUTER EQUIPMENT 2011-09-01 2161 576 91 5.0000 432 COMPUTER EQUIPMENT 2012-05-14 4388 585 91 5.0000 878 OFFICE FURNITURE 2012-05-18 1490 174 91 5.0000 298 COMPUTER EQUIPMENT 2012-06-25 3324 332 91 5.0000 665 OFFICE FURNITURE 2012-07-10 1525 153 91 5.0000 305 OFFICE FURNITURE 2012-12-11 401 11 91 3.0000 134 BUILDING IMPR. - STUCCO 2013-02-22 7100 91 39.0000 152 MERRILL LYNCH - 7EG-04044 1966998 1979108 MERRILL LYNCH - LOOMIS SAYLES 1986065 1975509 GOLDMAN SACHS - GSAM: TAXABLE 2710882 2663143 MERRILL LYNCH - 7EG-02041 10845 2676376 MERRILL LYNCH - 7EG-02042 13875737 15626219 MERRILL LYNCH - 7EG-02043 847193 943534 MERRILL LYNCH - 7EG-02019 1406056 1581350 GOLDMAN SACHS - BROKERAGE 1030321 1140748 GOLDMAN SACHS - ADVISORY BROKERAGE 1997169 2026533 GOLDMAN SACHS - LORD ABBETT 520426 614264 GOLDMAN SACHS - GANNETT WELSH 432859 600033 GOLDMAN SACKS - YACKTMAN 678321 868867 GOLDMAN SACHS - DIAMOND HILL 766871 1006523 GOLDMAN SACHS - AVENIR: DYNANIC EQ 741243 991116 MERRILL LYNCH - 7EG-02040 AT COST 3600000 4389427 ENCAP ENERGY CAPITAL FUND AT COST 3089053 3089053 PENNY BACKER AT COST 684466 684466 QSI HOLDINGS, L.P. AT COST 616610 616610 ENCAP FLATROCK AT COST 398262 398262 NGP NATURAL RESOURCES AT COST 662629 662629 ENCAP ENERGY IX AT COST 637896 637896 PENNY BACKER III AT COST 3693 3693 Furniture and Fixtures 46596 27697 18899 58528 Buildings 198202 41991 156211 198202 Land 19000 19000 19000 Miscellaneous 11932 11932 ADVERTISING 8152 8152 AUTOMOBILE EXPENSES 9113 9113 BANK CHARGES 286 286 COMMUNITY SERVICE 31764 31764 DUES AND SUBSCRIPTIONS 1363 1363 EDUCATIONAL GUIDE 1022 1022 EQUIPMENT LEASE 1675 1675 EVENT SPONSOR 4640 4640 INSURANCE 4758 4758 INVESTMENT FEES 202526 202526 MACK SELECT FUNDRAISER 4162 4162 MAINTENANCE AND REPAIR 1505 1505 MARKETING 202 202 MEETINGS/LUNCHEON 408 408 OFFICE SUPPLIES 3655 3655 PENALTY & FINES 2800 2800 PHOTOGRAPHY 484 483 POSTAGE 4206 4206 PROPERTY TAX 1564 1564 SCHOLARSHIP MENTORING PROGRAMS 24714 24714 SCHOLARSHIP RECEPTIONS 59798 59798 SPONSORSHIPS 8841 8841 STORAGE 709 709 STUDENTS 4 SUCCESS 1868 1868 SUPPLIES 6039 6039 TELEPHONE 6478 6478 UTILITIES 3271 3271 WEB SITE MAINTENANCE 6400 6400 Other Investment Income 137754 137755 137755 FORIEGN TAXES 3094 3094 PAYROLL TAXES 3958 3958 SECTION 4940 TAX 19000 19000