CHAPMAN FAMILY FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- CHAPMAN FAMILY FOUNDATION INC (EIN 83-1687041)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-08-17
- IRS object ID
- 202632309349100323
- Schema version
- 2025v4.2
- 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
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-08-17T15:38:56-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 352123203 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KSM BUSINESS SERVICES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 40857 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46240 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 831687041 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHAPMAN FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAP | BusinessNameControlTxt |
| Phone | 8124308937 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 241 1ST AVE NW | AddressLine1Txt |
| City | CARMEL | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46032 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CARL CHAPMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8124308937 | PhoneNum |
| Signature | 2026-07-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHAD HALSTEAD | PreparerPersonNm |
| PTIN | P01297776 | PTIN |
| Phone | 3175802000 | PhoneNum |
| Preparation | 2026-07-31 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,163,353 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $79,945 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $15,092 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $15,092 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $277,341 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $277,193 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $25,004 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,213,859 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $25,004 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $397,382 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $317,289 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,200 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $19,673 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $19,673 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,887 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,304 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $675 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $675 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $30,435 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,977 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,875 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $402,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $402,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $432,435 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,977 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $404,875 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$35,053 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $291,312 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $49,631 | CashBOYAmt |
| Cash EOY | $217,024 | CashEOYAmt |
| Cash EOYFMV | $217,024 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,255,285 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $690,346 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $690,346 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,233,267 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,263,902 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,599,667 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,305,432 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,600,033 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,634,551 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $21,765 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $21,765 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $8,843,615 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,793,070 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,163,353 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $8,843,615 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $8,793,070 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,843,615 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,793,070 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,843,615 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,793,070 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,843,615 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$35,053 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,808,562 | SubtotalAmt |
| Other Decreases | $15,492 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,793,070 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $212,561 | $211,708 | $853 | $853 |
| PUBLICLY TRADED SECURITIES | $4,001,298 | $3,977,147 | $24,151 | $24,151 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $25,004 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,049 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,049 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,049 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,880 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,189 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,069 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,020 | OverpaymentAmt |
| Applied To ES Tax | $1,020 | AppliedToESTaxAmt |
| Refund | $0 | 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 | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IN | 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 | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CARL CHAPMAN | IndividualWithBooksNm |
| Phone | 8124308937 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 241 1ST AVE NW | AddressLine1Txt |
| City | CARMEL | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46032 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CARL CHAPMAN | ||||||||
| 241 1ST AVE NW | CARMEL | IN | 46032 | PRESIDENT & TREASURER | 2.00 | $0 | $0 | $0 |
| GRANT CHAPMAN | ||||||||
| 12928 BRIGHTON AVE | CARMEL | IN | 46032 | SECRETARY | 1.00 | $0 | $0 | $0 |
| KAY CHAPMAN | ||||||||
| 241 1ST AVE NW | CARMEL | IN | 46032 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| ROSS CHAPMAN | ||||||||
| 9408 E 58TH ST | DENVER | CO | 80238 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| 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 | $10,830,026 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $737,994 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,568,020 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,568,020 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $173,520 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,394,500 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $569,725 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $569,725 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,049 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,049 | TotalTaxAmt |
| Distributable Before Adj | $565,676 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $565,676 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $565,676 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $404,875 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $404,875 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $565,676 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $363,766 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $404,875 | QualifyingDistributionsAmt |
| Applied To Year1 | $363,766 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $41,109 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $524,567 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CARL CHAPMAN | ContributingManagerNm |
| Contributing Manager | KAY CHAPMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICA'S KIDS BELONG INC | |||||||
| 1540 MAIN ST STE 331 | WINDSOR | CO | 80550 | N/A | PC | FOR INDIANA CHAPTER, SUPPORTING FOSTER AND ADOPTIVE FAMILIES | $10,000 |
| CARMEL CLAY HISTORICAL SOCIETY | |||||||
| 211 1ST ST SW | CARMEL | IN | 46032 | N/A | PC | CAPITAL CONTRIBUTION FOR NEW MUSEUM | $15,000 |
| CHRISTIANITY TODAY | |||||||
| PO BOX 788 | WHEATON | IL | 60187 | N/A | PC | ADVANCING THE STORIES AND IDEAS OF THE KINGDOM OF GOD | $10,000 |
| COLLEGE PARK CHURCH | |||||||
| 2606 W 96TH ST | INDIANAPOLIS | IN | 46268 | N/A | PC | TO SUPPORT MINISTRIES | $40,000 |
| COMMUNITY ONE INC | |||||||
| 402 S GREEN RIVER RD | EVANSVILLE | IN | 47715 | N/A | PC | GENERAL OPERATING EXPENSES | $10,000 |
| COOPER HOUSE INC | |||||||
| 239 S 8TH ST | NOBLESVILLE | IN | 46074 | N/A | PC | GENERAL OPERATING EXPENSES | $75,000 |
| DENVER INSTITUTE FOR FAITH AND WORK | |||||||
| 8100 E ARAPAHOE RD 303 | CENTENNIAL | CO | 80112 | N/A | PC | TO SUPPORT INTEGRATION OF FAITH AND WORK | $75,000 |
| DREAM CENTER EVANSVILLE | |||||||
| 1516 N MAIN ST | EVANSVILLE | IN | 47711 | N/A | PC | TO HELP AT-RISK YOUTH AND THEIR FAMILIES | $20,000 |
| EMET MINISTRIES | |||||||
| 4641 LAMB LANE | EVANSVILLE | IN | 47712 | N/A | PC | DISCIPLING YOUNG ADULTS | $10,000 |
| EVANSVILLE RESCUE MISSION INC | |||||||
| 500 E WALNUT ST | EVANSVILLE | IN | 47713 | N/A | PC | TO FUND WOMEN'S AND CHILDREN'S CENTER TECHNOLOGY LAB | $25,000 |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | |||||||
| 245 SUMMER STREET MZ NM43A | BOSTON | MA | 02210 | N/A | PC | FINANCIAL EDUCATION OF GENERATION ALPHA | $10,000 |
| FINISH WELL FOUNDATION INC | |||||||
| 16844 OXBOW DR | WESTFIELD | IN | 46074 | N/A | PC | ENCOURAGING WIDOWS AND THEIR CHILDREN | $10,000 |
| FORGOTTEN CHILDREN WORLDWIDE INC | |||||||
| 650 N MAIN ST | BLUFFTON | IN | 46774 | N/A | PC | CAPITAL CAMPAIGN FOR UGANDAN MINISTRY BUILDING | $15,000 |
| LOUIS J KOCH FAMILY CHILDREN'S MUSEUM OF EVANSVILLE INC | |||||||
| PO BOX 122 | EVANSVILLE | IN | 47701 | N/A | PC | TO SUPPORT MUSEUM REFURBISHMENT CAMPAIGN | $15,000 |
| NATIONAL CHRISTIAN FOUNDATION | |||||||
| 1150 SANCTUARY PARKWAY SUITE 350 | ALPHARETTA | GA | 30009 | N/A | SO I | FINANCIAL EDUCATION OF GENERATION ALPHA | $10,000 |
| RONALD MCDONALD HOUSE CHARITIES OF THE OHIO VALLEY INC | |||||||
| 3540 WASHINGTON AVE | EVANSVILLE | IN | 47714 | N/A | PC | GENERAL OPERATING EXPENSES | $10,000 |
| SACRED PLACE | |||||||
| 3220 S ACOMA ST | ENGLEWOOD | CO | 80110 | N/A | PC | CULTIVATING LOVE OF NEIGHBORS AND NEIGHBORHOODS | $12,000 |
| THE ABBEY | |||||||
| 2127 BLUE YONDER WAY | FORT COLLINS | CO | 80525 | N/A | PC | ASSISTING CHRISTIANS TO DEEPEN THEIR SPIRITUAL WALK | $10,000 |
| THE POTTER'S WHEEL INC | |||||||
| 333 JEFFERSON AVE | EVANSVILLE | IN | 47713 | N/A | PC | TO SUPPORT NEIGHBORHOOD MINISTRIES | $10,000 |
| YOUNG LIFE | |||||||
| 420 N CASCADE AVE | COLORADO SPRINGS | CO | 80903 | N/A | PC | GENERAL OPERATING EXPENSES IN CENTRAL INDIANA | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $402,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| COOPER HOUSE INC | |||||||
| 239 S 8TH ST | NOBLESVILLE | IN | 46074 | N/A | PC | GENERAL OPERATING EXPENSES | $50,000 |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | |||||||
| 245 SUMMER STREET MZ NM43A | BOSTON | MA | 02210 | N/A | PC | FINANCIAL EDUCATION OF GENERATION ALPHA | $15,000 |
| LOUIS J KOCH FAMILY CHILDREN'S MUSEUM OF EVANSVILLE INC | |||||||
| PO BOX 122 | EVANSVILLE | IN | 47701 | N/A | PC | TO SUPPORT MUSEUM REFURBISHMENT CAMPAIGN | $15,000 |
| NATIONAL CHRISTIAN FOUNDATION | |||||||
| 1150 SANCTUARY PARKWAY SUITE 350 | ALPHARETTA | GA | 30009 | N/A | SO I | FINANCIAL EDUCATION OF GENERATION ALPHA | $15,000 |
| TAYLOR UNIVERSITY | |||||||
| 236 WEST READE AVE | UPLAND | IN | 46989 | N/A | PC | EDUCATION | $500,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $595,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,092 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $277,341 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $25,004 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $317,437 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $317,437 | 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 | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | CARL AND KAY CHAPMAN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 241 1ST AVE NW | AddressLine1Txt |
| City | CARMEL | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46032 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $79,945 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 111 SHS OF VANGUARD GROWTH INDEX FUND ETF (VUG) | NoncashPropertyDesc |
| Fair Market Value | $54,569 | FairMarketValueAmt |
| Received | 2025-12-04 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | KATZ, SAPPER & MILLER | CategoryTxt |
| Amt | $2,200 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,200 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | 990-PF, PART VI-B, LINES 1A(3) AND 1B | FormAndLineReferenceDesc |
| Medium Explanation | PART VI-B, LINE 1A(3) HAS BEEN ANSWERED "YES" BECAUSE CARL CHAPMAN AND KAY CHAPMAN ARE SUBSTANTIAL CONTRIBUTORS TO THE CHAPMAN FAMILY FOUNDATION INC, AND THEREFORE THEY AND THEIR SONS, ROSS CHAPMAN AND GRANT CHAPMAN, ARE DISQUALIFIED PERSONS. THEY PROVIDE "SERVICE" TO THE ORGANIZATION BY KEEPING ITS BOOKS AND SERVING ON ITS BOARD. LINE 1B IS ANSWERED "NO" BECAUSE THESE SERVICES ARE EXCEPTED BY THE REGULATIONS UNDER SECTION 4941. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (32 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD SHORT-TERM CORPORATE BOND ETF (VCSH) | $260,258 | $262,710 |
| VANGUARD SHORT-TERM BOND ETF (BSV) | $264,962 | $267,166 |
| FISERV INC NTS B/E CALL@MV+20BP (CUSIP 337738AT5) | $69,224 | $69,699 |
| DUKE ENERGY CORP B/E 2.650% 090126 (CUSIP 26441CAS4) | $68,611 | $69,402 |
| CITIGROUP INC B/E CALL@MV+25BP (CUSIP 172967KY6) | $67,009 | $67,608 |
| MICROSOFT CORP B/E CALL@MV+15BP (CUSIP 594918BY9) | $68,272 | $68,739 |
| PEPSICO INC NTS B/E CALL@MW=15BP (CUSIP 713448DY1) | $69,451 | $70,308 |
| APPLE INC B/E 3.000% (CUSIP 037833DK3) | $69,471 | $70,328 |
| JPMORGAN CHASE & CO CALL@MV+20BP (CUSIP 46625HRY8) | $68,358 | $68,850 |
| GENERAL DYNAMICS CORP CALL@MV+15BP (CUSIP 369550BC1) | $65,424 | $66,129 |
| ABBVIE INC B/E CALL@MV+25BP (CUSIP 00287YBF5) | $68,093 | $68,772 |
| ENERGY TRANSFER 0BP RATE 05.250% (CUSIP 29278NAG8) | $72,203 | $71,972 |
| EXXON MOBIL CORP NTS B/E CALL@MV+12.5BP (CUSIP 30231GBE1) | $68,545 | $69,747 |
| VERIZON COMM INC NTS B/E 4.016% (CUSIP 92343VEU4) | $69,782 | $70,522 |
| COMCAST CORP B/E 5BP (CUSIP 20030NDA6) | $69,518 | $70,827 |
| T-MOBILE INC NTS B/E CALL@MV+50BP (CUSIP 87264ABF1) | $68,730 | $69,895 |
| ORACLE CORP NTS B/E 4.650% (CUSIP 68389XCN3) | $69,313 | $68,458 |
| AMGEN INC B/E 0BP RATE 02.300% (CUSIP 031162CW8) | $69,046 | $70,801 |
| AMTHEM INC NTS B/E 2.550% (CUSIP 036752AP8) | $68,716 | $70,376 |
| HOME DEPOT INC NTS B/E 4.850% (CUSIP 437076DD1) | $69,319 | $70,346 |
| GOLDMAN SACHS GROUP INC CALL@MV+10BP (CUSIP 38141GXR0) | $70,059 | $72,019 |
| UNITED HEALTH GROUP INC CALL@MV+20BP (CUSIP 91324PEJ7) | $69,416 | $71,192 |
| MCDONALD'S CORP NTS B/E 4.600% (CUSIP 58013MFS8) | $68,846 | $70,354 |
| WELLS FARGO & CO B/E CALL@MV+25BP (CUSIP 95000U2U6) | $70,964 | $72,899 |
| SOUTHERN CO NTS B/E 0BP (CUSIP 842587DR5) | $72,002 | $73,051 |
| REPUBLIC SERVICES INC B/E RATE 05.000% (CUSIP 760759BH2) | $69,845 | $71,475 |
| AT&T INC B/E RATE 05.400% (CUSIP 00206RMT6) | $68,446 | $69,574 |
| BRISTOL MYERS SQUIBB CO CALL@MV+15BP (CUSIP 110122EH7) | $69,319 | $70,851 |
| TARGET CORP B/E 4.500% (CUSIP 87612EBS4) | $68,693 | $70,442 |
| BANK OF AMER CORP B/E 0BP FIX-TO-FLOT RATE 05.468% (CUSIP 06051GMA4) | $69,362 | $69,944 |
| ENTERPRISE PRODUCTS OPER 4.950% (CUSIP 29379VCG6) | $68,299 | $69,949 |
| MORGAN STANLEY B/E OT CALL@MV+20BP (CUSIP 61747YFT7) | $70,477 | $70,146 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SCHWAB INTERNATIONAL EQUITY ETF (SCHF) | $506,827 | $805,869 |
| SCHWAB US LARGE CAP GROWTH ETF (SCHG) | $364,037 | $1,235,450 |
| SCHWAB US LARGE CAP VALUE ETF (SCHV) | $640,759 | $1,170,482 |
| VANGUARD FTSE DEVELOPED MKT ETF (VEA) | $429,957 | $472,461 |
| VANGUARD FTSE EMERGING MARKETS ETF (VWO) | $750,044 | $813,120 |
| VANGUARD GROWTH ETF (VUG) | $356,096 | $880,099 |
| VANGUARD MID-CAP ETF (VO) | $505,836 | $520,655 |
| VANGUARD S&P 500 ETF (VOO) | $409,836 | $625,876 |
| VANGUARD SMALL CAP GROWTH ETF IV (VBK) | $185,036 | $278,243 |
| VANGUARD SMALL CAP VALUE ETF IV (VBR) | $212,203 | $381,646 |
| VANGUARD VALUE ETF IV (VTV) | $385,315 | $660,634 |
| WISDOMTREE INTER HDG QLY (IHDG) | $398,476 | $531,805 |
| XTRACKERS MSCI EAFE HDGD EQY ETF (DBEF) | $119,480 | $223,327 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $21,765 | EOYBookValueAmt |
| EOYFMV | $21,765 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT FOR DONATED SECURITIES | Desc |
| Amt | $15,492 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CHECK PRINTING / BANK FEES | $600 | $0 | $600 |
| WIRE FEE | $75 | $0 | $75 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $19,673 | Amt |
| Net Investment Income | $19,673 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $6,304 | $6,304 | $0 |
| ESTIMATED TAXES | $1,583 | $0 | $0 |
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