2026-08-17T15:38:56-05:00 2025-12-31 352123203 KSM BUSINESS SERVICES INC PO BOX 40857 INDIANAPOLIS IN 46240 990PF 2025-01-01 831687041 CHAPMAN FAMILY FOUNDATION INC CHAP 8124308937 241 1ST AVE NW CARMEL IN 46032 CARL CHAPMAN PRESIDENT 8124308937 2026-07-31 1 CHAD HALSTEAD P01297776 3175802000 2026-07-31 2025 2025-03-06 01:10:19Z X 12163353 X 79945 15092 15092 277341 277193 25004 4213859 25004 397382 317289 0 0 0 2200 0 2200 19673 19673 0 7887 6304 0 675 0 675 30435 25977 2875 402000 402000 432435 25977 404875 -35053 291312 49631 217024 217024 1255285 690346 690346 4233267 5263902 8599667 3305432 2600033 2634551 0 21765 21765 8843615 8793070 12163353 0 0 X 8843615 8793070 8843615 8793070 8843615 8793070 8843615 -35053 0 8808562 15492 8793070 PUBLICLY TRADED SECURITIES 212561 211708 853 853 PUBLICLY TRADED SECURITIES 4001298 3977147 24151 24151 25004 4049 0 4049 0 4049 3880 0 1189 0 5069 0 1020 1020 0 0 0 0 0 0 0 0 0 0 0 1 1 IN 1 0 0 0 1 1 N/A CARL CHAPMAN 8124308937 241 1ST AVE NW CARMEL IN 46032 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 NONE 0 0 10830026 737994 0 11568020 0 0 11568020 173520 11394500 569725 569725 4049 4049 565676 0 565676 0 565676 404875 0 404875 565676 363766 0 0 404875 363766 0 0 41109 0 0 0 0 0 0 0 0 524567 0 0 0 CARL CHAPMAN KAY CHAPMAN X AMERICA'S KIDS BELONG INC 1540 MAIN ST STE 331 WINDSOR CO 80550 N/A PC FOR INDIANA CHAPTER, SUPPORTING FOSTER AND ADOPTIVE FAMILIES 10000 CARMEL CLAY HISTORICAL SOCIETY 211 1ST ST SW CARMEL IN 46032 N/A PC CAPITAL CONTRIBUTION FOR NEW MUSEUM 15000 CHRISTIANITY TODAY PO BOX 788 WHEATON IL 60187 N/A PC ADVANCING THE STORIES AND IDEAS OF THE KINGDOM OF GOD 10000 COLLEGE PARK CHURCH 2606 W 96TH ST INDIANAPOLIS IN 46268 N/A PC TO SUPPORT MINISTRIES 40000 COMMUNITY ONE INC 402 S GREEN RIVER RD EVANSVILLE IN 47715 N/A PC GENERAL OPERATING EXPENSES 10000 COOPER HOUSE INC 239 S 8TH ST NOBLESVILLE IN 46074 N/A PC GENERAL OPERATING EXPENSES 75000 DENVER INSTITUTE FOR FAITH AND WORK 8100 E ARAPAHOE RD 303 CENTENNIAL CO 80112 N/A PC TO SUPPORT INTEGRATION OF FAITH AND WORK 75000 DREAM CENTER EVANSVILLE 1516 N MAIN ST EVANSVILLE IN 47711 N/A PC TO HELP AT-RISK YOUTH AND THEIR FAMILIES 20000 EMET MINISTRIES 4641 LAMB LANE EVANSVILLE IN 47712 N/A PC DISCIPLING YOUNG ADULTS 10000 EVANSVILLE RESCUE MISSION INC 500 E WALNUT ST EVANSVILLE IN 47713 N/A PC TO FUND WOMEN'S AND CHILDREN'S CENTER TECHNOLOGY LAB 25000 FIDELITY INVESTMENTS CHARITABLE GIFT FUND 245 SUMMER STREET MZ NM43A BOSTON MA 02210 N/A PC FINANCIAL EDUCATION OF GENERATION ALPHA 10000 FINISH WELL FOUNDATION INC 16844 OXBOW DR WESTFIELD IN 46074 N/A PC ENCOURAGING WIDOWS AND THEIR CHILDREN 10000 FORGOTTEN CHILDREN WORLDWIDE INC 650 N MAIN ST BLUFFTON IN 46774 N/A PC CAPITAL CAMPAIGN FOR UGANDAN MINISTRY BUILDING 15000 LOUIS J KOCH FAMILY CHILDREN'S MUSEUM OF EVANSVILLE INC PO BOX 122 EVANSVILLE IN 47701 N/A PC TO SUPPORT MUSEUM REFURBISHMENT CAMPAIGN 15000 NATIONAL CHRISTIAN FOUNDATION 1150 SANCTUARY PARKWAY SUITE 350 ALPHARETTA GA 30009 N/A SO I FINANCIAL EDUCATION OF GENERATION ALPHA 10000 RONALD MCDONALD HOUSE CHARITIES OF THE OHIO VALLEY INC 3540 WASHINGTON AVE EVANSVILLE IN 47714 N/A PC GENERAL OPERATING EXPENSES 10000 SACRED PLACE 3220 S ACOMA ST ENGLEWOOD CO 80110 N/A PC CULTIVATING LOVE OF NEIGHBORS AND NEIGHBORHOODS 12000 THE ABBEY 2127 BLUE YONDER WAY FORT COLLINS CO 80525 N/A PC ASSISTING CHRISTIANS TO DEEPEN THEIR SPIRITUAL WALK 10000 THE POTTER'S WHEEL INC 333 JEFFERSON AVE EVANSVILLE IN 47713 N/A PC TO SUPPORT NEIGHBORHOOD MINISTRIES 10000 YOUNG LIFE 420 N CASCADE AVE COLORADO SPRINGS CO 80903 N/A PC GENERAL OPERATING EXPENSES IN CENTRAL INDIANA 10000 402000 COOPER HOUSE INC 239 S 8TH ST NOBLESVILLE IN 46074 N/A PC GENERAL OPERATING EXPENSES 50000 FIDELITY INVESTMENTS CHARITABLE GIFT FUND 245 SUMMER STREET MZ NM43A BOSTON MA 02210 N/A PC FINANCIAL EDUCATION OF GENERATION ALPHA 15000 LOUIS J KOCH FAMILY CHILDREN'S MUSEUM OF EVANSVILLE INC PO BOX 122 EVANSVILLE IN 47701 N/A PC TO SUPPORT MUSEUM REFURBISHMENT CAMPAIGN 15000 NATIONAL CHRISTIAN FOUNDATION 1150 SANCTUARY PARKWAY SUITE 350 ALPHARETTA GA 30009 N/A SO I FINANCIAL EDUCATION OF GENERATION ALPHA 15000 TAYLOR UNIVERSITY 236 WEST READE AVE UPLAND IN 46989 N/A PC EDUCATION 500000 595000 14 15092 14 277341 18 25004 0 317437 0 317437 0 0 0 0 0 0 0 0 0 0 X X 1 CARL AND KAY CHAPMAN 241 1ST AVE NW CARMEL IN 46032 79945 X X 1 111 SHS OF VANGUARD GROWTH INDEX FUND ETF (VUG) 54569 2025-12-04 KATZ, SAPPER & MILLER 2200 0 2200 990-PF, PART VI-B, LINES 1A(3) AND 1B 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. VANGUARD SHORT-TERM CORPORATE BOND ETF (VCSH) 260258 262710 VANGUARD SHORT-TERM BOND ETF (BSV) 264962 267166 FISERV INC NTS B/E CALL@MV+20BP (CUSIP 337738AT5) 69224 69699 DUKE ENERGY CORP B/E 2.650% 090126 (CUSIP 26441CAS4) 68611 69402 CITIGROUP INC B/E CALL@MV+25BP (CUSIP 172967KY6) 67009 67608 MICROSOFT CORP B/E CALL@MV+15BP (CUSIP 594918BY9) 68272 68739 PEPSICO INC NTS B/E CALL@MW=15BP (CUSIP 713448DY1) 69451 70308 APPLE INC B/E 3.000% (CUSIP 037833DK3) 69471 70328 JPMORGAN CHASE & CO CALL@MV+20BP (CUSIP 46625HRY8) 68358 68850 GENERAL DYNAMICS CORP CALL@MV+15BP (CUSIP 369550BC1) 65424 66129 ABBVIE INC B/E CALL@MV+25BP (CUSIP 00287YBF5) 68093 68772 ENERGY TRANSFER 0BP RATE 05.250% (CUSIP 29278NAG8) 72203 71972 EXXON MOBIL CORP NTS B/E CALL@MV+12.5BP (CUSIP 30231GBE1) 68545 69747 VERIZON COMM INC NTS B/E 4.016% (CUSIP 92343VEU4) 69782 70522 COMCAST CORP B/E 5BP (CUSIP 20030NDA6) 69518 70827 T-MOBILE INC NTS B/E CALL@MV+50BP (CUSIP 87264ABF1) 68730 69895 ORACLE CORP NTS B/E 4.650% (CUSIP 68389XCN3) 69313 68458 AMGEN INC B/E 0BP RATE 02.300% (CUSIP 031162CW8) 69046 70801 AMTHEM INC NTS B/E 2.550% (CUSIP 036752AP8) 68716 70376 HOME DEPOT INC NTS B/E 4.850% (CUSIP 437076DD1) 69319 70346 GOLDMAN SACHS GROUP INC CALL@MV+10BP (CUSIP 38141GXR0) 70059 72019 UNITED HEALTH GROUP INC CALL@MV+20BP (CUSIP 91324PEJ7) 69416 71192 MCDONALD'S CORP NTS B/E 4.600% (CUSIP 58013MFS8) 68846 70354 WELLS FARGO & CO B/E CALL@MV+25BP (CUSIP 95000U2U6) 70964 72899 SOUTHERN CO NTS B/E 0BP (CUSIP 842587DR5) 72002 73051 REPUBLIC SERVICES INC B/E RATE 05.000% (CUSIP 760759BH2) 69845 71475 AT&T INC B/E RATE 05.400% (CUSIP 00206RMT6) 68446 69574 BRISTOL MYERS SQUIBB CO CALL@MV+15BP (CUSIP 110122EH7) 69319 70851 TARGET CORP B/E 4.500% (CUSIP 87612EBS4) 68693 70442 BANK OF AMER CORP B/E 0BP FIX-TO-FLOT RATE 05.468% (CUSIP 06051GMA4) 69362 69944 ENTERPRISE PRODUCTS OPER 4.950% (CUSIP 29379VCG6) 68299 69949 MORGAN STANLEY B/E OT CALL@MV+20BP (CUSIP 61747YFT7) 70477 70146 SCHWAB INTERNATIONAL EQUITY ETF (SCHF) 506827 805869 SCHWAB US LARGE CAP GROWTH ETF (SCHG) 364037 1235450 SCHWAB US LARGE CAP VALUE ETF (SCHV) 640759 1170482 VANGUARD FTSE DEVELOPED MKT ETF (VEA) 429957 472461 VANGUARD FTSE EMERGING MARKETS ETF (VWO) 750044 813120 VANGUARD GROWTH ETF (VUG) 356096 880099 VANGUARD MID-CAP ETF (VO) 505836 520655 VANGUARD S&P 500 ETF (VOO) 409836 625876 VANGUARD SMALL CAP GROWTH ETF IV (VBK) 185036 278243 VANGUARD SMALL CAP VALUE ETF IV (VBR) 212203 381646 VANGUARD VALUE ETF IV (VTV) 385315 660634 WISDOMTREE INTER HDG QLY (IHDG) 398476 531805 XTRACKERS MSCI EAFE HDGD EQY ETF (DBEF) 119480 223327 ACCRUED INTEREST 0 21765 21765 COST BASIS ADJUSTMENT FOR DONATED SECURITIES 15492 CHECK PRINTING / BANK FEES 600 0 600 WIRE FEE 75 0 75 INVESTMENT ADVISORY FEES 19673 19673 0 FOREIGN TAX PAID 6304 6304 0 ESTIMATED TAXES 1583 0 0