CHA-07C FOUNDATION TRUST: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
CHA-07C FOUNDATION TRUST (EIN 90-0732950)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-03-10
IRS object ID
202630699349100233
Schema version
2025v4.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-03-10T20:25:28-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390859910PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BAKER TILLY ADVISORY GROUP LPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14747 EXECUTIVE DR SUITE 1300AddressLine1Txt
CitySAN DIEGOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92121ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN900732950EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE CHA-07C FOUNDATION TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCHA-BusinessNameControlTxt
Phone4809700740PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 12375AddressLine1Txt
CityTEMPECityNm
State AbbreviationAZStateAbbreviationCd
ZIP85284ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN CHAPMANPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone4809700740PhoneNum
Signature2026-03-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPATRICIA J MAYERPreparerPersonNm
PTINP00188643PTIN
Phone8586271400PhoneNum
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$266,639FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$400,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$10,954InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$10,954InterestOnSavNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$410,954TotalRevAndExpnssAmt
Total Net Invst Incm$10,954TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,250AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,050AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$4,200AccountingFeesChrtblPrpsAmt
Tot Opr Expenses Rev And Expnss$5,250TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,050TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,200TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$360,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$360,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$365,250TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,050TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$364,200TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$45,704ExcessRevenueOverExpensesAmt
Net Investment Income$9,904NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$9,828CashBOYAmt
Cash EOY$44,578CashEOYAmt
Cash EOYFMV$44,578CashEOYFMVAmt
Sav And Temp Cash Invst BOY$211,107SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$222,061SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$222,061SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$220,935TotalAssetsBOYAmt
Total Assets EOY$266,639TotalAssetsEOYAmt
Total Assets EOYFMV$266,639TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$220,935RetainedEarningBOYAmt
Retained Earning EOY$266,639RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$220,935TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$266,639TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$220,935TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$266,639TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$220,935TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$45,704ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$266,639SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$266,639TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$138InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$138SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$138TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,225EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,225TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1,087OverpaymentAmt
Applied To ES Tax$1,087AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Form990 PF Filed With Atty Gen0Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJOHN H CHAPMANIndividualWithBooksNm
Phone4809700740PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 12375AddressLine1Txt
CityTEMPECityNm
State AbbreviationAZStateAbbreviationCd
ZIP85284ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOHN H CHAPMAN
PO BOX 12375TEMPEAZ85284TRUSTEE1.00$0$0$0
THADDEUS CHAPMAN
PO BOX 12375TEMPEAZ85284TRUSTEE1.00$0$0$0
JERRY CHAPMAN JR
PO BOX 12375TEMPEAZ85284TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$234,245AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$234,245TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$234,245AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,514CashDeemedCharitableAmt
Net Vl Noncharitable Assets$230,731NetVlNoncharitableAssetsAmt
Minimum Investment Return$11,537MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$11,537MinimumInvestmentReturnAmt
Tax Based On Investment Income$138TaxBasedOnInvestmentIncomeAmt
Total Tax$138TotalTaxAmt
Distributable Before Adj$11,399DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$11,399DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$11,399DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$364,200ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$364,200QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$11,399DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$156,072ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$81,048ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$191,926ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$148,894ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$130,566ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$708,506TotalExcessDistributionCyovAmt
Qualifying Distributions$364,200QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$11,399AppliedToCurrentYearAmt
Remaining Distri From Corpus$352,801RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,061,307TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$156,072ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$905,235ExcessDistriCyovToNextYrAmt
Excess From Year4$81,048ExcessFromYear4Amt
Excess From Year3$191,926ExcessFromYear3Amt
Excess From Year2$148,894ExcessFromYear2Amt
Excess From Year1$130,566ExcessFromYear1Amt
Excess From Current Year$352,801ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJOHN H CHAPMANContributingManagerNm
Contributing ManagerTHADDEUS CHAPMANContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AMBERLYS PLACE INC
1310 S 3RD AVEYUMAAZ85364N/APCGENERAL OPERATIONS$10,000
CHILD CRISIS ARIZONA
817 N COUNTRY CLUB DRMESAAZ85201N/APCGENERAL OPERATIONS$10,000
FRESH START WOMEN'S FOUNDATION
1130 E MCDOWELL RDPHOENIXAZ85006N/APCGENERAL OPERATIONS$10,000
GRACE SOBER LIVING
2525 E ARIZONA BILTMORE CIRCLE STEPHOENIXAZ85016N/APCGENERAL OPERATIONS$10,000A-113
RAISING SPECIAL KIDS
5025 E WASHINGTON ST SUITE 204PHOENIXAZ85034N/APCGENERAL OPERATIONS$10,000
RYAN HOUSE
110 W MUHAMMAD ALI WAY 1ST FLOORPHOENIXAZ85013N/APCGENERAL OPERATIONS$10,000
TEEN LIFELINE INC
PO BOX 10745PHOENIXAZ85064N/APCGENERAL OPERATIONS$10,000
TIME OUT INC
PO BOX 306PAYSONAZ86647N/APCGENERAL OPERATIONS$10,000
ST VINCENT DE PAUL
PO BOX 13600PHOENIXAZ85002N/APCGENERAL OPERATIONS$10,000
NEIGHBORS WHO CARE
10450 E RIGGS RD STE 113SUN LAKESAZ852487760N/APCGENERAL OPERATIONS$10,000
NORTH CENTRAL WOMEN'S LEAGUE
310 EAST MARLETTEPHOENIXAZ850120000N/APCGENERAL OPERATIONS$10,000
SHRINERS HOSPITALS FOR CHILDREN
PO BOX 31356TAMPAFL33631N/APCGENERAL OPERATIONS$50,000
DISABLED AMERICAN VETERANS
PO BOX 14301CINCINNATIOH45250N/APCGENERAL OPERATIONS$50,000
ST JUDE CHILDREN'S HOSPITAL
262 DANNY THOMAS PLACEMEMPHISTN38105N/APCGENERAL OPERATIONS$50,000
ALLIANCE DEFENDING FREEDOM
15100 N 90TH STSCOTTSDALEAZ85260N/APCGENERAL OPERATIONS$50,000
PRAGER UNIVERSITY FOUNDATION
15021 VENTURA BLVD 552SHERMAN OAKSCA91403N/APCGENERAL OPERATIONS$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$360,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$10,954ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$10,954ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$10,954TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
TED CHAPMAN
1PO BOX 12375TEMPEAZ85284$100,000Yes (X)
JOHN CHAPMAN
2PO BOX 12375TEMPEAZ85284$300,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$5,250Amt
Net Investment Income$1,050NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,200DisbursementsCharitablePrpsAmt

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationSTATE OF AZ NO LONGER REQUIRES A RETURN FOR 501(C) ORGANIZATIONSExplanationTxt

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