CHAPMAN FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CHAPMAN FAMILY FOUNDATION INC (EIN 83-1687041)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-03-20
- IRS object ID
- 202510799349100621
- Schema version
- 2024v5.0
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-03-20T12:04:18-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-03-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHAD HALSTEAD | PreparerPersonNm |
| PTIN | P01297776 | PTIN |
| Phone | 3175802000 | PhoneNum |
| Preparation | 2025-03-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,999,514 | 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 | $169,678 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $21,861 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $21,861 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $275,560 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $275,560 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,154 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $137,154 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,154 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $468,253 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $298,575 | 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 | $2,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $20,650 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $20,650 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,333 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $204 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $32,187 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,650 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $642,780 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $642,780 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $674,967 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,650 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $644,780 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$206,714 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $277,925 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $260 | CashBOYAmt |
| Cash EOY | $49,631 | CashEOYAmt |
| Cash EOYFMV | $49,631 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,511,351 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,255,285 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,255,285 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,233,286 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,233,267 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,781,215 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,305,432 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,305,432 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,913,383 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $9,050,329 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,843,615 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,999,514 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $9,050,329 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $8,843,615 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,050,329 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,843,615 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,050,329 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,843,615 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,050,329 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$206,714 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,843,615 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,843,615 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $137,154 | GrossSalesPriceAmt |
| Cost Or Other Basis | $136,000 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,154 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,154 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,154 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,863 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,863 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,863 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,160 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,160 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,297 | OverpaymentAmt |
| Applied To ES Tax | $2,297 | 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 | 0 | 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 | $9,439,510 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,423,380 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,862,890 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,862,890 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $162,943 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,699,947 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $534,997 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $534,997 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,863 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,863 | TotalTaxAmt |
| Distributable Before Adj | $531,134 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $531,134 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $531,134 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $644,780 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $644,780 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $531,134 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $477,412 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $644,780 | QualifyingDistributionsAmt |
| Applied To Year1 | $477,412 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $167,368 | 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 | $363,766 | 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 (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | 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 | $20,000 |
| 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 | $50,000 |
| CROSSROADS CHRISTIAN CHURCH | |||||||
| 10800 LINCOLN AVE | NEWBURGH | IN | 47630 | N/A | PC | TO SUPPORT MINISTRIES | $15,000 |
| 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 | $5,000 |
| EVANSVILLE CHRISTIAN LIFE CENTER INC | |||||||
| 509 S KENTUCKY AVE | EVANSVILLE | IN | 47714 | N/A | PC | TO SUPPORT GAIN INITIATIVE | $25,000 |
| 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 |
| EVSC FOUNDATION INC | |||||||
| 951 WALNUT STREET | EVANSVILLE | IN | 47713 | N/A | PC | HANGERS, A PROGRAM WHICH PROVIDES STUDENTS IN NEED WITH EVERYDAY LIVING ESSENTIALS | $1,000 |
| FOR EVANSVILLE INC | |||||||
| 1 MAIN ST STE 603 | EVANSVILLE | IN | 47708 | N/A | PC | SUPPORTING PROBLEM SOLVING FOR EVANSVILLE'S MOST PRESSING NEEDS | $60,000 |
| FORGOTTEN CHILDREN WORLDWIDE INC | |||||||
| 650 N MAIN ST | BLUFFTON | IN | 46774 | N/A | PC | CAPITAL CAMPAIGN FOR UGANDAN MINISTRY BUILDING | $50,000 |
| IMPACT EVANSVILLE INC | |||||||
| 1201 S BEDFORD AVE | EVANSVILLE | IN | 47713 | N/A | PC | CAPITAL CAMPAIGN FOR BUILDING RESTORATION | $33,780 |
| LOUIS J KOCH FAMILY CHILDREN'S MUSEUM OF EVANSVILLE INC | |||||||
| PO BOX 122 | EVANSVILLE | IN | 47701 | N/A | PC | TO SUPPORT MUSEUM REFURBISHMENT CAMPAIGN | $20,000 |
| OAKLAND CITY UNIVERSITY | |||||||
| 138 N LUCRETIA ST | OAKLAND CITY | IN | 47660 | N/A | PC | TO SUPPORT GRADUATE CHRISTIAN EDUCATION | $30,000 |
| RONALD MCDONALD HOUSE CHARITIES OF THE OHIO VALLEY INC | |||||||
| 3540 WASHINGTON AVE | EVANSVILLE | IN | 47714 | N/A | PC | GENERAL OPERATING EXPENSES | $10,000 |
| TAYLOR UNIVERSITY | |||||||
| 236 WEST READE AVE | UPLAND | IN | 46989 | N/A | PC | EDUCATION | $100,000 |
| THE POTTER'S WHEEL INC | |||||||
| 333 JEFFERSON AVE | EVANSVILLE | IN | 47713 | N/A | PC | TO SUPPORT NEIGHBORHOOD MINISTRIES | $10,000 |
| UNITED WAY OF SOUTHWESTERN INDIANA INC | |||||||
| 318 MAIN ST STE 504 | EVANSVILLE | IN | 47708 | N/A | PC | GENERAL OPERATING EXPENSES | $50,000 |
| WARRICK LITERACY AND EDUCATIONAL CONNECTIONS | |||||||
| PO BOX 845 | NEWBURGH | IN | 47629 | N/A | PC | LITERACY AND EDUCATION | $3,000 |
| YOUNG LIFE | |||||||
| 420 N CASCADE AVE | COLORADO SPRINGS | CO | 80903 | N/A | PC | GENERAL OPERATING EXPENSES IN CENTRAL INDIANA | $5,000 |
| YOUTH FIRST INC | |||||||
| 111 SE THIRD ST STE 405 | EVANSVILLE | IN | 47708 | N/A | PC | TO SUPPORT YOUTH SOCIAL WORK PROGRAMS | $35,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $642,780 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| DENVER INSTITUTE FOR FAITH AND WORK | |||||||
| 8100 E ARAPAHOE RD 303 | CENTENNIAL | CO | 80112 | N/A | PC | TO SUPPORT INTEGRATION OF FAITH AND WORK | $150,000 |
| EVANSVILLE RESCUE MISSION INC | |||||||
| 500 E WALNUT ST | EVANSVILLE | IN | 47713 | N/A | PC | TO FUND WOMEN'S AND CHILDREN'S CENTER TECHNOLOGY LAB | $50,000 |
| FOR EVANSVILLE INC | |||||||
| 1 MAIN ST STE 603 | EVANSVILLE | IN | 47708 | N/A | PC | SUPPORTING PROBLEM SOLVING FOR EVANSVILLE'S MOST PRESSING NEEDS | $40,000 |
| TAYLOR UNIVERSITY | |||||||
| 236 WEST READE AVE | UPLAND | IN | 46989 | N/A | PC | EDUCATION | $400,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $640,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,861 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $275,560 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,154 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $298,575 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $298,575 | 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 | $169,678 | 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 | 54 SHS META; 1,108 SHS NVDA | NoncashPropertyDesc |
| Fair Market Value | $136,003 | FairMarketValueAmt |
| Received | 2024-08-05 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | KATZ, SAPPER & MILLER | CategoryTxt |
| Amt | $2,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,000 | 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 (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES CORE US AGGREGATE BOND ETF (AGG) | $2,255,572 | $1,991,973 |
| ISHARES IBOXX INVT GRADE BOND ETF (LQD) | $447,685 | $396,009 |
| SCHWAB US AGGREGATE BOND ETF (SCHZ) | $453,832 | $388,306 |
| SPDR BLOOMBERG BARCLAY HIGH YIELD BOND ETF (JNK) | $148,343 | $137,095 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES CORE MSCI EMERGING ETF (IEMG) | $196,841 | $218,722 |
| ISHARES CORE S&P SMALL-CAP ETF (IJR) | $47,728 | $58,071 |
| SCHWAB INTERNATIONAL EQUITY ETF (SCHF) | $506,834 | $620,168 |
| SCHWAB US LARGE CAP GROWTH ETF (SCHG) | $485,293 | $1,371,538 |
| SCHWAB US LARGE CAP VALUE ETF (SCHV) | $857,470 | $1,310,256 |
| VANGUARD GLBAL EX US REAL EST ETF IV(VNQI) | $29,645 | $26,505 |
| VANGUARD GROWTH ETF (VUG) | $369,540 | $740,434 |
| VANGUARD REAL ESTATE (VNQ) | $29,566 | $29,842 |
| VANGUARD S&P 500 ETF (VOO) | $409,830 | $537,732 |
| VANGUARD SMALL CAP GROWTH ETF IV (VBK) | $185,036 | $257,935 |
| VANGUARD SMALL CAP VALUE ETF IV (VBR) | $212,202 | $357,120 |
| VANGUARD VALUE ETF IV (VTV) | $385,315 | $585,609 |
| WISDOMTREE INTER HDG QLY (IHDG) | $398,476 | $475,085 |
| XTRACKERS MSCI EAFE HDGD EQY ETF (DBEF) | $119,491 | $192,198 |
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 | $179 | $0 | $0 |
| WIRE FEE | $25 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $20,650 | Amt |
| Net Investment Income | $20,650 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $3,173 | $0 | $0 |
| ESTIMATED TAXES | $6,160 | $0 | $0 |
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