JULES B CHAPMAN MD AND ANNIE LOU CHAPMAN PRIVATE FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- JULES B CHAPMAN MD AND ANNIE LOU CHAPMAN PRIVATE FOUNDATION (EIN 46-2014167)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-30
- IRS object ID
- 202611209349100346
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-30T14:14:17-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 592309183 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HSCTUSCAN & COMPANY PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1470 ROYAL PALM SQUARE BLVD | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 339191082 | 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 | 462014167 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHAPMAN PRIVATE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | JULES B CHAPMAN MD AND ANNIE LOU | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAP | BusinessNameControlTxt |
| Phone | 3522737925 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 923 NW 21 TERR | AddressLine1Txt |
| City | GAINESVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32603 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HEATHER ELIZABETH HARRELL | PersonNm |
| Person Title | CO-TRUSTEE | PersonTitleTxt |
| Phone | 2392676655 | PhoneNum |
| Signature | 2026-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATTI R HARDIN CPA | PreparerPersonNm |
| PTIN | P00371840 | PTIN |
| Phone | 2399392233 | PhoneNum |
| Preparation | 2026-04-28 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,908,601 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $80,628 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $79,721 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $71,448 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $71,448 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $271,493 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,091,742 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $271,493 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $425 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $423,994 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $422,662 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $940 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $658 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $282 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,075 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,153 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $922 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $77,189 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $64,845 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $12,344 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,004 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $126 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $87,208 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $67,782 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,548 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $274,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $274,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $361,708 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $67,782 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $288,048 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $62,286 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $354,880 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | -$2 | CashEOYAmt |
| Sav And Temp Cash Invst BOY | $311,354 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $291,304 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $291,304 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $940 | AcctRcvblBOYAmt |
| US Government Obligations BOY | $798,187 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $889,595 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $905,147 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,747,976 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,689,143 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,342,494 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,300,708 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,350,471 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,369,656 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $4,159,165 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,220,511 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,908,601 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,159,165 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,220,511 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,159,165 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,220,511 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,159,165 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,220,511 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,159,165 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $62,286 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,221,451 | SubtotalAmt |
| Other Decreases | $940 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,220,511 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (45 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 25000 UNITS OF SERVICENOW INC 1.4% 0 | P | 2025-04-09 | 2025-07-24 | $21,536 | $21,114 | $422 | $422 |
| 212 SHARES OF NIKE INC | P | 2016-07-08 | 2025-04-14 | $11,748 | $12,000 | -$252 | -$252 |
| 50000 UNITS OF SACRAMENTO CALIF WTR | P | 2021-05-20 | 2025-09-01 | $50,000 | $50,000 | ||
| 111 SHARES OF NOVO NORDISK AS | P | 2024-11-19 | 2025-08-19 | $6,031 | $11,387 | -$5,356 | -$5,356 |
| 30 SHARES OF NIKE INC | P | 2022-03-25 | 2025-04-14 | $1,662 | $4,011 | -$2,349 | -$2,349 |
| 101 SHARES OF ALPHABET INC | P | 2014-04-10 | 2025-08-29 | $21,565 | $2,774 | $18,791 | $18,791 |
| 52 SHARES OF FISERV INC | P | 2025-07-31 | 2025-11-20 | $3,136 | $7,260 | -$4,124 | -$4,124 |
| 38 SHARES OF NIKE INC | P | 2022-10-20 | 2025-04-14 | $2,106 | $3,304 | -$1,198 | -$1,198 |
| 69 SHARES OF ALPHABET INC | P | 2015-01-02 | 2025-08-29 | $14,732 | $1,824 | $12,908 | $12,908 |
| 213.766 SHARES OF CONGRESS MID CAP G | P | 2025-10-02 | 2025-12-08 | $4,733 | $5,000 | -$267 | -$267 |
| 25000 UNITS OF UNITED STATES TREASUR | P | 2021-06-18 | 2025-04-23 | $22,725 | $25,305 | -$2,580 | -$2,580 |
| 75 SHARES OF AMAZON COM INC | P | 2015-12-28 | 2025-08-29 | $17,144 | $2,508 | $14,636 | $14,636 |
| 25000 UNITS OF UNITED STATES TREASUR | P | 2021-06-18 | 2025-02-15 | $25,000 | $25,000 | ||
| 25000 UNITS OF UNITED STATES TREASUR | P | 2021-06-18 | 2025-04-24 | $24,227 | $26,289 | -$2,062 | -$2,062 |
| 106 SHARES OF AMAZON COM INC | P | 2020-05-08 | 2025-08-29 | $24,230 | $12,606 | $11,624 | $11,624 |
| 4 SHARES OF CONSTELLATION ENERGY COR | P | 2023-05-24 | 2025-02-26 | $1,085 | $334 | $751 | $751 |
| 25000 UNITS OF UNITED STATES OF AMER | P | 2021-06-18 | 2025-04-25 | $21,292 | $24,456 | -$3,164 | -$3,164 |
| 41 SHARES OF APPLE INC | P | 2011-10-21 | 2025-08-29 | $9,518 | $575 | $8,943 | $8,943 |
| 32 SHARES OF JP MORGAN CHASE & CO | P | 2006-01-10 | 2025-02-26 | $8,285 | $1,286 | $6,999 | $6,999 |
| 25000 UNITS OF CITIGROUP INC FR 3.3% | P | 2021-03-31 | 2025-04-27 | $25,000 | $25,000 | ||
| 183 SHARES OF APPLE INC | P | 2013-03-13 | 2025-08-29 | $42,482 | $2,835 | $39,647 | $39,647 |
| 61 SHARES OF APPLE INC | P | 2013-03-13 | 2025-04-04 | $11,666 | $945 | $10,721 | $10,721 |
| 25000 UNITS OF UNITED STATES TREASUR | P | 2021-03-31 | 2025-05-02 | $22,369 | $24,738 | -$2,369 | -$2,369 |
| 19 SHARES OF MICROSOFT CORP | P | 2014-04-10 | 2025-08-29 | $9,665 | $751 | $8,914 | $8,914 |
| 7562.239 SHARES OF FIDELITY INTERMED | P | 2023-02-01 | 2025-04-08 | $73,429 | $74,942 | -$1,513 | -$1,513 |
| .805 SHARES OF CAPITAL ONE FINANCIAL | P | 2020-07-30 | 2025-05-21 | $158 | $40 | $118 | $118 |
| 130 SHARES OF MICROSOFT CORP | P | 2020-10-16 | 2025-08-29 | $66,126 | $28,586 | $37,540 | $37,540 |
| 20000 UNITS OF UNITED STATES OF AMER | P | 2021-03-31 | 2025-04-09 | $20,925 | $22,772 | -$1,847 | -$1,847 |
| 3 SHARES OF COLGATE PALMOLIVE CO | P | 2021-03-17 | 2025-05-28 | $276 | $228 | $48 | $48 |
| 143 SHARES OF BROADCOM INC | P | 2021-11-16 | 2025-08-29 | $42,184 | $8,132 | $34,052 | $34,052 |
| 20000 UNITS OF UNITED STATES OF AMER | P | 2021-03-31 | 2025-04-10 | $21,213 | $24,032 | -$2,819 | -$2,819 |
| 107 SHARES OF VISA INC | P | 2014-08-12 | 2025-05-28 | $38,537 | $5,623 | $32,914 | $32,914 |
| 25000 UNITS OF BP CAP MKTS AMER INC | P | 2021-03-31 | 2025-09-21 | $25,000 | $25,000 | ||
| 20000 UNITS OF UNITED STATES OF AMER | P | 2023-02-10 | 2025-04-10 | $21,213 | $21,636 | -$423 | -$423 |
| 6695.791 SHARES OF GMO INTERNATIONAL | P | 2022-03-30 | 2025-05-28 | $110,213 | $97,491 | $12,722 | $12,722 |
| 40 SHARES OF BROADCOM INC | P | 2021-11-16 | 2025-09-26 | $13,413 | $2,275 | $11,138 | $11,138 |
| 25000 UNITS OF UNITED STATES TREASUR | P | 2021-06-18 | 2025-04-11 | $24,206 | $25,188 | -$982 | -$982 |
| 150 SHARES OF BRISTOL MYERS SQUIBB C | P | 2019-11-22 | 2025-06-03 | $7,230 | $8,385 | -$1,155 | -$1,155 |
| 25000 UNITS OF DOLLAR GENERAL CORPOR | P | 2021-03-31 | 2025-09-30 | $25,000 | $25,732 | -$732 | -$732 |
| 25000 UNITS OF UNITED STATES TREASUR | P | 2021-03-31 | 2025-04-14 | $24,040 | $25,558 | -$1,518 | -$1,518 |
| 91 SHARES OF PHILIP MORRIS INTL INC | P | 2021-11-24 | 2025-07-31 | $14,940 | $8,203 | $6,737 | $6,737 |
| 963.438 SHARES OF CONGRESS MID CAP G | P | 2023-06-27 | 2025-12-08 | $21,331 | $23,855 | -$2,524 | -$2,524 |
| 25000 UNITS OF UNITED STATES TREASUR | P | 2021-03-31 | 2025-04-14 | $24,166 | $25,950 | -$1,784 | -$1,784 |
| 25000 UNITS OF UNITED STATES TREASUR | P | 2021-03-31 | 2025-08-15 | $25,000 | $25,000 | ||
| 2033.072 SHARES OF CONGRESS MID CAP | P | 2023-12-08 | 2025-12-08 | $45,012 | $50,319 | -$5,307 | -$5,307 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $271,493 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$9,325 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,933 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,933 | SubtotalAmt |
| Tax Based On Investment Income | $4,933 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,350 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,350 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $12 | EsPenaltyAmt |
| Tax Due | $1,595 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUSEY BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2392676655 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5246 RED CEDAR DR STE 101 | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33907 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT T WATSON | ||||||||
| 433 NW 23RD ST | GAINSVILLE | FL | 32607 | CO-TRUSTEE | 000.00 | $0 | $0 | $0 |
| HEATHER ELIZABETH HARRELL | ||||||||
| 923 NW 21 TERR | GAINESVILLE | FL | 32603 | CO-TRUSTEE | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,336,457 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $237,151 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,573,608 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $5,573,608 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $83,604 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,490,004 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $274,500 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $274,500 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,933 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,933 | TotalTaxAmt |
| Distributable Before Adj | $269,567 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $269,567 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $269,567 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $288,048 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $288,048 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $269,567 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $252,332 | UndistributedIncomePYAmt |
| Qualifying Distributions | $288,048 | QualifyingDistributionsAmt |
| Applied To Year1 | $252,332 | AppliedToYear1Amt |
| Applied To Current Year | $35,716 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $233,851 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FLORIDA STATE UNIVERSITY FOUNDATION | |||||||
| 2010 LEVY AVE BLDG B 300 | TALLAHASSEE | FL | 32306 | NONE | PF | HUMANISM SCHOLARS | $20,000 |
| FLORIDA STATE UNIVERSITY FOUNDATION | |||||||
| 2010 LEVY AVE BLDG B 300 | TALLAHASSEE | FL | 32306 | NONE | PF | ARTS & HUMANITIES | $25,000 |
| FLORIDA STATE UNIVERSITY FOUNDATION | |||||||
| 2010 LEVY AVE BLDG B 300 | TALLAHASSEE | FL | 32306 | NONE | PF | IMMOKALEE CARES | $5,000 |
| FLORIDA STATE UNIVERSITY FOUNDATION | |||||||
| 2010 LEVY AVE BLDG B 300 | TALLAHASSEE | FL | 32306 | NONE | PF | CHAPMAN COMMUNITY HEALTH | $20,000 |
| FLORIDA STATE UNIVERSITY FOUNDATION | |||||||
| 2010 LEVY AVE BLDG B 300 | TALLAHASSEE | FL | 32306 | NONE | PF | WHITE COATS | $6,000 |
| FLORIDA STATE UNIVERSITY FOUNDATION | |||||||
| 2010 LEVY AVE BLDG B 300 | TALLAHASSEE | FL | 32306 | NONE | PF | CHAPMAN CULTIVATING HUMANISM | $20,000 |
| UNIVERSITY OF FL FOUNDATION | |||||||
| PO BOX 14425 | GAINESVILLE | FL | 32604 | NONE | PF | EQUAL ACCESS CLINIC | $10,000 |
| UNIVERSITY OF FL FOUNDATION | |||||||
| PO BOX 14425 | GAINESVILLE | FL | 32604 | NONE | PF | CHAPMAN GARDEN | $10,000 |
| UNIVERSITY OF FL FOUNDATION | |||||||
| PO BOX 14425 | GAINESVILLE | FL | 32604 | NONE | PF | COLLEGE OF MEDICINE | $20,000 |
| UNIVERSITY OF FL FOUNDATION | |||||||
| PO BOX 14425 | GAINESVILLE | FL | 32604 | NONE | PF | SCHOLARSHIP FUND | $11,000 |
| UNIVERSITY OF CENTRAL FLORIDA | |||||||
| 6850 LAKE NONA BLVD | ORLANDO | FL | 32827 | NONE | PC | HUMANISM IN MEDICINE | $20,000 |
| UNIVERSITY OF CENTRAL FLORIDA | |||||||
| 6850 LAKE NONA BLVD | ORLANDO | FL | 32827 | NONE | PC | CHAPMAN CONFERENCE | $20,000 |
| UNIVERSITY OF CENTRAL FLORIDA | |||||||
| 6850 LAKE NONA BLVD | ORLANDO | FL | 32827 | NONE | PC | COLLEGE FUND | $85,000 |
| GOOD NEWS OUTREACH | |||||||
| 606 W 4TH AVE | TALLAHASSEE | FL | 32303 | NONE | PC | GRACE SPONSORSHIP | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $274,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $80,628 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $71,448 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $43,605 | ExclusionAmt |
| Related Or Exempt Function Incm | $227,888 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Related Or Exempt Function Incm | $425 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $195,681 | ExclusionAmt |
| Related Or Exempt Function Incm | $228,313 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $423,994 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $3,075 | Amt |
| Net Investment Income | $2,153 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $922 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIXED INCOME - TAXABLE | $1,080,879 | $1,101,129 |
| FIXED INCOME FUNDS | $269,592 | $268,527 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $1,689,143 | EOYBookValueAmt |
| EOYFMV | $3,342,494 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $940 | LegalFeesAmt |
| Net Investment Income | $658 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $282 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INEREST RECEIVABLE | Desc |
| Amt | $940 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Revenue And Expenses Per Books | $425 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AGENCY FEES | $36,043 | $36,043 | |
| TRUSTEE FEES | $41,146 | $28,802 | $12,344 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX | $126 | $126 |
| FEDERAL EXCISE TAX | $3,419 | |
| ESTIMATED TAX PAYMENTS | $2,459 |