CHAPMAN FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CHAPMAN FAMILY FOUNDATION (EIN 20-5229075)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-09-28
- IRS object ID
- 202002729349100510
- Schema version
- 2019v5.1
- 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
- General Explanation Attachment
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-09-28T10:14:09-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 134008324 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRICEWATERHOUSECOOPERS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 MADISON AVE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205229075 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHAPMAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O GARDNER CAPITAL MANAGEMENT CORP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAP | BusinessNameControlTxt |
| Phone | 9737851896 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 66 EAST MAIN STREET NO STE 2 | AddressLine1Txt |
| City | LITTLE FALLS | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07424 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHARINE CHAPMAN | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 9737851896 | PhoneNum |
| Signature | 2020-09-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL MALAKOFF | PreparerPersonNm |
| PTIN | P00582469 | PTIN |
| Phone | 6464713000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 155.201.150.21 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-09-07 | IPDt |
| IP Tm | 08:22:59 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 108FB80330DA6EE4AD6E6C645B205862FE8DF918 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,307,547 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $289 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $289 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $70,102 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $65,748 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $309,173 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,945 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,945 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $379,564 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $70,982 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,550 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $6,550 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,545 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,545 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,068 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $150 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $410 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,713 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,245 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,960 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $121,150 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $121,150 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $141,863 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,245 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $128,110 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $237,701 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $62,737 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $220,529 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $177,511 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $177,511 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $10,561 | AcctRcvblAmt |
| Acct Rcvbl BOY | $16,995 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $10,561 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $10,561 | AcctRcvblEOYFMVAmt |
| Other Investments BOY | $1,841,118 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,114,288 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,114,288 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $8,199 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,187 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,187 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,086,841 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,307,547 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,307,547 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $8,000 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $8,000 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $253 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $253 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $8,253 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,253 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,078,588 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,299,294 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,078,588 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,299,294 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,086,841 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,307,547 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,078,588 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $237,701 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,316,289 | SubtotalAmt |
| Other Decreases | $16,995 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,299,294 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|
| MTM ADJUSTMENT ON SECURITIES | P | $0 | $0 | |||
| MERRILL LYNCH #2038 | P | $36 | $36 | 2018-10-01 | 2019-05-08 | $36 |
| CAPITAL GAINS DIVIDENDS | P | $4,909 | $4,909 | $4,909 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,945 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $36 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $154,374 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,334,523 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.066127 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $130,950 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,638,432 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049632 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $114,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,707,496 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.042290 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $150,425 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,917,280 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051563 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $135,301 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,109,010 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043519 | DistributionYr5Rt |
| Total Distribution | 0.253131 | TotalDistributionRt |
| Average Distribution | 0.050626 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,244,288 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $113,619 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $627 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $114,246 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $128,110 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $627 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $627 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $627 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,200 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,200 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $24 | EsPenaltyAmt |
| Overpayment | $549 | OverpaymentAmt |
| Applied To ES Tax | $549 | 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 | NY | 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 | RONALD A BURGERS JR | IndividualWithBooksNm |
| Phone | 9737851896 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O GCMC 66 E MAIN ST | AddressLine1Txt |
| City | LITTLE FALLS | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07424 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHARINE M CHAPMAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 66 EAST MAIN ST C/O GARDNER CAPITAL | AddressLine1Txt |
| Address Line2 | MGMT | AddressLine2Txt |
| City | LITTLE FALLS | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07424 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $2,000,949 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $242,719 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $34,797 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,278,465 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,278,465 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $34,177 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,244,288 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $112,214 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $112,214 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $627 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $627 | TotalTaxAmt |
| Distributable Before Adj | $111,587 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $111,587 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $111,587 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $128,110 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $128,110 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $627 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $127,483 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $111,587 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $31,514 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $31,514 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $128,110 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $111,587 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $16,523 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $48,037 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $48,037 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $31,514 | ExcessFromYear1Amt |
| Excess From Current Year | $16,523 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KATHARINE M CHAPMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AFRICAN WILDLIFE FOUNDATION | |||||||
| 1400 SIXTEENTH ST NW SUITE 120 | WASHINGTON | DC | 20036 | NONE | EOF | PROVIDE FINANCIAL SUPPORT TO AN INTERNATIONAL NON-GOVERNMENTAL ORGANIZATION DEDICATED TO WILDLIFE CONSERVATION IN AFRICA. ESTABLISHED IN 1961, AWF RECOGNIZES THAT THE WILDLIFE AND WILD LANDS OF AFRICA HAVE NO EQUAL. WE WORK WITH PEOPLE - OUR SUPPORTERS WORLDWIDE AND OUR PARTNERS IN AFRICA - TO CRAFT AND DELIVER CREATIVE SOLUTIONS FOR THE LONG-TERM WELL-BEING OF AFRICA'S REMARKABLE SPECIES, THEIR HABITATS, AND THE PEOPLE WHO DEPEND UPON THEM. | $500 |
| AMERICAN DIABETES ASSOCIATION | |||||||
| PO BOX 1834 | MERRIFIELD | VA | 22116 | NONE | EOF | ENSURE THE AVAILABILITY OF FUNDS NECESSARY FOR FULL EXPLORATION OF ALL THE SCIENTIFIC POSSIBILITIES THAT DIABETES RESEARCH IS GENERATING. THE RESEARCH FOUNDATION'S SOLE PURPOSE IS TO RAISE GIFTS FOR DIABETES THROUGH INDIVIDUALS, CORPORATIONS, AND PHILANTHROPIC ORGANIZATIONS. A MINIMUM OF 80% OF EACH CONTRIBUTION DIRECTLY SUPPORTS RESEARCH. | $500 |
| AMERICAN LUNG ASSOCIATION | |||||||
| 1301 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20004 | NONE | EOF | PROVIDE FINANCIAL SUPPORT TO PREVENT LUNG DISEASE AND PROMOTE LUNG HEALTH. | $500 |
| AMICI FUND (WOODBERRY FOREST SCHOOL) | |||||||
| 898 WOODBERRY FOREST RD | ORANGE | VA | 22989 | NONE | EOF | EACH GIFT PROVIDES FINANCIAL AID FOR DESERVING STUDENTS, TECHNOLOGY FOR CLASSROOMS, MUSICAL INSTRUMENTS FOR OUR FINE ARTS DEPARTMENT, BIKES FOR THE OUTDOOR EDUCATION TEAM, AND EVEN FUNDING FOR CAMPUS-WIDE COMMUNITY SERVICE PROJECTS. | $500 |
| BEST FRIENDS ANIMAL SANCTUARY | |||||||
| 5001 ANGEL CANYON ROAD PO BOX 567 | KANAB | UT | 84741 | NONE | EOF | PROVIDE FINANCIAL SUPPORT TO END THE KILLING IN AMERICAS ANIMAL SHELTERS AND CREATE A TIME WHEN THERE ARE NO MORE HOMELESS PETS. | $3,000 |
| BRIARCLIFF MANOR PUBLIC LIBRARY | |||||||
| 1 LIBRARY ROAD | BRIARCLIFF | NY | 10510 | NONE | EOF | FINACIAL SUPPORT TO TO PROVIDE GRANTS TO RENOVATE THE BRIARCLIFF MANOR PUBLIC LIBRARY AND TO ACQUIRE FIXTURES, FURNISHINGS, AND EQUIPMENT FOR THE PLANNED EXPANSION ALSO TO HOST, SPONSORS, AND OR VOLUNTEERS IN SPECIAL EVENTS AND PROGRAMS TO ENCOURAGE PUBLIC AWARENESS OF THE LIBRARY AS A CULTURAL CENTER | $300 |
| CAMP SUNSHINE & CAMP SNOWFLAKE | |||||||
| 35 ARCADIA ROAD | CASCO | ME | 04015 | NONE | EOF | FINANCIAL SUPPORT TO PROVIDE RESPITE, SUPPORT, JOY AND HOPE TO CHILDREN WITH LIFE-THREATENING ILLNESSES AND THEIR IMMEDIATE FAMILIES THROUGH VARIOUS STAGES OF A CHILD'S ILLNESS THE PROGRAM IS FREE OF CHARGE TO ALL FAMILIES, AND INCLUDES 24 HOURONSITE MEDICAL AND PSYCHOSOCIAL SUPPORT BEREAVEMENT GROUPS ARE ALSO OFFERED FORFAMILIES WHO HAVE LOST A CHILD TO ILLNESS | $200 |
| CHILDREN'S HOSPITAL FOUNDATION | |||||||
| 1 KIDS CORNER BLDG 9 | VALHALLA | NY | 10592 | NONE | EOF | PROVIDE FINANCIAL SUPPORT TO HELP CHILDREN'S DOCTORS, NURSES, AND CLINICIANS FULFILL THEIR VISION TO TRANSFORM CHILDREN'S HEALTH IN THE WASHINGTON AREA, ACROSS THE COUNTRY, AND AROUND THE WORLD. | $1,000 |
| CHOICE MATTERS | |||||||
| PO BOX 1175 | WHITE PLAINS | NY | 10602 | NONE | EOF | PROVIDE FINANCIAL SUPPORT TO FOSTER AND PRESERVE A SOCIAL AND POLITICAL CLIMATE FAVORABLE TO THE EXE | $500 |
| CITI SQUASH | |||||||
| 602 E 187TH ST 204 | BRONX | NY | 10458 | NONE | EOF | PROVIDE FINANCIAL SUPPORT THAT ENABLES YOUTH TO FULFILL THEIR ACADEMIC AND PHYSICAL POTENTIAL | $500 |
| COMMUNITY FOUNDATION OF JACKSON HOLE | |||||||
| PO BOX 574 | JACKSON | WY | 83001 | NONE | EOF | PROVIDE FINANCIAL SUPPORT THAT OFFERS PERSONALIZED SERVICES TO INDIVIDUALS & ORGANIZATIONS | $5,650 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 7TH AVENUE | NEW YORK | NY | 10001 | NONE | EOF | PROVIDE FINANCIAL SUPPORT IN AIDING VICTIMS OF ARMED CONFLICT, EPIDEMICS, NATURAL AND MAN-MADE DISASTERS, AND SOCIAL MARGINALIZATION. | $5,000 |
| GLENELG COUNTRY SCHOOL | |||||||
| 12793 FOLLY QUARTER ROAD PO BOX 190 | GLENELG | MD | 21737 | NONE | EOF | PROVIDE FINANCIAL SUPPORT TO CULTIVATES A COMMUNITY THAT STIMULATES OUR STUDENTS TO REALIZE THEIR HIGHEST POTENTIAL OUTSTANDING ACADEMIC AND ENRICHMENT OPPORTUNITIES NUTURE A PASSION FOR LIFELONG LEARNING, PRESONAL INTEGRITY, AND RESPECT FOR OTHERS BY EMBRACING DIVERSITY OF BACKGROUND, CULTURE AND THOUGHT, OUR STUDENTS ARE PREPARED TO BECOME RESPONSIBLE AND CONTRIBUTING MEMBERS OF OUR GLOBAL SOCIETY | $1,000 |
| GRAND TETON NATIONAL PARK FOUNDATION | |||||||
| PO BOX 249 | MOOSE | WY | 83012 | NONE | EOF | PROVIDES FINANCIAL SUPPORT FOR PROGRAMS AND PROJECTS WHICH ENHANCE, PRESERVE AND PROTECT GRAND TETON NATIONAL PARK'S TREASURED CULTURAL, HISTORIC AND ENVIRONMENTAL RESOURCES. | $500 |
| HACKLEY SCHOOL | |||||||
| 293 BENEDICT AVENUE | TARRYTOWN | NY | 10591 | NONE | EOF | PROVIDE FINANCIAL SUPPORT TO AN INDEPENDENT, COLLEGE PREPARATORY SCHOOL FOR BOYS AND GIRLS IN KINDERGARTEN THROUGH THE 12TH GRADE | $1,000 |
| HEIFER PROJECT INTERNATIONAL | |||||||
| 1 WORLD AVENUE | LITTLE ROCK | AZ | 72202 | NONE | EOF | PROVIDE FINANCIAL SUPPORT TO END HUNGER AND POVERTY AND TO CARE FOR THE EARTH USING GIFTS OF LIVESTOCK, SEEDS, TREES AND TRAINING IN SUSTAINABLE AGRICULTURE COMMUNITY DEVELOPMENT PROJECTS TO HELP MILLIONS OF PEOPLE BECOME SELF-RELIANT. | $8,000 |
| HISTORIC HUDSON VALLEY | |||||||
| 150 WHITE PLAINS ROAD | TARRYTOWN | NY | 10591 | NONE | EOF | FINANCIAL SUPPORT TO CELEBRATE THE HI STORY, ARCHITECTURE, LANDSCAPE AND MATE RIAL CULTURE OF THE HUDSON VALLEY, ADVANCING ITS IMPORTANCE AND THEREBY ASSURING ITS PRESERVATION | $35,000 |
| HOLY LAND CHRISTIANS SOCIETY | |||||||
| P O BOX 6557 | FALLS CHURCH | VA | 22040 | NONE | EOF | HLCS AIMS TO IMPROVE THE QUALITY OF LIFE FOR PALESTINIAN CHRISTIANS THROUGH SCHOLARSHIPS, JOB CREATION AND MEDICAL SERVICES. | $500 |
| HUDSON RIVER HEALTHCARE FOUNDATION | |||||||
| 1037 MAIN STREET | PEEKSKILL | NY | 10566 | NONE | EOF | TO SUPPORT HUDSON RIVER HEALTHCARE, INC IN ACTIVITIES DESIGNED TO STABILIZE AND IMPROVE THE HEALTH AND LIVES OF ELDERLY AND LOWER INCOME PEOPLE IN THE HEALTH SERVICE AREA AND OTHER ACTIVITIES AUTHORIZED BY THE CORPORATION'S CERTIFICATE OF INCORPORATION | $500 |
| INTERFAITH COUNCIL FOR ACTION | |||||||
| PO BOX 775 | OSSINING | NY | 10562 | NONE | EOF | TO SUSTAIN COMMUNITY, DIVERSITY AND OPPORTUNITY THROUGH AFFORDABLE/WORKFORCE HOUSING AND VITAL SOCIAL SERVICES. | $1,000 |
| IRONWOOD PIG SANCTUARY | |||||||
| 34656 E CRYSTAL VISIONS RD | MARANA | AZ | 85653 | NONE | EOF | PROVIDE SUPPORT DEDICATED TO ELIMINATING THE SUFFERING OF POT BELLIED PIGS BY PROMOTING SPAYING AND NEUTERING, ASSISTING OWNERS AND OTHER PIG SANCTUARIES, AND PROVIDING A PERMANENT HOME IN A SAFE, NURTURING ENVIRONMENT FOR THOSE THAT ARE ABANDONED, ABUSED, NEGLECTED, OR UNWANTED. | $300 |
| JUVENILE DIABETES FOUNDATION | |||||||
| 432 PARK AVENUE SOUTH 15TH FLOOR | NEW YORK | NY | 10016 | NONE | EOF | FINANCIAL SUPPORT TO PROGRESSIVELY REMOVE THE IMPACT OF T1D FROM PEOPLES LIVES UNTIL WE ACHIEVE A WORLD WITHOUT T1D | $20,000 |
| KIDS CLUB OF TARRYTOWN & SLEEPY HOLLOW | |||||||
| PO BOX 8544 | TARRYTOWN | NY | 10591 | NONE | EOF | FINANCIAL SUPPORT FOR UNDERSERVED YOUTH THROUGH RESOURCES, INCREASE LOCAL AWARENESS, AND PROGRAMMING. | $800 |
| MARYLAND INSTITUTE COLLEGE OF ART | |||||||
| 1360 MT ROYAL AVENUE | BALTIMORE | MD | 21217 | NONE | EOF | FINANCIAL SUPPORT DEDICATED TO THE EDUCATION OF PROFESSIONAL ARTISTS AND THE FURTHER ADVANCEMENT OF ART IN THE COMMUNITY | $1,000 |
| NEW ROCHELLE HUMANE SOCIETY | |||||||
| 70 PORTMAN ROAD | NEW ROCHELLE | NY | 10801 | NONE | EOF | FINANCIAL SUPPORT DEDICATED TO PROMOTING THE HUMAN/ANIMAL BOND THROUGH THE COMPASSIONATE CARE AND TREATMENT OF ANIMALS THROUGHOUT THE COMMUNITIES WE SERVE IN WESTCHESTER COUNTY AND BEYOND. | $300 |
| NORTH CAROLINA BOTANICAL GARDEN | |||||||
| CB 3375 TOTTEN CENTER | CHAPEL HILL | NC | 27599 | NONE | EOF | FINANCIAL SUPPORT FOR THE UNDERSTANDING, APPRECIATION, AND CONSERVATION OF PLANTS IN GARDENS AND NATURAL AREAS AND TO ADVANCE A SUSTAINABLE RELATIONSHIP BETWEEN PEOPLE AND NATURE. | $200 |
| NORTHERN NJ COUNCIL - FOS | |||||||
| 25 RAMAPO VALLEY RD | OAKLAND | NJ | 07436 | NONE | EOF | PREPARE YOUNG PEOPLE TO MAKE ETHICAL CHOICES OVER THEIR LIFETIME BY INSTILLING IN THEM THE VALUES OF THE SCOUT OATH AND LAW. | $500 |
| OCEAN CONSERVANCY | |||||||
| 1300 19TH STREET NW 8TH FLOOR | WASHINGTON | DC | 20036 | NONE | EOF | EDUCATES AND EMPOWERS PEOPLE TO TAKE ACTION ON BEHALF OF THE OCEAN. WE MAKE OCEAN ISSUES ACCESSIBLE AND ENGAGING, BRINGING SCIENCE, POLITICAL ACTION AND COMMUNICATIONS TOGETHER TO CONDITION THE SOCIAL CLIMATE FOR CHANGE AND PROTECT THE OCEAN FOR FUTURE GENERATIONS. | $200 |
| OPEN DOOR FAMILY MEDICAL CENTER | |||||||
| 165 MAIN STREET | OSSINING | NY | 10562 | NONE | EOF | TO PROVIDE QUALITY PRIMARY HEALTH CARE AND HUMAN SERVICES AT AFFORDABLE PRICES TO THE COMMUNITY, PARTICULARLY LOW-INCOME, UNDER-SERVED RESIDENTS AND THOSE LACKING ACCESS TO HEALTH CARE | $15,000 |
| OSSINING FOOD PANTRY | |||||||
| PO BOX 869 | OSSINING | NY | 10562 | NONE | EOF | PROVIDE FINANCIAL SUPPORT TO FEED THOSE IN NEED. | $500 |
| PACE UNIVERSITY | |||||||
| 1 PLACE PLAZA | NEW YORK | NY | 10038 | NONE | EOF | EDUCATES STUDENTS TO BE "THIN KING PROFESSIONALS", HIGHLY SOUGHT A FT ERAS INNOVATORS AND SUCCESSFUL LEADERS WHO POSITIVELY IMPACT TWENTY-FIRST CENTURY SOCIETY | $1,500 |
| PETS FOR THE ELDERLY | |||||||
| 530 E HUNT HWY STE 103 PMB 472 | SAN TAN VALLEY | AZ | 85143 | NONE | EOF | FINANCIAL SUPPORT FOR THE SAVING OF AS MANY COMPANION ANIMALS AS POSSIBLE FROM EUTHANASIA | $100 |
| PHELPS MEMORIAL HOSPITAL CENTER | |||||||
| 701 BROADWAY | SLEEPY HOLLOW | NY | 10591 | NONE | EOF | IMPROVE THE HEALTH OF OUR SURROUNDING COMMUNITY,BY PROVIDING COMPREHENSIVE CARE IN A SAFE MODERN ENVIRONMENT WHERE ADVANCED MEDICAL TECHNIQUES ARE COUPLED WITH A STRONG TRADITION OFCOURTESY AND CARING | $3,000 |
| PLANNED PARENTHOOD HUDSON PECONIC | |||||||
| 11 SKYLINE DRIVE | HAWTHRONE | NY | 10532 | NONE | EOF | PROVIDE COMPREHENSIVE REPRODUCTIVE AND COMPLEMENTARY HEALTH CARE SERVICES IN SETTINGS WHICH PRESERVE AND PROTECT THE ESSENTIAL PRIVACY AND RIGHTS OF EACH INDIVIDUAL; TO ADVOCATE PUBLIC POLICIES WHICH GUARANTEE THESE RIGHTS AND ENSURE ACCESS TO SUCH SERVICES; TO PROVIDE EDUCATIONAL PROGRAMS WHICH ENHANCE UNDERSTANDING OF INDIVIDUAL AND SOCIETAL IMPLICATIONS OF HUMAN SEXUALITY; TO PROMOTE RESEARCH AND THE ADVANCEMENT OF TECHNOLOGY IN REPRODUCTIVE HEALTH CARE AND ENCOURAGE UNDERSTANDING OF THEIR INHERENT BIOETHICAL, BEHAVIORAL, AND SOCIAL IMPLICATIONS. | $1,000 |
| PUPPIES BEHIND BARS | |||||||
| 263 WEST 38TH STREET 4TH FLOOR | NEW YORK | NY | 10018 | NONE | EOF | FINANCIAL SUPPORT FOR THE TRAINING OF PRISON INMATES TO RAISE SERVICE DOGS FOR WOUNDED WAR VETERANS | $300 |
| RONALD MCDONALD HOUSE CHARITIES | |||||||
| ONE KROC DR | OAK BROOK | IL | 60523 | NONE | EOF | TO CREATE, FIND AND SUPPORT PROGRAMS THAT DIRECTLY IMPROVE THE HEALTH AND WELL-BEING OF CHILDREN | $1,000 |
| ST CATHERINE'S SCHOOL FOUNDATION | |||||||
| 6001 GROVE AVENUE | RICHMOND | VA | 23226 | NONE | EOF | ST. CATHERINE'S SCHOOL PROVIDES A RIGOROUS EDUCATION THAT PREPARES GIRLS WITH DIVERSE PERSPECTIVES FOR A LIFETIME OF LEARNING, LEADERSHIP AND SERVICE IN A GLOBAL COMMUNITY | $500 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | OK | 38105 | NONE | EOF | TO FIND CURES AND MEANS OF PREVENTION FOR CHILDHOOD CATASTROPHIC DISEASES THROUGH RESEARCH AND TREATMENT. | $2,000 |
| TEATOWN LAKE RESERVATION | |||||||
| 1600 SPRING VALLEY ROAD | OSSINING | NY | 10562 | NONE | EOF | PROVIDE FINANCIAL SUPPORT TO INSPIRE ENVIRONMENTAL STEWARDSHIP | $500 |
| THE SALVATION ARMY OF GREATER NY | |||||||
| 120 WEST 14TH STREET | NEW YORK | NY | 10011 | NONE | EOF | THE SALVATION ARMY, AN INTERNATIONAL MOVEMENT, IS AN EVANGELICAL PART OF THE UNIVERSAL CHRISTIAN CHURCH. ITS MESSAGE IS BASED ON THE BIBLE. ITS MINISTRY IS MOTIVATED BY THE LOVE OF GOD. ITS MISSION IS TO PREACH THE GOSPEL OF JESUS CHRIST AND TO MEET HUMAN NEEDS IN HIS NAME WITHOUT DISCRIMINATION. | $500 |
| UNIVERSITY OF NORTH CAROLINA | |||||||
| PO BOX 309 | CHAPEL HILL | NC | 27514 | NONE | EOF | TO SUPPORT THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | $1,000 |
| UTERMYER GARDENS CONSERVANCY | |||||||
| 945 N BROADWAY | YONKERS | NY | 10701 | NONE | EOF | FINANCIAL SUPPORT FOR RESTORING THE BEAUTY & DIVERSITY OF UNTERMYER GARDENS | $700 |
| WESTCHESTER COMMUNITY COLLEGE FOUNDATION | |||||||
| 75 GRASSLANDS RD HARTFORD HALL | VALHALLA | NY | 10595 | NONE | EOF | TO MEET COLLEGE AND STUDENT NEEDS NOT MET BY PUBLIC FUNDS AS PART OF ITS MISSION, THE FOUNDATION'S PRIMARY OBJECTIVE IS TO PROVIDE SCHOLARSHIPS FOR INCOMING, CONTINUING, AND GRADUATING STUDENTS | $1,500 |
| WESTCHESTER LAND TRUST | |||||||
| 403 HARRIS ROAD | BEDFORD HILLS | NY | 10507 | NONE | EOF | FINANCIAL SUPPORT THAT PROTECTS LAND IN PARTNERSHIP WITH PRIVATE PROPERTY OWNERS; HELPS COMMUNITIES CREATE NEW PARKS AND PRESERVES; WORKS TO CONNECT PEOPLE TO THE LAND; AND FOSTERS SOUND LAND USE PLANNING. | $300 |
| WORLD MONUMENTS FUND | |||||||
| 95 MADISON AVE | NEW YORK | NY | 10016 | NONE | EOF | TO PRESERVE THE WORLD'S ARCHITECTURAL HERITAGE OF SIGNIFICANT MONUMENTS, BUILDINGS AND SITES. | $500 |
| FRANCIS PARKER SCHOOL | |||||||
| 6501 LINDA VISTA ROAD | SAN DIEGO | CA | 92111 | NONE | EOF | PROVIDE FINANCIAL SUPPORT TO STUDENTS WHO EMBODY THOSE QUALITIES ESSENTIAL FOR ACADEMIC SUCCESS AND PERSONAL FULFILLMENT - INTELLECTUAL CURIOSITY, CREATIVE THINKING, PASSION FOR LEARNING, ETHICAL RESPONSIBILITY, SELF-RELIANCE, COMMUNITY ENGAGEMENT, AND GLOBAL COMPETENCE - BY OFFERING A BALANCED, CHALLENGING AND INTEGRATED K-12 EDUCATIONAL PROGRAM IN ACADEMICS, ATHLETICS, AND THE ARTS, ALL IN A VIBRANT AND DIVERSE SCHOOL COMMUNITY. | $1,000 |
| OSSINING CHILDREN'S CENTER | |||||||
| 90-92 SOUTH HIGHLAND AVENUE | OSSINING | NY | 10562 | NONE | EOF | PROVIDE FINANCIAL SUPPORT FOR CHILDREN'S LIFE-LONG INTELLECTUAL, SOCIAL, EMOTIONAL AND PHYSICAL GROWTH, BY PROVIDING CARE FOR CHILDREN IN A SAFE, NURTURING, AND ENRICHING ENVIRONMENT WHILE THEIR PARENTS WORK, AND BY SERVING AS A COMMUNITY RESOURCE AND ADVOCATE FOR FAMILIES. | $1,000 |
| REHABILITATION THROUGH THE ARTS | |||||||
| 12 HUNTVILLE ROAD | KATONAH | NY | 10536 | NONE | EOF | FINANCIAL SUPPORT FOR THE ARTS TO BUILD CHARACTER AND SKILLS FOR RE-INTEGRATION INTO THE COMMUNITY | $300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $121,150 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $289 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $70,102 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $309,173 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $379,564 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $379,564 | 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 | Yes (1) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail (2 entries)
| Organization TypeOrganizationTypeDesc | Relationship DescriptionRelationshipDescriptionTxt |
|---|---|
| CHAPMAN FAMILY FUND | |
| SEC 501(C)(3) EXEMPT | SEE STATEMENT 11 |
| CHAPMAN FAMILY CHARITABLE TRUST | |
| SEC 501(C)(3) EXEMPT | SEE STATEMENT 12 & 13 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $13,100 | Amt |
| Net Investment Income | $6,550 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $6,550 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (3 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| NAME OF AFFILIATED OR RELATED ORGANIZATION | FORM 990-PF, PART XVII, 2B | NAME OF AFFILIATED OR RELATED ORGANIZATION__________________________________________CHAPMAN FAMILY FUND (TERMINATED AS OF DECEMBER 31, 2007)DESCRIPTION OF RELATIONSHIP WITH AFFILIATED OR RELATED ORGANIZATION___________________________________________________________________DISTRIBUTOR TO THIS ORGANIZATION OF 50% OF CHAPMAN FAMILY FUND'S REMAINING ASSETS, AFTER $1,000,000 INITIAL TRANSFER TO CHAPMAN FAMILY CHARITABLE TRUST, COMMENCING DECEMBER 31, 2006. |
| NAME OF AFFILIATED OR RELATED ORGANIZATION | FORM 990-PF, PART XVII, 2B | NAME OF AFFILIATED OR RELATED ORGANIZATION__________________________________________CHAPMAN FAMILY CHARITABLE TRUST (TERMINATED AS OF DECEMBER 31, 2017)DESCRIPTION OF RELATIONSHIP WITH AFFILIATED OR RELATED ORGANIZATION___________________________________________________________________RECIPIENT OF $1,000,000 PLUS 50% OF CHAPMAN FAMILY FUND ASSETS, COMMENCING DECEMBER 31, 2006. |
| NAME OF AFFILIATED OR RELATED ORGANIZATION | FORM 990-PF, PART XVII, 2B | NAME OF AFFILIATED OR RELATED ORGANIZATION__________________________________________CHAPMAN FAMILY CHARITABLE TRUST (TERMINATED AS OF DECEMBER 31, 2017)DESCRIPTION OF RELATIONSHIP WITH AFFILIATED OR RELATED ORGANIZATION___________________________________________________________________RECIPIENT OF $1,000,000 PLUS 50% OF CHAPMAN FAMILY FUND ASSETS, COMMENCING DECEMBER 31, 2006. |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BLUE RIDGE OFFSHORE FUND | FMV | $23,589 | $23,589 |
| MUTUAL FUNDS - MERRILL LYNCH | FMV | $2,090,699 | $2,090,699 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDEND RECEIVABLE | Desc |
| BOY Book Value | $8,199 | BOYBookValueAmt |
| EOY Book Value | $5,187 | EOYBookValueAmt |
| EOYFMV | $5,187 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCOUNTS RECEIVABLE WRITE OFF | Desc |
| Amt | $16,995 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ML ANNUAL FEE | $150 | $150 | $0 | $0 |
| FILING FEE | $5,918 | $0 | $0 | $410 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| ACCRUED US EXCISE TAX | $3 | $3 |
| ACCRUED NYS FILING FEE - CHARITABLE ORGANIZATION | $250 | $250 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FTP | CategoryTxt |
| Amt | $1,545 | Amt |
| Net Investment Income | $1,545 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |