THE CARTER CHAPMAN SHREVE FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE CARTER CHAPMAN SHREVE FAMILY FOUNDATION (EIN 46-1299919)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-09-04
- IRS object ID
- 202512479349100011
- Schema version
- 2024v5.2
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Reasonable Cause Explanation
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-04T15:40:21-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 461299919 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Carter Chapman Shreve Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | CART | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jonathan Shreve | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2025-08-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $24,400,245 | 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 | $1,118,258 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $7,713 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,713 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $672,678 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $672,678 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,041,829 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,873,509 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,648,568 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $133 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $133 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,840,611 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,329,092 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $84,327 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $84,327 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $26,300 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $67,167 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,215 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $59,952 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $177,794 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $91,542 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $59,952 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,885,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,885,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,062,794 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $91,542 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,944,952 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$222,183 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,237,550 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $301,189 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $265,058 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $265,058 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $197,934 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $19,236,809 | CorporateStockBOYAmt |
| Corporate Stock EOY | $19,140,845 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $23,684,919 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $269,353 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $377,199 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $450,268 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $20,005,285 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,783,102 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $24,400,245 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $20,005,285 | RetainedEarningBOYAmt |
| Retained Earning EOY | $19,783,102 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $20,005,285 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,783,102 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $20,005,285 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,783,102 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $20,005,285 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$222,183 | ExcessRevenueOverExpensesAmt |
| Subtotal | $19,783,102 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $19,783,102 | 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 | $5,873,509 | GrossSalesPriceAmt |
| Cost Or Other Basis | $4,224,941 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,648,568 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,648,568 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,648,568 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $31,102 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $31,102 | SubtotalAmt |
| Tax Based On Investment Income | $31,102 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,799 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $21,400 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $31,199 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $97 | OverpaymentAmt |
| Applied To ES Tax | $97 | AppliedToESTaxAmt |
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 | DE | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| Courtney Chapman | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec | 0.0 | $0 | $0 | $0 |
| Carter Shreve | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 0.0 | $0 | $0 | $0 |
| Jonathan L Shreve | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BOK Financial PRIVATE WEALTH | |||||
| 1600 BROADWAY 4TH FLOOR | DENVER | CO | 80202 | Investment Mgmt | $84,327 |
| Foundation Source | |||||
| 55 Walls Drive 3rd Fl | Fairfield | CT | 06824 | Administrative | $59,927 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $24,295,927 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $431,784 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $450,268 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $25,177,979 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $25,177,979 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $377,670 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $24,800,309 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,240,015 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,240,015 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $31,102 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $31,102 | TotalTaxAmt |
| Distributable Before Adj | $1,208,913 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,208,913 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,208,913 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,944,952 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $2,944,952 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,208,913 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $36,135 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,090,345 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,697,149 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,789,112 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,612,741 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,944,952 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,208,913 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,736,039 | RemainingDistriFromCorpusAmt |
| Total Corpus | $6,348,780 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $6,348,780 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $36,135 | ExcessFromYear4Amt |
| Excess From Year3 | $1,090,345 | ExcessFromYear3Amt |
| Excess From Year2 | $1,697,149 | ExcessFromYear2Amt |
| Excess From Year1 | $1,789,112 | ExcessFromYear1Amt |
| Excess From Current Year | $1,736,039 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Courtney Chapman | ContributingManagerNm |
| Contributing Manager | Jonathan L Shreve | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACTUARIAL FOUNDATION | |||||||
| PO BOX 736557 | CHICAGO | IL | 60673 | N/A | PC | General & Unrestricted | $75,000 |
| AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE OF S | |||||||
| 633 THIRD AVE 20TH FL | NEW YORK | NY | 10017 | N/A | PC | General & Unrestricted | $25,000 |
| AMERICAN RED CROSS | |||||||
| 3642 EAST HOUSTON ST | SAN ANTONIO | TX | 78219 | N/A | PC | General & Unrestricted | $25,000 |
| BAT CONSERVATION INTERNATIONAL INC | |||||||
| PO BOX 140434 | AUSTIN | TX | 78714 | N/A | PC | General & Unrestricted | $10,000 |
| CARLETON COLLEGE | |||||||
| 1 N COLLEGE ST | NORTHFIELD | MN | 55057 | N/A | PC | General & Unrestricted | $100,000 |
| CATO INSTITUTE | |||||||
| 1000 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $60,000 |
| DENVER DUMB FRIENDS LEAGUE | |||||||
| 2080 S QUEBEC ST | DENVER | CO | 80231 | N/A | PC | General & Unrestricted | $50,000 |
| FOOD BANK OF THE ROCKIES | |||||||
| 10700 E 45TH AVE | DENVER | CO | 80239 | N/A | PC | General & Unrestricted | $200,000 |
| FOUNDATION FOR INDIVIDUAL RIGHTS AND EXPRESSION IN | |||||||
| 510 WALNUT ST STE 900 | PHILADELPHIA | PA | 19106 | N/A | PC | General & Unrestricted | $150,000 |
| GIVEDIRECTLY INC | |||||||
| CHURCH STREET STA PO BOX 3221 | NEW YORK | NY | 10008 | N/A | PC | General & Unrestricted | $600,000 |
| KUOW-PUGET SOUND PUBLIC RADIO | |||||||
| 4518 UNIVERSITY WAY NE STE 310 | SEATTLE | WA | 98105 | N/A | PC | General & Unrestricted | $5,000 |
| MCLAUGHLIN RESEARCH INSTITUTE FOR BIOMEDICAL SCIEN | |||||||
| 1520 23RD ST S | GREAT FALLS | MT | 59405 | N/A | PC | General & Unrestricted | $10,000 |
| MERCY CORPS | |||||||
| PO BOX 37800 | BOONE | IA | 50037 | N/A | PC | General & Unrestricted | $500,000 |
| MIDCOAST HUMANE | |||||||
| 190 PLEASANT ST | BRUNSWICK | ME | 04011 | N/A | PC | General & Unrestricted | $50,000 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 900 S BROADWAY 2ND FL | DENVER | CO | 80209 | N/A | PC | General & Unrestricted | $10,000 |
| PENNINGTON BIOMEDICAL RESEARCH FOUNDATION | |||||||
| 6400 PERKINS RD | BATON ROUGE | LA | 70808 | N/A | PC | General & Unrestricted | $10,000 |
| PUBLIC BROADCASTING OF COLORADO INC | |||||||
| 7409 S ALTON CT | CENTENNIAL | CO | 80112 | N/A | PC | General & Unrestricted | $5,000 |
| ROCKY MOUNTAIN MULTIPLE SCLEROSIS CENTER | |||||||
| 8845 WAGNER ST | WESTMINSTER | CO | 80031 | N/A | PC | General & Unrestricted | $10,000 |
| ROCKY MOUNTAIN PLANNED PARENTHOOD INC | |||||||
| PO BOX 732055 | DALLAS | TX | 75373 | N/A | PC | General & Unrestricted | $25,000 |
| ROCKY MOUNTAIN PUBLIC MEDIA INC | |||||||
| 2101 ARAPAHOE ST | DENVER | CO | 80205 | N/A | PC | General & Unrestricted | $5,000 |
| STATE UNIVERSITY OF IOWA FOUNDATION | |||||||
| 1 W PARK RD | IOWA CITY | IA | 52242 | N/A | PC | Research led by Dr. Terry Wahls | $100,000 |
| STATE UNIVERSITY OF IOWA FOUNDATION | |||||||
| 1 W PARK RD | IOWA CITY | IA | 52242 | N/A | PC | Wahls Therapeutic Lifestyle Fund | $500,000 |
| THE SEATTLE FOUNDATION | |||||||
| 1601 5TH AVE STE 1900 | SEATTLE | WA | 98101 | N/A | PC | Milliman Giving Fund | $200,000 |
| THE WILD ANIMAL SANCTUARY A COLORADO NON-PROFIT CO | |||||||
| 1946 COUNTY RD 53 | KEENESBURG | CO | 80643 | N/A | PC | General & Unrestricted | $50,000 |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | |||||||
| 3451 WALNUT STREET | PHILADELPHIA | PA | 19104 | N/A | PC | Veterinary Education at the Penn Library | $10,000 |
| WORD GAME PLAYERS ORGANIZATION | |||||||
| 92 SWEET PINE TRAIL | PONTE VERDA | FL | 32081 | N/A | PC | General & Unrestricted | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,885,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,713 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $672,678 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,041,829 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Inc/Loss | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $133 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,722,353 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,722,353 | 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 |
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 | Shreve Jonathan L | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 855 South Garfield Street | AddressLine1Txt |
| City | Denver | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,118,258 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | STERLING CONSTRUCTION COMPANY INC STRL, 3400 sh. | $459,468 | 2024-09-18 |
| 1 | CBIZ, INC CBZ, 5300 sh. | $358,791 | 2024-09-18 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BAIRD AGGREGATE BOND FUND CLAS | $4,684,669 | $4,761,233 |
| BLACKROCK EMERGING MARKETS FUN | $730,015 | $677,919 |
| BLACKROCK TACTICAL OPPORTUNITI | $529,452 | $543,356 |
| CLIFFWATER CORPORATE LENDING F | $650,015 | $644,538 |
| ISHARE SP SMALL CAP 600 INDEX | $138,780 | $178,015 |
| ISHARES TR S & P MIDCAP 400 IN | $970,738 | $1,399,483 |
| PIMCO INCOME FUND | $2,824,945 | $2,856,782 |
| VANGUARD FTSE DEVELOPED MARKET | $1,389,540 | $1,570,504 |
| VANGUARD GROWTH ETF | $1,231,047 | $2,587,003 |
| VANGUARD S&P 500 ETF | $4,137,143 | $5,973,248 |
| VANGUARD SM-CAP ETF | $5,972 | $6,968 |
| VANGUARD TOTAL INTERNATIONAL S | $465,153 | $485,760 |
| VANGUARD VALUE ETF | $1,383,376 | $2,000,110 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FDN CPTL LEADERSHIP FD III LP | CategoryOrItemTxt |
| Book Value | $377,199 | BookValueAmt |
| EOYFMV | $450,268 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $59,927 | $59,927 | |
| K-1 Exp FDN CPTL LEADERSHIP FD | $7,215 | $7,215 | |
| State or Local Filing Fees | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Inc/Loss FDN CPTL LEADERSHIP FD III LP | Desc |
| Revenue And Expenses Per Books | $133 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $133 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $84,327 | Amt |
| Net Investment Income | $84,327 | NetInvestmentIncomeAmt |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | We respectfully request that THE CARTER CHAPMAN SHREVE FAMILY FOUNDATION's quarterly estimated taxes for taxable year ending December 31, 2024 be treated as timely and request that the $249 penalty indicated on Form 2220 be abated because the underpayment in Q4 was due to reasonable cause. Treasury Regulations Sec 301.6651-1(c)(1) defines reasonable by asking whether the taxpayer exercised ordinary business care and prudence. The Foundation exercised care and prudence in seeking a reputable firm knowledgeable about exempt organizations to calculate its quarterly estimates for tax period ending December 31, 2024. The firm was unable to reconcile the Foundation's accounts fully in order to calculate the necessary estimated tax payment for Q4 based on the annualization method. The underpayment was no fault of the foundation's and the firm is enhancing its procedures to improve its reconciliation process for future quarters. We believe that the underpayment was due to reasonable cause and in no way due to an intentional disregard for the rules, and respectfully request that no 2220 penalty be assessed. | ExplanationTxt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2024 | $9,300 |
| 990-PF Extension for 2023 | $17,000 |