THE ALVAH H AND WYLINE P CHAPMAN FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE ALVAH H AND WYLINE P CHAPMAN FOUNDATION INC (EIN 58-6069146)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2018-02-09
- IRS object ID
- 201840409349100004
- Schema version
- 2016v3.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-02-09T07:45:33-08:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Heinkel Tax Group LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9600 Koger Blvd Ste 208 | AddressLine1Txt |
| City | St Petersburg | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33702 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 586069146 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Alvah H & Wyline P Chapman Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALVA | BusinessNameControlTxt |
| Phone | 7275671300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 55398 | AddressLine1Txt |
| City | Saint Petersburg | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33732 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT L HILTON | PersonNm |
| Person Title | CHAIRMAN & DIRECTOR | PersonTitleTxt |
| Phone | 7275671300 | PhoneNum |
| Signature | 2017-05-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PETER R LAZZARI CPA | PreparerPersonNm |
| Phone | 7278942099 | PhoneNum |
| Preparation | 2018-02-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 47.196.91.83 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-02-09 | IPDt |
| IP Tm | 07:45:23 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Federal Original Submission Id | 5913672018031002vyac | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-01-31 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 831D6037944F9D2A40D4B5CB96A09E227DAE746F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7869D93A0BAC369EBD0D246FB5D867C5AF07A4D6 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,243,372 | 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 | $29,663 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $29,663 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $62,681 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $62,681 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $143,972 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,041,326 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $143,972 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$1,174 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$1,174 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $235,142 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $235,142 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,800 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $24,900 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $24,900 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,697 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,697 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $7,890 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,575 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,315 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $39,287 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $35,972 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,315 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $229,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $268,987 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $35,972 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,315 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$33,845 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $199,170 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $219,469 | CashBOYAmt |
| Cash EOY | $132,234 | CashEOYAmt |
| Cash EOYFMV | $240,475 | CashEOYFMVAmt |
| US Government Obligations BOY | $275,033 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $275,033 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $281,210 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,445,598 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,328,483 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,981,543 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $638,844 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $531,191 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $481,925 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $63,941 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $182,183 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $258,219 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,642,885 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,449,124 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,243,372 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $3,642,885 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,449,124 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,642,885 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,449,124 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,642,885 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,449,124 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,642,885 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$33,845 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,609,040 | SubtotalAmt |
| Other Decreases | $159,916 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,449,124 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Common Stock | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2016-01-01 | AcquiredDt |
| Sold | 2016-12-31 | SoldDt |
| Gross Sales Price | $1,041,326 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $897,354 | CostOrOtherBasisAmt |
| Gain Or Loss | $143,972 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $143,972 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $143,972 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $143,972 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Adjusted Qlfy Distri Yr1 | $210,187 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,179,625 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050288 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $183,315 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,257,082 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.043061 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $169,740 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,882,223 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.043722 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $151,114 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,555,667 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.042499 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $172,048 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,540,896 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048589 | DistributionYr5Rt |
| Total Distribution | 0.228159 | TotalDistributionRt |
| Average Distribution | 0.045632 | AverageDistributionRt |
| Net Investment Income Pct | $1,992 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,992 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,315 | 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 | $1,992 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,992 | SubtotalAmt |
| Tax Based On Investment Income | $1,992 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,343 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,343 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$5,343 | OriginalReturnOverpaymentAmt |
| Overpayment | $3,351 | OverpaymentAmt |
| Applied To ES Tax | $3,351 | 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 | 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 | chapmanfoundation.org | WebsiteAddressTxt |
| Individual With Books | ROBERT HILTON | IndividualWithBooksNm |
| Phone | 7275671300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 55398 | AddressLine1Txt |
| City | StPetersburg | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33732 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 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 |
|---|---|---|---|---|---|---|---|---|
| VAN SAYLER | ||||||||
| 555 5th Ave NE Ste 711 | Saint Petersburg | FL | 33701 | President/Director | 0 | $0 | $0 | $0 |
| LEE SAYLER | ||||||||
| 323 River Dr | Jupiter | FL | 33469 | Vice Pres/Director | 0 | $0 | $0 | $0 |
| ALAN SAYLER | ||||||||
| 1909 Tanglewood Dr NE | Saint Petersburg | FL | 33702 | Director | 0 | $0 | $0 | $0 |
| ROBERT L HILTON | ||||||||
| 300 Beach Drive NE Unit 1501 | Saint Petersburg | FL | 33701 | Chairman/Director | 0 | $0 | $0 | $0 |
| SCOTT HILTON | ||||||||
| 545 Amberfiled Drive | Norcross | GA | 30092 | Trasury/Director | 0 | $0 | $0 | $0 |
| AUBREY BREY WEBB | ||||||||
| 55 Merrick Way Ste 212 | Miami | FL | 33134 | Director | 0 | $0 | $0 | $0 |
| KRISTY WEBB | ||||||||
| 1300 Salzedo Rd 6 | Miami | FL | 33134 | Director | 0 | $0 | $0 | $0 |
| PAGE BECK | ||||||||
| 1020 Allen Rd | Grantville | GA | 30220 | Director | 0 | $0 | $0 | $0 |
| DAVID HILTON | ||||||||
| 3946 Dixie Canyon Avenue | Sherman Oaks | CA | 91423 | Director | 0 | $0 | $0 | $0 |
| AARON SAYLER | ||||||||
| 2309 Elmwood Circle SE | Atlanta | GA | 30339 | Director | 0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $1,992 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,992 | TotalTaxAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,315 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $3,315 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,992 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,323 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $62,598 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr1 | $5,462 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,462 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,315 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $3,315 | RemainingDistriFromCorpusAmt |
| Total Corpus | $8,777 | TotalCorpusAmt |
| Taxable2 | $62,598 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $8,777 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $5,462 | ExcessFromYear1Amt |
| Excess From Current Year | $3,315 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CF SECRETARYTHE ALVAH H AND WYLINE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Box 55398 | AddressLine1Txt |
| City | Saint Petersburg | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 337325398 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7275671300 | RecipientPhoneNum |
| Form And Info And Materials | THE WEBSITE PROVIDES A GRANT REQUEST FORM FOR APPLICATIONS ALONG WITH INTRUCTIONS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MAY 15 FOR JULY CONSIDERATION;OCTOBER 15 FOR DECEMBER CONSIDERATION | SubmissionDeadlinesTxt |
| Restrictions On Awards | VISIT CHAPMANFOUNDATION.ORG FOR RESTRICTIONS AND LIMITATIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Bascom Palmer Eye Institute at Univ of Miami | ||||||
| 900 NW 17th Street | Miami | FL | 33161 | PublicCharity | Current ProjectSupport | $10,000 |
| The Florida Orchestra Inc | ||||||
| 244 2nd Ave North | Saint Petersburg | FL | 33701 | PublicCharity | ProjectsSupport Current | $15,000 |
| Family Promise of Pinellas Park | ||||||
| 6201 22nd Ave N | Saint Petersburg | FL | 33710 | PublicCharity | ProjectsSupport Current | $13,200 |
| Miami Book Fair | ||||||
| 300 NE Second Ave | Miami | FL | 33132 | PublicCharity | ProjectsSupport Current | $7,500 |
| Peachtree Corners Veterans Monument Assoc | ||||||
| PO Box 922480 | Norcross | GA | 30092 | PublicCharity | ProjectsSupport Current | $5,000 |
| DMG School Project | ||||||
| 2342 Emerson Avenue South | Saint Petersburg | FL | 33712 | PublicCharity | ProjectsSupport Current | $2,500 |
| Place of Hope Inc | ||||||
| 9078 Isaiah Lane | Palm Beach Gardens | FL | 33418 | PublicCharity | ProjectsSupport Current | $10,000 |
| Police Athletic League | ||||||
| 1450 16th Street N | Saint Petersburg | FL | 33704 | PublicCharity | ProjectsSupport Current | $3,000 |
| St Petersburg College Foundation | ||||||
| PO Box 13489 | Saint Petersburg | FL | 33733 | PublicCharity | ProjectsSupport Current | $5,000 |
| Suncoat Haven of Rest Rescue Mission | ||||||
| 1763 9th Avenue North | Saint Petersburg | FL | 33713 | PublicCharity | ProjectsSupport Current | $1,000 |
| Wellspring Living Inc | ||||||
| 100 Edgewood Avenue St 750 | Atlanta | GA | 30303 | PublicCharity | ProjectsSupport Current | $7,500 |
| FIU Chapmanville Leadership Development Project | ||||||
| 11200 SW 8th Street CBC 317 | Miami | FL | 33199 | PublicCharity | ProjectsSupport Current | $10,000 |
| Atlanta Mission | ||||||
| PO Box 1807 | Atlanta | GA | 30301 | PublicCharity | ProjectsSupport Current | $10,000 |
| Academy Prep | ||||||
| 2301 22nd Ave So | Saint Petersburg | FL | 33712 | PublicCharity | ProjectsSupport Current | $10,000 |
| American Red Cross | ||||||
| 3310 W Main Street | Tampa | FL | 33607 | PublicCharity | ProjectsSupport Current | $2,500 |
| Camp Dream Foundation Inc | ||||||
| 4355 Cobb Parkway Ste J117 | Atlanta | GA | 30339 | PublicCharity | ProjectsSupport Current | $10,000 |
| Daystar Life Center Inc | ||||||
| 226 6th Street So | Saint Petersburg | FL | 33701 | PublicCharity | ProjectsSupport Current | $10,000 |
| Center for Leadership at FIU | ||||||
| 11200 SW 8th Street MARC 326 | Miami | FL | 33199 | PublicCharity | ProjectsSupport Current | $5,000 |
| Kristi House Inc | ||||||
| 1265 NW 12th Ave | Miami | FL | 33136 | PublicCharity | ProjectsSupport Current | $7,500 |
| LAw Enforcement United-team St Pete Police Dept | ||||||
| 1300 1st Ave No | Saint Petersburg | FL | 33705 | PublicCharity | ProjectsSupport Current | $7,500 |
| Lighthouse of Pinellas | ||||||
| 6925 112 Circle North St 103 | Largo | FL | 33773 | PublicCharity | ProjectsSupport Current | $10,000 |
| Locust Projects Inc | ||||||
| 3852 N Miami Avenue | Miami | FL | 33127 | PublicCharity | ProjectsSupport Current | $7,500 |
| Miami Lighthouse of the Blind | ||||||
| 601 SW 8th Avenue | Miami | FL | 33130 | PublicCharity | ProjectsSupport Current | $10,000 |
| Queens Court Inc | ||||||
| 950 39th Avenue North | Saint Petersburg | FL | 33703 | PublicCharity | ProjectsSupport Current | $10,000 |
| Ready for Life Inc | ||||||
| 4000 Gateway Centre Blvd Ste 200 | Pinellas Park | FL | 33782 | PublicCharity | ProjectsSupport Current | $15,000 |
| Southeastern Guide Dogs | ||||||
| 4210 77th Street | Palmetto | FL | 34221 | PublicCharity | ProjectsSupport Current | $5,000 |
| Tampa Bay Watch | ||||||
| 3000 Pinellas Bayway So | Saint Petersburg | FL | 33715 | PublicCharity | ProjectsSupport Current | $10,000 |
| WPBT2 So Florida PBS | ||||||
| PO Box 610002 | Miami | FL | 33261 | PublicCharity | ProjectsSupport Current | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $229,700 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $143,972 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $143,972 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $143,972 | 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 | Heinkel Tax Law Group Tax Services | CategoryTxt |
| Amt | $1,800 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | Stocks & Bonds | AssetDesc |
| Acquired | 2016-01 | AcquiredDt |
| How Acquired | Purchased | HowAcquiredTxt |
| Sold | 2016-12 | SoldDt |
Purchaser Name PurchaserNameGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VARIOUS | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Price | $1,041,326 | GrossSalesPriceAmt |
| Basis | $897,354 | BasisAmt |
| Total Net | $143,972 | TotalNetAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| General Electric Cap Corp Due 2/15/2019 | $100,356 | $94,719 |
| General Electric Cap Corp Due 8/15/2017 | $108,970 | $97,061 |
| JP Morgan Chas Due 01/15/2018 | $119,820 | $104,313 |
| Goldman Sachs Due 4/1/2018 | $89,349 | $78,894 |
| America Movil Due 10/16/2019 | $112,696 | $106,938 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| See Attached - Raymond James ****5226 | $523,606 | $651,911 |
| See Attached - Raymond James ****8551 | $280,557 | $421,546 |
| See Attached - Raymond James ****7642 | $288,241 | $335,966 |
| See Attached - Raymond James ****7618 | $525,772 | $576,334 |
| See Attached - Raymond James ****0395 | $336,100 | $551,320 |
| See Attached - Raymond James ****0381 | $225,816 | $278,601 |
| See Attached - Raymond James ****1299 | $144,239 | $161,046 |
| See Attached - Raymond James ****1106 | $4,152 | $4,819 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $275,033 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $281,210 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| See attached - Raymond James ****7642 | $67,267 | $70,721 |
| See attached - Raymond James ****1299 | $7,735 | $8,402 |
| See attached - Raymond James ****1106 | $107,181 | $179,096 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Correction In Asset Values | Desc |
| Amt | $159,916 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Administrative Exp | $6,630 | $3,315 | $3,315 |
| Other Admin | $1,260 | $1,260 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Partnership Income | Desc |
| Revenue And Expenses Per Books | -$1,174 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$1,174 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Foreign Taxes | $2,569 | $2,569 |
| Federal Excise | $2,128 | $2,128 |