TIM AND LEAH CHAPMAN FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- TIM AND LEAH CHAPMAN FOUNDATION (EIN 45-3077152)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-04-28
- IRS object ID
- 201601199349100620
- Schema version
- 2015v2.1
- 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
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-04-28T14:25:30-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453077152 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Tim and Leah Chapman Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | TIMA | 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 | LEAH H CHAPMAN | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2016-04-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
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 | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,222,371 | 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 | $75,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $310 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $310 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $60,486 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $60,486 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $12,081 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $265,632 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,081 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $147,877 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $72,877 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $8,257 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,257 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,154 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $14,313 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $280 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $14,033 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $23,724 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,537 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $14,033 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $111,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $111,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $134,724 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,537 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $125,033 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $13,153 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $64,340 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $661,157 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $389,948 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $389,948 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,351,825 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,636,187 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,588,449 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $220,118 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $220,118 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $243,974 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,233,100 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,246,253 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,222,371 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $2,233,100 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,246,253 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,233,100 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,246,253 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,233,100 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,246,253 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,233,100 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $13,153 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,246,253 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,246,253 | 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 | $265,632 | GrossSalesPriceAmt |
| Cost Or Other Basis | $253,551 | CostOrOtherBasisAmt |
| Gain Or Loss | $12,081 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $12,081 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,081 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $153,296 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,309,661 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.066372 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $106,742 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,386,628 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044725 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $93,750 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,451,669 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.038239 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $738,750 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.0 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $0 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.0 | DistributionYr5Rt |
| Total Distribution | 0.149336 | TotalDistributionRt |
| Average Distribution | 0.037334 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,236,383 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $83,493 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $643 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $84,136 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $125,033 | 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 | $643 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $643 | SubtotalAmt |
| Tax Based On Investment Income | $643 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $700 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $700 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $57 | OverpaymentAmt |
| Applied To ES Tax | $57 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| Hannah C Chapman | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Leah H Chapman | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres / Dir / Sec | 1.0 | $0 | $0 | $0 |
| Lorianne G Chapman | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Timothy J Chapman | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Amy Navarro | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| 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 | $1,580,673 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $445,793 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $243,974 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,270,440 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,270,440 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $34,057 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,236,383 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $111,819 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $111,819 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $643 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $643 | TotalTaxAmt |
| Distributable Before Adj | $111,176 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $111,176 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $111,176 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $125,033 | 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 | $125,033 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $643 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $124,390 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $111,176 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $15,102 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Qualifying Distributions | $125,033 | QualifyingDistributionsAmt |
| Applied To Year1 | $15,102 | AppliedToYear1Amt |
| Applied To Current Year | $109,931 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $1,245 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Leah H Chapman | ContributingManagerNm |
| Contributing Manager | TIMOTHY J CHAPMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ATLAS MINISTRY INC | |||||||
| PO BOX 1392 | GREENSBORO | GA | 30642 | N/A | PC | General & Unrestricted | $15,000 |
| DESIRE STREET MINISTRIES | |||||||
| 754 GLENWOOD AVE SE | ATLANTA | GA | 30316 | N/A | PC | General & Unrestricted | $15,000 |
| EXTRA SPECIAL PEOPLE INC | |||||||
| PO BOX 615 | WATKINSVILLE | GA | 30677 | N/A | PC | General & Unrestricted | $5,000 |
| EXTRA SPECIAL PEOPLE INC | |||||||
| PO BOX 615 | WATKINSVILLE | GA | 30677 | N/A | PC | New Building Project | $50,000 |
| ST MARYS FOUNDATION INC | |||||||
| 1230 BAXTER ST | ATHENS | GA | 30606 | N/A | SO I | St Mary's Good Samaritan Hospital Project | $10,000 |
| THE NAVIGATORS | |||||||
| PO BOX 6000 | COLORADO SPRINGS | CO | 80904 | N/A | PC | the ministry of Mark and Karen Heintzman | $6,000 |
| UNIVERSITY OF GEORGIA FOUNDATION | |||||||
| 394 S MILLEDGE AVE | ATHENS | GA | 30605 | N/A | PC | The Terry College of Business | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $111,000 | 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 | $310 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $60,486 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $12,081 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $72,877 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $72,877 | 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 | Chapman Leah H | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 518 Rutile Drive | AddressLine1Txt |
| City | Ponte Vedra Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32082 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $75,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (41 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALLIANCEBERNSTEIN HIGH INCOME | $26,535 | $23,597 |
| AMERICAN BEACON AHL MANAGED FU | $22,229 | $20,649 |
| AMERICAN FUNDS NEW WORLD FUND | $20,472 | $18,340 |
| AMERICAN RLTY CAP RETAIL CTRS | $43,320 | $43,438 |
| ANGEL OAK MULTI-STRATEGY INCOM | $37,901 | $36,089 |
| AVENUE CREDIT STRATEGIES FUND | $36,806 | $27,507 |
| BLACKROCK HIGH YIELD BD | $26,325 | $23,523 |
| CLEARBRIDGE APPRECIATION FUND | $66,901 | $64,026 |
| COIN INVT CORP CON | $33,111 | $34,046 |
| COLE CR PPTY TR IV INC COM | $54,058 | $52,626 |
| CORPORATE CAPITAL TRUST INC | $31,824 | $31,378 |
| CPG CARLYLE FUND LLC SER A | $50,055 | $50,000 |
| FRANKLIN INCOME FUND CLASS C | $39,256 | $34,291 |
| FS ENERGY & POWER FUND ADVISOR | $32,907 | $22,808 |
| FS INVT CORP II COM | $31,140 | $27,591 |
| HIGHLAND GLOBAL ALLOCATION I | $15,255 | $13,718 |
| INFINITY CORE ALTERNATIVE FUND | $60,055 | $60,000 |
| ISHARES BARCLAYS 1-3 YEAR TREA | $70,111 | $70,019 |
| JANUS TRITON FUND CLASS C SHAR | $56,496 | $51,116 |
| MFS DIVERSIFIED INCOME FUND CL | $53,059 | $48,335 |
| MFS EMERGING GROWTH FUND C | $67,503 | $67,409 |
| MFS INTERNATIONAL VALUE FUND C | $20,833 | $20,863 |
| MFS MID CAP VALUE FUND CLASS C | $54,146 | $49,280 |
| NEW YORK REIT INC | $28,389 | $32,820 |
| NORTHSTAR HEALTHCARE INCOME IN | $50,792 | $50,777 |
| PIMCO ALL ASSET ALL AUTHORITY | $26,252 | $19,987 |
| PIMCO DYNAMIC CREDIT INCOME FU | $17,335 | $13,578 |
| PIMCO DYNAMIC INCOME FUND | $14,939 | $13,593 |
| PIMCO INCOME FUND | $33,586 | $31,957 |
| PIMCO INCOME FUND CLASS C | $53,331 | $50,393 |
| POWERSHARES ETF TR II S&P500 L | $30,004 | $40,267 |
| RESOURCE REAL ESTATE OPPORTUNI | $66,617 | $70,946 |
| SPDR S&P 500 ETF TRUST | $29,765 | $40,774 |
| STADION MARKET OPPORTUNITY FUN | $40,438 | $36,193 |
| STEADFAST INCOME REIT INC COM | $53,238 | $53,924 |
| STRATEGIC STORAGE TRUST II CL | $50,063 | $50,009 |
| TEMPLETON GLOBAL TOTAL (TTRCX) | $8,419 | $7,517 |
| TEMPLETON GLOBAL TOTAL (TTRZX) | $49,649 | $42,666 |
| VANGUARD RUSSELL 2000 | $29,991 | $34,935 |
| VIRTUS REAL ESTATE CAPITAL LP | $42,381 | $51,270 |
| WELLS FARGO ABSOLUTERETURN FUN | $60,700 | $56,194 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CAIS MILLENNIUM INTL. LTD. | $110,059 | $131,961 |
| CAIS OZMF LTD | $110,059 | $112,013 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $14,008 | $14,008 | |
| Bank Charges | $280 | $280 | |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $8,257 | Amt |
| Net Investment Income | $8,257 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2015 | $700 |
| 990-PF Extension for 2014 | $454 |