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CHAPIN DAVIS FOUNDATION INC: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
CHAPIN DAVIS FOUNDATION INC (EIN 20-8593062)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-08-04
IRS object ID
201402169349301030
Schema version
2013v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2014-08-04T14:19:35-07:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Smyth & Ward PABusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line125 S Main StAddressLine1
CityShrewsburyCity
StatePAState
ZIP Code173611526ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN208593062EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CHAPIN DAVIS FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlCHAPBusinessNameControlTxt
Phone4104353200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12 VILLAGE SQUARE STE 200AddressLine1
CityBALTIMORECity
StateMDState
ZIP Code21210ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKEITH MURRAYPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4104353200PhoneNum
Signature2014-05-06SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOSEPH A G WARD CPAPreparerPersonNm
Phone7172355525PhoneNum
Preparation2014-08-04PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerKEITH MURRAYPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12 VILLAGE SQUAREAddressLine1
CityBALTIMORECity
StateMDState
ZIP Code21210ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$40,378GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2007FormationYr
Legal Domicile StateMDLegalDomicileStateCd
Activity Or MissionFOSTER SUPPORT OF EXEMPT ORGANIZATIONSActivityOrMissionDesc
Voting Members Governing Body3VotingMembersGoverningBodyCnt
Voting Members Independent3VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers3TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$87,932PYContributionsGrantsAmt
CY Contributions Grants$19,978CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$91,146PYInvestmentIncomeAmt
CY Investment Income$2,014CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$179,078PYTotalRevenueAmt
CY Total Revenue$21,992CYTotalRevenueAmt
PY Grants And Similar Paid$191,815PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$20,057CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$79PYOtherExpensesAmt
CY Other Expenses$0CYOtherExpensesAmt
PY Total Expenses$191,894PYTotalExpensesAmt
CY Total Expenses$20,057CYTotalExpensesAmt
PY Revenues Less Expenses-$12,816PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,935CYRevenuesLessExpensesAmt
Total Assets BOY$36,427TotalAssetsBOYAmt
Total Assets EOY$39,173TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$36,427NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$39,173NetAssetsOrFundBalancesEOYAmt
MissionFOSTER SUPPORT OF EXEMPT ORGANIZATIONSMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$20,057ExpenseAmt
Grant$20,057GrantAmt
Revenue$19,979RevenueAmt
DescGRANTS TO EXEMPT ORGANIZATIONSDesc
Total Program Service Expenses$20,057TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members3GoverningBodyVotingMembersCnt
Independent Voting Member3IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonKEITH MURRAYPersonNm
Phone4104353200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12 VILLAGE SQUARE STE 200AddressLine1
CityBALTIMORECity
StateMDState
ZIP Code21210ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (3 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
KEITH MURRAY
INTERIM PRESIDENT0.25Yes (X)$0$0$0
MARK SWENSON
DIRECTOR0.25$0$0$0Yes (X)
DAVID GOLDMAN
DIRECTOR0.25$0$0$0Yes (X)
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$19,978AllOtherContributionsAmt
Noncash Contributions$19,209NoncashContributionsAmt
Total Contributions$19,978TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,191TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$19,209SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$18,386SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$823SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$823TotalRevenueColumnAmt
Related Or Exempt Func Income$823RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$21,992TotalRevenueColumnAmt
Related Or Exempt Func Income$2,014RelatedOrExemptFuncIncomeAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$20,057TotalAmt
Program Services$20,057ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$20,057TotalAmt
Program Services$20,057ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$21,702BOYAmt
EOY$14,224EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$14,725BOYAmt
EOY$24,949EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$36,427BOYAmt
EOY$39,173EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$36,427BOYAmt
EOY$39,173EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$36,427BOYAmt
EOY$39,173EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$36,427BOYAmt
EOY$39,173EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$1,935ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$811OtherChangesInNetAssetsAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind
Public Support Total170$0PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support CY1700PublicSupportCY170Pct

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$78,227CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$208,068CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$26,695CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$191,815CurrentTaxYearMinus1YearAmt
Current Tax Year$19,979CurrentTaxYearAmt
Total$524,784TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$78,227CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$208,068CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$26,695CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$191,815CurrentTaxYearMinus1YearAmt
Current Tax Year$19,979CurrentTaxYearAmt
Total$524,784TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$524,784PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$1,000CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,046CurrentTaxYearMinus1YearAmt
Current Tax Year$1,191CurrentTaxYearAmt
Total$3,237TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$1,000CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,046CurrentTaxYearMinus1YearAmt
Current Tax Year$1,191CurrentTaxYearAmt
Total$3,237TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Total$528,021TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99390PublicSupportCY509Pct
Public Support PY5090.99630PublicSupportPY509Pct
Investment Income CY0.00610InvestmentIncomeCYPct
Investment Income PY0.00370InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1CALVERT SCHOOLBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line11015 TUSCANY RDAddressLine1
CityBALTIMORECity
StateMDState
ZIP Code21210ZIPCode
FieldValueIRS element (for citing)
Recipient EIN520591510RecipientEIN
Cash Grant$10,000CashGrantAmt
Purpose Of GrantGENERALPurposeOfGrantTxt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Pt I Line 2The foundation is a pass through entity. All contributions are
Pt I Line 2liquidated and proceeds are transmited to another 501(c)(3) organization.

Schedule M IRS990ScheduleM

FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsfalseReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Pt VI, Line 8aTHE BOARD OF DIRECTORS MET SIX TIMES IN 2011 AND DOCUMENTED THEIR MEETINGS WITH MINUTES.
Pt VI, Line 8bTHE BOARD HAS NO STANDING COMMITTEES AT THIS TIME
Pt VI, Line 11bA COPY OF FORM 990 IS PROVIDED TO THE DIRECTORS FOR REVIEW AND IS DISCUSSED DURING THE MEETING FOLLOWING COMPLETION
Pt VI, Line 19ALL DOCUMENTS RELATED TO THE FOUNDATION ARE MAINTAINED AT THE OFFICES OF
Pt VI, Line 19CHAPIN DAVIS INVESTMENTS AND ARE AVAILABLE FOR PUBLIC INSPECTION
Pt VI, Line 19DURING OUR NORMAL BUSINESS HOURS
Pt XILine 5 - UNREALIZED GAIN ON INVESTMENTS