J A & Leta M Chapman Tr 10267
- Assets
- $125.8m
- Revenue
- $4.7m
- Investments
- $37.7m
- Employees
- 0
- Location
- Tulsa, OK
- Founding
- 12/1915
- Data as of
- 12/2020
- EIN
- 73-6090485
Organization Overview
J A & Leta M Chapman Tr 10267 is located in Tulsa, OK. The organization was established in 1915. According to its NTEE Classification (T90) the organization is classified as: Named Trusts N.E.C., under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. J A & Leta M Chapman Tr 10267 is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2020, J A & Leta M Chapman Tr 10267 generated $4.7m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 6 years, the organization has seen revenues fall by an average of (11.8%) each year. All expenses for the organization totaled $6.8m during the year ending 12/2020. You can explore the organizations financials more deeply in the financial statements section below.
Since 2019, J A & Leta M Chapman Tr 10267 has awarded 18 individual grants totaling $18,871,132. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2020
Describe the Organization's Mission:
Part 3 - Line 1
PROVIDES DIRECT AND PERMANENT SUPPORT TO THE NAMED BENEFICIARIES.
Describe the Organization's Program Activity:
Part 3 - Line 4a
FINANCIAL SUPPORT TO THE UNIVERSITY OF TULSA
FINANCIAL SUPPORT TO TRINITY UNIVERSITY
FINANCIAL SUPPORT TO OKLAHOMA MEDICAL RESEARCH
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Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Investment income | $1,988,726 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $1,847,332 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $4,652,723 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $460,681 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $789 |
| Fees for services: Accounting | $7,700 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $10,292 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $0 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $0 |
| All other expenses | $0 |
| Total functional expenses | $6,817,062 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $2,574,994 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Investments—publicly traded securities | $85,512,417 |
| Investments—other securities | $37,701,262 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $125,788,673 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $125,788,673 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
| Net assets without donor restrictions | $0 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Total liabilities and net assets/fund balances | $125,788,673 |
Grants Awarded
Over the last fiscal year, J A & Leta M Chapman Tr 10267 has awarded $6,502,007 in support to 6 organizations.
| Grant Recipient | Amount |
|---|---|
Tulsa, OK PURPOSE: SUPPORT UNIVERSITY | $1,950,602 |
San Antonio, TX PURPOSE: SUPPORT UNIVERSITY | $1,625,502 |
Oklahoma City, OK PURPOSE: SUPPORT FOUNDATION | $1,225,974 |
St Louis, MO PURPOSE: SUPPORT MEDICAL CENTER | $875,974 |
Tulsa, OK PURPOSE: HUMAN SERVICES | $498,855 |
Siloam Springs, AR PURPOSE: SUPPORT UNIVERSITY | $325,100 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Herschend Family Entertainment Corporation Beneficiary Trust Branson, MO | $4,577,294 | $15,681,690 |
Leta Mcfarlin Chapman Memorial Tr Tulsa, OK | $288,782,253 | $9,376,594 |
The Global Orphan Project Inc Kansas City, MO | $12,087,754 | $16,385,536 |
Nancy Ann Hunt Foundation Dallas, TX | $31,623,544 | $3,101,295 |
Don & Sybil Harrington Foundation Amarillo, TX | $137,610,156 | $21,691,315 |
John G Kenedy Jr Charitable Trust San Antonio, TX | $156,709,366 | $16,142,301 |
Src Benefit Programs Trust Springfield, MO | $118,089 | $9,937,850 |
Bnsf Foundation Fort Worth, TX | $5,580,534 | $10,145,505 |
Walter S & Evan C Jones Trust Bank Iv Kansas Na Ttee Dallas, TX | $63,158,301 | $11,519,606 |
Thomas M & Helen Mckee & John P Ryan Foundation Inc Fort Worth, TX | $135,188,288 | $6,250,331 |
Charles G Woodward Tr Uw Dallas, TX | $129,576,152 | $18,439,245 |
John G Kenedy Jr Charitable Tr -Surface Estate Tr San Antonio, TX | $47,111,872 | $10,559,440 |