J A & Leta M Chapman Charitable Tr
- Assets
- $966.5m
- Revenue
- $64.1m
- Investments
- $257.0m
- Employees
- 0
- Location
- Tulsa, OK
- Founding
- 04/1970
- Data as of
- 12/2019
- EIN
- 73-6112228
Organization Overview
J A & Leta M Chapman Charitable Tr is located in Tulsa, OK. The organization was established in 1970. 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.
For the year ending 12/2019, J A & Leta M Chapman Charitable Tr generated $64.1m in total revenue. The organization has seen a slow decline revenue. Over the past 5 years, revenues have fallen by an average of (0.3%) each year. All expenses for the organization totaled $53.8m during the year ending 12/2019. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2019
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 ST JOHN MEDICAL CENTER
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Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $0 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $0 |
| Investment income | $17,311,331 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $35,983,127 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $64,088,635 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $49,835,857 |
| 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. | $3,372,422 |
| Compensation of current officers, directors, key employees. | $3,372,422 |
| 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 | $19,701 |
| Fees for services: Accounting | $53,900 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| 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 | $564,838 |
| Total functional expenses | $53,846,718 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | -$6,420 |
| Savings and temporary cash investments | $37,361,751 |
| 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 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $672,127,498 |
| Investments—other securities | $256,983,072 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $966,465,901 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| 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 | $966,465,902 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | -$1 |
| Total liabilities and net assets/fund balances | $966,465,901 |
Grants Awarded
Over the last fiscal year, J A & Leta M Chapman Charitable Tr has awarded $50,285,856 in support to 6 organizations.
| Grant Recipient | Amount |
|---|---|
Tulsa, OK PURPOSE: SUPPORT SCHOOL | $14,950,757 |
San Antonio, TX PURPOSE: SUPPORT SCHOOL | $12,458,964 |
Oklahoma City, OK PURPOSE: MEDICAL RESEARCH | $9,411,171 |
St Louis, MO PURPOSE: HEALTH SERVICES | $9,161,171 |
Siloam Springs, AR PURPOSE: SUPPORT SCHOOL | $2,941,793 |
Tulsa, OK PURPOSE: HUMAN SERVICES | $1,362,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
J A & Leta M Chapman Charitable Tr Tulsa, OK | $966,465,901 | $64,088,635 |
Nancy Ann Hunt Foundation Dallas, TX | $47,238,856 | $6,531,892 |
Leta Mcfarlin Chapman Memorial Tr Tulsa, OK | $296,304,969 | $18,821,630 |
The Walton Family Charitable Support Foundation Inc Bentonville, AR | $649,821,974 | $39,141,884 |
The Global Orphan Project Inc Kansas City, MO | $7,854,792 | $11,281,080 |
Thomas M & Helen Mckee & John P Ryan Foundation Inc Fort Worth, TX | $119,820,742 | $4,644,502 |
Src Benefit Programs Trust Springfield, MO | $162,975 | $9,275,976 |
John G Kenedy Jr Charitable Trust San Antonio, TX | $150,220,545 | $6,932,861 |
Walter S & Evan C Jones Trust Bank Iv Kansas Na Ttee Dallas, TX | $0 | $6,424,264 |
Mccombs Enterprises Flexible Benefit Cafeteria Plan & Trust San Antonio, TX | $4,895,463 | $8,106,381 |
John G Kenedy Jr Charitable Tr -Surface Estate Tr San Antonio, TX | $46,092,794 | $4,396,154 |
David M Crowley Foundation Dallas, TX | $142,891,403 | $6,004,507 |