James A & Leta M Chapman Testamentary Charitable Tr
- Assets
- $64.2m
- Revenue
- $2.6m
- Investments
- $17.6m
- Employees
- 0
- Location
- Tulsa, OK
- Founding
- 01/1968
- Data as of
- 12/2023
- EIN
- 73-6113144
Organization Overview
James A & Leta M Chapman Testamentary Charitable Tr is located in Tulsa, OK. The organization was established in 1968. 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. James A & Leta M Chapman Testamentary Charitable Tr 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 12/2023, James A & Leta M Chapman Testamentary Charitable Tr generated $2.6m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 5 years, the organization has seen revenues fall by an average of (12.4%) each year. All expenses for the organization totaled $3.8m during the year ending 12/2023. You can explore the organizations financials more deeply in the financial statements section below.
Since 2019, James A & Leta M Chapman Testamentary Charitable Tr has awarded 20 individual grants totaling $16,367,986. 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
2023
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 HOLLAND HALL
TULSA PSYCHIATRIC CENTER
FINANCIAL SUPPORT TO PRESBYTERIAN CHILDRENS HOME & SERVICES
FINANCIAL SUPPORT TO THE PROTESTANT EPISCOPAL
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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 | $1,372,785 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $606,029 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $2,563,595 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $3,458,708 |
| 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. | $321,693 |
| Compensation of current officers, directors, key employees. | $321,693 |
| 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 | $71 |
| Fees for services: Accounting | $4,300 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $3,280 |
| 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 | $3,823,167 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $698,513 |
| 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 | $45,892,113 |
| Investments—other securities | $17,606,523 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $64,197,149 |
| 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 | $64,197,149 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $64,197,149 |
Grants Awarded
Over the last fiscal year, James A & Leta M Chapman Testamentary Charitable Tr has awarded $3,458,708 in support to 4 organizations.
| Grant Recipient | Amount |
|---|---|
HOLLAND HALL SCHOOL PURPOSE: SUPPORT SCHOOL | $857,777 |
TULSA PSYCHIATRIC CENTER PURPOSE: SUPPORT HOSPITAL | $866,670 |
PROTESTANT EPISCOPAL CHURCH FOUNDATION PURPOSE: SUPPORT FOUNDATION | $865,584 |
PRESBYTERIAN CHILDRENS HOMES & SERVICES PURPOSE: SUPPORT CHILDREN & YOUTH SERVICES | $868,677 |