J A & Leta M Chapman Tr 10267
- Assets
- $131.4m
- Revenue
- $5.9m
- Investments
- $42.0m
- Employees
- 0
- Location
- Tulsa, OK
- Founding
- 12/1915
- Data as of
- 12/2022
- 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 12/2022, J A & Leta M Chapman Tr 10267 generated $5.9m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 4 years, the organization has seen revenues fall by an average of (8.5%) each year. All expenses for the organization totaled $7.7m during the year ending 12/2022. 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 24 individual grants totaling $25,961,932. 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
990T
Mission & Program ActivityExcerpts From the 990T Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
PROVIDES DIRECT AND PERMANENT SUPPORT TO THE NAMED BENEFICIARIES.
Describe the Organization's Program Activity:
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 | |
|---|---|
| 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 | $2,079,442 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $1,783,907 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $5,947,128 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $7,090,800 |
| 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. | $502,252 |
| Compensation of current officers, directors, key employees. | $502,252 |
| 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 | $962 |
| Fees for services: Accounting | $10,100 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $13,780 |
| 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 | $7,682,560 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $3,691,618 |
| 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 | $85,731,256 |
| Investments—other securities | $41,992,296 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $131,415,170 |
| 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 | $131,415,170 |
| 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 | $131,415,170 |
Grants Awarded
Over the last fiscal year, J A & Leta M Chapman Tr 10267 has awarded $7,090,800 in support to 6 organizations.
| Grant Recipient | Amount |
|---|---|
JOHN BROWN UNIVERSITY PURPOSE: SUPPORT UNIVERSITY | $354,540 |
THE UNIVERSITY OF TULSA PURPOSE: SUPPORT UNIVERSITY | $2,127,240 |
OKLAHOMA MEDICAL RESEARCH FOUNDATION PURPOSE: SUPPORT FOUNDATION | $1,343,245 |
ST JOHN MEDICAL CENTER PURPOSE: SUPPORT MEDICAL CENTER | $671,622 |
TRINITY UNIVERSITY PURPOSE: SUPPORT UNIVERSITY | $1,772,700 |
TULSA AREA UNITED WAY PURPOSE: HUMAN SERVICES | $821,453 |