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Nonprofit · EIN 73-6113144

JAMES A & LETA M CHAPMAN TESTAMENTARY CHARITABLE TR

Tax-exempt · TULSA, OK 74101

Financials

$2.6M$3.8M2023$4.3M$3.8M2024
Revenue Expenses · by fiscal year end
Financials of JAMES A & LETA M CHAPMAN TESTAMENTARY CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$4,338,140$3,817,467$520,673$64,655,012$0$64,655,012
December 31, 2023990$2,563,595$3,823,167-$1,259,572$64,197,149$0$64,197,149
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$3,439,153
Net gain from sales of assets
$1,953,799
Other revenue
$898,987

Expenses

Grants and similar amounts paid
$3,393,038
Compensation of officers, directors and key employees
$340,565
Salaries, compensation and benefits (total)
$340,565
Professional fundraising fees
$0
Accounting fees
$4,250
Program services (functional)
$3,393,038
Management and general (functional)
$424,429

Balance sheet and other

Total assets, start of year
$64,197,149
Total assets, end of year
$64,655,012
Total liabilities, end of year
$0
Net assets, end of year
$64,655,012
Publicly traded securities
$45,406,864
Gross unrelated business income
$28,358
Gross receipts
$18,003,053
Employees
0
Year formed
1966
State of legal domicile
OK

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
BANK OF OKLAHOMA NACORPORATE TRUSTEE
Institutional trustee
40$340,565
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
BANK OF OKLAHOMA NACORPORATE TRUSTEE
Institutional trustee
40$321,693

Address and contacts

Address (IRS master file)
PO BOX 1620, TULSA, OK 74101-1620
In care of
% BOKF NA
Principal officer (990 for 2024)
BOKF NA, PO BOX 1620, TULSA, OK 741011620
Signed the 990
BOKF NA, TRUSTEE
Phone
(918) 619-1526
Return prepared by
ERNST & YOUNG US LLP

Mission

PROVIDES DIRECT AND PERMANENT SUPPORT TO THE NAMED BENEFICIARIES

990 for the year ended December 31, 2024

Program accomplishments

  • FINANCIAL SUPPORT TO HOLLAND HALL SCHOOL
    Expenses $837,843 · grants $837,843
  • FINANCIAL SUPPORT TO PRESBYTERIAN CHILDRENS HOME & SERVICES
    Expenses $853,375 · grants $853,375
  • FINANCIAL SUPPORT TO THE PROTESTANT EPISCOPAL CHURCH FOUNDATION
    Expenses $850,401 · grants $850,401
  • FINANCIAL SUPPORT TO THE TULSA PSYCHIATRIC CENTER
    Expenses $851,419 · grants $851,419

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
73-6113144
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Donations deductible (Pub 78)
Supporting organization of unknown type
Exempt since
1968
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$64,655,012
Income (IRS master file)
$18,003,053

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$4,338,140$3,817,467$64,655,012XML
990-TDecember 2024–––IRS
990December 2023$2,563,595$3,823,167$64,197,149XML
990-TDecember 2023–––IRS
990December 2022$2,768,974$3,893,919$65,543,358IRS
990-TDecember 2022–––IRS
990December 2021–––IRS
990-TDecember 2021–––IRS
990December 2020–––IRS
990-TDecember 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 73-6113144).

Questions about JAMES A & LETA M CHAPMAN TESTAMENTARY CHARITABLE TR

What is the EIN of JAMES A & LETA M CHAPMAN TESTAMENTARY CHARITABLE TR?
The employer identification number (EIN) of JAMES A & LETA M CHAPMAN TESTAMENTARY CHARITABLE TR is 73-6113144.
Is JAMES A & LETA M CHAPMAN TESTAMENTARY CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1968.
Are donations to JAMES A & LETA M CHAPMAN TESTAMENTARY CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does JAMES A & LETA M CHAPMAN TESTAMENTARY CHARITABLE TR file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of JAMES A & LETA M CHAPMAN TESTAMENTARY CHARITABLE TR due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JAMES A & LETA M CHAPMAN TESTAMENTARY CHARITABLE TR last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of JAMES A & LETA M CHAPMAN TESTAMENTARY CHARITABLE TR?
The 990 for the year ended December 31, 2024 names BOKF NA.
Who are the officers and directors of JAMES A & LETA M CHAPMAN TESTAMENTARY CHARITABLE TR?
The 990 for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $340,565 (BANK OF OKLAHOMA NA, CORPORATE TRUSTEE).
How much revenue does JAMES A & LETA M CHAPMAN TESTAMENTARY CHARITABLE TR have?
On its 990 for the year ended December 31, 2024 it reported revenue of $4,338,140, expenses of $3,817,467 and total assets of $64,655,012 at year end.

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