Civic Intelligence

The Bates and Margaret Chappell Foundation

990PF • Fiscal year 2022 • EIN 54-6457604

Apr 01, 2021 to Mar 31, 2022 • Filed on Jan 16, 2023

Organization Profile
3594 Haddon Hall RoadAtlanta, GA 30327

(404) 964-9915

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

88th percentile

51%

Higher net margin than 88% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

53rd percentile

0.9%

Faster asset growth than 53% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

3rd percentile

-98%

Faster revenue growth than 3% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$324,049

Up $2,839 (+0.9%) from 2021

Net Assets

Up

$324,049

Up $2,839 (+0.9%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin88th percentile

Revenue

Down

$5,573

Down $301,923 (-98%) from 2021

Expenses

Up

$2,734

Up $2,448 (+856%) from 2021

Net Income

Down

$2,839

Down $304,371 (-99%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400K$300K$200K$100K$0Assets 2012: $4,573Liabilities 2012: $02012Assets 2013: $20,318Liabilities 2013: $02013Assets 2014: $23,158Liabilities 2014: $0Net Assets 2014: $23,1582014Assets 2015: $23,787Liabilities 2015: $0Net Assets 2015: $23,7872015Assets 2016: $21,613Liabilities 2016: $0Net Assets 2016: $21,6132016Assets 2017: $17,427Liabilities 2017: $0Net Assets 2017: $17,4272017Assets 2018: $17,786Liabilities 2018: $0Net Assets 2018: $17,7862018Assets 2019: $17,240Liabilities 2019: $0Net Assets 2019: $17,2402019Assets 2020: $14,000Liabilities 2020: $0Net Assets 2020: $14,0002020Assets 2021: $321,210Liabilities 2021: $0Net Assets 2021: $321,2102021Assets 2022: $324,049Liabilities 2022: $0Net Assets 2022: $324,0492022Assets 2023: $325,186Liabilities 2023: $0Net Assets 2023: $325,1862023Assets 2024: $297,660Liabilities 2024: $0Net Assets 2024: $297,6602024Assets 2025: $286,810Liabilities 2025: $0Net Assets 2025: $286,8102025

Highlighted filing

2022

Assets$324,049
Liabilities$0
Net Assets$324,049
Open 2022 Filing

Operations Trend

Revenue Growth3rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$300K$200K$100K$0-$100KRevenue 2012: $689Expenses 2012: $3,705Net Income 2012: -$3,0162012Revenue 2013: $17,995Expenses 2013: $2,250Net Income 2013: $15,7452013Revenue 2014: $4,840Expenses 2014: $2,000Net Income 2014: $2,8402014Revenue 2015: $2,629Expenses 2015: $2,000Net Income 2015: $6292015Revenue 2016: $919Expenses 2016: $3,093Net Income 2016: -$2,1742016Revenue 2017: $856Expenses 2017: $5,042Net Income 2017: -$4,1862017Revenue 2018: $884Expenses 2018: $525Net Income 2018: $3592018Revenue 2019: $980Expenses 2019: $1,525Net Income 2019: -$5452019Revenue 2020: $2,285Expenses 2020: $5,525Net Income 2020: -$3,2402020Revenue 2021: $307,496Expenses 2021: $286Net Income 2021: $307,2102021Revenue 2022: $5,573Expenses 2022: $2,734Net Income 2022: $2,8392022Revenue 2023: $2,755Expenses 2023: $1,618Net Income 2023: $1,1372023Revenue 2024: $1,852Expenses 2024: $29,378Net Income 2024: -$27,5262024Revenue 2025: $16,351Expenses 2025: $27,201Net Income 2025: -$10,8502025

Highlighted filing

2022

Revenue$5,573
Expenses$2,734
Net Income$2,839
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2021 to Mar 31, 2022
Signed
Jan 16, 2023
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM B CHAPPELL JRTrustee-$0--
MARY MARGARET CHAPPELLTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Bates and Margaret Chappell Foundation
EIN
54-6457604
Phone
4049649915
Address
3594 HADDON HALL ROAD, ATLANTA, GA 30327

Signing Officer

Name
William B Chappell Jr
Title
Director
Phone
4049649915
Signed
2023-01-16
Discuss with paid preparer
Yes

Preparer

Firm
Worcester and Ganzert CPA Pc
Address
7122-C FOREST HILL AVENUE, RICHMOND, VA 23225
Preparer
Kevin E Ganzert
Phone
8043204707
Raw XML Appendix287 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt01768
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0THOMPSON MCMULLAN PC LEGAL
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01768
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt010778
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt13306
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt217580
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt32396
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt464892
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt51839
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt625775
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt710392
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt825017
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt924462
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1024692
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1124826
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1221417
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt130
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt140
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt08259
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13434
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt216178
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt32886
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt476735
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt53326
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt625163
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt714362
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt825354
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt926247
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1029124
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1119202
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1217010
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13297
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14512
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0100 SHS EXXON MOBILE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1140 SHS BARRICK GOLD CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2200 SHS BRUNSWICK CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3200 SHS CARS COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42049 SHS CSX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5100 SHS DONNELLEY FINL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6275 SHS GENERAL ELECTRIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7200 SHS HARTFORD FINL SVC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8195 SHS IBM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9263 MCCORMICK & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10174 SHS PEPSICO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11140 SHS WALT DISNEY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12133 SHS ZIMMER BIOMET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1313 SHS ZIMVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1439 SHS KYNDRYL HLDGS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt025032
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt127752
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt065 SHS ISHARES CORE S&P ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt111991 MEDLIST DIVERSIFIED REIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt029490
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt112710
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt05573
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt05573
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt05573
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01768
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01768
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt05573
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt05573
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt02839
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02839
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0966
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0966
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt02734
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02734
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt05573
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt05573
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt02734
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt02734
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt02839
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0324049
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0321210
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0324049
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt015789
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt015789
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt015789
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt015828
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt039
IRS990PF/DistributableAmountGrp/TotalTaxAmt039
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt039
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt039
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt039
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt039
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt0324182
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt011054
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt013893
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt013893
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0257372
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0257372
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0268089
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt052784
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt052784
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt042200
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0321210
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0324049
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0321210
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0324049
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0324182
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0321210
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0324049
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0321210
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0324049
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0321386
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt011966
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0309420
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt04821
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt015828
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0316565
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0321386
IRS990PF/NameChangeInd0X
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WILLIAM B CHAPPELL JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARY MARGARET CHAPPELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt03594 HADDON HALL RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt12633 KENSINGTON AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0ATLANTA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1RICHMOND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0GA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1VA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd030327
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd123220
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0WILLIAM B CHAPPELL JR
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt03594 HADDON HALL RD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ATLANTA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0GA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd030327
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0VA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum04049649915
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt015789
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt07402
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt05000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01402
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt07402
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt07402
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt08387
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0966
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0KANAWHA CAPITAL MANAGEMENT MANAGEMENT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0966
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM B CHAPPELL JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04049649915
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-01-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BATES AND MARGARET CHAPPELL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BATE
ReturnHeader/Filer/EIN0546457604
ReturnHeader/Filer/PhoneNum04049649915
ReturnHeader/Filer/USAddress/AddressLine1Txt03594 HADDON HALL ROAD
ReturnHeader/Filer/USAddress/CityNm0ATLANTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030327
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541114178
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WORCESTER AND GANZERT CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07122-C FOREST HILL AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RICHMOND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd023225
ReturnHeader/PreparerPersonGrp/PhoneNum08043204707
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEVIN E GANZERT
ReturnHeader/ReturnTs02023-01-19T10:19:12-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WILLIAM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CHAPPELL JR
ReturnHeader/TaxPeriodBeginDt02021-04-01
ReturnHeader/TaxPeriodEndDt02022-03-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$324,049
Liabilities
$0
Net assets
$324,049
Revenue
$5,573
Expenses
$2,734
Net income
$2,839
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.16$0.27$0.11
2024Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.02$0.29$0.28
2023Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$0.03$0.02$0.01
2022Detailed filing. Detailed filing data is available for this year.$3.24$0.00$3.24$0.06$0.03$0.03
2021Detailed filing. Detailed filing data is available for this year.$3.21$0.00$3.21$3.07$0.00$3.07
2020Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.02$0.06$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.01$0.02$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.01$0.01$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.01$0.05$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.01$0.03$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.03$0.02$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.05$0.02$0.03
2013Summary only. Only limited summary data is available for this year.$0.20$0.00$0.18$0.02$0.16
2012Summary only. Only limited summary data is available for this year.$0.05$0.00$0.01$0.04$0.03