Civic Intelligence

Chapple Harry Testamentary Trust

EIN 75-6590341 • 501(c)3 • San Angelo, TX

Profile

The organization is a charitable trust created under the last will of harry chapple. The will devised the residue of his estate to be used for and solely by the san angelo texas office of the salvation army, which is a qualified benevolent entity categorized as an irs section 501(c)(3) organization. The trust requires the trustee to pay the beneficiary in at least quarterly increments all of the net income of the trust estate and the beneficiary is to use such amounts solely for benevolent, charitable, and non-profit purposes benefitting needy people in tom green county, texas only.

2201 Sherwood WaySan Angelo, TX 76901-3057

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

34th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

77th percentile

24%

Higher net margin than 77% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Asset Growth

42nd percentile

0.3%

Faster asset growth than 42% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2025

Revenue Growth

73rd percentile

27%

Faster revenue growth than 73% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2025

Assets

Up

$915,442

Up $10,835 (+1.2%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$915,442

Up $10,835 (+1.2%) from 2024

Revenue

Up

$44,248

Up $14,868 (+51%) from 2024

Expenses

Down

$33,413

Down $1,056 (-3.1%) from 2024

Net Income

Up

$10,835

Up $15,924 (+313%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2010: $853,250Liabilities 2010: $0Net Assets 2010: $853,2502010Assets 2011: $850,228Liabilities 2011: $0Net Assets 2011: $850,2282011Assets 2012: $848,401Liabilities 2012: $0Net Assets 2012: $848,4012012Assets 2013: $866,831Liabilities 2013: $0Net Assets 2013: $866,8312013Assets 2014: $874,625Liabilities 2014: $0Net Assets 2014: $874,6252014Assets 2015: $870,869Liabilities 2015: $0Net Assets 2015: $870,8692015Assets 2016: $874,341Liabilities 2016: $0Net Assets 2016: $874,3412016Assets 2017: $891,346Liabilities 2017: $0Net Assets 2017: $891,3462017Assets 2018: $901,750Liabilities 2018: $0Net Assets 2018: $901,7502018Assets 2019: $896,286Liabilities 2019: $0Net Assets 2019: $896,2862019Assets 2020: $901,817Liabilities 2020: $0Net Assets 2020: $901,8172020Assets 2021: $918,989Liabilities 2021: $0Net Assets 2021: $918,9892021Assets 2022: $913,823Liabilities 2022: $0Net Assets 2022: $913,8232022Assets 2023: $909,696Liabilities 2023: $0Net Assets 2023: $909,6962023Assets 2024: $904,607Liabilities 2024: $0Net Assets 2024: $904,6072024Assets 2025: $915,442Liabilities 2025: $0Net Assets 2025: $915,4422025

Highlighted filing

2025

Assets$915,442
Liabilities$0
Net Assets$915,442

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20KExpenses 2010: $32,0222010Expenses 2011: $27,2942011Expenses 2012: $29,0892012Revenue 2013: $43,777Expenses 2013: $25,347Net Income 2013: $18,4302013Revenue 2014: $36,667Expenses 2014: $28,873Net Income 2014: $7,7942014Revenue 2015: $25,629Expenses 2015: $29,385Net Income 2015: -$3,7562015Revenue 2016: $34,777Expenses 2016: $31,305Net Income 2016: $3,4722016Revenue 2017: $48,560Expenses 2017: $31,555Net Income 2017: $17,0052017Revenue 2018: $42,415Expenses 2018: $32,011Net Income 2018: $10,4042018Revenue 2019: $28,827Expenses 2019: $34,291Net Income 2019: -$5,4642019Revenue 2020: $38,315Expenses 2020: $32,784Net Income 2020: $5,5312020Revenue 2021: $47,718Expenses 2021: $30,546Net Income 2021: $17,1722021Revenue 2022: $25,478Expenses 2022: $30,644Net Income 2022: -$5,1662022Revenue 2023: $27,641Expenses 2023: $31,768Net Income 2023: -$4,1272023Revenue 2024: $29,380Expenses 2024: $34,469Net Income 2024: -$5,0892024Revenue 2025: $44,248Expenses 2025: $33,413Net Income 2025: $10,8352025

Highlighted filing

2025

Revenue$44,248
Expenses$33,413
Net Income$10,835

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$9.15$0.00$9.15$0.44$0.33$0.11
2024Detailed filing. Detailed filing data is available for this year.$9.05$0.00$9.05$0.29$0.34$0.05
2023Detailed filing. Detailed filing data is available for this year.$9.10$0.00$9.10$0.28$0.32$0.04
2022Detailed filing. Detailed filing data is available for this year.$9.14$0.00$9.14$0.25$0.31$0.05
2021Detailed filing. Detailed filing data is available for this year.$9.19$0.00$9.19$0.48$0.31$0.17
2020Detailed filing. Detailed filing data is available for this year.$9.02$0.00$9.02$0.38$0.33$0.06
2019Detailed filing. Detailed filing data is available for this year.$8.96$0.00$8.96$0.29$0.34$0.05
2018Detailed filing. Detailed filing data is available for this year.$9.02$0.00$9.02$0.42$0.32$0.10
2017Detailed filing. Detailed filing data is available for this year.$8.91$0.00$8.91$0.49$0.32$0.17
2016Detailed filing. Detailed filing data is available for this year.$8.74$0.00$8.74$0.35$0.31$0.03
2015Detailed filing. Detailed filing data is available for this year.$8.71$0.00$8.71$0.26$0.29$0.04
2014Detailed filing. Detailed filing data is available for this year.$8.75$0.00$8.75$0.37$0.29$0.08
2013Detailed filing. Detailed filing data is available for this year.$8.67$0.00$8.67$0.44$0.25$0.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.48$0.00$8.48$0.29
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.50$0.00$8.50$0.27
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.53$0.00$8.53$0.32
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Feb 4, 2026
Return Version
2025v4.0
Gross Receipts
$157,903
Mission and Program Overview

Mission

The organization is a charitable trust created under the Last Will of Harry Chapple. The Will devised the residue of his estate to be used for and solely by the San Angelo Texas office of the Salvation Army, which is a qualified benevolent entity categorized as an IRS Section 501(c)(3) organization. The Trust requires the Trustee to pay the Beneficiary in at least quarterly increments all of the net income of the trust estate and the beneficiary is to use such amounts solely for benevolent, charitable, and non-profit purposes benefitting needy people in Tom Green County, Texas only.

The organization is a charitable trust created under the last will of harry chapple. The will devised the residue of his estate to be used for and solely by the san angelo texas office of the salvation army, which is a qualified benevolent entity categorized as an irs section 501(c)(3) organization. The trust requires the trustee to pay the beneficiary in at least quarterly increments all of the net income of the trust estate and the beneficiary is to use such amounts solely for benevolent, charitable, and non-profit purposes benefitting the needy people in tom green county, texas only.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$904,607$915,442▲ $10,835
Investments in Publicly Traded Securities$833,598$866,491▲ $32,893
Savings and Temporary Cash Investments$71,009$48,951▼ $22,058
Total Assets$904,607$915,442▲ $10,835
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$904,607$915,442▲ $10,835
Total Liabilities and Net Assets / Fund Balance$904,607$915,442▲ $10,835
Compensation and Service Providers

Board Members and Trustees

NameTitle
Grant WildeAvp & Trust
Katherine PetersonAvp & Trust
Casey BarrettBank Directo
Gary CoxBank Directo
J Mark MclaughlinBank Directo
Stanley JoyntonBank Directo
Joe PayneExec VP - Pl
Luke BrameSr VP-trust
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$44,248
Other Revenue
$0
Change in Net Assets
$10,835
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$22,348
Other Expenses$11,065
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$22,348--$22,348
Fees for Service Investment Mgmnt Fees-$10,130-$10,130
Fees for Services Accounting-$935-$935
Total Functional Expenses$22,348$11,065$0$33,413
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Salvation Army - San AngeloDallas, TX501c3Support San Angelo S$22,348
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

Members of the committee review the return before it is filed. The committee consists of bank trust officers, bank directors, the bank president, and an attorney.

Form 990, Page 6, Part VI, Line 12C

The trust department maintains a written conflicts policy. The members of the committee meet at least annually to review the policy and determine if any conflicts have arisen. And if so, to correct the situation.

Form 990, Page 6, Part VI, Line 15A

Does not apply. No compensation is paid to ceo, top management.

Form 990, Page 6, Part VI, Line 15B

Does not apply. No compensation is paid to officers or key employees.

Form 990, Page 6, Part VI, Line 19

Governing documents, conflict of interest policy, and financial statements are provided to anyone who requests such documents.

Filing and Contact Details

Filer

Filer Name
Chapple Harry Testamentary Trust
EIN
75-6590341
Phone
3259447528
Address
2201 SHERWOOD WAY, SAN ANGELO, TX 76901-3057

Signing Officer

Name
Joe Payne
Title
Exec VP - Plan Mgr
Phone
3259447528
Signed
2026-02-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joe Payne
Formed
2001
Legal Domicile
TX
Voting Board Members
8
Independent Board Members
8
Employees
0

Preparer

Firm
Harlow & Harlow Llp
Address
107 W TWOHIG AVE, SAN ANGELO, TX 76903
Preparer
David R Harlow CPA
Phone
3256555348
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The organization is a charitable trust created under the last will of harry chapple. The will devised the residue of his estate to be used for and solely by the san angelo texas office of the salvation army, which is a qualified benevolent entity categorized as an irs section 501(c)(3) organization. The trust requires the trustee to pay the beneficiary in at least quarterly increments all of the net income of the trust estate and the beneficiary is to use such amounts solely for benevolent, charitable, and non-profit purposes benefitting needy people in tom green county, texas only.

Raw XML Appendix371 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE ORGANIZATION IS A CHARITABLE TRUST CREATED UNDER THE LAST WILL OF HARRY CHAPPLE. THE WILL DEVISED THE RESIDUE OF HIS ESTATE TO BE USED FOR AND SOLELY BY THE SAN ANGELO TEXAS OFFICE OF THE SALVATION ARMY, WHICH IS A QUALIFIED BENEVOLENT ENTITY CATEGORIZED AS AN IRS SECTION 501(C)(3) ORGANIZATION. THE TRUST REQUIRES THE TRUSTEE TO PAY THE BENEFICIARY IN AT LEAST QUARTERLY INCREMENTS ALL OF THE NET INCOME OF THE TRUST ESTATE AND THE BENEFICIARY IS TO USE SUCH AMOUNTS SOLELY FOR BENEVOLENT, CHARITABLE, AND NON-PROFIT PURPOSES BENEFITTING THE NEEDY PEOPLE IN TOM GREEN COUNTY, TEXAS ONLY.
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BooksInCareOfDetail/PersonNm0JOE PAYNE EXEC VP PLAN MANAGER
IRS990/BooksInCareOfDetail/PhoneNum03259447536
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0TSB TRUST DEPT 2201 SHERWOOD WAY
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN ANGELO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0769013057
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt022348
IRS990/CYInvestmentIncomeAmt044248
IRS990/CYOtherExpensesAmt011065
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt010835
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt033413
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt044248
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0DURING 2025, THE HARRY CHAPPLE TESTAMENTARY TRUST DISTRIBUTED TO THE SOLE BENEFICIARY OF THE TRUST, THE SAN ANGELO TEXAS OFFICE OF THE SALVATION ARMY, ALL OF ITS NET INCOME TO BE USED BY SAID BENEFICIARY IN ITS SERVICE TO THE NEEDY PEOPLE OF TOM GREEN COUNTY, TEXAS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt022348
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0935
IRS990/FeesForServicesAccountingGrp/TotalAmt0935
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt010130
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt010130
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd1X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd2X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd3X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0GARY COX
IRS990/Form990PartVIISectionAGrp/PersonNm1STANLEY JOYNTON
IRS990/Form990PartVIISectionAGrp/PersonNm2J MARK MCLAUGHLIN
IRS990/Form990PartVIISectionAGrp/PersonNm3CASEY BARRETT
IRS990/Form990PartVIISectionAGrp/PersonNm4LUKE BRAME
IRS990/Form990PartVIISectionAGrp/PersonNm5JOE PAYNE
IRS990/Form990PartVIISectionAGrp/PersonNm6KATHERINE PETERSON
IRS990/Form990PartVIISectionAGrp/PersonNm7GRANT WILDE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0BANK DIRECTO
IRS990/Form990PartVIISectionAGrp/TitleTxt1BANK DIRECTO
IRS990/Form990PartVIISectionAGrp/TitleTxt2BANK DIRECTO
IRS990/Form990PartVIISectionAGrp/TitleTxt3BANK DIRECTO
IRS990/Form990PartVIISectionAGrp/TitleTxt4SR VP-TRUST
IRS990/Form990PartVIISectionAGrp/TitleTxt5EXEC VP - PL
IRS990/Form990PartVIISectionAGrp/TitleTxt6AVP & TRUST
IRS990/Form990PartVIISectionAGrp/TitleTxt7AVP & TRUST
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr02001
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt016517
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantAmt022348
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt022348
IRS990/GrantsToDomesticOrgsGrp/TotalAmt022348
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0130172
IRS990/GrossReceiptsAmt0157903
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt08
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt027731
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt027731
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0833598
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0866491
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TX
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0113655
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE ORGANIZATION IS A CHARITABLE TRUST CREATED UNDER THE LAST WILL OF HARRY CHAPPLE. THE WILL DEVISED THE RESIDUE OF HIS ESTATE TO BE USED FOR AND SOLELY BY THE SAN ANGELO TEXAS OFFICE OF THE SALVATION ARMY, WHICH IS A QUALIFIED BENEVOLENT ENTITY CATEGORIZED AS AN IRS SECTION 501(C)(3) ORGANIZATION. THE TRUST REQUIRES THE TRUSTEE TO PAY THE BENEFICIARY IN AT LEAST QUARTERLY INCREMENTS ALL OF THE NET INCOME OF THE TRUST ESTATE AND THE BENEFICIARY IS TO USE SUCH AMOUNTS SOLELY FOR BENEVOLENT, CHARITABLE, AND NON-PROFIT PURPOSES BENEFITTING NEEDY PEOPLE IN TOM GREEN COUNTY, TEXAS ONLY.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0904607
IRS990/NetAssetsOrFundBalancesEOYAmt0915442
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt016517
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt016517
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0JOE PAYNE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt023796
IRS990/PYInvestmentIncomeAmt029380
IRS990/PYOtherExpensesAmt010673
IRS990/PYRevenuesLessExpensesAmt0-5089
IRS990/PYTotalExpensesAmt034469
IRS990/PYTotalRevenueAmt029380
IRS990/ReconcilationRevenueExpnssAmt010835
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0904607
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0915442
IRS990/SavingsAndTempCashInvstGrp/BOYAmt071009
IRS990/SavingsAndTempCashInvstGrp/EOYAmt048951
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt029373
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt010673
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt029373
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt018700
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt018700
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt015895
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt015895
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt015895
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt015895
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt015895
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt023283
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt023283
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt075605
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt024721
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt022584
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt021216
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt020487
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt02492
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt098888
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt023283
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt024721
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt022584
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt021216
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt07084
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt091500
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt0935
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt022348
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt015895
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt01.000000000000
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt022348
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt023283
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THIS ORGANIZATION PROVIDES A STATEMENT TO THE SALVATION ARMY, THE SUPPORTED ORGANIZATION, EACH QUARTER AS WELL AS A FULL ANNUAL STATEMENT IN JANUARY OF EACH YEAR. THE QUARTERLY STATEMENTS ARE ACCOMPANIED BY A CHECK THAT REPRESENTS THE INCOME FOR THE QUARTER. THESE FUNDS ARE TO BE USED BY THE SUPPORTED ORGANIZATION IN THE FULFULLMENT OF ITS CHARITABLE PURPOSE. THE SUPPORTED ORGANIZATION IS AWARE THAT THE MOST RECENT FORM 990 IS AVAILABLE ONLINE. THE SUPPORTED ORGANIZATION RECEIVED A COPY OF THE TRUST AGREEMENT WHEN THE TRUST WAS ESTABLISHED AND IS FULLY AWARE OF THE INTENT OF THE TRUST. THE GOVERNING DOCUMENT HAS NOT BEEN CHANGED SINCE THE TRUST WAS ESTABLISHED.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THIS SUPPORTING ORGANIZATION IS MANAGED BY A TRUST DEPARTMENT OF A VERY RESPECTED LOCAL BANK. INVESTMENT DECISIONS OF THE SUPPORTING ORGANIZATION ARE MADE BY OFFICERS OF THE BANK'S TRUST DEPARTMENT WHOSE SOLE FUNCTION IS ASSET MANAGEMENT. A FULL ACCOUNTING OF THE ACTIVITY IS PROVIDED BY THE SUPPORTING ORGANIZATION TO THE SUPPORTED ORGANIZATION ON A REGULAR BASIS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2RESPONSIVENESS TEST. THIS SUPPORTING ORGANIZATION SUPPORTS ONLY ONE ORGANIZATION, THE SALVATION ARMY. THIS SUPPORTING ORGANIZATION SATISFIED THE RESPONSIVENESS TEST BY INFORMING THE SUPPORTED ORGANIZATION THAT A COPY OF THE MOST RECENT FORM 990 IS ALWAYS AVAILABLE ONLINE AND BY PROVIDING TO THE SUPPORTED ORGANIZATION OF COPY OF ANY UPDATED GOVERNING DOCUMENTS. THERE HAVE BEEN NO CHANGES TO THE GOVERNING DOCUMENTS SINCE THE TRUST WAS ESTABLISHED. ATTENTIVENESS TEST. THE SUPPORTED ORGANIZATION, THE SALVATION ARMY, SATISFIED THE ATTENTIVENESS TEST BY RECEIVING FROM THE SUPPORTING ORGANIZATION A SUFFICIENT PART OF ITS TOTAL SUPPORT TO ENSURE ATTENTIVENESS, BASED ON ALL PERTINENT FACTS. THERE IS FREQUENT COMMUNICATION BETWEEN THE SUPPORTING AND SUPPORTED ORGANIZATIONS AS TO USE OF THE FUNDS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION D, LINE 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART V, SECTION D, LINE 8
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0580660607
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt022348
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0SALVATION ARMY OFFICE OF SAN ANGELO
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0TEXAS (LOCAL CHAPTER)
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt022348
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt022348
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT SAN ANGELO S
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SALVATION ARMY - SAN ANGELO
IRS990ScheduleI/RecipientTable/RecipientEIN0580660607
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0P O BOX 2608
IRS990ScheduleI/RecipientTable/USAddress/CityNm0DALLAS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TX
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd075221
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS A CHARITABLE TRUST CREATED UNDER THE LAST WILL OF HARRY CHAPPLE. THE WILL DEVISED THE RESIDUE OF HIS ESTATE TO BE USED FOR AND SOLELY BY THE SAN ANGELO TEXAS OFFICE OF THE SALVATION ARMY, WHICH IS A QUALIFIED BENEVOLENT ENTITY CATEGORIZED AS AN IRS SECTION 501(C)(3) ORGANIZATION. THE TRUST REQUIRES THE TRUSTEE TO PAY THE BENEFICIARY IN AT LEAST QUARTERLY INCREMENTS ALL OF THE NET INCOME OF THE TRUST ESTATE AND THE BENEFICIARY IS TO USE SUCH AMOUNTS SOLELY FOR BENEVOLENT, CHARITABLE, AND NON-PROFIT PURPOSES BENEFITTING NEEDY PEOPLE IN TOM GREEN COUNTY, TEXAS ONLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS OF THE COMMITTEE REVIEW THE RETURN BEFORE IT IS FILED. THE COMMITTEE CONSISTS OF BANK TRUST OFFICERS, BANK DIRECTORS, THE BANK PRESIDENT, AND AN ATTORNEY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TRUST DEPARTMENT MAINTAINS A WRITTEN CONFLICTS POLICY. THE MEMBERS OF THE COMMITTEE MEET AT LEAST ANNUALLY TO REVIEW THE POLICY AND DETERMINE IF ANY CONFLICTS HAVE ARISEN. AND IF SO, TO CORRECT THE SITUATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOES NOT APPLY. NO COMPENSATION IS PAID TO CEO, TOP MANAGEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DOES NOT APPLY. NO COMPENSATION IS PAID TO OFFICERS OR KEY EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE PROVIDED TO ANYONE WHO REQUESTS SUCH DOCUMENTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0TX
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0904607
IRS990/TotalAssetsEOYAmt0915442
IRS990/TotalAssetsGrp/BOYAmt0904607
IRS990/TotalAssetsGrp/EOYAmt0915442
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt011065
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt022348
IRS990/TotalFunctionalExpensesGrp/TotalAmt033413
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0904607
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0915442
IRS990/TotalProgramServiceExpensesAmt022348
IRS990/TotalRevenueGrp/ExclusionAmt044248
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt044248
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0904607
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0915442
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02201 SHERWOOD WAY
IRS990/USAddress/CityNm0SAN ANGELO
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd076901
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOE PAYNE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXEC VP - PLAN MGR
ReturnHeader/BusinessOfficerGrp/PhoneNum03259447528
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHAPPLE HARRY TESTAMENTARY TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TEXAS STATE BANK TRUST DEPARTMENT
ReturnHeader/Filer/BusinessNameControlTxt0CHAP
ReturnHeader/Filer/EIN0756590341
ReturnHeader/Filer/PhoneNum03259447528
ReturnHeader/Filer/USAddress/AddressLine1Txt02201 SHERWOOD WAY
ReturnHeader/Filer/USAddress/CityNm0SAN ANGELO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0769013057
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0750776454
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HARLOW & HARLOW LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0107 W TWOHIG AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN ANGELO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd076903
ReturnHeader/PreparerPersonGrp/PhoneNum03256555348
ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID R HARLOW CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02026-02-14T16:17:03-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

Document Assets

No mirrored PDF or thumbnail assets are attached yet.