Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 01-01-2022 , and ending 12-31-2022
Name of foundation
HEARIN - CHANDLER FOUNDATION
C/O THOMAS B VAN ANTWERP TRUSTEE
Number and street (or P.O. box number if mail is not delivered to street address)P O BOX 450
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MOBILE, AL36601
A Employer identification number

63-6075470
B Telephone number (see instructions)

(251) 694-1957
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$52,974,454J Accounting method:
MODIFIED CASH
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 86 86  
4 Dividends and interest from securities... 1,144,834 1,144,834  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,617,089
b Gross sales price for all assets on line 6a 4,136,695
7 Capital gain net income (from Part IV, line 2)... 1,617,089
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
63,809 57,119  
12 Total. Add lines 1 through 11........ 2,825,818 2,819,128  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 290,966 145,483   145,483
14 Other employee salaries and wages...... 52,937 26,468   26,469
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
17,500 8,750   8,750
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
263,990 263,990   0
17 Interest............... 1,417 0   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
85,409 22,237   7,664
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
2,093 0  
20 Occupancy.............. 20,200 0   0
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
66,409 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 800,921 466,928   188,366
25 Contributions, gifts, grants paid....... 2,685,000 2,685,000
26 Total expenses and disbursements. Add lines 24 and 25 3,485,921 466,928   2,873,366
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -660,103
b Net investment income (if negative, enter -0-) 2,352,200
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 758,533 114,647 114,647
2 Savings and temporary cash investments......... 205,078 163,165 163,165
3 Accounts receivable right arrow7,325
Less: allowance for doubtful accounts right arrow     7,325 7,325
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 18,711,468 Click to see attachment
List of Attached Documents:
// Content
20,252,244 		38,852,960
c Investments—corporate bonds (attach schedule)....... 206,023 Click to see attachment
List of Attached Documents:
// Content
206,023 		171,126
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 16,061,475 Click to see attachment
List of Attached Documents:
// Content
14,490,925 		13,588,953
14 Land, buildings, and equipment: basis right arrow124,606
Less: accumulated depreciation (attach schedule) right arrow76,297 164 Click to see attachment
List of Attached Documents:
// Content
48,309 		48,309
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
27,969 		Click to see attachment
List of Attached Documents:
// Content
27,969 		Click to see attachment
List of Attached Documents:
// Content
27,969
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 35,970,710 35,310,607 52,974,454
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 21,505,248 21,505,248
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 14,465,462 13,805,359
29 Total net assets or fund balances (see instructions)..... 35,970,710 35,310,607
30 Total liabilities and net assets/fund balances (see instructions). 35,970,710 35,310,607
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
35,970,710
2
Enter amount from Part I, line 27a .....................
2
-660,103
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
35,310,607
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
35,310,607
Form 990-PF (2022)
Form 990-PF (2022)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES P    
b CAPITAL GAINS DIVIDENDS P    
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 4,115,644   2,519,606 1,596,038
b 21,051     21,051
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       1,596,038
b       21,051
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,617,089
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Form 990-PF (2022)
Form 990-PF (2022)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 32,696
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 32,696
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 32,696
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. Click to see attachment
List of Attached Documents:
// Content
8 1,516
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 34,212
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow   Refundedright arrow 11  
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowAL
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2022 or the taxable year beginning in 2022? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
Form 990-PF (2022)
Form 990-PF (2022)
Page 5
Part VI-A
Statements Regarding Activities (continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowTHE ORGANIZATION Telephone no.right arrow (251) 694-1957

Located atright arrowP O BOX 450MOBILEAL ZIP+4right arrow36601
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2022? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2022 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2022.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
THOMAS B VAN ANTWERP TRUSTEE
40.00 		290,966 0 0
P O BOX 450
MOBILE,AL36601
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2022)
Form 990-PF (2022)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
MITCHELL MCLEOD PUGH & WILLIAMS INVESTMENT ADVISORY SERVICES 263,990
2610 DAUPHIN ST
MOBILE,AL36606
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2022)
Form 990-PF (2022)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
55,649,764
b
Average of monthly cash balances.......................
1b
99,956
c
Fair market value of all other assets (see instructions)................
1c
34,237
d
Total (add lines 1a, b, and c).........................
1d
55,783,957
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
55,783,957
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
836,759
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
54,947,198
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,747,360
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
2,747,360
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
32,696
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
32,696
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,714,664
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,714,664
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
2,714,664
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
2,873,366
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
2,873,366
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2021 		(c)
2021 		(d)
2022
1 Distributable amount for 2022 from Part X, line 7 2,714,664
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 2,683,627
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2017......  
b From 2018......  
c From 2019......  
d From 2020......  
e From 2021......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 2,873,366
a Applied to 2021, but not more than line 2a 2,683,627
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2022 distributable amount..... 189,739
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2022. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 .......... 		2,524,925
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2017 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2018....  
b Excess from 2019....  
c Excess from 2020....  
d Excess from 2021....  
e Excess from 2022....  
Form 990-PF (2022)
Form 990-PF (2022)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2022, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
THOMAS B VAN ANTWERP TRUSTEE
PO BOX 450
MOBILE,AL36601
(251) 694-1957
bThe form in which applications should be submitted and information and materials they should include:
LETTER FORMAT - 501(C)(3) ORG - PURPOSE OF GRANT - HISTORY OF ORGANIZATION
cAny submission deadlines:
OCTOBER 1 OF EACH YEAR
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NONE
Form 990-PF (2022)
Form 990-PF (2022)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ALABAMA COASTAL FOUNDATION

PO BOX 1073
MOBILE,AL36633 		  PUBLIC OPERATING 50,000

ALABAMA KIDNEY FOUNDATION

265 RIVERCHASE PARKWAY EAST
BIRMINGHAM,AL35244 		  PUBLIC OPERATING 10,000

ALABAMA SCHOOL OF MATH AND SCIENCE

1255 DAUPHIN STREET
MOBILE,AL36604 		  PUBLIC OPERATING 75,000

ALABAMA SHAKESPEARE FESTIVAL

1 FESTIVAL DRIVE
MONTGOMERY,AL36117 		  PUBLIC OPERATING 50,000

AMERICAN CANCER SOCIETY

1110 MONTLIMAR DR 420
MOBILE,AL36609 		  PUBLIC OPERATING 10,000

AMERICAN RED CROSS

35 N SAGE AVE
MOBILE,AL36607 		  PUBLIC OPERATING 5,000

ASSISTANCE LEAGUE OF MOBILE

PO BOX 850212
MOBILE,AL36685 		  PUBLIC OPERATING 1,000

BALDWIN COUNTY YOUTH ORCHESTRA

10967 SKY LANE
FAIRHOPE,AL36532 		  PUBLIC OPERATING 25,000

BARTON ACADEMY

PO BOX 571
MOBILE,AL36601 		  PUBLIC CAPITAL 50,000

BIG BROTHERS BIG SISTERS SO - ALA YMCA

101 NORTH WATER STREET
MOBILE,AL36602 		  PUBLIC OPERATING FUND 20,000

BOY SCOUTS OF AMERICA COUNCIL

2587 GOVERNMENT BLVD
MOBILE,AL36606 		  PUBLIC OPERATING 10,000

CHRIST CHURCH CATHEDRAL

115 S CONCEPTION ST
MOBILE,AL36602 		  PUBLIC CAPITAL 315,000

CLASSICAL BALLET OF MOBILE INC

PO BOX 8124
MOBILE,AL36689 		  PUBLIC OPERATING 25,000

COMMUNITY SERVICES FOR VISION REHAB (CSVR)

600 BEL AIR BLVD STE 110
MOBILE,AL36606 		  PUBLIC OPERATING 10,000

CONTACT ARCHEOLOGY INC

PO BOX 30576
PENSACOLA,FL32503 		  PUBLIC OPERATING 10,000

COUNTRY CLUB ESTATES NEIGHBORHOOD ASSOCIATION

PO BOX 81874
MOBILE,AL36689 		  PUBLIC OPERATING 35,000

CRITTENTON YOUTH SERVICES

30 SCHILLINGER RD STE 105
MOBILE,AL36608 		  PUBLIC OPERATING 15,000

CYSTIC FIBROSIS FOUNDATION

857 DOWNTOWNER BLVD D1
MOBILE,AL36609 		  PUBLIC OPERATING FUND 10,000

DAUPHIN RESTORATION SOCIETY

PO BOX 7455
MOBILE,AL36670 		  PUBLIC OPERATING 15,000

DISTINGUISHED YOUNG WOMEN

751 GOVERNMENT STREET
MOBILE,AL36602 		  PUBLIC OPERATING 5,000

DUMAS WESLEY COMMUNITY CENTER

PO BOX 7325
MOBILE,AL36670 		  PUBLIC OPERATING 90,000

EASTERN SHORE RECOVERY FOUNDATION

8162 WELL ROAD
DAPHNE,AL36526 		  PUBLIC OPERATING 50,000

FAIRHOPE FILM FESTIVAL

101 N SECTION S SUITE 108
FAIRHOPE,AL36532 		  PUBLIC OPERATING 10,000

FRIENDS OF ACKERVILLE BAPTIST CHURCH

65 S ANN ST
MOBILE,AL36604 		  PUBLIC OPERATING 60,000

HISTORIC RESTORATION SOCIETY INC

PO BOX 70047
MOBILE,AL36607 		  PUBLIC OPERATING 100,000

HOME OF GRACE

394 ALDOCK RD
EIGHT MILE,AL36613 		  PUBLIC CAPITAL 10,000

INFIRMARY FOUNDATION

PO BOX 2226
MOBILE,AL36652 		  PUBLIC OPERATING 1,000

L'ARCHE MOBILE INC

151 S ANN ST
MOBILE,AL36604 		  PUBLIC OPERATING 25,000

LA POINTE-KREBS FOUNDATION INC

4602 FORT ST
PASCAGOULA,MS39567 		  PUBLIC OPERATING 1,000

LILLIAN RECREATIONAL PARK

PO BOX 865
LILLIAN,AL36549 		  PUBLIC OPERATING 20,000

LITTLE SISTERS OF THE POOR

1655 MCGILL AVE
MOBILE,AL36604 		  PUBLIC OPERATING 15,000

MAIN STREET MOBILE

PO BOX 112
MOBILE,AL36601 		  PUBLIC OPERATING 50,000

MARDI GRAS PARK

163 GOVERNMENT ST
MOBILE,AL36602 		  PUBLIC CAPITAL 130,000

MCKEMIE PLACE

913 SOUTH BROAD STREET
MOBILE,AL36603 		  PUBLIC OPERATING 10,000

MISSISSIPPI HERITAGE TRUST

PO BOX 577
JACKSON,MS39205 		  PUBLIC OPERATING 100,000

MOBILE AREA CHAMBER OF COMMERCE

451 GOVERNMENT STREET
MOBILE,AL36602 		  PUBLIC CAPITAL 105,000

MOBILE BOTANICAL GARDENS

5151 MUSEUM DRIVE
MOBILE,AL36608 		  PUBLIC OPERATING 25,000

MOBILE CARNIVAL ASSOCIATION

PO BOX 2121
MOBILE,AL36652 		  PUBLIC FLORAL PARADE 20,000

MOBILE CARNIVAL ASSOCIATION

PO BOX 2121
MOBILE,AL36652 		  PUBLIC OPERATING 50,000

MOBILE KAPPA LEAGUE

PO BOX 81445
MOBILE,AL36689 		  PUBLIC OPERATING 10,000

MOBILE LAW ENFORCEMENT FOUNDATION

PO BOX 66447
MOBILE,AL36660 		  PUBLIC OPERATING 50,000

MOBILE OPERA

250 CONTI STREET
MOBILE,AL36602 		  PUBLIC CAPITAL 25,000

MOBILE'S SINGING CHILDREN

10 WESTMINSTER WAY
MOBILE,AL36608 		  PUBLIC OPERATING 30,000

MULHERIN CUSTODIAL HOME

2496 HALLS MILLS ROAD
MOBILE,AL36606 		  PUBLIC OPERATING 50,000

OCEAN HABITATS INC

410 SW WACAHOOTA
MICANOPY,FL32667 		  PUBLIC OPERATING 12,500

OZANAM CHARITABLE PHARMACY

571 DAUPHIN STREET
MOBILE,AL36602 		  PUBLIC OPERATING FUND 5,000

PASCAGOULA PRIDE

PO BOX 2335
PASCAGOULA,MS39569 		  PUBLIC OPERATING 30,000

PRICHARD PREPARATORY SCHOOL

743 MT SINAI AVE
MOBILE,AL36612 		  PUBLIC OPERATING 5,000

PROVIDENCE FESTIVAL OF FLOWERS

6801 AIRPORT BOULEVARD
MOBILE,AL36608 		  PUBLIC OPERATING 20,000

RESTORE MOBILE

PO BOX 40037
MOBILE,AL36640 		  PUBLIC OPERATING 10,000

RONALD MCDONALD HOUSE

1626 SPRINGHILL AVE
MOBILE,AL36604 		  PUBLIC OPERATING 4,500

SALVATION ARMY

1424 NE EXPRESS WAY
ATLANTA,GA30329 		  PUBLIC OPERATING 30,000

SOCIETY OF 1842

PO BOX 1566
MOBILE,AL36633 		  PUBLIC OPERATING FUND 30,000

SOCIETY OF 1868

PO BOX 25
MOBILE,AL36601 		  PUBLIC CAPITAL/OPERATING 50,000

ST FRANCIS AT THE POINT ANGLICAN CHURCH

17280 SCENIC HIGHWAY 98
POINT CLEAR,AL36564 		  PUBLIC CAPITAL 50,000

ST FRANCIS AT THE POINT ANGLICAN CHURCH

17280 SCENIC HIGHWAY 98
POINT CLEAR,AL36564 		  PUBLIC CAPITAL 50,000

ST IGNATIUS CATHOLIC PARISH

3704 SPRINGHILL AVE
MOBILE,AL36608 		  PUBLIC OPERATING 120,000

ST JOHN'S EPISCOPAL CHURCH

113 MADISON AVE
MONTGOMERY,AL36104 		  PUBLIC CAPITAL 30,000

ST LUKES EPISCOPAL SCHOOL

1400 UNIVERSITY BLVD
MOBILE,AL36609 		  PUBLIC OPERATING 12,500

ST MARY PARISH

107 N LAFAYETTE STREET
MOBILE,AL36604 		  PUBLIC OPERATING FUND 50,000

ST PAUL'S EPISCOPAL SCHOOL FOUNDATION

161 DOGWOOD LANE
MOBILE,AL36608 		  PUBLIC OPERATING 15,000

ST PAUL'S EPISCOPAL SCHOOL

161 DOGWOOD LANE
MOBILE,AL36608 		  PUBLIC OPERATING FUND 175,000

THE ALABAMA FOREST RESOURCES CENTER

8 SAINT JOSEPH ST SECOND FLOOR
MOBILE,AL36602 		  PUBLIC OPERATING 15,000

THE CENTRE

1256 FRANCES ST
DAPHNE,AL36526 		  PUBLIC OPERATING 10,000

THE NATURE CONSERVANCY

4245 NORTH FAIRFAX DRIVE SUITE 100
ARLINGTON,VA22203 		  PUBLIC CAPITAL 80,000

THE SHOULDER

7400 ROPER LN
DAPHNE,AL36526 		  PUBLIC OPERATING 20,000

THE VILLAGE OF SPRING HILL

4354-A OLD SHELL ROAD 145
MOBILE,AL36608 		  PUBLIC CAPITAL 25,000

UNIVERSITY OF MOBILE

5735 COLLEGE PARKWAY
MOBILE,AL36613 		  PUBLIC OPERATING 25,000

VICTORY HEALTH PARTNERS

3750 PROFESSIONAL PKWY
MOBILE,AL36609 		  PUBLIC OPERATING 10,000

WALTER ANDERSON MUSEUM OF ART

510 WASHINGTON AVE
OCEAN SPRINGS,MS39564 		  PUBLIC OPERATING 12,500

WATERFRONT RESCUE MISSION

206 STATE ST
MOBILE,AL36603 		  PUBLIC OPERATING 5,000
Total .................................right arrow 3a 2,685,000
bApproved for future payment

ALABAMA COASTAL FOUNDATION
PO BOX 1073
MOBILE,AL36633 		  PUBLIC OPERATING 50,000

ALABAMA SCHOOL OF MATH AND SCIENCE
1255 DAUPHIN STREET
MOBILE,AL36604 		  PUBLIC OPERATING 75,000

ALABAMA SHAKESPEARE FESTIVAL
1 FESTIVAL DRIVE
MONTGOMERY,AL36117 		  PUBLIC OPERATING 50,000

BALDWIN COUNTY YOUTH ORCHESTRA
10967 SKY LANE
FAIRHOPE,AL36532 		  PUBLIC OPERATING 50,000

BARTON ACADEMY
PO BOX 571
MOBILE,AL36601 		  PUBLIC CAPITAL 50,000

CHRIST CHURCH CATHEDRAL
115 S CONCEPTION ST
MOBILE,AL36602 		  PUBLIC CAPITAL 900,000

CITY OF MOBILE
205 GOVERNMENT ST
MOBILE,AL36602 		  PUBLIC CAPITAL 390,000

CLASSICAL BALLET OF MOBILE INC
PO BOX 8124
MOBILE,AL36689 		  PUBLIC OPERATING 25,000

DISTINGUISHED YOUNG WOMEN
751 GOVERNMENT STREET
MOBILE,AL36602 		  PUBLIC OPERATING 5,000

DUMAS WESLEY COMMUNITY CENTER
PO BOX 7325
MOBILE,AL36670 		  PUBLIC OPERATING 90,000

HISTORIC RESTORATION SOCIETY INC
PO BOX 70047
MOBILE,AL36607 		  PUBLIC OPERATING 200,000

MISSISSIPPI HERITAGE TRUST
PO BOX 577
JACKSON,MS39205 		  PUBLIC OPERATING 700,000

MOBILE AREA CHAMBER OF COMMERCE
451 GOVERNMENT STREET
MOBILE,AL36602 		  PUBLIC CAPITAL 100,000

MOBILE CARNIVAL ASSOCIATION
PO BOX 2121
MOBILE,AL36652 		  PUBLIC OPERATING FUND 50,000

MOBILE KAPPA LEAGUE
PO BOX 81445
MOBILE,AL36689 		  PUBLIC OPERATING 40,000

MOBILE LAW ENFORCEMENT FOUNDATION
PO BOX 66447
MOBILE,AL36660 		  PUBLIC OPERATING 100,000

MOBILE'S SINGING CHILDREN
10 WESTMINSTER WAY
MOBILE,AL36608 		  PUBLIC OPERATING 50,000

NEW ENGLAND HISTORIC GENEOLOGAL SOCIETY
99 NEWBERRY STREET
BOSTON,MA02116 		  PUBLIC OPERATING 250,000

NSCDA (NATIONAL SOCIETY OF THE COLONIAL DAMES OF AMERICA)
2715 QUE STREET NW
WASHINGTON,DC200073071 		  PUBLIC CAPITAL 300,000

SOCIETY OF 1868
PO BOX 25
MOBILE,AL36601 		  PUBLIC CAPITAL/OPERATING 250,000

ST FRANCIS AT THE POINT ANGLICAN CHURCH
17280 SCENIC HIGHWAY 98
POINT CLEAR,AL36564 		  PUBLIC OPERATING 50,000

ST IGNATIUS CATHOLIC PARISH
3704 SPRINGHILL AVE
MOBILE,AL36608 		  PUBLIC CAPITAL 520,000

ST JOHN'S EPISCOPAL CHURCH
113 MADISON AVE
MONTGOMERY,AL36104 		  PUBLIC CAPITAL 120,000

ST MARY'S PARISH
107 N LAFAYETTE STREET
MOBILE,AL36604 		  PUBLIC OPERATING FUND 200,000

ST PAUL'S EPISCOPAL SCHOOL
161 DOGWOOD LANE
MOBILE,AL36608 		  PUBLIC OPERATING 175,000

THE NATURE CONSERVANCY
4245 NORTH FAIRFAX DRIVE
ARLINGTON,VA22203 		  PUBLIC CAPITAL 160,000

UNIVERSITY OF MOBILE
5735 COLLEGE PARKWAY
EIGHT MILE,AL36613 		  PUBLIC CAPITAL 100,000

WALTER ANDERSON MUSEUM OF ART
510 WASHINGTON AVE
OCEAN SPRINGS,MS39564 		  PUBLIC OPERATING 12,500
Total ................................. right arrow 3b 5,062,500
Form 990-PF (2022)
Form 990-PF (2022)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 86  
4 Dividends and interest from securities ....     14 1,144,834  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 1,617,089  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOIL ROYALTIES 		211100 6,690      
bLP INVESTMENT INCOME 900099 23,822 14 33,297  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 30,512 2,795,306 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,825,818
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2022)
Form 990-PF (2022)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2022)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2022 AccountingFeesSchedule
Name:
HEARIN - CHANDLER FOUNDATION
 
C/O THOMAS B VAN ANTWERP TRUSTEE
EIN:
63-6075470
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PROFESSIONAL FEES 17,500 8,750   8,750

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2022 DepreciationSchedule
Name:
HEARIN - CHANDLER FOUNDATION
 
C/O THOMAS B VAN ANTWERP TRUSTEE
EIN:
63-6075470
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
OFFICE FURNISHINGS 2007-07-10 67,921 67,921 SL 10.000000000000 0 0    
COMPUTERS AND EQUIPMENT 2007-09-19 4,391 4,391 SL 7.000000000000 0 0    
LAPTOP 2010-09-16 2,467 2,467 SL 10.000000000000 0 0    
LEASEHOLD IMPROVEMENT - BATHROOM RENOVATIONS 2022-08-01 50,238   SL 10.000000000000 2,093 0    

TY 2022 InvestmentsCorpBondsSchedule
Name:
HEARIN - CHANDLER FOUNDATION
 
C/O THOMAS B VAN ANTWERP TRUSTEE
EIN:
63-6075470
Name of Bond End of Year Book Value End of Year Fair Market Value
ENTERPRISE PRODS VAR 7% 206,023 171,126

TY 2022 InvestmentsCorpStockSchedule
Name:
HEARIN - CHANDLER FOUNDATION
 
C/O THOMAS B VAN ANTWERP TRUSTEE
EIN:
63-6075470
Name of Stock End of Year Book Value End of Year Fair Market Value
10,811 AT&T INC (T) 278,375 199,031
3,628 ABBVIE INC 269,056 586,321
2,205 ADOBE SYSTEMS INC 211,377 742,049
3,000 ALASKA AIR GROUP INC DE 147,046 128,820
930 ALBEMARLE CORPORATION 63,648 201,680
1,980 ALIBABA GROUP HLDG LTD F 299,593 174,418
1,780 ALLSTATE CORPORATION 93,683 241,368
5,700 ALPHABET INC (GOOGLE INC CLASS A) 202,487 502,911
4,000 ALPHABET INC (GOOGLE INC CLASS C) 111,867 354,920
5,500 ALTRIA GROUP INC 248,669 251,405
3,400 AMAZON COM INC: AMZN 118,126 285,600
2,392 AMERICAN EXPRESS COMPANY 213,266 353,418
6,060 AMERICAN INTL GROUP NEW 220,024 383,234
1,950 AMERICAN TOWER CORP 181,759 413,127
3,260 ANHEUSER-BUSC INBEV ADRF 333,733 195,730
1,390 ELEVANCE HEALTH INC (FORMERLY ANTHEM INC) 158,977 713,028
3,030 APACHE CORP 135,003 141,440
7,530 APPLE INC: AAPL 230,328 978,373
6,630 APPLIED MATERIALS INC 187,420 645,629
2,420 ARCHER DANIELS MIDLAND 122,941 224,697
2,988 ATMOS ENERGY CORP. 17,015 334,865
8,080 BANK OF AMERICA CORP 143,703 267,610
2,000 BAXTER INTERNATIONAL INC 83,068 101,940
1,260 BERKSHIRE HATHAWAY B 182,792 389,214
1,720 BOEING CO 171,204 327,643
7,620 BRISTOL MYERS SQUIBB CO 391,463 548,259
2,000 BROADCOM INC: AVGO 303,337 1,118,260
6,000 CA WATER SERVICE GROUP 22,101 363,840
2,050 CATERPILLAR INC 222,695 491,098
1,735 CELANESE CORP SERIES A COM STK 91,963 177,386
2,520 CHEVRON CORPORATION 236,202 452,315
1,780 CHUBB LTD 197,818 392,668
10,580 CISCO SYSTEMS INC 289,395 504,031
3,450 CITIGROUP INC 179,545 156,044
2,680 CLOROX CO 173,965 376,084
1,780 CME GROUP INC (CLASS A) 130,537 299,325
13,070 COMCAST CORP (CLASS A) 125,415 457,058
23,250 CORNING INC 532,489 742,605
770 COSTCO WHOLESALE CO 139,611 351,505
1,830 CROWN CASTLE INTL 167,818 248,221
2,000 CVS HEALTH CORP 149,384 186,380
1,000 DEERE & CO 224,284 428,760
2,003 DELL TECHNOLOGIES 25,602 80,561
2,160 DIAMONDBACK ENERGY 4,836 295,445
1,870 DOCUSIGN INC 326,655 103,635
2,320 DUKE ENERGY CORP 199,915 238,937
8,120 EBAY INC 162,519 336,736
1,303 ECOLAB INC 63,340 189,665
5,750 ENBRIDGE INC 175,017 224,825
4,115 EXXON MOBIL CORPORATION 11,523 453,885
950 F M C CORP NEW: FMC 63,406 118,560
600 META PLATFORMS INC (CLASS A) 77,607 72,204
14,430 FLUOR CORP 460,542 500,144
3,900 FORD MOTOR COMPANY 68,321 45,357
1,300 GENERAL ELECTRIC COMPANY 122,397 108,927
2,000 GENERAL MOTORS CO 70,745 67,280
6,250 GILEAD SCIENCES INC 181,560 536,563
15,180 HEWLETT-PACKARD COMPANY 194,029 248,657
1,700 HOME DEPOT INC: HD 145,703 536,962
1,880 HONEYWELL INTL INC 93,829 402,884
7,000 HP INC 116,770 188,090
11,800 INTEL CORP 389,508 311,874
1,430 INTL BUSINESS MACHINES CORP (IBM) 160,566 201,473
3,500 JOHNSON & JOHNSON 185,804 618,275
2,507 JOHNSON CTLS INTL 114,545 160,448
3,500 JPMORGAN CHASE & CO 343,471 469,350
286 KYNDRYL HLDGS INC 7,039 3,180
2,360 LILLY ELI & CO 105,522 863,382
920 LINDE PLC 70,080 300,086
4,945 MEDTRONIC INC 389,188 384,325
5,000 MERCHANT & MARINE 197,514 195,000
4,880 MERCK & CO INC NEW COM 310,539 541,436
3,765 MICROSOFT CORP 168,041 902,922
3,410 MIDDLESEX WATER CO 49,381 268,265
4,670 MORGAN STANLEY: MS 155,884 397,043
950 NETFLIX INC 61,215 280,136
3,250 NIKE INC (CLASS B) 126,590 380,283
4,370 PAYCHEX INC 168,364 504,997
1,700 PAYPAL HOLDINGS 59,737 121,074
2,862 PEPSICO INC 95,826 517,049
3,750 PROCTER & GAMBLE CO 282,012 568,350
600 PROLOGIS INC 50,184 67,638
6,440 QUALCOMM INC 483,670 708,014
370 ROPER TECHNOLOGIES 148,041 159,873
6,790 SCHLUMBERGER LTD 322,036 362,993
2,000 SEALED AIR CORP 101,254 99,760
850 SHERWIN WILLIAMS CO 57,071 201,731
3,730 SOUTHERN COMPANY 199,736 266,359
810 STARBUCKS CORP 31,137 80,352
3,000 SYSCO CORPORATION 113,013 229,350
2,040 TESLA INC 295,413 251,287
945 THERMO FISHER SCIENTIC 147,965 520,402
2,060 TRAVELERS COMPANIES INC 225,099 386,229
2,500 UNION PACIFIC CORP 55,513 517,675
1,355 UNITED RENTALS INC 119,690 481,594
1,500 UNITEDHEALTH GROUP INC 147,971 795,270
7,500 US BANCORP DEL NEW: USB 301,364 327,075
1,850 VALERO ENERGY CORP 117,994 234,691
4,975 VANGUARD REAL ESTATE 420,657 410,338
4,944 VERIZON COMMUNICATIONS 239,491 194,794
3,420 VF CORPORATION 222,434 94,426
1,492 VMWARE INC 102,155 183,158
4,500 WALT DISNEY CO 245,968 390,960
8,560 WELLS FARGO BK N A: WFC 345,204 353,442
4,170 YUM BRANDS 134,420 534,094
7,000 YUM CHINA HOLDINGS 97,430 382,550
2,690 ALCOA CORP 199,383 122,314
1,840 DOLLAR GENERAL CORP 373,378 453,100
270 MASTERCARD INC CLASS A: MA 101,034 93,887
3,890 MONDELEZ INTL 250,307 259,269
240 T-MOBILE US INC 34,997 33,600
2,615 WARNER BROTHERS DISCOVER 85,407 24,790
11,830 MERCHANTS & MARINES BANKCORP INC 474,504 461,370

TY 2022 InvestmentsOtherSchedule2
Name:
HEARIN - CHANDLER FOUNDATION
 
C/O THOMAS B VAN ANTWERP TRUSTEE
EIN:
63-6075470
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
DODGE & COX INC FD AT COST 2,349,723 2,070,861
VANGUARD INTERM TERM INVESTMENT GRADE ADM AT COST 2,165,931 1,873,016
VANGUARD INTERM TERM BD INDEX ADMIRAL SHR AT COST 2,464,926 2,151,651
VANGUARD TOTAL INTL BD INDEX ADMIRAL AT COST 1,595,533 1,355,958
DFA INVESTMENT GRADE PORT INSTL AT COST 2,245,817 2,011,654
VANGUARD SHORT TERM BD INDEX ADMIRAL AT COST 1,028,182 939,256
VANGUARD DEVELOPED MKTS INDEX ADM AT COST 904,123 865,506
VANGUARD INTERNATIONAL VALUE AT COST 469,492 402,054
AMERICAN FD EUROPACIFIC GWTH FD AT COST 364,547 346,505
MFS INTL DIVERSIFICATION CL 1 AT COST 902,651 938,766
9,870 ENTERPRISE PRODUCTS PARTNERS LP AT COST 0 238,065
3,230 MAGELLAN MIDSTREAM PARTNERS LP AT COST 0 162,178
19,670 ENERGY TRANSFER LP AT COST 0 233,483

TY 2022 LandEtcSchedule2
Name:
HEARIN - CHANDLER FOUNDATION
 
C/O THOMAS B VAN ANTWERP TRUSTEE
EIN:
63-6075470
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
OFFICE FURNISHINGS 67,921 67,921 0  
COMPUTERS AND EQUIPMENT 4,391 4,391 0  
LAPTOP 2,467 2,467 0  
LEASEHOLD IMPROVEMENT - BATHROOM RENOVATIONS 50,238 2,093 48,145  


TY 2022 OtherAssetsSchedule
Name:
HEARIN - CHANDLER FOUNDATION
 
C/O THOMAS B VAN ANTWERP TRUSTEE
EIN:
63-6075470
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
OPERATION INTEREST- OIL WELLS 16,750 16,750 16,750
ART OBJECTS - RALPH CHANDLER BUSTS 11,219 11,219 11,219


TY 2022 OtherExpensesSchedule
Name:
HEARIN - CHANDLER FOUNDATION
 
C/O THOMAS B VAN ANTWERP TRUSTEE
EIN:
63-6075470
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INSURANCE 19,314 0   0
OIL PRODUCTION EXPENSES 9,400 0   0
OFFICE EXPENSES 34,298 0   0
MISCELLANEOUS EXPENSE 2,560 0   0
PAYROLL PROCESSING FEES 837 0   0


TY 2022 OtherIncomeSchedule2
Name:
HEARIN - CHANDLER FOUNDATION
 
C/O THOMAS B VAN ANTWERP TRUSTEE
EIN:
63-6075470
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OIL ROYALTIES 6,690   6,690
LP INVESTMENT INCOME 57,119   57,119


TY 2022 OtherProfessionalFeesSchedule
Name:
HEARIN - CHANDLER FOUNDATION
 
C/O THOMAS B VAN ANTWERP TRUSTEE
EIN:
63-6075470
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 263,990 263,990   0


TY 2022 TaxesSchedule
Name:
HEARIN - CHANDLER FOUNDATION
 
C/O THOMAS B VAN ANTWERP TRUSTEE
EIN:
63-6075470
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 14,574 14,574   0
PAYROLL TAXES 15,327 7,663   7,664
EXCISE TAX PAYMENT 55,508 0   0