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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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$62,847,786J 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 295 295  
4 Dividends and interest from securities... 1,428,454 1,428,454  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,707,669
b Gross sales price for all assets on line 6a 4,128,715
7 Capital gain net income (from Part IV, line 2)... 2,707,669
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
41,302 0  
12 Total. Add lines 1 through 11........ 4,177,720 4,136,418  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 323,495 161,747   161,748
14 Other employee salaries and wages...... 52,380 26,190   26,190
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
287,694 287,694   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
54,996 25,947   8,465
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
5,024 0  
20 Occupancy.............. 18,700 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
92,459 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 834,748 501,578   196,403
25 Contributions, gifts, grants paid....... 2,475,000 2,475,000
26 Total expenses and disbursements. Add lines 24 and 25 3,309,748 501,578   2,671,403
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 867,972
b Net investment income (if negative, enter -0-) 3,634,840
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 97,605 162,081 162,081
2 Savings and temporary cash investments......... 333,763 363,470 363,470
3 Accounts receivable right arrow36,108
Less: allowance for doubtful accounts right arrow     36,108  
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)....... 19,847,325 Click to see attachment
List of Attached Documents:
// Content
20,628,621 		47,973,545
c Investments—corporate bonds (attach schedule)....... 206,023 Click to see attachment
List of Attached Documents:
// Content
206,023 		196,682
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).......... 14,560,524 Click to see attachment
List of Attached Documents:
// Content
14,616,421 		14,113,911
14 Land, buildings, and equipment: basis right arrow124,606
Less: accumulated depreciation (attach schedule) right arrow86,345 43,285 Click to see attachment
List of Attached Documents:
// Content
38,261 		38,097
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
0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 35,116,494 36,078,954 62,847,786
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 13,611,246 14,573,706
29 Total net assets or fund balances (see instructions)..... 35,116,494 36,078,954
30 Total liabilities and net assets/fund balances (see instructions). 35,116,494 36,078,954
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
35,116,494
2
Enter amount from Part I, line 27a .....................
2
867,972
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
94,488
4
Add lines 1, 2, and 3 ..........................
4
36,078,954
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
36,078,954
Form 990-PF (2024)
Form 990-PF (2024)
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 PUBLICLY TRADED SECURITIES P    
c CAPITAL GAINS DIVIDENDS P    
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 4,168     4,168
b 4,073,778   1,421,046 2,652,732
c 50,769     50,769
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       4,168
b       2,652,732
c       50,769
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 2,707,669
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  
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 50,524
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 50,524
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 50,524
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 51,000
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 51,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 476
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow0 Refundedright arrow 11 476
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
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 2024 or the taxable year beginning in 2024? 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
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 2024, 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
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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 		323,495 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 (2024)
Form 990-PF (2024)
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 287,694
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 (2024)
Form 990-PF (2024)
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
61,200,481
b
Average of monthly cash balances.......................
1b
278,264
c
Fair market value of all other assets (see instructions)................
1c
68,593
d
Total (add lines 1a, b, and c).........................
1d
61,547,338
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
61,547,338
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
923,210
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
60,624,128
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
3,031,206
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
3,031,206
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
50,524
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
50,524
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,980,682
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,980,682
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
2,980,682
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
2,671,403
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
2,671,403
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 2,980,682
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 2,447,304
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 2,671,403
a Applied to 2023, but not more than line 2a 2,447,304
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 2024 distributable amount..... 224,099
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		2,756,583
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 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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 KIDNEY FOUNDATION

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

AMERICAN CANCER SOCIETY

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

AMERICAN RED CROSS

35 N SAGE AVE
MOBILE,AL36607 		  PUBLIC OPERATING 8,000

ANNUNCIATION GREEK ORTHODOX CHURCH

50 S ANN STREET
MOBILE,AL36604 		  PUBLIC OPERATING 12,500

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

BELLINGRATH GARDENS AND HOME

12401 BELLINGRATH GARDENS RD
THEODORE,AL36582 		  PUBLIC OPERATING 25,000

BIG BROTHERS BIG SISTERS SO - ALA YMCA

101 NORTH WATER STREET
MOBILE,AL36602 		  PUBLIC OPERATING FUND 10,000

CHRIST CHURCH CATHEDRAL

115 S CONCEPTION ST
MOBILE,AL36602 		  PUBLIC CAPITAL 395,000

CLASSICAL BALLET OF MOBILE INC

PO BOX 8124
MOBILE,AL36689 		  PUBLIC OPERATING 25,000

COUNTRY CLUB ESTATES NEIGHBORHOOD ASSOCIATION

PO BOX 81874
MOBILE,AL36689 		  PUBLIC OPERATING 50,000

CYSTIC FIBROSIS FOUNDATION

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

DAUPHIN ISLAND SEA LAB

101 BIENVILLE BLVD
DAUPHIN ISLAND,AL36528 		  PUBLIC OPERATING 20,000

DAUPHIN RESTORATION SOCIETY

PO BOX 7455
MOBILE,AL36670 		  PUBLIC OPERATING 5,000

DISTINGUISHED YOUNG WOMEN

751 GOVERNMENT STREET
MOBILE,AL36602 		  PUBLIC OPERATING 5,000

FAIRHOPE FILM FESTIVAL

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

HISTORIC RESTORATION SOCIETY INC

PO BOX 70047
MOBILE,AL36607 		  PUBLIC OPERATING 100,000

INFIRMARY FOUNDATION

PO BOX 2226
MOBILE,AL36652 		  PUBLIC OPERATING 52,500

LA POINTE-KREBS FOUNDATION INC

4602 FORT ST
PASCAGOULA,MS39567 		  PUBLIC OPERATING 20,000

MARDI GRAS PARK

163 GOVERNMENT ST
MOBILE,AL36602 		  PUBLIC CAPITAL 130,000

MARY'S SHELTER

PO BOX 18
ELBERTA,AL36530 		  PUBLIC OPERATING 10,000

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 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 MUSEUM OF ART

4850 MUSEUM DRIVE
MOBILE,AL36608 		  PUBLIC CAPITAL 100,000

MOBILE SYMPHONY

257 DAUPHIN STREET
MOBILE,AL36602 		  PUBLIC OPERATING FUND 50,000

MULHERIN CUSTODIAL HOME

2496 HALLS MILLS ROAD
MOBILE,AL36606 		  PUBLIC OPERATING 25,000

NEW ENGLAND HISTORIC GENEOLOGAL SOCIETY

99 NEWBERRY STREET
BOSTON,MA02116 		  PUBLIC OPERATING 150,000

OZANAM CHARITABLE PHARMACY

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

PERDUE HILL - CLAIBORNE FOUNDATION INC

PO BOX 91
PERDUE HILL,AL36470 		  PUBLIC OPERATING 25,000

PRICHARD PREPARATORY SCHOOL

743 MT SINAI AVE
MOBILE,AL36612 		  PUBLIC OPERATING 10,000

RONALD MCDONALD HOUSE

1626 SPRINGHILL AVE
MOBILE,AL36604 		  PUBLIC OPERATING 5,000

SALVATION ARMY

1424 NE EXPRESS WAY
ATLANTA,GA30329 		  PUBLIC OPERATING 25,000

SAVE A STRAY

3488 SPRINGHILL AVE
MOBILE,AL36608 		  PUBLIC OPERATING 10,000

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 IGNATIUS CATHOLIC PARISH

3704 SPRINGHILL AVE
MOBILE,AL36608 		  PUBLIC CAPITAL 100,000

ST JOHN'S EPISCOPAL CHURCH

113 MADISON AVE
MONTGOMERY,AL36104 		  PUBLIC CAPITAL 30,000

THE CAHABA FOUNDATION

PO BOX 465
SELMA,AL36702 		  PUBLIC OPERATING 25,000

THE NATURE CONSERVANCY

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

THE SOCIETY OF THE CINCINNATI

2118 MASSACHUSETTS AVE
WASHINGTON,DC20008 		  PUBLIC OPERATING 50,000

THE SOCIETY OF THE CINCINNATI IN THE STATE OF NH

2118 MASSACHUSETTS AVE
WASHINGTON,DC20008 		  PUBLIC OPEARTING 50,000

THE VESTRY ST FRANCES AT THE PT ANGLICAN CHURCH

17280 SCENIC HWY 98
POINT CLEAR,AL36564 		  PUBLIC OPERATING 5,000

UMS-WRIGHT PREPARATORY SCHOOL

65 MOBILE ST
MOBILE,AL36607 		  PUBLIC OPERATING 2,500

UNIVERSITY OF MOBILE

5735 COLLEGE PARKWAY
MOBILE,AL36613 		  PUBLIC CAPITAL 25,000

USS ALABAMA BATTLESHIP

2703 BATTLESHIP PKWY
MOBILE,AL36603 		  PUBLIC CAPITAL 2,500

VICTORY HEALTH PARTNERS

3750 PROFESSIONAL PKWY
MOBILE,AL36609 		  PUBLIC OPERATING 10,000

WATERFRONT RESCUE MISSION

206 STATE ST
MOBILE,AL36603 		  PUBLIC OPERATING 11,000

AFRICAN UNIVERSAL CHURCH

8355 JONESBORO ROAD
DAPHNE,AL36526 		  PUBLIC OPERATING 5,000

MOBILE'S SINGING CHILDREN

10 WESTMINSTER WAY
MOBILE,AL36608 		  PUBLIC OPERATING 30,000

SAFE HARBOR ANIMAL COALITION

PO BOX 196
FOLEY,AL36536 		  PUBLIC OPERATING 75,000

ST PAUL'S EPISCOPAL SCHOOL

161 DOGWOOD LANE
MOBILE,AL36608 		  PUBLIC OPERATING 25,000

ACKERVILLE BAPTIST CHURCH OF CHRIST

AL-89
PINE APPLE,AL36768 		  PUBLIC OPERATING 10,000

COMMUNITY OF MOBILE INC

PO BOX 70212
MOBILE,AL36670 		  PUBLIC OPERATING 25,000

FIRST LIGHT OF MOBILE

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

HISTORY MUSEUM OF MOBILE

111 S ROYAL ST
MOBILE,AL36602 		  PUBLIC OPERATING 15,000

PARKINSON ASSOCIATION OF ALABAMA INC

PO BOX 590146
BIRMINGHAM,AL35259 		  PUBLIC OPERATING 20,000

RAPAHOPE

2701 AIRPORT BLVD
MOBILE,AL36606 		  PUBLIC OPERATING 10,000

ST MARY'S CATHOLIC HCURCH

1453 OLD SHELL ROAD
MOBILE,AL36604 		  PUBLIC OPERATING 50,000

FRIENDS OF MAGNOLIA CEMETERY INC

1202 VIRGINIA ST
MOBILE,AL36604 		  PUBLIC OPERATING 50,000

UNITED CEREBRAL PALSY OF MOBILE

3058 DAUPHIN SQUARE CONN
MOBILE,AL36607 		  PUBLIC OPERATING 15,000

ARCHEOLOGICAL STUDIES USA

6052 USA DRIVE SOUTH
MOBILE,AL36688 		  PUBLIC OPERATING 20,000

VIA HEALTH FITNESS AND ENRICHMENT CENTER

1717 DAUPHIN STREET
MOBILE,AL36604 		  PUBLIC OPERATING 20,000

BROAD STREET RESTORATION SOCIETY

PO BOX 16917
MOBILE,AL36616 		  PUBLIC OPERATING 50,000
Total .................................right arrow 3a 2,475,000
bApproved for future payment

CHRIST CHURCH CATHEDRAL
115 S CONCEPTION ST
MOBILE,AL36602 		  PUBLIC CAPITAL 300,000

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

DOWNTOWN MOBILE ALLIANCE
261 DAUPHIN ST
MOBILE,AL36602 		  PUBLIC OPERATING 250,000

HISTORIC RESTORATION SOCIETY INC
PO BOX 70047
MOBILE,AL36607 		  PUBLIC OPERATING 100,000

LA POINTE-KREBS FOUNDATION INC
4602 FORT ST
PASCAGOULA,MS36567 		  PUBLIC OPERATING 80,000

MARDI GRAS PARK
104-148 S ROYAL ST
MOBILE,AL36602 		  PUBLIC CAPITAL 130,000

MISSISSIPPI HERITAGE TRUST
PO BOX 577
JACKSON,MS39205 		  PUBLIC OPERATING 500,000

MOBILE KAPPA LEAGUE
PO BOX 81445
MOBILE,AL36689 		  PUBLIC OPERATING 20,000

MOBILE MUSEUM OF ART
4850 MUSEUM DRIVE
MOBILE,AL36608 		  PUBLIC CAPITAL 400,000

MOBILE SYMPHONY
257 DAUPHIN STREET
MOBILE,AL36602 		  PUBLIC OPERATING 50,000

NEW ENGLAND HISTORIC GENEOLOGAL SOCIETY
99 NEWBERRY STREET
BOSTON,MA02116 		  PUBLIC OPERATING 550,000

SOCIETY OF 1868
PO BOX 25
MOBILE,AL36601 		  PUBLIC CAPITAL/OPERATING 150,000

ST IGNATIUS CATHOLIC PARISH
3704 SPRINGHILL AVE
MOBILE,AL36608 		  PUBLIC CAPITAL 300,000

ST JOHN'S EPISCOPAL CHURCH
113 MADISON AVE
MONTGOMERY,AL36104 		  PUBLIC CAPITAL 60,000

ST MARY'S PARISH
107 N LAFAYETTE STREET
MOBILE,AL36604 		  PUBLIC OPERATING FUND 100,000

THE CAHABA FOUNDATION
7400 ROPER LN
DAPHNE,AL36526 		  PUBLIC OPERATING 25,000

THE SOCIETY OF THE CINCINNATI
2118 MASSACHUSETTS AVE
WASHINGTON,DC20008 		  PUBLIC OPERATING 150,000

THE VESTRY ST FRANCIS AT THE POINT ANGLICAN CHURCH
17280 SCENIC HIGHWAY 98
POINT CLEAR,AL36564 		  PUBLIC OPERATING 25,000

UNIVERSITY OF MOBILE
5735 COLLEGE PARKWAY
EIGHT MILE,AL36613 		  PUBLIC CAPITAL 50,000

UNIVERSITY OF SOUTH ALABAMA
5828 OLD SHELL ROAD
MOBILE,AL36608 		  PUBLIC CAPITAL 20,000

FRIENDS OF MAGNOLIA CEMETERY INC
1202 VIRGINIA ST
MOBILE,AL36604 		  PUBLIC OPERATING 50,000

DAUPHIN ISLAND SEA LAB
101 BIENVILLE BLVD
DAUPHIN ISLAND,AL36528 		  PUBLIC OPERATING 15,000

PERDUE HILL - CLAIBORNE FOUNDATION INC
PO BOX 91
PERDUE HILL,AL36470 		  PUBLIC OPERATING 600,000

BROAD STREET RESTORATION SOCIETY
PO BOX 16917
MOBILE,AL36616 		  PUBLIC OPERATING 200,000

SAFE HARBOR ANIMAL COALITION
PO BOX 196
FOLEY,AL36536 		  PUBLIC OPERATING 75,000

NAVY LEAGUE OF THE UNITED STATES
2300 WILSON BLVD 200
ARLINGTON,VA22201 		  PUBLIC OPERATING 5,000
Total ................................. right arrow 3b 4,230,000
Form 990-PF (2024)
Form 990-PF (2024)
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 ........... 		    14 295  
4 Dividends and interest from securities ....     14 1,428,454  
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 2,707,669  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOIL ROYALTIES 		211100 5,733      
bLP INVESTMENT INCOME 900099 35,569 14    
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 41,302 4,136,418 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
4,177,720
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

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

TY 2024 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 7,117 SL 10.000000000000 5,024 0    

TY 2024 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% 206,023 196,682

TY 2024 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
7,121 AT&T INC (T) 185,130 162,145
3,348 ABBVIE INC 248,291 594,940
2,175 ADOBE SYSTEMS INC 290,455 967,179
3,000 ALASKA AIR GROUP INC DE 147,046 194,250
930 ALBEMARLE CORPORATION 45 0
1,980 ALIBABA GROUP HLDG LTD F 299,593 167,884
1,780 ALLSTATE CORPORATION 93,683 343,166
4,370 ALPHABET INC (GOOGLE INC CLASS A) 158,143 827,241
4,000 ALPHABET INC (GOOGLE INC CLASS C) 111,867 761,760
5,500 ALTRIA GROUP INC 248,669 287,595
3,900 AMAZON COM INC: AMZN 189,097 855,621
1,622 AMERICAN EXPRESS COMPANY 144,813 481,393
6,060 AMERICAN INTL GROUP NEW 220,024 441,168
2,830 ANHEUSER-BUSC INBEV ADRF 285,338 141,698
1,390 ELEVANCE HEALTH INC (FORMERLY ANTHEM INC) 158,977 512,771
3,030 APACHE CORP 135,003 69,963
6,870 APPLE INC: AAPL 210,846 1,720,385
6,500 APPLIED MATERIALS INC 183,745 1,057,095
2,420 ARCHER DANIELS MIDLAND 122,941 122,258
2,778 ATMOS ENERGY CORP. 15,819 386,892
8,080 BANK OF AMERICA CORP 143,703 355,116
2,000 BAXTER INTERNATIONAL INC 83,068 58,320
1,200 BERKSHIRE HATHAWAY B 174,087 543,936
1,920 BOEING CO 236,225 339,840
9,163 BROADCOM INC: AVGO 148,749 2,124,350
6,000 CA WATER SERVICE GROUP 22,101 271,980
1,970 CATERPILLAR INC 214,004 714,637
1,525 CELANESE CORP SERIES A COM STK 80,832 105,545
2,230 CHEVRON CORPORATION 209,029 322,993
1,780 CHUBB LTD 197,818 491,814
6,000 CITIGROUP INC 297,399 422,340
2,050 CLOROX CO 133,070 332,941
1,780 CME GROUP INC (CLASS A) 130,537 413,369
11,870 COMCAST CORP (CLASS A) 113,900 445,481
22,460 CORNING INC 518,938 1,067,299
890 COSTCO WHOLESALE CO 209,348 815,480
2,000 CVS HEALTH CORP 149,384 89,780
1,000 DEERE & CO 224,283 423,700
2,003 DELL TECHNOLOGIES 25,602 230,826
1,390 DIAMONDBACK ENERGY 3,112 227,724
1,870 DOCUSIGN INC 326,655 168,188
2,320 DUKE ENERGY CORP 199,915 249,957
8,120 EBAY INC 162,519 503,034
1,013 ECOLAB INC 48,975 237,366
5,750 ENBRIDGE INC 175,017 243,973
3,465 EXXON MOBIL CORPORATION 3,726 372,730
600 META PLATFORMS INC (CLASS A) 77,607 351,306
11,730 FLUOR CORP 374,370 578,524
3,900 FORD MOTOR COMPANY 68,321 38,610
2,520 GENERAL ELECTRIC COMPANY 189,260 420,311
2,000 GENERAL MOTORS CO 70,745 106,540
6,250 GILEAD SCIENCES INC 181,560 577,313
39,320 HEWLETT-PACKARD COMPANY 668,489 839,482
1,700 HOME DEPOT INC: HD 145,703 661,283
2,130 HONEYWELL INTL INC 144,562 481,146
7,000 HP INC 116,770 228,410
9,010 INTEL CORP 303,465 180,651
1,430 INTL BUSINESS MACHINES CORP (IBM) 160,566 314,357
3,500 JOHNSON & JOHNSON 185,804 506,170
2,507 JOHNSON CTLS INTL 114,545 197,878
3,180 JPMORGAN CHASE & CO 311,640 762,278
1,436 LILLY ELI & CO 65,435 1,108,592
790 LINDE PLC 54,500 330,749
4,655 MEDTRONIC INC 367,244 371,841
5,000 MERCHANT & MARINE 197,514 211,000
4,880 MERCK & CO INC NEW COM 310,539 485,462
3,645 MICROSOFT CORP 162,686 1,536,368
2,530 MIDDLESEX WATER CO 36,637 133,154
4,170 MORGAN STANLEY: MS 140,034 524,252
840 NETFLIX INC 54,127 748,709
3,250 NIKE INC (CLASS B) 126,590 245,928
3,550 PAYCHEX INC 139,646 497,781
1,700 PAYPAL HOLDINGS 59,737 145,095
2,582 PEPSICO INC 95,369 392,619
3,030 PROCTER & GAMBLE CO 241,917 507,979
6,060 QUALCOMM INC 550,090 1,023,109
370 ROPER TECHNOLOGIES 148,041 192,344
6,790 SCHLUMBERGER LTD 322,036 260,329
2,000 SEALED AIR CORP 101,254 67,660
850 SHERWIN WILLIAMS CO 57,071 288,940
3,440 SOUTHERN COMPANY 184,373 283,181
810 STARBUCKS CORP 31,137 73,912
3,000 SYSCO CORPORATION 113,013 229,380
2,040 TESLA INC 295,413 823,834
945 THERMO FISHER SCIENTIC 147,965 491,617
1,820 TRAVELERS COMPANIES INC 198,874 438,420
2,400 UNION PACIFIC CORP 53,292 547,296
945 UNITED RENTALS INC 83,474 665,696
1,140 UNITEDHEALTH GROUP INC 113,827 576,680
3,340 US BANCORP DEL NEW: USB 142,682 159,752
1,510 VALERO ENERGY CORP 96,308 185,111
4,044 VERIZON COMMUNICATIONS 188,608 161,719
3,420 VF CORPORATION 222,434 73,393
4,500 WALT DISNEY CO 245,968 501,075
7,910 WELLS FARGO BK N A: WFC 318,991 555,598
3,110 YUM BRANDS 100,251 417,238
6,030 YUM CHINA HOLDINGS 83,901 290,465
2,690 ALCOA CORP 199,383 101,628
1,840 DOLLAR GENERAL CORP 373,378 139,509
380 MASTERCARD INC CLASS A: MA 149,065 200,097
5,240 MONDELEZ INTL 350,057 312,985
960 T-MOBILE US INC 134,472 211,901
2,615 WARNER BROTHERS DISCOVER 85,407 27,640
2,473 GE HEALTHCARE THECHNOLOGI 175,257 193,339
7,200.1810 NVIDIA CORP 532,426 966,912
1,907 ONEOK INC 126,878 191,463
1,950 AMERICAN TOWER CORP 181,759 357,650
630 GE VERNOVA INC 48,086 207,226
180 MCKESSON CORP 101,360 102,584
1,680 NEWMONT CORP 80,002 62,530
1,810 NEXTERA ENERGY INC 137,596 129,759
600 PROLOGIS INC 50,184 63,420
3,410 REALTY INCOME CORP 189,698 182,128
430 VERTEX PHARMACEUTICALS I 197,912 173,161
4,675 VANGUARD REAL ESTATE 395,291 416,449
11,830 MERCHANTS & MARINES BANCORP, INC. 474,504 474,504

TY 2024 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 2,103,138
VANGUARD INTERM TERM INVESTMENT GRADE ADM AT COST 2,165,931 1,927,046
VANGUARD INTERM TERM BD INDEX ADMIRAL SHR AT COST 2,464,926 2,162,324
VANGUARD TOTAL INTL BD INDEX ADMIRAL AT COST 1,595,533 1,405,357
DFA INVESTMENT GRADE PORT INSTL AT COST 2,245,817 2,038,558
VANGUARD SHORT TERM BD INDEX ADMIRAL AT COST 919,716 862,266
VANGUARD DEVELOPED MKTS INDEX ADM AT COST 1,058,673 1,146,804
VANGUARD INTERNATIONAL VALUE AT COST 493,460 446,659
AMERICAN FD EUROPACIFIC GWTH FD AT COST 393,423 407,857
MFS INTL DIVERSIFICATION CL 1 AT COST 929,219 1,086,850
7,480 ENTERPRISE PRODUCTS PARTNERS AT COST 0 234,573
14,930 ENERGY TRANSFER LP AT COST 0 292,479

TY 2024 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 0
COMPUTERS AND EQUIPMENT 4,391 4,391 0 0
LAPTOP 2,467 2,467 0 0
LEASEHOLD IMPROVEMENT - BATHROOM RENOVATIONS 50,238 12,141 38,097 38,097


TY 2024 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  
ART OBJECTS - RALPH CHANDLER BUSTS 11,219 11,219  


TY 2024 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 32,608 0   0
OIL PRODUCTION EXPENSES 8,979 0   0
OFFICE EXPENSES 43,254 0   0
MISCELLANEOUS EXPENSE 1,164 0   0
PAYROLL PROCESSING FEES 6,089 0   0
MEMBERSHIP DUES 365 0   0


TY 2024 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 5,733   5,733
LP INVESTMENT INCOME 35,569 0 35,569


TY 2024 OtherIncreasesSchedule
Name:
HEARIN - CHANDLER FOUNDATION
 
C/O THOMAS B VAN ANTWERP TRUSTEE
EIN:
63-6075470
Description Amount
ACCRUED INCOME ADJUSTMENT 94,488


TY 2024 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 287,694 287,694   0


TY 2024 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 17,482 17,482   0
PAYROLL TAXES 16,930 8,465   8,465
EXCISE TAX PAYMENT 20,584 0   0