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Nonprofiteer
← CHAPEL HAVEN ENDOWMENT INC

Form 990 for tax year 2024

Filed by CHAPEL HAVEN ENDOWMENT INC.

Totals

Total revenue
$410,217
Total expenses
$606,842
Contributions and grants received
$189,921
Grants paid
$0
Program service revenue
$0
Investment income
$220,296
Other revenue
$0
Total assets, end of year
$14,948,914
Total liabilities, end of year
$4,150,749
Net assets or fund balances, end of year
$10,798,165
Program services expenses (Part IX)
$603,800
Management and general expenses
$3,042
Fundraising expenses
$0
Program service expenses (Part III)
$603,800

Program services were 99.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $189,921

  • 1g · Noncash contributions included above

    $200,140

  • 3 · Investment income

    total $219,810 · excluded $219,810

  • 7a · Gross sales of assets other than inventory

    securities $219,871

  • 7b · Less cost or other basis and sales expenses

    securities $219,385

  • 7c · Gain or loss

    securities $486

  • 7d · Net gain or loss

    total $486 · excluded $486

Functional expenses

Part IX, the statement of functional expenses.

  • 11g · Fees: other

    total $2,500 · management and general $2,500

  • 21 · Payments to affiliates

    total $603,800 · program services $603,800

  • 24a · Other expenses: STATE FILING FEES

    total $513 · management and general $513

  • 24b · Other expenses: BANK CHARGES

    total $29 · management and general $29

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $3,649,182 · end of year $4,100,301

  • 3 · Pledges and grants receivable

    beginning of year $3,101,153 · end of year $2,209,759

  • 11 · Investments: publicly traded securities

    beginning of year $7,708,492 · end of year $8,638,854

  • 17 · Accounts payable and accrued expenses

    beginning of year $3,286 · end of year $2,500

  • 25 · Other liabilities

    beginning of year $3,903,704 · end of year $4,148,249

  • 28 · Net assets with donor restrictions

    beginning of year $10,551,837 · end of year $10,798,165

Mission and programs · 2024

Mission

CHAPEL HAVEN ENDOWMENT'S MISSION IS TO MANAGE THE ASSETS OF QUASI-ENDOWMENT FUNDS AND ENDOWMENT FUNDS ESTABLISHED BY DONORS ON BEHALF OF CHAPEL HAVEN SCHLEIFER CENTER, INC. THESE FUNDS ARE INVESTED FOR THE LONG TERM FINANCIAL STABILITY OF CHAPEL HAVEN SCHLEIFER CENTER, INC AND DISTRIBUTIONS TO CHAPEL HAVEN SCHLEIFER CENTER, INC. FOR UNRESTRICED AND RESTRICTED USE AS DETERMINED BY THE BOARD OF DIRECTORS.

Activities or mission (Part I)

SEE ATTACHEDCHAPEL HAVEN ENDOWMENT'S PURPOSE IS TO MANAGE INVESTMENTS FOR THE LONG TERM FINANCIAL STABILITY OF CHAPEL HAVEN SCHLEIFER CENTER, INC. THE RETURN FROM THESE INVESTMENTS IS TO BE DISTRIBUTED TO CHAPEL HAVEN SCHLEIFER CENTER, INC. FOR UNRESTRICTED AND OPERATIONAL USE WHEN APPROVED BY THE BOARD.

  • THE ORGANIZATION MANAGES AND DISTRIBUTES ASSETS FOR THE BENEFIT OF CHAPEL HAVEN SCHLEIFER CENTER, INC.

    Expenses $603,800

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Tom O'Neil

    CHAIRPERSON

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Peggy Baker

    VICE CHAIRPERSON

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Michael Gavin

    TREASURER

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Robert Nurin

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Harriet Schleifer

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • John S Workman

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Mary Doherty

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Erin Nicholls

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Fred Volkmar

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Barbara Cook

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Karen Gardner

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • John Bilezikian

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • James Musser

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Frank Hughes

    CFO

    Total calculated
    $135,965
    From this org
    $0
    From related orgs
    $120,521
    Other
    $15,444
    Hours/week
    0.5 + 40 related

  • Mike Storz

    PRESIDENT

    Total calculated
    $187,280
    From this org
    $0
    From related orgs
    $187,018
    Other
    $262
    Hours/week
    0.5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $187,018 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $262 related
    Filer's total
    $0 + $187,280 related

  • Hannah Carroll

    VP OF FINANCE

    Total calculated
    $163,970
    From this org
    $0
    From related orgs
    $163,708
    Other
    $262
    Hours/week
    0.5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $163,708 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $262 related
    Filer's total
    $0 + $163,970 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
2 March 2026
IRS schema version
2024v5.5
Source object
202620649349301512

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