Nonprofit · EIN 77-0011251
WILLIAM MCCAKEY CHAPMAN AND ADALINE D CHAPMAN FOUNDATION
Tax-exempt · MONTEREY, CA 93940
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $1,540,175 | $923,447 | $616,728 | $21,883,620 | $9,127 | $21,874,493 |
| September 30, 2024 | 990-PF | $965,956 | $923,322 | $42,634 | $19,599,557 | $2,535 | $19,597,022 |
| September 30, 2023 | 990-PF | $1,131,107 | $837,020 | $294,087 | $15,325,030 | $5,965 | $15,319,065 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $513,839
- Net gain from sales of assets
- $1,026,336
Expenses
- Grants and similar amounts paid
- $720,000
- Compensation of officers, directors and key employees
- $108,000
- Salaries, compensation and benefits (total)
- $7,413
- Disbursements for charitable purposes
- $869,229
- Excise tax on investment income
- $21,146
Balance sheet and other
- Total assets, start of year
- $19,599,557
- Total assets, end of year
- $21,883,620
- Total liabilities, end of year
- $9,127
- Net assets, end of year
- $21,874,493
- Fair market value of assets
- $21,883,620
- Qualifying distributions
- $869,229
- Net investment income
- $1,540,175
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Alejandro Hogan 2100 Garden Road Suite B-E, Monterey, CA 93940 | Executive Dir. | 25 | $51,000 |
| David J Benjamin 2100 Garden Road Suite B-E, Monterey, CA 93940 | Chair | 5 | $18,000 |
| Wayne G Downey 2100 Garden Road Suite B-E, Monterey, CA 93940 | Vice Chair | 3 | $12,000 |
| Craig Beller 2100 Garden Road Suite B-E, Monterey, CA 93940 | Director | 3 | $11,000 |
| Carrie McIntyre Panetta 2100 Garden Road Suite B-E, Monterey, CA 93940 | Secretary | 3 | $8,000 |
| Demi Briscoe 2100 Garden Road Suite B-E, Monterey, CA 93940 | Treasurer | 5 | $7,000 |
| Laura Zehm 2100 Garden Road Suite B-E, Monterey, CA 93940 | Director | 3 | $1,000 |
990-PF for the year ended September 30, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Craig Beller 2100 Garden Road Suite B-E, Monterey, CA 93940 | Executive Dir. | 25 | $61,875 |
| David J Benjamin 2100 Garden Road Suite B-E, Monterey, CA 93940 | Chair | 5 | $18,000 |
| Dr Robert G Gard Jr 2100 Garden Road Suite B-E, Monterey, CA 93940 | Trustee | 3 | $12,000 |
| Wayne G Downey 2100 Garden Road Suite B-E, Monterey, CA 93940 | Secretary | 3 | $12,000 |
| Nancy Tostevin 2100 Garden Road Suite B-E, Monterey, CA 93940 | Vice Chair | 3 | $12,000 |
| Demi Briscoe 2100 Garden Road Suite B-E, Monterey, CA 93940 | Treasurer | 5 | $12,000 |
| Alejandro Hogan 2100 Garden Road Suite B-E, Monterey, CA 93940 | Executive Dir. | 25 | $8,333 |
990-PF for the year ended September 30, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Craig Beller 2100 Garden Road Suite B-E, Monterey, CA 93940 | Executive Dir. | 25 | $57,000 |
| David J Benjamin 2100 Garden Road Suite B-E, Monterey, CA 93940 | Chair | 5 | $18,000 |
| Dr Robert G Gard Jr 2100 Garden Road Suite B-E, Monterey, CA 93940 | Trustee | 3 | $12,000 |
| Wayne G Downey 2100 Garden Road Suite B-E, Monterey, CA 93940 | Secretary | 3 | $12,000 |
| Nancy Tostevin 2100 Garden Road Suite B-E, Monterey, CA 93940 | Vice Chair | 3 | $12,000 |
| Demi Briscoe 2100 Garden Road Suite B-E, Monterey, CA 93940 | Treasurer | 5 | $12,000 |
Address and contacts
- Address (IRS master file)
- 2100 GARDEN ROAD SUITE B-E, MONTEREY, CA 93940-5366
- Signed the 990-PF
- Laura Zehm, Treasurer
- Phone
- (831) 372-2100
- Website
- www.thechapmanfoundation.org
- Return prepared by
- McGilloway Ray Brown & Kaufman
California records
California keeps its own records of charities and corporations. Search them by EIN 77-0011251 or by the name WILLIAM MCCAKEY CHAPMAN AND ADALINE D CHAPMAN FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-PF on file |
IRS record
- EIN
- 77-0011251
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1985
- Accounting year ends
- September
- Files
- Form 990-PF
- Assets (IRS master file)
- $21,883,620
- Income (IRS master file)
- $2,213,839
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $1,540,175 | $923,447 | $21,883,620 | XML |
| 990-PF | September 2024 | $965,956 | $923,322 | $19,599,557 | XML |
| 990-PF | September 2023 | $1,131,107 | $837,020 | $15,325,030 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 2020 | – | – | – | IRS |
| 990-PF | September 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 77-0011251).
Questions about WILLIAM MCCAKEY CHAPMAN AND ADALINE D CHAPMAN FOUNDATION
- What is the EIN of WILLIAM MCCAKEY CHAPMAN AND ADALINE D CHAPMAN FOUNDATION?
- The employer identification number (EIN) of WILLIAM MCCAKEY CHAPMAN AND ADALINE D CHAPMAN FOUNDATION is 77-0011251.
- Is WILLIAM MCCAKEY CHAPMAN AND ADALINE D CHAPMAN FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
- Are donations to WILLIAM MCCAKEY CHAPMAN AND ADALINE D CHAPMAN FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WILLIAM MCCAKEY CHAPMAN AND ADALINE D CHAPMAN FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WILLIAM MCCAKEY CHAPMAN AND ADALINE D CHAPMAN FOUNDATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WILLIAM MCCAKEY CHAPMAN AND ADALINE D CHAPMAN FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of WILLIAM MCCAKEY CHAPMAN AND ADALINE D CHAPMAN FOUNDATION?
- The 990-PF for the year ended September 30, 2025 lists 7 people; 7 received compensation from the organization, the highest $51,000 (Alejandro Hogan, Executive Dir.).
- How much revenue does WILLIAM MCCAKEY CHAPMAN AND ADALINE D CHAPMAN FOUNDATION have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $1,540,175, expenses of $923,447 and total assets of $21,883,620 at year end.
Other nonprofits in MONTEREY
- COMMUNITY HOSPITAL OF THE MONTEREY PENINSULA EIN 94-0760193 · last filed 990 for 2024
- MONTEREY BAY AQUARIUM FOUNDATION EIN 94-2487469 · last filed 990 for 2024
- EDWARD M DOWD FOUNDATION EIN 85-2105615 · last filed 990-PF for 2025
- ASPIRE HEALTH PLAN EIN 46-1567681 · last filed 990 for 2024
- COMMUNITY FOUNDATION FOR MONTEREY COUNTY EIN 94-1615897 · last filed 990 for 2024
- MONTAGE HEALTH EIN 94-2789696 · last filed 990 for 2024
- UNIVERSITY CORPORATION AT MONTEREY BAY EIN 77-0387459 · last filed 990 for 2025
- MONTAGE MEDICAL GROUP EIN 26-4826604 · last filed 990 for 2024