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William Mccakey Chapman And Adaline D Chapman Foundation

  • Monterey, CA
  • Tax-exempt since Jan. 1985
  • EIN: 77-0011251

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$966k (2024)

Expenses
$923k (2024)

Total Assets
$19.6M (2024)

Total Liabilities
$2.54k (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Sept.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$965,956
Expenses
$923,322
Net Income
$42,634
Net Assets
$19,597,022
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $515,216
53.3%
Sales of Assets $450,705
46.7%
Other Income $35
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $900,352
97.5%
Compensation of Officers* $136,208
14.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $19,599,557
Total Liabilities $2,535
Net Assets $19,597,022
Compensation
Key Employees and Officers Compensation Other
Craig Beller (Executive Dir.) $61,875 $0
David J Benjamin (Chair) $18,000 $0
Dr Robert G Gard Jr (Trustee) $12,000 $0
Wayne G Downey (Secretary) $12,000 $0
Nancy Tostevin (Vice Chair) $12,000 $0
Demi Briscoe (Treasurer) $12,000 $0
Alejandro Hogan (Executive Dir.) $8,333 $0
+ View more people

Document Links

990-PF
Filed on Feb. 4, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Sept.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,131,107
Expenses
$837,020
Net Income
$294,087
Net Assets
$15,319,065
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $444,059
39.3%
Sales of Assets $684,488
60.5%
Other Income $2,560
0.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $803,440
96.0%
Compensation of Officers* $123,000
14.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $15,325,030
Total Liabilities $5,965
Net Assets $15,319,065
Compensation
Key Employees and Officers Compensation Other
Craig Beller (Executive Dir.) $57,000 $0
David J Benjamin (Chair) $18,000 $0
Dr Robert G Gard Jr (Trustee) $12,000 $0
Wayne G Downey (Secretary) $12,000 $0
Nancy Tostevin (Vice Chair) $12,000 $0
Demi Briscoe (Treasurer) $12,000 $0
+ View more people

Document Links

990-PF
Filed on Jan. 30, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Sept.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$750,877
Expenses
$813,042
Net Income
-$62,165
Net Assets
$13,332,346
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $750,302
99.9%
Sales of Assets $0
Other Income $575
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $779,263
95.8%
Compensation of Officers* $120,375
14.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $13,342,818
Total Liabilities $10,472
Net Assets $13,332,346
Compensation
Key Employees and Officers Compensation Other
Craig Beller (Executive Dir.) $53,375 $0
David J Benjamin (Chair) $18,000 $0
Dr Robert G Gard Jr (Trustee) $12,000 $0
Wayne G Downey (Secretary) $12,000 $0
Nancy Tostevin (Vice Chair) $12,000 $0
Demi Briscoe (Treasurer) $12,000 $0
+ View more people

Document Links

990-PF
Filed on Oct. 27, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Sept.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$814,014
Expenses
$675,077
Net Income
$138,937
Net Assets
$8,501,811
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $10,000
1.2%
Interest Revenue $0
Dividends $500,749
61.5%
Sales of Assets $302,984
37.2%
Other Income $281
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $628,916
93.2%
Compensation of Officers* $121,500
18.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $8,513,268
Total Liabilities $11,457
Net Assets $8,501,811
Compensation
Key Employees and Officers Compensation Other
Craig Beller (Executive Dir.) $60,000 $0
David J Benjamin (Chair) $16,500 $0
Wayne G Downey (Secretary) $12,000 $0
Dr Robert G Gard Jr (Trustee) $11,000 $0
Nancy Tostevin (Vice Chair) $11,000 $0
Demi Briscoe (Treasurer) $11,000 $0
+ View more people

Document Links

990-PF
Filed on Jan. 28, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Sept.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$217,027
Expenses
$787,445
Net Income
-$570,418
Net Assets
$8,362,874
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $381,258
> 100%
Sales of Assets $0
Other Income $315
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $749,039
95.1%
Compensation of Officers* $118,725
15.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $8,368,466
Total Liabilities $5,592
Net Assets $8,362,874
Compensation
Key Employees and Officers Compensation Other
Craig Beller (Executive Dir.) $52,875 $0
David J Benjamin (Chair) $18,000 $0
Dr Robert G Gard Jr (Trustee) $12,000 $0
Wayne G Downey (Secretary) $12,000 $0
Nancy Tostevin (Vice Chair) $12,000 $0
Demi Briscoe (Treasurer) $12,000 $0
+ View more people

Document Links

990-PF
Filed on Feb. 6, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Sept.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$483,594
Expenses
$537,247
Net Income
-$53,653
Net Assets
$8,933,292
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $280,648
58.0%
Sales of Assets $202,706
41.9%
Other Income $240
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $491,372
91.5%
Compensation of Officers* $117,000
21.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $8,941,296
Total Liabilities $8,004
Net Assets $8,933,292
Compensation
Key Employees and Officers Compensation Other
Craig Beller (Executive Dir.) $51,000 $0
David J Benjamin (Chair) $18,000 $0
Dr Robert G Gard Jr (Secretary) $12,000 $0
Wayne G Downey (Treasurer) $12,000 $0
Nancy Tostevin (Vice Chair) $12,000 $0
Demi Briscoe (Trustee) $12,000 $0
+ View more people

Document Links

990-PF
Filed on Feb. 12, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Sept.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$478,151
Expenses
$613,373
Net Income
-$135,222
Net Assets
$8,986,945
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $260,192
54.4%
Sales of Assets $217,893
45.6%
Other Income $66
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $568,433
92.7%
Compensation of Officers* $116,925
19.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $8,994,648
Total Liabilities $7,703
Net Assets $8,986,945
Compensation
Key Employees and Officers Compensation Other
Craig Beller (Executive Dir.) $51,000 $0
David J Benjamin (Chair) $19,125 $0
Dr Robert G Gard Jr (Secretary) $11,700 $0
Wayne G Downey (Treasurer) $11,700 $0
Nancy Tostevin (Vice Chair) $11,700 $0
Demi Briscoe (Trustee) $9,000 $0
Sarah L Bonner (Chair) $2,700 $0
+ View more people

Document Links

990-PF
Filed on Feb. 15, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Sept.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$544,322
Expenses
$521,754
Net Income
$22,568
Net Assets
$9,122,167
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $274,720
50.5%
Sales of Assets $267,933
49.2%
Other Income $1,669
0.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $472,888
90.6%
Compensation of Officers* $115,700
22.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $9,131,223
Total Liabilities $9,056
Net Assets $9,122,167
Compensation
Key Employees and Officers Compensation Other
Craig Beller (Executive Dir.) $50,000 $0
Sarah L Bonner (Chair) $22,500 $0
Dr Robert G Gard Jr (Secretary) $10,800 $0
Wayne G Downey (Trustee) $10,800 $0
David J Benjamin (Treasurer) $10,800 $0
Nancy Tostevin (Vice Chair) $10,800 $0
+ View more people

Document Links

990-PF
Filed on Feb. 5, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Sept.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$334,300
Expenses
$596,210
Net Income
-$261,910
Net Assets
$9,099,599
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $231,616
69.3%
Sales of Assets $95,618
28.6%
Other Income $7,066
2.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $557,609
93.5%
Compensation of Officers* $97,725
16.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $9,109,402
Total Liabilities $9,803
Net Assets $9,099,599
Compensation
Key Employees and Officers Compensation Other
Craig Beller (Executive Dir.) $37,500 $0
Sarah L Bonner (Chair) $20,625 $0
Dr Robert G Gard Jr (Secretary) $9,900 $0
Wayne G Downey (Trustee) $9,900 $0
David J Benjamin (Treasurer) $9,900 $0
Nancy Tostevin (Trustee) $9,900 $0
+ View more people

Document Links

990-PF
Filed on April 3, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Sept.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$335,982
Expenses
$625,780
Net Income
-$289,798
Net Assets
$9,361,509
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $318
0.1%
Dividends $260,072
77.4%
Sales of Assets $72,223
21.5%
Other Income $3,369
1.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $568,954
90.9%
Compensation of Officers* $65,700
10.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $9,366,594
Total Liabilities $5,085
Net Assets $9,361,509
Compensation
Key Employees and Officers Compensation Other
Sarah L Bonner (Chair) $22,500 $0
Dr Robert G Gard Jr (Secretary) $10,800 $0
Wayne G Downey (Trustee) $10,800 $0
David J Benjamin (Treasurer) $10,800 $0
Nancy Tostevin (Trustee) $10,800 $0
+ View more people

Document Links

990-PF
Filed on Feb. 3, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Sept.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,354,505
Expenses
$967,349
Net Income
$1,387,156
Net Assets
$9,640,467
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $17
0.0%
Dividends $254,333
10.8%
Sales of Assets $2,093,599
88.9%
Other Income $6,556
0.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $884,327
91.4%
Compensation of Officers* $62,925
6.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $9,640,627
Total Liabilities $160
Net Assets $9,640,467
Compensation
Key Employees and Officers Compensation Other
Nancy Tostevin (Trustee) $15,375 $0
Sarah L Bonner (Chairman) $13,800 $0
Thomas E Mc Cullough (Trustee) $11,250 $0
Dr Robert G Gard Jr (Secretary) $9,900 $0
David J Benjamin (Trustee) $9,900 $0
Wayne G Downey (Trustee) $2,700 $0
+ View more people

Document Links

990-PF
Filed on Jan. 12, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Sept.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$474,321
Expenses
$663,859
Net Income
-$189,538
Net Assets
$8,254,078
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $21
0.0%
Dividends $240,696
50.7%
Sales of Assets $228,769
48.2%
Other Income $4,835
1.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $530,172
79.9%
Compensation of Officers* $65,700
9.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $8,258,715
Total Liabilities $4,637
Net Assets $8,254,078

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$183,944
Expenses
$566,994
Net Income
-$383,050
Net Assets
$8,443,616
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $18
0.0%
Dividends $216,754
> 100%
Sales of Assets $0
Other Income $6,319
3.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $444,823
78.5%
Compensation of Officers* $60,300
10.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $8,443,676
Total Liabilities $60
Net Assets $8,443,616

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$459,363
Expenses
$722,740
Net Income
-$263,377
Net Assets
$8,826,666
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $500
0.1%
Interest Revenue $56
0.0%
Dividends $221,461
48.2%
Sales of Assets $230,693
50.2%
Other Income $6,653
1.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $593,694
82.1%
Compensation of Officers* $65,700
9.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $8,828,095
Total Liabilities $1,429
Net Assets $8,826,666

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending Sept.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending Sept.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending Sept.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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