William McCaskey Chapman and Adaline
The William McCaskey Chapman & Adaline Dinsmore Chapman Foundation is a private foundation based in Monterey, California. Established in 1983 by Mrs. Chapman, it provides grants to nonprofit organizations for educational programs and projects intended to help young people prepare for and succeed in college.
William McCaskey Chapman and Adaline at a glance
In short: William McCaskey Chapman and Adaline gave $720K across 32 grants in 2025 (avg $23K), mostly in California. 13% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $720,000
- -1.7% vs 2024
- Grants made (2025)
- 32
- +3.2% vs 2024
- Average grant
- $22,500
- -4.8% vs 2024
- Median grant
- $20,000
- Total assets
- $21,883,620
- +11.7% vs 2024
- New grantees (estimate)
- 13% first-time grantees (4 of 31, 2025)
- Primary geography
- California (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to William McCaskey Chapman and Adaline
- How to Apply
-
Eligible organizations should submit a proposal using the foundation’s specified format. The foundation says proposals must meet its geographic restrictions and describe how the grant will directly help students prepare for and succeed in college studies.
- Review Cycle
- March 1.
- Deadline
- March 1.
- Contact
Application contact: The Chapman Foundation
Mailing address: 2100 Garden Road Suite B-E, Monterey, CA 93940
Phone: (831) 372-2100
Email: info@thechapmanfoundation.org
Website: https://thechapmanfoundation.org
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Open Grants
1 open opportunity from William McCaskey Chapman and Adaline
Who William McCaskey Chapman and Adaline funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was International School of Monterey ($50K). Together the top 10 received $370K.
Organizations only. It also paid 2 grants to individuals ($47,000), which are not listed by name.
Grant Size Distribution
143 grants across all recorded years
The most common grant size was under $50K: 136 grants of 143 (95%).
Geographic Focus
Where this funder awards grants
The foundation’s website limits grants to programs benefiting students who reside in coastal communities of Monterey County. It lists Monterey, an individual recipient, Marina, Seaside, the Presidio of Monterey and its Annex, Del Rey Oaks, Sand City, Pebble Beach, Carmel-by-the-Sea, Carmel Valley, Big Sur, and other unincorporated areas within the geographical area defined by those communities. In 2025, all reported grant dollars went to recipients in California.
Grant Distribution by State
Share of 2025 grant dollars across all 32 itemized grants.
States
Cities
Is William McCaskey Chapman and Adaline open to new grantees?
13%
first-time grantees, 2025
In 2025, 4 of 31 grantees (13%) were first-time recipients. First grants averaged $13K; repeat grants $25K. How we count
Medians: $10K first-time, $25K repeat.
- 81% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+14%). Method
- In 2025 it paid out 89% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $364K (2019) to $733K (2024). In 2025 it made 32 grants totaling $720K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| International School of Monterey Seaside, CA | Enhanced Math and Spanish | $50,000 |
| York School Monterey, CA | Scholarships for students | $50,000 |
| Chartwell School Seaside, CA | Scholarships for students | $40,000 |
| Monterey Bay Aquarium Monterey, CA | Teen leadership programs | $40,000 |
| Stevenson School Pebble Beach, CA | Scholarships for students | $37,500 |
| Santa Catalina School Monterey, CA | Scholarships for students | $35,000 |
| Girls Inc of Central Coast Salinas, CA | ECHO / Youth Leaders Support | $30,000 |
| Youth Music Monterey Monterey, CA | Junior Youth and Honors Orchestra Programs | $30,000 |
| Monterey Academy Oceanographic Scie Monterey, CA | prepare students for academic success | $30,000 |
| 2 grants to individuals Recipients not named | — | $47,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $21,883,620 | $1,540,175 | $923,447 | $720,000 | 32 | $869,229 | $1,521,328 | $978,642 |
| 2024 | $19,599,557 | $965,956 | $923,322 | $732,500 | 31 | $900,352 | $945,333 | $866,343 |
| 2023 | $15,325,030 | $1,131,107 | $837,020 | $654,960 | 28 | $803,440 | $1,110,402 | $729,184 |
| 2022 | $13,342,818 | $750,877 | $813,042 | $630,000 | 28 | $779,263 | $726,854 | $785,877 |
| 2021 | $8,513,268 | $814,014 | $675,077 | $493,500 | 24 | — | $768,636 | $759,579 |
| 2020 | $8,368,466 | $217,027 | $787,445 | $614,500 | 25 | — | $346,979 | $627,036 |
| 2019 | $8,941,296 | $483,594 | $537,247 | $364,000 | 21 | — | $450,008 | $610,610 |
Under IRS private-foundation payout rules, William McCaskey Chapman and Adaline reported a distributable amount of $979K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The foundation’s stated goal is to motivate K-14 students to prepare for and graduate from college. Its application guidelines describe grants benefiting K-12 students living on the Monterey Peninsula, with proposals expected to explain how funding will help students—especially those who are disadvantaged—prepare for and graduate from college.
Grant examples illustrate the range of organizations and programs supported. Chartwell School, which received $40,000 in 2025, describes its mission as empowering students with language-based learning differences, including dyslexia, with skills to thrive in college and beyond. Youth Music Monterey, which received $30,000, says it provides young people opportunities to participate in and gain a greater understanding of music and its performance. The Western Flyer Foundation, a 2025 grantee, describes its mission as stirring curiosity through marine research, education, and science and art.
Grantmaking
The foundation reported 32 grants totaling $720,000 in 2025, 31 grants totaling $732,500 in 2024, and 28 grants totaling $654,960 in 2023. Among the 2025 itemized grants, awards ranged from $5,000 to $50,000, with a median of $20,000.
Notable 2025 awards included $50,000 to International School of Monterey for enhanced math and Spanish, and $50,000 to York School for student scholarships. Other awards included $40,000 to Chartwell School for scholarships, $40,000 to Monterey Bay Aquarium for teen leadership programs, $37,500 to Stevenson School for scholarships, and $35,000 to Santa Catalina School for scholarships.
The foundation’s guidelines ask applicants to use its proposal format and explain the proposed project, the share of its budget for which funding is requested, the students who would benefit, expected outcomes, and how the project would encourage college preparation and graduation. Applicants are encouraged to seek matching funds for the same project or program. The foundation says awards are selected based on proposal merit and available funding; approved funds are released after a written request, and grantees must submit reports.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Alejandro Hogan as Executive Director; Wayne G. Downey as Vice Chair; David J. Benjamin as Chair; Demi Briscoe as Treasurer; Craig Beller as Director; Carrie McIntyre Panetta as Secretary; and Laura Zehm as Director. The foundation’s website identifies David J. Benjamin, III, as Chair and Wayne Downey as Vice Chair.
William McCaskey Chapman and Adaline is led by Alejandro Hogan, Executive Director on every filing since 2024; all 7 officers listed in 2025 are compensated.
Officers on the 2025 filing
Alejandro Hogan
Executive Director
On filings since 2024
25 hrs/week
$8K (2024) → $51K (2025)
David J Benjamin
Chair
On filings since 2019
5 hrs/week
$18K (2019) → $18K (2025)
Craig Beller
Director
Executive Director → Director, 2025
On filings since 2019
3 hrs/week
$51K (2019) → $11K (2025)
Laura Zehm
Director
New on the 2025 filing
3 hrs/week
$1K (2025)
Demi Briscoe
Treasurer
Trustee → Treasurer, 2020
On filings since 2019
5 hrs/week
$12K (2019) → $7K (2025)
Wayne G Downey
Vice Chair
Treasurer → Secretary, 2020
Secretary → Vice Chair, 2025
On filings since 2019
3 hrs/week
$12K (2019) → $12K (2025)
Carrie McIntyre Panetta
Secretary
New on the 2025 filing
3 hrs/week
$8K (2025)
Former officers (2)
- Former: Nancy Tostevin (2019–2024) — Vice Chair
- Former: Robert G Gard Jr. (2019–2024) — Trustee
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $51K, to Alejandro Hogan (Executive Dir.). 7 officers or directors reported compensation on that filing.
Frequently asked questions about William McCaskey Chapman and Adaline
How much does William McCaskey Chapman and Adaline give each year?
William McCaskey Chapman and Adaline gave $720K across 32 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $733K across 31 grants.
What is William McCaskey Chapman and Adaline's typical grant size?
William McCaskey Chapman and Adaline's median grant in 2025 was $20,000, and its average grant was $22,500, across 32 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from William McCaskey Chapman and Adaline that year got $13K on average.
Where does William McCaskey Chapman and Adaline give grants?
William McCaskey Chapman and Adaline gives mostly in California: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Monterey, CA (12 grants), Salinas, CA (7 grants), Seaside, CA (4 grants) and Carmel, CA (3 grants).
Does William McCaskey Chapman and Adaline give general operating support?
Not in 2025: none of the 32 grants with a stated purpose on William McCaskey Chapman and Adaline's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Education" (9 grants) and "Scholarships for students" (4 grants).
Who are William McCaskey Chapman and Adaline's largest grantees?
William McCaskey Chapman and Adaline's largest 2025 grantees include International School of Monterey ($50,000), York School ($50,000) and Chartwell School ($40,000), according to its 2025 IRS Form 990-PF. It also paid 2 grants to individuals ($47,000), which are not listed by name. Together they received 19% of its itemized 2025 grant dollars.
How large is William McCaskey Chapman and Adaline?
William McCaskey Chapman and Adaline reported $21.9M in total assets on its 2025 IRS Form 990-PF. It paid out $869K in qualifying distributions that year, against a required minimum of $979K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does William McCaskey Chapman and Adaline fund?
The foundation’s stated goal is to motivate K-14 students to prepare for and graduate from college. See mission & focus areas ↑
How do I apply for a grant from William McCaskey Chapman and Adaline?
Eligible organizations should submit a proposal using the foundation’s specified format. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is William McCaskey Chapman and Adaline's EIN?
William McCaskey Chapman and Adaline's EIN (Employer Identification Number) is 77-0011251. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS February 12, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS February 5, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS January 28, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS October 27, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS January 30, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS February 4, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS February 13, 2026)
- IRS filings on file for fiscal years 2019–2025
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Cite this profile
Grantable. (2026). William McCaskey Chapman and Adaline funder profile. GrantGraph. Retrieved October 16, 2026, from https://grantable.co/funders/william-mccaskey-chapman-and-adaline-morg_7e08d7bd8c8d4666b37df69479c4ce3b
BibTeX
@misc{grantable_770011251_2026,
author = {{Grantable}},
title = {{William McCaskey Chapman and Adaline funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/william-mccaskey-chapman-and-adaline-morg_7e08d7bd8c8d4666b37df69479c4ce3b},
note = {Accessed 2026-10-16. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from William McCaskey Chapman and Adaline's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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