William McCaskey Chapman and Adaline

MONTEREY, CA EIN: 77-0011251

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

$19.6M

+27.9% YoY

Annual Giving

$733K

+11.8% YoY

Grant Count

31

+10.7% YoY

Avg Grant Size

$24K

+1.0% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$311K$622K$933K$1M20202021202220232024
Metric202420232022
Total Assets$19,599,557$15,325,030$13,342,818
Revenue$965,956$1,131,107$750,877
Expenses$923,322$837,020$813,042
Qualifying Distributions$900,352$803,440$779,263
Net Investment Income$945,333$1,110,402$726,854
Distributable Amount$866,343$729,184$785,877

Giving Over Time

Total grant dollars and number of grants per year

$0$183K$366K$549K$733K25 grants202024 grants202128 grants202228 grants202331 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

International School of …$50KYork School$50KPacific Grove Unified Sc…$45KMonterey Bay Aquarium$40KStevenson School$38KChartwell School$35KSanta Catalina School$35KGirls Inc of Central Coast$30KFriends of MAOS$30KAll Saints Episcpal Day …$29K

Grant Size Distribution

136 grants across all recorded years

127<$50K9$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does William McCaskey Chapman and Adaline fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

Craig BellerExecutive Dir.$62KDavid J BenjaminChair$18KDr Robert G Gard JrTrustee$12KWayne G DowneySecretary$12KNancy TostevinVice Chair$12KDemi BriscoeTreasurer$12KAlejandro HoganExecutive Dir.$8K

From 2024 filing

NameTitleHoursCompensation
Alejandro HoganExecutive Dir.25$8,333
Dr Robert G Gard JrTrustee3$12,000
Wayne G DowneySecretary3$12,000
David J BenjaminChair5$18,000
Nancy TostevinVice Chair3$12,000
Demi BriscoeTreasurer5$12,000
Craig BellerExecutive Dir.25$61,875

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

1states

States

Cities

CarmelMarinaMontereyMoss LandingPacific GrovePebble BeachSalinasSeaside

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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