Nonprofit · EIN 45-7027710
DANIEL AND BARBARA@CHAPMAN TRUST
Tax-exempt · ALEXANDRIA, VA 22313
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $92,444 | $178,162 | -$85,718 | $1,011,043 | $0 | $1,011,043 |
| December 31, 2024 | 990-PF | $78,787 | $165,497 | -$86,710 | $1,096,973 | $0 | $1,096,973 |
| December 31, 2023 | 990-PF | $49,662 | $143,473 | -$93,811 | $1,183,556 | $0 | $1,183,556 |
| December 31, 2021 | 990-PF (amended) | $99,776 | $191,631 | -$91,855 | $1,539,001 | $0 | $1,539,001 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $40,218
- Net gain from sales of assets
- $52,226
Expenses
- Grants and similar amounts paid
- $125,174
- Compensation of officers, directors and key employees
- $49,427
- Disbursements for charitable purposes
- $126,420
- Excise tax on investment income
- $1,274
Balance sheet and other
- Total assets, start of year
- $1,096,973
- Total assets, end of year
- $1,011,043
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,011,043
- Fair market value of assets
- $2,720,572
- Qualifying distributions
- $126,420
- Net investment income
- $92,444
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BURKE HERBERT BANK TRUST 117 N FAIRFAX ST, ALEXANDRIA, VA 22314 | TRUSTEE | 10 | $26,677 |
| STERLING FOUNDATION MANAGEMENT 12030 SUNRISE VALLEY DR SUITE 450, RESTON, VA 20191 | FOUNDATION MANAGER | 10 | $16,000 |
| HENRY ALLEN CUNNINGHAM III 11404 SADDLEVIEW PLACE, N POTOMAC, MD 20878 | FOUNDATION MANAGER | 1 | $2,250 |
| DENNIS H MALONE 1107 TIVOLI DRIVE, NAPLES, FL 34104 | FOUNDATION MANAGER | 1 | $2,250 |
| CHARLES C HABILSTON IV 514 S FAIRFAX STREET, ALEXANDRIA, VA 22314 | FOUNDATION MANAGER | 1 | $2,250 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BURKE HERBERT BANK TRUST 117 N FAIRFAX ST, ALEXANDRIA, VA 22314 | TRUSTEE | 10 | $25,597 |
| STERLING FOUNDATION MANAGEMENT 12030 SUNRISE VALLEY DR SUITE 450, RESTON, VA 20191 | FOUNDATION MANAGER | 10 | $16,000 |
| HENRY ALLEN CUNNINGHAM III 11404 SADDLEVIEW PLACE, N POTOMAC, MD 20878 | FOUNDATION MANAGER | 1 | $2,250 |
| DENNIS H MALONE 1107 TIVOLI DRIVE, NAPLES, FL 34104 | FOUNDATION MANAGER | 1 | $2,250 |
| CHARLES C HABILSTON IV 514 S FAIRFAX STREET, ALEXANDRIA, VA 22314 | FOUNDATION MANAGER | 1 | $2,250 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BURKE HERBERT BANK TRUST 117 N FAIRFAX ST, ALEXANDRIA, VA 22314 | TRUSTEE | 10 | $20,922 |
| STERLING FOUNDATION MANAGEMENT 12030 SUNRISE VALLEY DR SUITE 450, RESTON, VA 20191 | FOUNDATION MANAGER | 10 | $12,000 |
| HENRY ALLEN CUNNINGHAM III 11404 SADDLEVIEW PLACE, N POTOMAC, MD 20878 | FOUNDATION MANAGER | 1 | $2,000 |
| DENNIS H MALONE 1107 TIVOLI DRIVE, NAPLES, FL 34104 | FOUNDATION MANAGER | 1 | $2,000 |
| CHARLES C HABILSTON IV 514 S FAIRFAX STREET, ALEXANDRIA, VA 22314 | FOUNDATION MANAGER | 1 | $2,000 |
990-PF for the year ended December 31, 2021: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BURKE HERBERT BANK TRUST 118 S FAIRFAX ST, ALEXANDRIA, VA 22314 | TRUSTEE | 10 | $23,752 |
| STERLING FOUNDATION MANAGEMENT 12030 SUNRISE VALLEY DR SUITE 450, RESTON, VA 20191 | FOUNDATION MANAGER | 10 | $16,000 |
Address and contacts
- Address (IRS master file)
- PO BOX 113, ALEXANDRIA, VA 22313-0113
- In care of
- % BURKE & HERBERT BANK & TRUST CO
- Signed the 990-PF
- BURKE HERBERT BANK TRUST, Vice President
- Phone
- (703) 837-3788
- Return prepared by
- ERNST & YOUNG US LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 45-7027710
- 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
- 2016
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $1,011,043
- Income (IRS master file)
- $268,880
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $92,444 | $178,162 | $1,011,043 | IRS |
| 990-PF | December 2024 | $78,787 | $165,497 | $1,096,973 | IRS |
| 990-PF | December 2023 | $49,662 | $143,473 | $1,183,556 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | $99,776 | $191,631 | $1,539,001 | XML |
| 990-PF | December 2020 | – | – | – | 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 45-7027710).
Questions about DANIEL AND BARBARA@CHAPMAN TRUST
- What is the EIN of DANIEL AND BARBARA@CHAPMAN TRUST?
- The employer identification number (EIN) of DANIEL AND BARBARA@CHAPMAN TRUST is 45-7027710.
- Is DANIEL AND BARBARA@CHAPMAN TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to DANIEL AND BARBARA@CHAPMAN TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DANIEL AND BARBARA@CHAPMAN TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DANIEL AND BARBARA@CHAPMAN TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did DANIEL AND BARBARA@CHAPMAN TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of DANIEL AND BARBARA@CHAPMAN TRUST?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 5 received compensation from the organization, the highest $26,677 (BURKE HERBERT BANK TRUST, TRUSTEE).
- How much revenue does DANIEL AND BARBARA@CHAPMAN TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $92,444, expenses of $178,162 and total assets of $1,011,043 at year end.
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