Funder DirectoryALLETTA MORRIS MCBEAN CHARITABLE TRUST
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Private foundation (trust)EIN 943019660Est. 1986-12

ALLETTA MORRIS MCBEAN CHARITABLE TRUST

LA QUINTA, CA 92253

Accepts unsolicited proposals

Total Assets

$95.8M

FY 2024

Annual Giving

$4.2M

FY 2024

Grants Made

41

FY 2024

Avg Grant

$102K

FY 2024

Grant Range

$13K–$500K

Typical

Deadlines

February 28 and july 31

Applications

Financial Snapshot

2024 filing

Total Revenue

$3.5M

Total Expenses

$5.0M

Qualifying Distributions

$4.3M

Distributable Amount

$4.3M

Min. Investment Return

$4.4M

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

41 grants

Grant sizes from minimum $13K through median $50K to maximum $500K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

6 years

Giving over time from 2018 to 2024. Peak $4.3M in 2021. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

199 grants

NEWPORT HOSPITAL FOUNDATION INC
$2.6M
5 grants
THE MARTIN LUTHER KING COMMUNITY CENTER INC
$1.5M
6 grants
RHODE ISLAND ARTS FOUNDATION AT NEWPORT INC
$1.3M
6 grants
ST JOHN THE EVANGELIST
$1.1M
3 grants
NEWPORT HISTORICAL SOCIETY
$1.1M
4 grants
BELMONT CHAPEL FOUNDATION
$1M
3 grants
SALVE REGINA UNIVERSITY
$810K
3 grants
NEWPORT COUNTY YMCA
$750K
4 grants

Grant Size Distribution

199 grants

<$10K
10
grants
$10–50K
88
grants
$50–250K
84
grants
$250K–1M
17
grants
$1–5M
$5M+

Geographic Focus

7 states

Rhode Island
$20.7M
92% of total
California
$1.1M
5% of total
New Hampshire
$260K
1% of total
Texas
$150K
1% of total
Wisconsin
$131K
1% of total
Indiana
$85K
0% of total
Iowa
$50K
0% of total

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ALLETTA MORRIS MCBEAN CHARITABLE TRUST — Grants, Financials & Contact | Grantivo