Private foundation (trust)EIN 954210203Est. 1989-04
THE MCKELVEY DAUGHERTY FAMILY
NEWPORT BEACH, CA 92660
Total Assets
$703K
FY 2024
Annual Giving
$35K
FY 2024
Grants Made
15
FY 2024
Avg Grant
$2K
FY 2024
Grant Range
$1K–$6K
Typical
Deadlines
—
Applications
Financial Snapshot
2024 filing
Total Revenue
$31K
Total Expenses
$45K
Qualifying Distributions
$35K
Distributable Amount
$35K
Min. Investment Return
$35K
Payout rate
Qualifying distributions as a share of distributable amount.
Grant Range
15 grants
Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.
Giving Over Time
5 years
Total dollars recorded per filing year. Scale adjusts to the foundation's range.
Top Recipients
76 grants
Grant Size Distribution
76 grants
Geographic Focus
10 states
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