Private Foundation

ALLETTA MORRIS MCBEAN CHARITABLE TRUST

ALLETTA MORRIS MCBEAN CHARITABLE TRUST is a private foundation categorized as Private Foundation based in LA QUINTA, CA. Its most recent IRS filing (2024) reports revenue of $3.5M, expenses of $5.0M, total assets of $20.5M. Imperigo tracks 230 reported grants from this foundation totaling approximately $28.0M.

EIN: 943019660 LA QUINTA, CA Latest filing: 2024
Total Revenue$3.5M
Total Expenses$5.0M
Total Assets$20.5M
Grants Given230
Grant Total$28.0M
Filing Years2020–2024

Sample Grants Given

NEWPORT HOSPITAL FOUNDATION INC
NEWPORT, RI · 2024
ESTABLISH AN ADOLESCENT BEHAVIORAL HEALTH INPATIENT UNIT AT NEWPORT HOSPITAL
$500,000
SALVE REGINA UNIVERSITY
NEWPORT, RI · 2024
OCHRE COURT TERRACE RESTORATION PLAN, MICHAEL SEMENZA SCHOLARSHIP FUND
$400,000
NEWPORT COUNTY COMMUNITY MENTAL HEALTH CENTER INC
MIDDLETOWN, RI · 2024
BUILDING HOPE, REBUILDING LIVES MISSION EXPANSION CAMPAIGN IN SUPPORT OF A NEW COMMUNITY ACCESS CENTER
$250,000
GIRL SCOUTS OF SOUTHEASTERN NEW ENGLAND
WARWICK, RI · 2024
REVITALIZATION OF CAMP ROCKY FARM
$250,000
OLIVER HAZARD PERRY RHODE ISLAND
NEWPORT, RI · 2024
NEW AQUIDNECK ISLAND 9TH GRADE OCEAN ACCESS PROGRAM
$250,000

Showing up to 5 of 230 total records — full history available with membership.

Officers & Directors

ADMINISTRATOR Charlene Kleiner
TRUSTEE/PRES. Donald Christ
TRUSTEE Dorienne Farzan
TRUSTEE Gladys V Szapary
TRUSTEE Walter G D Reed

Officer compensation and complete director data available with membership.

Top Grant Purposes

GENERAL
$3,150,200 1 grant
A MATCHING CHALLENGE TO SUPPORT THE ENDOWMENT PORTION OF THE BUILDING HOPE CAPITAL CAMPAIGN; CRITICAL HUNGER RELIEF AND WELLNESS PROGRAM
$825,000 1 grant
PURCHASE OF A SECOND CT SCANNER FOR THE HOSPITAL'S EMERGENCY DEPARTMENT
$750,000 1 grant
BEYOND THE BUILDING CAPITAL CAMPAIGN, EMERGENCY GRANT IN CONNECTION WITH COSTS RELATIVE TO THE COVID-19 OUTBREAK ON AQUIDNECK ISLAND
$600,000 1 grant
COMPLETION OF THE CHALLENGING THE FUTURE CAMPAIGN/A CHALLENGE GRANT TO ENHANCE THE ENDOWMENT
$600,000 1 grant

Financial Trends

Year Revenue Expenses Assets
2024 $3.5M $5.0M $20.5M
2023 $3.1M $4.2M $22.0M
2022 $311K $4.1M $23.2M
2021 $4.3M $5.1M $26.9M
2020 $5.2M $4.5M $27.8M

Between 2020 and 2024, reported annual revenue declined from $5.2M to $3.5M (-34%), with total assets most recently reported at $20.5M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in CA, IA, IN, NH, RI, TX, and 1 other state.

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Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for ALLETTA MORRIS MCBEAN CHARITABLE TRUST

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