Alletta Morris McBean Charitable Trust
The Alletta Morris McBean Charitable Trust is a private foundation based in La Quinta, California, with grantmaking focused on Newport and Aquidneck Island, Rhode Island. Its stated purpose gives special attention to charitable activities in those communities that enhance quality of life and perpetuate local history.
Alletta Morris McBean Charitable Trust at a glance
In short: Alletta Morris McBean Charitable Trust gave $4.2M across 41 grants in 2024 (avg $102K), mostly in Rhode Island. 20% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $4,195,000
- +17.0% vs 2023
- Grants made (2024)
- 41
- +28.1% vs 2023
- Average grant
- $102,317
- -8.7% vs 2023
- Median grant
- $50,000
- Total assets
- $20,496,407
- -6.9% vs 2023
- New grantees (estimate)
- 20% first-time grantees (8 of 41, 2024)
- Primary geography
- Rhode Island (97% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Alletta Morris McBean Charitable Trust
- How to Apply
-
The Trust accepts written requests identifying a specific project. Applicants should submit six copies of a formal proposal with organizational history, board and senior staff lists, financial information, project details and budget, other funding information, and verification of 501(c)(3) and 509 status. The filing lists restrictions to Newport and Aquidneck Island, Rhode Island. The Trust says prior funding does not assure future funding.
- Review Cycle
- The Trust’s published schedule lists February 28 for consideration at its May meeting and July 31 for consideration at its October meeting. The 2026 July 31 deadline has passed; the next meeting-cycle deadline is not stated in the available information.
- Deadline
- The Trust’s published schedule lists February 28 for consideration at its May meeting and July 31 for consideration at…
- Contact
Application contact: Charlene Kleiner
Mailing address: 78140 Calle Tampico Suite 104, La Quinta, CA 92253
Phone: (760) 564-3000
Website: https://allettamcbeancharitabletrust.org
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Open Grants
1 open opportunity from Alletta Morris McBean Charitable Trust
Who Alletta Morris McBean Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Newport Hospital Foundation Inc ($500K). Together the top 10 received $2.6M.
Grant Size Distribution
174 grants across all recorded years
The most common grant size was under $50K: 68 grants of 174 (39%).
Geographic Focus
Where this funder awards grants
The Trust’s stated focus is Newport and Aquidneck Island, Rhode Island. In 2024, 97% of grant dollars went to recipients in Rhode Island; California, New Hampshire, and Indiana each accounted for 1%.
Grant Distribution by State
Share of 2024 grant dollars across all 41 itemized grants.
Cities
Is Alletta Morris McBean Charitable Trust open to new grantees?
20%
first-time grantees, 2024
In 2024, 8 of 41 grantees (20%) were first-time recipients. First grants averaged $91K; repeat grants $105K. How we count
Medians: $65K first-time, $50K repeat.
- 59% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (−2%). Method
- In 2024 it paid out 100% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $3.4M (2022) to $4.3M (2021). In 2024 it made 41 grants totaling $4.2M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Newport Hospital Foundation Inc Newport, RI | Establish an adolescent behavioral health inpatient unit at newport hospital | $500,000 |
| Salve Regina University Newport, RI | Ochre court terrace restoration plan, michael semenza scholarship fund | $400,000 |
| Girl Scouts of Southeastern New England Warwick, RI | Revitalization of Camp Rocky Farm | $250,000 |
| Newport County Community Mental Health Center Inc Middletown, RI | Building hope, rebuilding lives mission expansion campaign in support of a new community access center | $250,000 |
| Oliver Hazard Perry Rhode Island Newport, RI | New Aquidneck Island 9TH Grade Ocean Access Program | $250,000 |
| SRBA Historic Building and Environmental Preservation Foundation Newport, RI | Further funding to continue work, already well under way addressing structural issues related to the integrity of the brick-clad exterior walls and an outdated drainage system | $250,000 |
| Boys Club & Girls Clubs of Newport County Inc Newport, RI | Capital Campaign - a Challenge Grant | $250,000 |
| St John the Evangelist Newport, RI | Stained-Glass Window Over the High Altar Restoration | $160,000 |
| Belmont Chapel Foundation Newport, RI | Building Endowment Fund | $150,000 |
| Seamen's Church Institute of Newport Newport, RI | Restoration of the windows of the national landmark building in anticipation of the 100th anniversary in 2030 | $140,000 |
Ready to take the next step with Alletta Morris McBean Charitable Trust?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $20,496,407 | $3,472,384 | $5,001,879 | $4,195,000 | 41 | $4,324,409 | $2,836,481 | $4,314,466 |
| 2023 | $22,025,902 | $3,113,080 | $4,244,823 | $3,586,000 | 32 | $3,705,108 | $2,585,305 | $3,537,203 |
| 2022 | $23,157,645 | $310,842 | $4,088,900 | $3,441,500 | 35 | $3,529,698 | $57,659 | $3,676,458 |
| 2021 | $26,935,703 | $4,253,721 | $5,125,075 | $4,261,750 | 36 | $4,356,302 | $4,128,168 | $4,630,058 |
| 2020 | $27,753,857 | $5,232,604 | $4,464,857 | $3,627,400 | 30 | — | $4,004,387 | $3,745,786 |
Under IRS private-foundation payout rules, Alletta Morris McBean Charitable Trust reported a distributable amount of $4.3M for 2024 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The Trust’s stated purpose is to give special attention to organizations whose charitable activities focus on Newport and Aquidneck Island and are designed to enhance quality of life and perpetuate the area’s history.
Its 2024 grants included support for health care, education, youth programs, historic-building restoration, and maritime activities. The grantees describe their own work in varied terms: Newport Hospital Foundation says it coordinates fundraising for comprehensive integrated health care through Newport Hospital; Salve Regina University says it promotes universal justice through teaching and research; and Oliver Hazard Perry Rhode Island says it provides education programs at sea and ashore and raises awareness of maritime-industry opportunities. Other 2024 recipients included organizations whose stated missions concern historic preservation, nature stewardship, classical music, and public sailing.
Grantmaking
In 2024, the Trust reported 41 grants totaling $4,195,000. Grant amounts ranged from $12,500 to $500,000, with a median of $50,000. The largest awards included $500,000 to Newport Hospital Foundation for an adolescent behavioral health inpatient unit; $400,000 to Salve Regina University for the Ochre Court terrace restoration plan and Michael Semenza Scholarship Fund; and $250,000 each to Girl Scouts of Southeastern New England, Newport County Community Mental Health Center, Oliver Hazard Perry Rhode Island, SRBA Historic Building and Environmental Preservation Foundation, and Boys Club & Girls Clubs of Newport County.
The Trust’s website lists 2025 awards ranging from $10,000 to $750,000, including grants for restoration and capital projects, programs, capacity support, and community services.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Donald Christ as trustee and president; Dorienne Farzan, Walter G. D. Reed, and Gladys V. Szapary as trustees; and Charlene Kleiner as administrator. The Trust’s website also lists Elena T. Kissel as a trustee.
Alletta Morris McBean Charitable Trust is led by Donald Christ, Trustee & President on every filing since 2020; 1 of 5 officers listed in 2024 is compensated.
Officers on the 2024 filing
Donald Christ
Trustee & President
On filings since 2020
3 hrs/week
No compensation reported
Dorienne Farzan
Trustee
On filings since 2020
1 hr/week
No compensation reported
Gladys V. Szapary
Trustee
On filings since 2020
1 hr/week
No compensation reported
Walter G. D. Reed
Trustee
On filings since 2020
1 hr/week
No compensation reported
Charlene Kleiner
Administrator
On filings since 2020
10 hrs/week
$75K (2020) → $95K (2024)
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $95K, to Charlene Kleiner (Administrator).
Frequently asked questions about Alletta Morris McBean Charitable Trust
How much does Alletta Morris McBean Charitable Trust give each year?
Alletta Morris McBean Charitable Trust gave $4.2M across 41 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $3.6M across 32 grants.
What is Alletta Morris McBean Charitable Trust's typical grant size?
Alletta Morris McBean Charitable Trust's median grant in 2024 was $50,000, and its average grant was $102,317, across 41 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Alletta Morris McBean Charitable Trust that year got $91K on average.
Where does Alletta Morris McBean Charitable Trust give grants?
Alletta Morris McBean Charitable Trust gives mostly in Rhode Island: 97% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Newport, RI (21 grants), Middletown, RI (5 grants), Providence, RI (5 grants) and Warwick, RI (4 grants).
Does Alletta Morris McBean Charitable Trust give general operating support?
Not in 2024: none of the 41 grants with a stated purpose on Alletta Morris McBean Charitable Trust's 2024 IRS Form 990-PF were described as general or operating support.
Who are Alletta Morris McBean Charitable Trust's largest grantees?
Alletta Morris McBean Charitable Trust's largest 2024 grantees include Newport Hospital Foundation Inc ($500,000), Salve Regina University ($400,000) and Girl Scouts of Southeastern New England ($250,000), according to its 2024 IRS Form 990-PF. Together they received 27% of its itemized 2024 grant dollars.
How large is Alletta Morris McBean Charitable Trust?
Alletta Morris McBean Charitable Trust reported $20.5M in total assets on its 2024 IRS Form 990-PF. It paid out $4.3M in qualifying distributions that year, against a required minimum of $4.3M (roughly 5% of its investment assets).
What does Alletta Morris McBean Charitable Trust fund?
The Trust’s stated purpose is to give special attention to organizations whose charitable activities focus on Newport and Aquidneck Island and are designed to enhance quality of life and perpetuate the area’s history. See mission & focus areas ↑
How do I apply for a grant from Alletta Morris McBean Charitable Trust?
The Trust accepts written requests identifying a specific project. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Alletta Morris McBean Charitable Trust's EIN?
Alletta Morris McBean Charitable Trust's EIN (Employer Identification Number) is 94-3019660. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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Cite this profile
Grantable. (2026). Alletta Morris McBean Charitable Trust funder profile. GrantGraph. Retrieved October 16, 2026, from https://grantable.co/funders/alletta-morris-mcbean-charitable-trust-morg_416b2b2cf71648e996a9c4940d0afa5d
BibTeX
@misc{grantable_943019660_2026,
author = {{Grantable}},
title = {{Alletta Morris McBean Charitable Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/alletta-morris-mcbean-charitable-trust-morg_416b2b2cf71648e996a9c4940d0afa5d},
note = {Accessed 2026-10-16. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Alletta Morris McBean Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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