Newton & Rochelle Becker Charitable Trus
The Newton and Rochelle Becker Charitable Trust is a private foundation established in 2006 in California by Newton Becker (1928–2012), founder of Becker CPA Review. Based in Larkspur, California, the trust operates as a family foundation dedicated to philanthropic giving with an entrepreneurial and high-impact approach. The organization supports more than 100 grantees annually and maintains a staff of six employees.
Key facts about Newton & Rochelle Becker Charitable Trus
- EIN
- 20-3822168
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $3,663,445
- Grants made (2024)
- 47
- Average grant
- $77,946
- Median grant
- $12,000
- New grantees (estimate)
- 21% first-time grantees (10 of 47, 2024)
- Total assets
- $157,378,165
- Primary geography
- Florida (60% of itemized 2024 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The Newton and Rochelle Becker Charitable Trust does not accept unsolicited applications. Full details ↓
Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Newton & Rochelle Becker Charitable Trus funds
By grant dollars, the top recipient states for Newton & Rochelle Becker Charitable Trus's 47 itemized 2024 grants were Florida (60%), California (17%) and New York (15%). The most frequent recipient cities were San Francisco, CA (8 grants), New York, NY (5 grants), St Petersburg, FL (3 grants) and Washington, DC (3 grants). 100% of grants with a stated purpose were for general or operating support.
Is Newton & Rochelle Becker Charitable Trus open to new grantees?
21%
first-time grantees, 2024
In 2024, 10 of 47 grantees (21%) were first-time recipients. First grants averaged $20K; repeat grants $94K. How we count
Medians: $8K first-time, $20K repeat.
- 79% of 2024 grantees were also funded in 2023. Method
- Giving fell 32% from 2021 to 2024. Method
- In 2024 it paid out 94% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with Newton & Rochelle Becker Charitable Trus
- How to evaluate Newton & Rochelle Becker Charitable Trus as a funder
Our grant prospecting guide: read the 990-PF, check fit, and decide whether to apply.
- Draft an LOI to Newton & Rochelle Becker Charitable Trus with AI
AI grant writing that drafts from your organization’s own materials, in your voice.
- Track this opportunity in a free grant tracker
A free Google Sheets or Excel template for deadlines, award terms, and reports due.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$157.4M
+6.4% YoY
Annual Giving
$3.7M
-38.2% YoY
Grant Count
47
-41.3% YoY
Avg Grant Size
$78K
+5.2% YoY
Under IRS private-foundation payout rules, Newton & Rochelle Becker Charitable Trus reported a distributable amount of $7.5M for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The Newton and Rochelle Becker Charitable Trust is dedicated to safeguarding democratic values and ensuring the future of the Jewish people and the State of Israel.
The trust's giving is focused in five priority areas:
- Research and Education to Advance Middle East Peace and Security
- Jewish Continuity and Identity
- Supporting Democratic Values
- California Jewish Communities
- Cultural and Civic Institutions
Grantmaking
The trust distributes approximately $5.9 million annually across 80 to 124 grants. Grant amounts typically range from $10,000 to $500,000, with a median grant size of approximately $12,000 and an average grant of around $74,086.
Grant Range
of approximately $12,000 and an average grant of around $74,086.
Average Grant
of around $74,086.
Review Cycle
.
How to Apply
** The Newton and Rochelle Becker Charitable Trust does not accept unsolicited applications. The foundation only makes contributions to preselected charitable organizations. Prospective grantees must contact the foundation directly to inquire about application details. There are no application deadlines.
Ready to take the next step with Newton & Rochelle Becker Charitable Trus?
Geographic Focus
Where this funder awards grants
The trust has a national scope with emphasis on California and Israel-related work.
Grant Distribution by State
Share of all 47 itemized 2024 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
As of 2023:
- Total Assets: $147,846,548
- Total Annual Giving: $5,926,910
- Total Revenue: $4,236,959
- Total Expenses: $10,626,491
- Total Liabilities: $1,140,000
The trust is ranked in the top 1% of foundations by asset size.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $157,378,165 | $147,846,548 | $140,411,471 |
| Revenue | $6,728,803 | $4,236,959 | $5,963,859 |
| Expenses | $8,612,794 | $10,626,491 | $9,311,313 |
| Qualifying Distributions | $7,054,766 | $8,846,669 | $7,911,765 |
| Net Investment Income | $5,199,453 | $2,526,302 | $2,506,307 |
| Distributable Amount | $7,477,797 | $7,086,199 | $7,342,525 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
406 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Schwab Charitable Fund ($1,925,000), Friends of Elnet ($334,245), Bay Area Jewish Federation ($203,600).
| Recipient | Purpose | Amount |
|---|---|---|
| SCHWAB CHARITABLE FUND Orlando, FL | GENERAL SUPPORT | $1,925,000 |
| FRIENDS OF ELNET New York, NY | GENERAL SUPPORT | $334,245 |
| BAY AREA JEWISH FEDERATION San Francisco, CA | GENERAL SUPPORT | $203,600 |
| PEF ISRAEL ENDOWMENT FUNDS INC New York, NY | GENERAL SUPPORT | $125,000 |
| POLITIFACT St Petersburg, FL | GENERAL SUPPORT | $117,000 |
| SIXPOINT Saint Petersburg, FL | GENERAL SUPPORT | $115,000 |
| JEWISH POLICY CENTER Washington, DC | GENERAL SUPPORT | $100,000 |
| UNITED WAY BAY AREA San Francisco, CA | GENERAL SUPPORT | $100,000 |
| AMERICAN FRIENDS OF TEL AVIV UNIVERSITY New York, NY | GENERAL SUPPORT | $50,000 |
| POYNTER INSTITUTE OF MEDIA STUDIES Saint Petersburg, FL | GENERAL SUPPORT | $50,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
- David Becker – Managing Trustee and President
- Ann Becker – Trustee
- Ken Haas – Trustee
- Dane Ross – Trustee
- Jason Porth – Executive Director
- Allison Brown – Director of Finance
- Coby Schoffman – Program Director
- Rachel Nilson Ralston – Associate Program Director
- Lydia Cobb – Executive Assistant
Compensation Overview
From 2024 IRS filing
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| David Becker | Managing Trustee | 40 | $494,450 |
| Ann Becker | Trustee | 1 | $6,438 |
| Ken Haas | Trustee | 1 | $8,308 |
| Dane Ross as of 32024 | Trustee | 1 | $8,533 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does Newton & Rochelle Becker Charitable Trus fund?
The Newton and Rochelle Becker Charitable Trust is dedicated to safeguarding democratic values and ensuring the future of the Jewish people and the State of Israel. The trust's giving is focused in five priority areas: • Research and Education to Advance Middle East Peace and Security • Jewish Continuity and Identity • Supporting Democratic Values • California Jewish Communities • Cultural and Civic Institutions
How do I apply for a grant from Newton & Rochelle Becker Charitable Trus?
The Newton and Rochelle Becker Charitable Trust does not accept unsolicited applications. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
Where does Newton & Rochelle Becker Charitable Trus make grants?
The trust has a national scope with emphasis on California and Israel-related work.
What size grants does Newton & Rochelle Becker Charitable Trus award?
In 2024, Newton & Rochelle Becker Charitable Trus awarded 47 grants totaling $3.7M — an average of about $78K per grant, based on its IRS Form 990 filings.
How much is Newton & Rochelle Becker Charitable Trus required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Newton & Rochelle Becker Charitable Trus reported a distributable amount of $7.5M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Newton & Rochelle Becker Charitable Trus's EIN?
Newton & Rochelle Becker Charitable Trus's EIN (Employer Identification Number) is 20-3822168. IRS Form 990 filing data is available on this page for 2020–2024.
Does Newton & Rochelle Becker Charitable Trus accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Explore Open Grants
Browse active grant opportunities in Newton & Rochelle Becker Charitable Trus's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Jewish Community Federation of San
San Francisco, CA
Assets
$1.5B
Grants
991
Total Given
$123.7M
Silicon Valley Community Foundation
Mountain View, CA
Assets
$12.3B
Grants
3,576
Total Given
$3.2B
Jewish Community Foundation of Los Angeles
Los Angeles, CA
Assets
$1.2B
Grants
1,063
Total Given
$142.2M
Tides Foundation
San Francisco, CA
Assets
$534.5M
Grants
2,110
Total Given
$382.1M
California Community Foundation
Los Angeles, CA
Assets
$2.2B
Grants
2,025
Total Given
$272.6M
The William & Flora Hewlett Foundation
Menlo Park, CA
Assets
$14.2B
Grants
2,001
Total Given
$625.0M
Sempra Foundation
San Diego, CA
Assets
$11.5M
Grants
1,501
Total Given
$1.8M
Marin Community Foundation
Novato, CA
Assets
$1.1B
Grants
1,383
Total Given
$176.2M
Conrad N Hilton Foundation
Westlake Village, CA
Assets
$7.4B
Grants
1,339
Total Given
$287.7M
Chamberlin Education Foundation
Richmond, CA
Assets
$80.6M
Grants
1,302
Total Given
$3.0M
The California Endowment
Los Angeles, CA
Assets
$4.5B
Grants
1,125
Total Given
$215.9M
Kaiser Foundation Hospitals
Oakland, CA
Assets
$87.4B
Grants
1,122
Total Given
$225.4M
More Funders in California
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.