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.
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.
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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
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 |
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
247 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Schwab Charitable Fund ($1,925,000), Friends of Elnet ($334,245), Bay Area Jewish Federation ($203,600).
| Recipient | Purpose | Amount |
|---|---|---|
| AMERICAN FRIENDS OF TEL AVIV UNIVERSITY NEW YORK, NY | GENERAL SUPPORT | $50,000 |
| ANTI-DEFAMATION LEAGUE NEW YORK, NY | GENERAL SUPPORT | $20,000 |
| BAY AREA JEWISH FEDERATION SAN FRANCISCO, CA | GENERAL SUPPORT | $203,600 |
| CALIFORNIA FILM INSTITUTE SAN RAFAEL, CA | GENERAL SUPPORT | $5,500 |
| CENTER FOR DISASTER PHILANTHROPY WASHINGTON, DC | GENERAL SUPPORT | $25,000 |
| CHABAD OF CARNEGIE MELLON UNIVERSITY PITTSBURGH, PA | GENERAL SUPPORT | $1,800 |
| CHABAD OF SYRACUSE UNIVERSITY SYRACUSE, NY | GENERAL SUPPORT | $1,800 |
| COMMUNITY OF WRITERS NEVADA CITY, CA | GENERAL SUPPORT | $10,000 |
| COMMUNITY VENTURE PARTNERS MILL VALLEY, CA | GENERAL SUPPORT | $35,500 |
| CONGREGATION BETH SHOLOM SAN FRANCISCO, CA | GENERAL SUPPORT | $33,000 |
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 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 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. Recent grants include: • $200,000 to Pef Israel Endowment Funds • $175,000 to Moment Magazine • $155,000 to Israel on Campus Coalition • $100,000 to United Way of the Bay Area • $75,000 to Tel Aviv Institute • $50,000 to More in Common • $50,000 to Open-door Media • $50…
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.
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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