The McAliley Endowment Trust

Private foundation · Grantmaker Brookhaven, GA EIN: 23-7093919
Arts and cultureEducationReligion

The McAliley Endowment Trust is a private foundation focused on Arts and culture, based in Brookhaven, GA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $875K in total assets. In 2024, it awarded 3 grants totaling $13K. Net investment income was $85K.

The McAliley Endowment Trust at a glance

In short: The McAliley Endowment Trust gave $13K across 3 grants in 2024 (avg $4K), mostly in North Carolina. Source: 2024 IRS Form 990-PF.

Annual giving (2024)
$12,500
Grants made (2024)
3
Average grant
$4,167
Median grant
$4,000
Total assets
$875,143
+8.9% vs 2023
Primary geography
North Carolina (60% of itemized 2024 grant dollars)
Latest 990 filing
Form 990-PF, 2024 View filing

Data from IRS Form 990-PF, 2024; updated September 2026.

Who The McAliley Endowment Trust funds

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

St Thomas Episcopal Church: $5KSt Thomas Episcopal Church$5KManna Food Bank: $4KManna Food Bank$4KHabitat for Humanity: $4KHabitat for Humanity$4K

The largest 2024 recipient was St Thomas Episcopal Church ($5K). Together the top 3 received $13K.

Grant Size Distribution

15 grants across all recorded years

15<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 15 grants of 15 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of 2024 grant dollars across all 3 itemized grants.

Cities

AtlantaAshevilleMedinaMills River

How The McAliley Endowment Trust gives

  • Giving fell 60% from 2021 to 2024. Method
  • In 2024 it paid out 21% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K3 grants2020 3 grants2021 6 grants2022 0 grants2023 3 grants2024

From 2020 to 2024, annual grant giving ranged from $13K (2024) to $42K (2020). In 2024 it made 3 grants totaling $13K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
St Thomas Episcopal Church Medina, WATo further the ministry of the st. Thomas episcopal church$5,000
Manna Food Bank Mills River, NCTo provide support to food bank after devastating hurricane losses in North Carolina.$4,000
Habitat for Humanity Asheville, NCTo provide support to rebuild housing after devastating hurricane losses in North Carolina.$3,500
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2024$875,143$84,722$15,827$12,5003$12,500$84,722$58,724
2023$803,933$50,788$59,438——$29,384$20,734$50,957
2022$812,583$39,846$84,932$28,0006$56,140$11,276$53,283
2021$857,669$97,719$84,270$31,0003$57,593$71,042$61,242
2020$844,220$36,476$92,509$41,5003—$10,962$53,178

Under IRS private-foundation payout rules, The McAliley Endowment Trust reported a distributable amount of $59K for 2024 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

The McAliley Endowment Trust is led by Mary R. Foreman-Rorrer, Trustee on every filing since 2023 — the only officer listed, and uncompensated.

Officers on the 2024 filing

  • Mary R. Foreman-Rorrer

    Trustee

    On filings since 2023

    2 hrs/week

    $49K (2023) → $0 (2024)

Former officers (1)
  • Former: Margaret R. Foreman (2020–2023) — Trustee

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 2023 IRS filing

Mary R Foreman-Rorrer — Trustee: $49KMary R Foreman-RorrerTrustee$49KMargaret R Foreman — Trustee: $10KMargaret R ForemanTrustee$10K

The highest reported compensation on the 2023 filing was $49K, to Mary R Foreman-Rorrer (Trustee). 2 officers or directors reported compensation on that filing.

Frequently asked questions about The McAliley Endowment Trust

How much does The McAliley Endowment Trust give each year?

The McAliley Endowment Trust gave $13K across 3 grants in 2024, according to its 2024 IRS Form 990-PF.

What is The McAliley Endowment Trust's typical grant size?

The McAliley Endowment Trust's median grant in 2024 was $4,000, and its average grant was $4,167, across 3 grants on its 2024 IRS Form 990-PF.

Where does The McAliley Endowment Trust give grants?

The McAliley Endowment Trust gives mostly in North Carolina: 60% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was Washington (40%).

Does The McAliley Endowment Trust give general operating support?

Not in 2024: none of the 3 grants with a stated purpose on The McAliley Endowment Trust's 2024 IRS Form 990-PF were described as general or operating support.

How large is The McAliley Endowment Trust?

The McAliley Endowment Trust reported $875K in total assets on its 2024 IRS Form 990-PF. It paid out $13K in qualifying distributions that year, against a required minimum of $59K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What is The McAliley Endowment Trust?

The McAliley Endowment Trust is a private foundation focused on Arts and culture, based in Brookhaven, GA. It holds $875K in total assets as of 2024.

What is The McAliley Endowment Trust's EIN?

The McAliley Endowment Trust's EIN (Employer Identification Number) is 23-7093919. IRS Form 990 filing data is available on this page for 2020–2024.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

Data update history

(1)

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from The McAliley Endowment 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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