The McAliley Endowment Trust
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.
Key facts about The McAliley Endowment Trust
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.
- EIN
- 23-7093919
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $12,500
- Grants made (2024)
- 3
- Average grant
- $4,167
- Median grant
- $4,000
- Total assets
- $875,143
- Primary geography
- North Carolina (60% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$875K
+8.9% YoY
Annual Giving
$13K
Grant Count
3
Avg Grant Size
$4K
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.
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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 3 itemized 2024 grant dollars.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $13K (2024) to $42K (2020). In 2024 it made 3 grants totaling $13K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
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
The most common grant size was under $50K: 15 grants of 15 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| St Thomas Episcopal Church Medina, WA | To further the ministry of the st. Thomas episcopal church | $5,000 |
| Manna Food Bank Mills River, NC | To provide support to food bank after devastating hurricane losses in North Carolina. | $4,000 |
| Habitat for Humanity Asheville, NC | To provide support to rebuild housing after devastating hurricane losses in North Carolina. | $3,500 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $875,143 | $803,933 | $812,583 |
| Revenue | $84,722 | $50,788 | $39,846 |
| Expenses | $15,827 | $59,438 | $84,932 |
| Qualifying Distributions | $12,500 | $29,384 | $56,140 |
| Net Investment Income | $84,722 | $20,734 | $11,276 |
| Distributable Amount | $58,724 | $50,957 | $53,283 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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
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).
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.
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