The Mcaliley Endowment Trust

BROOKHAVEN, GA EIN: 23-7093919

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.

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.

About The Mcaliley Endowment Trust

Based on IRS filings

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Cities

AshevilleAtlantaMedinaMills River

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$27K$54K$81K$107K20202021202220232024
Metric202420232022
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

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$21K$31K$42K3 grants20203 grants20216 grants20220 grants20233 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

ST THOMAS EPISCOPAL CHURCH$5KMANNA FOOD BANK$4KHABITAT FOR HUMANITY$4K

Grant Size Distribution

15 grants across all recorded years

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

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include St Thomas Episcopal Church ($5,000), Manna Food Bank ($4,000), Habitat for Humanity ($3,500).

RecipientPurposeAmount
HABITAT FOR HUMANITY ASHEVILLE, NCTO PROVIDE SUPPORT TO REBUILD HOUSING AFTER DEVASTATING HURRICANE LOSSES IN NORTH CAROLINA.$3,500
MANNA FOOD BANK MILLS RIVER, NCTO PROVIDE SUPPORT TO FOOD BANK AFTER DEVASTATING HURRICANE LOSSES IN NORTH CAROLINA.$4,000
ST THOMAS EPISCOPAL CHURCH MEDINA, WATO FURTHER THE MINISTRY OF THE ST. THOMAS EPISCOPAL CHURCH$5,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
MARY R FOREMAN-RORRERTRUSTEE2

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

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.

How large is The Mcaliley Endowment Trust?

As of 2024, The Mcaliley Endowment Trust holds $875K in total assets with $85K in annual revenue. It awarded 3 grants totaling $13K in 2024.

Where does The Mcaliley Endowment Trust operate?

The Mcaliley Endowment Trust has awarded grants in Georgia, North Carolina, Washington.

What size grants does The Mcaliley Endowment Trust award?

In 2024, The Mcaliley Endowment Trust awarded 3 grants totaling $13K — an average of about $4K per grant, based on its IRS Form 990 filings.

How much is The Mcaliley Endowment Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Mcaliley Endowment Trust reported a distributable amount of $59K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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.

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

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