The McAllister Charitable Foundation
The McAllister Charitable Foundation is a private foundation, based in Chicago, IL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $2.4M in total assets. In 2025, it awarded 3 grants totaling $106K. Net investment income was $119K.
The McAllister Charitable Foundation at a glance
In short: The McAllister Charitable Foundation gave $106K across 3 grants in 2025 (avg $35K), mostly in North Carolina. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $106,000
- +5.8% vs 2024
- Grants made (2025)
- 3
- +0.0% vs 2024
- Average grant
- $35,333
- +5.8% vs 2024
- Median grant
- $20,000
- Total assets
- $2,368,940
- -0.7% vs 2024
- Primary geography
- North Carolina (62% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who The McAllister Charitable Foundation funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was UNC Health Foundation ($66K). Together the top 3 received $106K.
Grant Size Distribution
9 grants across all recorded years
The most common grant size was under $50K: 6 grants of 9 (67%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
Cities
How The McAllister Charitable Foundation gives
- Giving grew 324% from 2022 to 2025. Method
- In 2025 it paid out 93% 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
From 2019 to 2025, annual grant giving ranged from $25K (2021) to $106K (2025). In 2025 it made 3 grants totaling $106K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| UNC Health Foundation Chapel Hill, NC | General Support | $66,000 |
| Save the Children Federation Inc Fairfield, CT | General Support | $20,000 |
| Many Hopes Inc New York, NY | General Support | $20,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $2,368,940 | $129,224 | $146,499 | $106,000 | 3 | $133,931 | $118,718 | $143,895 |
| 2024 | $2,386,328 | $120,480 | $134,698 | $100,168 | 3 | $122,926 | $109,530 | $128,741 |
| 2023 | $2,400,275 | $75,277 | $119,188 | $82,000 | 1 | $109,148 | $71,250 | $127,657 |
| 2022 | $2,446,545 | $110,779 | $53,110 | $25,000 | 1 | $44,648 | $57,328 | $126,307 |
| 2021 | $2,389,486 | $446,207 | $60,701 | $25,000 | 1 | $51,853 | $63,714 | $136,995 |
| 2020 | $2,193,784 | $1,597,045 | $92,004 | $50,000 | 1 | — | $113,245 | $129,528 |
| 2019 | $2,932,203 | $157,418 | $94,422 | $50,000 | 1 | — | $120,705 | $162,204 |
Under IRS private-foundation payout rules, The McAllister Charitable Foundation reported a distributable amount of $144K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The McAllister Charitable Foundation is led by Anne Kimberley Usrey, President on every filing since 2019; none of the 4 officers listed in 2025 report compensation.
Officers on the 2025 filing
Anne Kimberley Usrey
President
On filings since 2019
5 hrs/week
$2K (2023) → $0 (2025)
Mollie Cullinane
Director & Secretary
On filings since 2020
5 hrs/week
$395 (2021) → $0 (2025)
Colin Usrey
Director & Vice President
On filings since 2020
5 hrs/week
No compensation reported
Chase Ursey
Director & Vice President
New on the 2025 filing
5 hrs/week
No compensation reported
Former officers (2)
- Former: Barbara M. McCallister (2019) — Director
- Former: Dana Leigh McAllister (2019) — Vice President & Secretary
Data from IRS Form 990 filings, 2019–2025. "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 $2K, to Anne Kimberley Usrey (President).
Frequently asked questions about The McAllister Charitable Foundation
How much does The McAllister Charitable Foundation give each year?
The McAllister Charitable Foundation gave $106K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $100K across 3 grants.
What is The McAllister Charitable Foundation's typical grant size?
The McAllister Charitable Foundation's median grant in 2025 was $20,000, and its average grant was $35,333, across 3 grants on its 2025 IRS Form 990-PF.
Where does The McAllister Charitable Foundation give grants?
The McAllister Charitable Foundation gives mostly in North Carolina: 62% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Connecticut (19%) and New York (19%).
Does The McAllister Charitable Foundation give general operating support?
Yes: 100% of The McAllister Charitable Foundation's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is The McAllister Charitable Foundation?
The McAllister Charitable Foundation reported $2.4M in total assets on its 2025 IRS Form 990-PF. It paid out $134K in qualifying distributions that year, against a required minimum of $144K (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 McAllister Charitable Foundation's EIN?
The McAllister Charitable Foundation's EIN (Employer Identification Number) is 76-0556345. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS June 10, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 7, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work The McAllister Charitable Foundation funds
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