The McAllister Charitable Foundation

Private foundation · Grantmaker Chicago, IL EIN: 76-0556345

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.

Key facts about The McAllister Charitable Foundation

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.

EIN
76-0556345
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$106,000
Grants made (2025)
3
Average grant
$35,333
Median grant
$20,000
Total assets
$2,368,940
Primary geography
North Carolina (62% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$2.4M

-0.7% YoY

Annual Giving

$106K

+5.8% YoY

Grant Count

3

+0.0% YoY

Avg Grant Size

$35K

+5.8% YoY

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.

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Share of all 3 itemized 2025 grant dollars.

Cities

Chapel HillColumbiaFairfieldNew YorkRockford

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K1 grants20191 grants20201 grants20211 grants20221 grants20233 grants20243 grants2025

From 2019 to 2025, annual grant giving ranged from $25K (2021) to $106K (2025). In 2025 it made 3 grants totaling $106K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

UNC Health Foundation: $66KUNC Health Foundation$66KSave the Children Federation Inc: $20KSave the Children FederationInc$20KMany Hopes Inc: $20KMany Hopes Inc$20K

The largest 2025 recipient was UNC Health Foundation ($66K). Together the top 3 received $106K.

Grant Size Distribution

9 grants across all recorded years

6<$50K3$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 6 grants of 9 (67%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
UNC Health Foundation Chapel Hill, NCGeneral Support$66,000
Save the Children Federation Inc Fairfield, CTGeneral Support$20,000
Many Hopes Inc New York, NYGeneral Support$20,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$500K$1M$1.5M$2M2019202020212022202320242025
Metric202520242023
Total Assets$2,368,940$2,386,328$2,400,275
Revenue$129,224$120,480$75,277
Expenses$146,499$134,698$119,188
Qualifying Distributions$133,931$122,926$109,148
Net Investment Income$118,718$109,530$71,250
Distributable Amount$143,895$128,741$127,657

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2019 (received by the IRS June 10, 2020)
  2. Added Form 990-PF for fiscal year 2025 (received by the IRS May 7, 2026)
  3. IRS filings on file for fiscal years 2020–2024

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

Anne Kimberley Usrey — President: $2KAnne Kimberley UsreyPresident$2K

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).

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.

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