The McKelvey Daugherty Family Foundation
THE MCKELVEY DAUGHERTY FAMILY is a private foundation based in Newport Beach, California. In its 2024 filing, it reported 15 grants totaling $35,004, all listed for operations, to charitable organizations including groups working in hunger relief, animal welfare, youth outdoor education, disaster aid, and medical research. Its 2025 filing, the latest on this page, reports 14 grants totaling $35,003.
The McKelvey Daugherty Family Foundation at a glance
In short: The McKelvey Daugherty Family Foundation gave $35K across 14 grants in 2025 (avg $3K), top state California. 7% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $35,003
- -0.0% vs 2024
- Grants made (2025)
- 14
- -6.7% vs 2024
- Average grant
- $2,500
- +7.1% vs 2024
- Median grant
- $2,667
- Total assets
- $634,013
- -0.1% vs 2024
- New grantees (estimate)
- 7% first-time grantees (1 of 14, 2025; small sample)
- Primary geography
- California (41% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated November 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to The McKelvey Daugherty Family Foundation
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 2702 Hillside Drive, Newport Beach, CA 92660
Phone: (949) 413-3790
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The McKelvey Daugherty Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Breakaway Ranch Foundation ($5K). Together the top 10 received $30K.
Grant Size Distribution
67 grants across all recorded years
The most common grant size was under $50K: 67 grants of 67 (100%).
Geographic Focus
Where this funder awards grants
In 2024, California organizations received 36% of grant dollars and Arizona organizations received 29%. North Carolina received 8%, while the District of Columbia and Florida each received 7%.
Grant Distribution by State
Share of 2025 grant dollars across all 14 itemized grants.
States
Cities
Is The McKelvey Daugherty Family Foundation open to new grantees?
7%
first-time grantees, 2025
In 2025, 1 of 14 grantees (7%) were first-time recipients. With only 14 grantees, that is a small sample: one grantee more or less moves the share by about 7 points. First grants averaged $2K; repeat grants $3K. How we count
Medians: $2K first-time, $3K repeat.
- 93% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+7%). Method
- In 2025 it paid out 100% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $33K (2020) to $36K (2021). In 2025 it made 14 grants totaling $35K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Breakaway Ranch Foundation Prescott Valley, AZ | Operations | $4,834 |
| BTN Community Outreach Foundation Santa Ana, CA | Operations | $3,917 |
| Eisenhower Medical Center Fund Rancho Mirage, CA | Operations | $2,917 |
| Food Forward North Hollywood, CA | Operations | $2,917 |
| Horses with Heart AZ Chino Valley, AZ | Operations | $2,917 |
| Samaritan's Purse Boone, NC | Operations | $2,917 |
| Grand Canyon Youth Flagstaff, AZ | Operations | $2,889 |
| ALS Association Washington, DC | Operations | $2,445 |
| Humane Society of the Treasure Coast Palm City, FL | Operations | $2,334 |
| Lakewood Church Lakewood, CA | Operations | $2,000 |
Ready to take the next step with The McKelvey Daugherty Family Foundation?
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 | $634,013 | $44,669 | $45,568 | $35,003 | 14 | $35,003 | $36,999 | $35,129 |
| 2024 | $634,912 | $31,151 | $44,805 | $35,004 | 15 | $35,004 | $23,941 | $34,511 |
| 2023 | $648,566 | $30,388 | $42,202 | $33,000 | 12 | $33,000 | $22,596 | $34,495 |
| 2022 | $660,380 | $3,068 | $38,539 | $32,811 | 15 | $32,811 | $5,565 | $33,407 |
| 2021 | $695,851 | $29,718 | $46,664 | $36,000 | 11 | $36,000 | $20,966 | $36,526 |
| 2020 | $712,797 | $8,862 | $42,327 | $32,500 | 20 | — | $939 | $31,439 |
Under IRS private-foundation payout rules, The McKelvey Daugherty Family Foundation reported a distributable amount of $35K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2024 grants show support for organizations with varied missions. For example, Food Forward says it fights hunger and prevents food waste by rescuing surplus produce and connecting it with people experiencing food insecurity. The Humane Society of the Treasure Coast describes its work as animal rescue and adoption and promoting humane treatment of animals. Grand Canyon Youth says it offers educational outdoor expeditions for young people in the rivers and canyons of the Southwest. Samaritan’s Purse describes itself as a nondenominational evangelical Christian organization providing spiritual and physical aid to people affected by war, poverty, natural disasters, disease, and famine. The Prostate Cancer Foundation says it funds research on prostate cancer biology and treatment.
Grantmaking
In 2024, the foundation gave $35,004 through 15 grants. Grants ranged from $1,000 to $5,834, with a median grant of $2,334. All listed purposes were “operations.” Its 2025 filing, the latest on this page, reports 14 grants totaling $35,003.
Its largest 2024 grant was $5,834 to Breakaway Ranch Foundation in Prescott Valley, Arizona. Other notable grants were $2,917 each to BTN Community Outreach Foundation, Eisenhower Medical Center Fund, Food Forward, Horses with Heart AZ, and Samaritan’s Purse; $2,445 to the ALS Association; and $2,334 to the Humane Society of the Treasure Coast.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Paul McKelvey as president, Lynn Gasparino as vice president and secretary, and Carla Heer as treasurer.
The McKelvey Daugherty Family Foundation is led by Paul McKelvey, President on every filing since 2020; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Paul McKelvey
President
On filings since 2020
0.5 hrs/week
No compensation reported
Carla Heer
Treasurer
On filings since 2020
0.5 hrs/week
No compensation reported
Lynn Gasparino
Vice President & Secretary
On filings since 2020
0.5 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about The McKelvey Daugherty Family Foundation
How much does The McKelvey Daugherty Family Foundation give each year?
The McKelvey Daugherty Family Foundation gave $35K across 14 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $35K across 15 grants.
What is The McKelvey Daugherty Family Foundation's typical grant size?
The McKelvey Daugherty Family Foundation's median grant in 2025 was $2,667, and its average grant was $2,500, across 14 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from The McKelvey Daugherty Family Foundation that year got $2K on average.
Where does The McKelvey Daugherty Family Foundation give grants?
The McKelvey Daugherty Family Foundation's top state is California, with 41% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Arizona (30%) and North Carolina (8%).
Does The McKelvey Daugherty Family Foundation give general operating support?
Not in 2025: none of the 14 grants with a stated purpose on The McKelvey Daugherty Family Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Operations" (14 grants).
Who are The McKelvey Daugherty Family Foundation's largest grantees?
The McKelvey Daugherty Family Foundation's largest 2025 grantees include Breakaway Ranch Foundation ($4,834), BTN Community Outreach Foundation ($3,917) and Eisenhower Medical Center Fund ($2,917), according to its 2025 IRS Form 990-PF. Together they received 33% of its itemized 2025 grant dollars.
How large is The McKelvey Daugherty Family Foundation?
The McKelvey Daugherty Family Foundation reported $634K in total assets on its 2025 IRS Form 990-PF. It paid out $35K in qualifying distributions that year, against a required minimum of $35K (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 does The McKelvey Daugherty Family Foundation fund?
No mission statement for the foundation is provided. Its 2024 grants show support for organizations with varied missions. For example, Food Forward says it fights hunger and prevents food waste by rescuing surplus produce and connecting it with people experiencing food insecurity. See mission & focus areas ↑
How do I apply for a grant from The McKelvey Daugherty Family Foundation?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is The McKelvey Daugherty Family Foundation's EIN?
The McKelvey Daugherty Family Foundation's EIN (Employer Identification Number) is 95-4210203. IRS Form 990 filing data is available on this page for 2020–2025.
Does The McKelvey Daugherty Family Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated November 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS September 14, 2026)
- IRS filings on file for fiscal years 2020–2024
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Figures come from The McKelvey Daugherty Family Foundation'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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