The Mckelvey Daugherty Family
The Mckelvey Daugherty Family is a private foundation, based in NEWPORT BEACH, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $635K in total assets. In 2024, it awarded 15 grants totaling $35K. Net investment income was $24K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$635K
-2.1% YoY
Annual Giving
$35K
+6.1% YoY
Grant Count
15
+25.0% YoY
Avg Grant Size
$2K
-15.1% YoY
Under IRS private-foundation payout rules, The Mckelvey Daugherty Family reported a distributable amount of $35K for 2024 — the minimum it must pay out in qualifying distributions.
About The Mckelvey Daugherty Family
Based on IRS filings
The Mckelvey Daugherty Family is a private foundation, based in NEWPORT BEACH, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $635K in total assets. In 2024, it awarded 15 grants totaling $35K. Net investment income was $24K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $634,912 | $648,566 | $660,380 |
| Revenue | $31,151 | $30,388 | $3,068 |
| Expenses | $44,805 | $42,202 | $38,539 |
| Qualifying Distributions | $35,004 | $33,000 | $32,811 |
| Net Investment Income | $23,941 | $22,596 | $5,565 |
| Distributable Amount | $34,511 | $34,495 | $33,407 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
73 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Breakaway Ranch Foundation ($5,834), Btn Community Outreach Foundation ($2,917), Eisenhower Medical Center Fund ($2,917).
| Recipient | Purpose | Amount |
|---|---|---|
| ALS ASSOCIATION WASHINGTON, DC | OPERATIONS | $2,445 |
| ALZHEIMERS ASSOCIATION CHICAGO, IL | OPERATIONS | $1,000 |
| BREAKAWAY RANCH FOUNDATION PRESCOTT VALLEY, AZ | OPERATIONS | $5,834 |
| BTN COMMUNITY OUTREACH FOUNDATION SANTA ANA, CA | OPERATIONS | $2,917 |
| EISENHOWER MEDICAL CENTER FUND RANCHO MIRAGE, CA | OPERATIONS | $2,917 |
| FATHER JOE'S VILLAGE SAN DIEGO, CA | OPERATIONS | $1,458 |
| FOOD FORWARD NORTH HOLLYWOOD, CA | OPERATIONS | $2,917 |
| HORSES WITH HEART AZ CHINO VALLEY, AZ | OPERATIONS | $2,917 |
| GRAND CANYON YOUTH FLAGSTAFF, AZ | OPERATIONS | $1,445 |
| HUMANE SOCIETY OF THE TREASURE COAST PALM CITY, FL | OPERATIONS | $2,334 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| PAUL MCKELVEY | PRESIDENT | 0.5 | — |
| LYNN GASPARINO | VICE PRESIDENT & SECRETARY | 0.5 | — |
| CARLA HEER | TREASURER | 0.5 | — |
Frequently Asked Questions
How large is The Mckelvey Daugherty Family?
As of 2024, The Mckelvey Daugherty Family holds $635K in total assets with $31K in annual revenue. It awarded 15 grants totaling $35K in 2024.
Where does The Mckelvey Daugherty Family operate?
The Mckelvey Daugherty Family has awarded grants in Arizona, California, District of Columbia, Florida, Idaho, Illinois, Michigan, Montana, North Carolina, New York.
What size grants does The Mckelvey Daugherty Family award?
In 2024, The Mckelvey Daugherty Family awarded 15 grants totaling $35K — an average of about $2K per grant, based on its IRS Form 990 filings.
How much is The Mckelvey Daugherty Family required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Mckelvey Daugherty Family reported a distributable amount of $35K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Mckelvey Daugherty Family's EIN?
The Mckelvey Daugherty Family's EIN (Employer Identification Number) is 95-4210203. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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