ALLETTA MORRIS MCBEAN CHARITABLE TRUST

SAN JOSE, CA 95131 EIN 943019660

https://WWW.ALLETTAMCBEANCHARITABLETRUST.ORG
$95.8M Total Assets (2024)
$4.3M Avg Yearly Giving (2022–2024)
$12.8M Giving on File
(3 yrs)
113 Grants on File
$105K Avg Grant Size

Focus Areas

Education Health Arts & Culture Environment Human Services

Application Information

Accepts Unsolicited Proposals Unknown
Contact Person CHARLENE KLEINER
Phone 7605643000
Deadlines FEBRUARY 28 AND JULY 31
How to Apply WRITTEN REQUEST WITH SPECIFIC PROJECT IDENTIFIED
Restrictions NEWPORT AND AQUIDNECK ISLAND, RI

Financial Trends

Giving Over Time

Total Assets Over Time

View financial data as table
YearTotal GivingTotal AssetsRevenueGrants
2018 N/A $56.8M $3.7M N/A
2019 N/A $70.3M $5.3M N/A
2020 N/A $89.3M $5.2M N/A
2021 N/A $100.3M $4.3M N/A
2022 $3.5M $62.5M $311K 36
2023 $4.8M $80.0M $3.1M 34
2024 $4.5M $95.8M $3.5M 43

Grant Size Distribution

Based on 113 grants on record

Minimum
$10K
25th Pctl
$25K
Median
$50K
Average
$113K
75th Pctl
$117K
Maximum
$825K

Geographic Distribution

US Grant Distribution Map

Key Personnel

NameTitleCompensation
CHARLENE KLEINER ADMINISTRATOR $95K
DONALD CHRIST TRUSTEE/PRES.
GLADYS V SZAPARY TRUSTEE
WALTER G D REED TRUSTEE
DORIENNE FARZAN TRUSTEE

Grants Awarded (113 total)

RecipientLocationAmountPurposeYear
THE MARTIN LUTHER KING COMMUNITY CENTER INC NEWPORT, RI $825,000 A MATCHING CHALLENGE TO SUPPORT THE ENDOWMENT PORTION OF THE BUILDING HOPE CAPITAL CAMPAIGN; CRITICAL HUNGER RELIEF... 2023
BOYS CLUB & GIRLS CLUBS OF NEWPORT COUNTY INC NEWPORT, RI $750,000 CAPITAL CAMPAIGN - A CHALLENGE GRANT 2023
NEWPORT HOSPITAL FOUNDATION INC NEWPORT, RI $750,000 PURCHASE OF A SECOND CT SCANNER FOR THE HOSPITAL'S EMERGENCY DEPARTMENT 2023
NEWPORT HOSPITAL FOUNDATION INC NEWPORT, RI $500,000 ESTABLISH AN ADOLESCENT BEHAVIORAL HEALTH INPATIENT UNIT AT NEWPORT HOSPITAL 2024
THE NORMAN BIRD SANCTUARY TRUST MIDDLETOWN, RI $500,000 PROTECTING PARADISE ENDOWMENT CAPITAL CAMPAIGN 2023
RHODE ISLAND ARTS FOUNDATION AT NEWPORT INC NEWPORT, RI $400,000 GENERAL OPERATING SUPPORT, ESTABLISHMENT OF CAPITAL RESERVE 2022
SALVE REGINA UNIVERSITY NEWPORT, RI $400,000 OCHRE COURT TERRACE RESTORATION PLAN, MICHAEL SEMENZA SCHOLARSHIP FUND 2024
THE MARTIN LUTHER KING COMMUNITY CENTER INC NEWPORT, RI $300,000 SUPPORT THE ENDOWMENT PORTION OF THE BUILDING HOPE CAPITAL CAMPAIGN, CRITICAL HUNGER RELIEF AND WELLNESS PROGRAMS 2022
LA FARGE RESTORATION FUND NEWPORT, RI $300,000 LA FARGE WINDOW RESTORATION, ADD ADA RAMP, PARISH HOUSE EXTERIOR AND INTERIOR RENOVATIONS 2022
GIRL SCOUTS OF SOUTHEASTERN NEW ENGLAND WARWICK, RI $250,000 REVITALIZATION OF CAMP ROCKY FARM 2024
BELMONT CHAPEL FOUNDATION NEWPORT, RI $250,000 RESTORATION OF THE STAINED GLASS WINDOW CHRIST BLESSING THE CHILDREN, INTERIOR WALLS RESTORATION 2022
OLIVER HAZARD PERRY RHODE ISLAND NEWPORT, RI $250,000 NEW AQUIDNECK ISLAND 9TH GRADE OCEAN ACCESS PROGRAM 2024
NEWPORT COUNTY COMMUNITY MENTAL HEALTH CENTER INC MIDDLETOWN, RI $250,000 BUILDING HOPE, REBUILDING LIVES MISSION EXPANSION CAMPAIGN IN SUPPORT OF A NEW COMMUNITY ACCESS CENTER 2024
BOYS CLUB & GIRLS CLUBS OF NEWPORT COUNTY INC NEWPORT, RI $250,000 CAPITAL CAMPAIGN - A CHALLENGE GRANT 2024
INTERNATIONAL YACHT RESTORATION SCHOOL NEWPORT, RI $250,000 CAPITAL CAMPAIGN TO SECURE IYRS'S FUTURE 2022
SRBA HISTORIC BUILDING AND ENVIRONMENTAL PRESERVATION FOUNDATION NEWPORT, RI $250,000 FURTHER FUNDING TO CONTINUE WORK, ALREADY WELL UNDER WAY ADDRESSING STRUCTURAL ISSUES RELATED TO THE INTEGRITY OF... 2024
GIRL SCOUTS OF SOUTHEASTERN NEW ENGLAND WARWICK, RI $250,000 REVITALIZATION OF CAMP ROCKY FARM 2024
SRBA HISTORIC BUILDING AND ENVIRONMENTAL PRESERVATION FOUNDATION NEWPORT, RI $250,000 NECESSARY IMPROVEMENTS TO THE MAIN PAVILION CLUBHOUSE AND ASSOCIATED STRUCTURES AT BAILEY'S BEACH 2023
NAVAL WAR COLLEGE FOUNDATION INC NEWPORT, RI $225,000 TO UPGRADE AND DEVELOP COMMUNICATION INTERNAL STRUCTURES AND PROCESSES AND EXTERNAL MARKETING PRODUCTS TO BETTER... 2023
NEWPORT COUNTY COMMUNITY MENTAL HEALTH CENTER MIDDLETOWN, RI $214,500 CAPITAL CAMPAIGN TO BUILD A NEW 21ST CENTURY ACCESS CENTER 2022
EMMANUEL CHURCH NEWPORT, RI $200,000 ACQUISITION, EQUIPPING, AND INSTALLATION OF A HEATING, VENTILATION, AND AIR CONDITIONING SYSTEM IN THE CHURCH... 2023
EMMANUEL CHURCH NEWPORT, RI $180,000 CAPITAL IMPROVEMENT PROJECT TO BRING EMMANUEL'S HEATING & VENTILATION SYSTEMS UP TO CODE 2022
ST JOHN THE EVANGELIST NEWPORT, RI $160,000 STAINED-GLASS WINDOW OVER THE HIGH ALTAR RESTORATION 2024
NEWPORT COUNTY YMCA MIDDLETOWN, RI $150,000 CHILDCARE RENOVATION AND EXPANSION PROJECT 2023
BELMONT CHAPEL FOUNDATION NEWPORT, RI $150,000 BUILDING ENDOWMENT FUND 2024