Alletta Morris McBean Charitable Trust
At a glance
Key takeaways
- The Trust gives special attention to organisations whose work focuses on the City of Newport and Aquidneck Island, so a group working elsewhere should weigh that before approaching it.
- Its stated emphasis is historic preservation and open-space conservation, so a group should check that its specific project fits those themes.
- Most of its grants are modest: about 8 in 10 of its 108 grants to organisations fall between $15,000 and $250,000, and half were $50,000 or less, so a request in that region is a sensible starting point, though that band is typical rather than a ceiling, since its largest grant was $825,000.
- Its latest filing shows that 60% of its grant dollars went to organisations it had also funded in earlier filings, so a first-time applicant should expect strong competition from existing grantees and should make a clear case for a specific project.
- Proposals go as six copies of a formal proposal to the Trust office by the end of February for the May meeting, or by 31 July for the October meeting, so a group should plan its timing around those dates.
Overview
Alletta Morris McBean Charitable Trust is a US private foundation based in La Quinta, CA.
What they fund
Profile derived from the foundation's IRS Form 990-PF filings (TY2024, TY2023, TY2022) and its website, with every statement checked against those sources. Sources read on 7 October 2026.
Priority Areas
The Trust gives special attention to organisations whose charitable activities focus on the City of Newport and Aquidneck Island and are designed to enhance quality of life and perpetuate the area's history. It describes its work in terms of preserving historically significant buildings in Newport and conserving open space on Aquidneck Island, and says it has supported Newport Hospital and nonprofit organisations serving Newport County. Its grants have gone to hospitals and community health services, churches, historic and cultural organisations, schools and youth programmes, conservation groups, and organisations providing food, shelter and other community support. Requests are made for specific projects, consistent with the Trust's emphasis on the character and quality of life of Newport and Aquidneck Island.
Themes
- Historic preservation
- Open-space conservation
Geographic Focus
Priority: City of Newport; Aquidneck Island.
How to apply
Submit six copies of a formal proposal to the Trust office by the end of February or 31 July for consideration at the May or October meeting, respectively.
Deadlines:
- Proposals are due by the last day of February for consideration at the May meeting.
- Proposals are due by July 31 for consideration at the October meeting.
Application success factors
- Repeat giving: In its TY2024 filing, 60% of its grant dollars to organisations went to organisations it had also funded in its TY2022 or TY2023 filing.
- Grant size: Across its TY2022, TY2023 and TY2024 filings, half of its 108 grants to organisations were $50,000 or less.
Where grants go
From grants to organisations in the foundation’s filings for tax years 2022–2024.
Grant dollars by state
- The largest single recipient received 11% of grant dollars to organisations.
- In tax year 2024, 60% of grant dollars went to organisations Alletta Morris McBean Charitable Trust had funded in earlier filings.
- No grants were paid directly to organisations outside the US.
Grants
How much do they typically give?
Share of 41 grants in tax year 2024 by size
Median $50,000 (tax year 2024)
The largest grants to organisations in the foundation’s latest filing:
- Newport Hospital Foundation · Establish an adolescent behavioral health inpatient unit at newport hospital$500,0002024 tax year
- Salve Regina University · Ochre court terrace restoration plan, michael semenza scholarship fund$400,0002024 tax year
- Girl Scouts of Southeastern New England · Revitalization of camp rocky farm$250,0002024 tax year
- Oliver Hazard Perry Rhode Island · New aquidneck island 9th grade ocean access program$250,0002024 tax year
- Newport County Community Mental Health Center · Building hope, rebuilding lives mission expansion campaign in support of a new community access center$250,0002024 tax year
- SRBA Historic Building and Environmental Preservation Foundation · Further funding to continue work, already well under way addressing structural issues related to the integrity of the brick-clad exterior walls and an outdated drainage system$250,0002024 tax year
- Boys Club and Girls Clubs of Newport County · Capital campaign - a challenge grant$250,0002024 tax year
- Saint John the Evangelist · Stained-glass window over the high altar restoration$160,0002024 tax year
Grants to organisations listed in the foundation’s Form 990-PF filings. Grants to individuals are not shown.
Officers and directors
- Charlene Kleiner — Administrator
- Gladys V Szapary — Trustee
- Walter G D Reed — Trustee
- Dorienne Farzan — Trustee
- Donald Christ — Trustee / President
From the latest Form 990-PF filing
3 years of tax filings
| Year | Total expenses | Grants paid | Assets | Filing document |
|---|---|---|---|---|
| 2022 tax year | $4,088,900 | $3,441,500 | $62,453,478 | Filing for 2022 tax year |
| 2023 tax year | $4,244,823 | $3,586,000 | $79,991,173 | Filing for 2023 tax year |
| 2024 tax year | $5,001,879 | $4,195,000 | $95,772,683 | Filing for 2024 tax year |
Figures from the foundation’s IRS Form 990-PF filings. Assets are at fair market value at year end. The document icon links to each year’s filing on ProPublica Nonprofit Explorer.
Sources
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At a glance

Applying to Alletta Morris McBean Charitable Trust?
Hinchilla drafts your answers around this funder's priorities, using your organisation's own documents.
No credit card required
Contact
- (760) 564-3000
- mcbeanproperties@att.net
- La Quinta, CA
- allettamcbeancharitabletrust.org

Applying to Alletta Morris McBean Charitable Trust?
Hinchilla drafts your answers around this funder's priorities, using your organisation's own documents.
No credit card required
Contact
- (760) 564-3000
- mcbeanproperties@att.net
- La Quinta, CA
- allettamcbeancharitabletrust.org