The Mckelvey Daugherty Family | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like The Mckelvey Daugherty Family. Data shown is extracted from Form 990-PF filings.

EIN: 95-4210203

Foundation Overview

Based in Newport Beach, CA, The Mckelvey Daugherty Family has awarded 120 grants totaling $310,840 to organizations in District of Columbia, Illinois and 9 other states across the US. Individual grants range from $500 to $9,000, with a median award of $2,389.5.

Latest Tax Year
2024
Total Giving (all years)
$310,840
Total Assets
$702,913
Median Grant (all grants)
$2,389.5

Latest Form 990-PF Snapshot

Total Grants
15
Median Grant
$2,334
% Median Grant Decline
-15% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: March 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Relationship-Focused: 20%

3 of 15 recipients (20%) were new grantees. Foundation strongly favors organizations with proven track records. New partnerships develop slowly over time.

Geographic Focus
California

54% of grants are awarded in California, with additional funding distributed across 10 other locations. The foundation balances regional focus with broader geographic diversity. Within California, funding concentrates in Santa Monica (14%), Santa Ana (12%), Rancho Mirage (11%).

Funding Trajectory
-24%

Declining funding trend with 24% decrease over 8 years may indicate reduced grant opportunities or shifting foundation priorities. This trajectory suggests more competitive application environment.

Program Areas
General Purposes

Highly focused on general purposes with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into The Mckelvey Daugherty Family's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
Als Association $2,445 Washington, DC, US Operations 2024
Alzheimers Association $1,000 Chicago, IL, US Operations 2024
Breakaway Ranch Foundation $5,834 Prescott Valley, AZ, US Operations 2024
Btn Community Outreach Foundation $2,917 Santa Ana, CA, US Operations 2024
Eisenhower Medical Center Fund $2,917 Rancho Mirage, CA, US Operations 2024
Father Joe's Village $1,458 San Diego, CA, US Operations 2024
Food Forward $2,917 North Hollywood, CA, US Operations 2024
Horses With Heart Az $2,917 Chino Valley, AZ, US Operations 2024
Grand Canyon Youth $1,445 Flagstaff, AZ, US Operations 2024
Humane Society Of The Treasure Coast $2,334 Palm City, FL, US Operations 2024
Prostate Cancer Foundation $1,000 Santa Monica, CA, US Operations 2024
Tunnel To Towers Foundation $1,458 Staten Island, NY, US Operations 2024
Samaritan's Purse $2,917 Boone, NC, US Operations 2024
Hillsdale College $2,000 Hillsdale, MI, US Operations 2024
Redwood Region Audubon Society $1,445 Eureka, CA, US Operations 2024
Als Association $2,000 Washington, DC, US Operations 2023
Alzheimers Association $1,000 Chicago, IL, US Operations 2023
Btn Community Outreach Foundation $2,750 Santa Ana, CA, US Operations 2023
Eisenhower Medical Center Fund $2,750 Rancho Mirage, CA, US Operations 2023
Father Joe's Village $4,125 San Diego, CA, US Operations 2023
Forever Home Animal Rescue $2,750 Placerville, CA, US Operations 2023
Grand Canyon Youth $3,000 Flagstaff, AZ, US Operations 2023
Humane Society Of The Treasure Coast $4,000 Palm City, FL, US Operations 2023
Prostate Cancer Foundation $1,000 Santa Monica, CA, US Operations 2023
Tunnel To Towers Foundation $1,375 Staten Island, NY, US Operations 2023
Breakaway Ranch Foundation $5,500 Prescott Valley, AZ, US Operations 2023
Food Forward $2,750 North Hollywood, CA, US Operations 2023
Als Asociation $1,035 Washington, DC, US Operations 2022
Alzheimers Association $1,035 Chicago, IL, US Operations 2022
Btn Community Outreach Foundation $3,075 Santa Ana, CA, US Operations 2022
Eisenhower Medical Center Fund $3,075 Rancho Mirage, CA, US Operations 2022
Father Joe's Village $1,537 San Diego, CA, US Operations 2022
Forever Home Animal Rescue $3,075 Placerville, CA, US Operations 2022
Humane Society Of The Treasure Coast $4,598 Palm City, FL, US Operations 2022
Idaho Youth Advocates $4,613 Boise, ID, US Operations 2022
Jacks Helping Hand $1,532 San Luis Obispo, CA, US Operations 2022
Prostate Cancer Foundation $1,035 Santa Monica, CA, US Operations 2022
Redwood Region Audubon Society $1,533 Eureka, CA, US Operations 2022
Resonate Church $3,075 Fremont, CA, US Operations 2022
Tunnel To Towers Foundation $1,537 Staten Island, NY, US Operations 2022
Unicef $523 New York, NY, US Operations 2022
Grand Canyon Youth $1,533 Flagstaff, AZ, US Operations 2022
Als Association $1,000 Washington, DC, US Operations 2021
Alzheimers Association $1,000 Chicago, IL, US Operations 2021
Btn Community Outreach Foundation $3,000 Santa Ana, CA, US Operations 2021
Father Joe's Villages $2,000 San Diego, CA, US Operations 2021
Food Forward $4,500 North Hollywood, CA, US Operations 2021
Forever Home Animal Rescue $4,000 Placerville, CA, US Operations 2021
Idaho Youth Advocates $4,500 Boise, ID, US Operations 2021
Prostate Cancer Foundation $1,000 Santa Monica, CA, US Operations 2021
Tunnel To Towers Foundation $2,000 Staten Island, NY, US Operations 2021
Youth Homes $4,000 Missoula, MT, US Operations 2021
Grand Canyon Youth $9,000 Flagstaff, AZ, US Operations 2021
Als Association $1,000 Washington, DC, US Operations 2020
Als Association $1,000 Washington, DC, US Operations 2020
Alzheimers Association $1,000 Chicago, IL, US Operations 2020
Btn Community Outreach Foundation $2,500 Santa Ana, CA, US Operations 2020
Day Break Church $800 Pasadena, CA, US Operations 2020
Eisenhower Medical Center Fund $2,500 Rancho Mirage, CA, US Operations 2020
Father Joe's Villages $1,000 San Diego, CA, US Operations 2020
Food Forward $3,750 North Hollywood, CA, US Operations 2020
Forever Home Animal Rescue $2,500 Placerville, CA, US Operations 2020
Friends Of The Dunes $500 Arcata, CA, US Operations 2020
Friends Of The River $500 Sacramento, CA, US Operations 2020
Frontier's $2,500 Phoenix, AZ, US Operations 2020
Humboldt Area Foundation $500 Bayside, CA, US Operations 2020
Idaho Youth Advocates $3,750 Boise, ID, US Operations 2020
Jeff Bingham Special Needs Trust $2,500 Newport Beach, CA, US Operations 2020
Kathy's Legacy $700 Carlsbad, CA, US Operations 2020
Ocean Conservancy $2,000 Washington, DC, US Operations 2020
Prostate Cancer Foundation $1,000 Santa Monica, CA, US Operations 2020
Prostate Cancer Foundation $1,000 Santa Monica, CA, US Operations 2020
Valley Children's Health Care Foundation $1,500 Madera, CA, US Operations 2020
Als Association $3,360 Washington, DC, US Operations 2018
Alzheimers Association $2,240 Chicago, IL, US Operations 2018
Btn Community Outreach Foundation $4,200 Santa Ana, CA, US Operations 2018
California Surf Museum $1,500 Oceanside, CA, US Operations 2018
Disabled American Vets $1,120 Cincinnati, OH, US Operations 2018
Eisenhower Medical Center Fund $4,200 Rancho Mirage, CA, US Operations 2018
Father Joe's Villages $2,700 San Diego, CA, US Operations 2018
Food Forward $6,300 North Hollywood, CA, US Operations 2018
Forever Home Animal Rescue $4,200 Placerville, CA, US Operations 2018
Frontier's $4,200 Phoenix, AZ, US Operations 2018
Goodwill Industries $5,600 Los Angeles, CA, US Operations 2018
Idaho Youth Advocates $6,300 Boise, ID, US Operations 2018
International Community Foundation $2,240 National City, CA, US Operations 2018
Prostate Cancer Foundation $2,240 Santa Monica, CA, US Operations 2018
Als Association $3,000 Washington, DC, US Operations 2017
Alzheimers Association $2,000 Chicago, IL, US Operations 2017
Boise Chamber Of Commerce $500 Boise, ID, US Operations 2017
Btn Community Outreach Foundation $3,750 Santa Ana, CA, US Operations 2017
Cdm Foundation $1,250 Newport Beach, CA, US Operations 2017
Disabled American Vets $2,875 Cincinnati, OH, US Operations 2017
Eisenhower Medical Center Fund $3,750 Rancho Mirage, CA, US Operations 2017
Forever Home Animal Rescue $1,875 Placerville, CA, US Operations 2017
Frontier's $2,750 Phoenix, AZ, US Operations 2017
Goodwill Industries $5,000 Los Angeles, CA, US Operations 2017
Idaho Youth Advocates $4,500 Boise, ID, US Operations 2017
International Community Foundation $2,000 National City, CA, US Operations 2017
Missoula Church Of Christ $1,000 Missoula, MT, US Operations 2017
Prostate Cancer Foundation $2,000 Santa Monica, CA, US Operations 2017
Surfrider Foundation $1,875 Ventura, CA, US Operations 2017
Tommy Walter Ministries $5,000 Burbank, CA, US Operations 2017
Yavapai Big Brothers $1,875 Prescott, AZ, US Operations 2017
Alzheimers Association $2,000 Chicago, IL, US Operations 2016
Btn Community Outreach Foundation $3,000 Santa Ana, CA, US Operations 2016
Cdm Foundation $4,125 Newport Beach, CA, US Operations 2016
Covenant House $1,000 New York, NY, US Operations 2016
Disabled American Vets $2,875 Cincinnati, OH, US Operations 2016
Eisenhower Medical Center Fund $3,750 Rancho Mirage, CA, US Operations 2016
Food Forward Inc $5,000 North Hollywood, CA, US Operations 2016
Goodwill Industries $5,000 Los Angeles, CA, US Operations 2016
Idaho Youth Advocates $4,000 Boise, ID, US Operations 2016
Missoula Church Of Christ $1,875 Missoula, MT, US Operations 2016
North Coast Environmental Center $1,000 Santa Rosa, CA, US Operations 2016
Ocean Conservancy $3,000 Washington, DC, US Operations 2016
Prostate Cancer Foundation $2,000 Santa Monica, CA, US Operations 2016
Surfrider Foundation $1,875 Ventura, CA, US Operations 2016
Yavapai Big Brothers $3,750 Prescott, AZ, US Operations 2016
Youth Homes $1,875 Missoula, MT, US Operations 2016

Foundations Similar to The Mckelvey Daugherty Family

Discover 5 foundations with comparable assets ($700,281-$706,706), similar grant patterns, and geographic focus in CA that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 99-4801582 | 13 grants awarded
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$1,250
median grant
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$700,281
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median grant
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Same state
100%
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EIN: 27-2455605 | 25 grants awarded
$705,668
(≈ Similar)
$2,250
median grant
San Jose, CA
Same state
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EIN: 84-6685399 | 65 grants awarded
$706,706
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Contact Information

Official contact details for The Mckelvey Daugherty Family as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 95-4210203
Website N/A
Address 2702 HILLSIDE DRIVE Newport Beach, CA 92660-0000

Key People (3)

Board members, trustees, and key staff who oversee The Mckelvey Daugherty Family's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

President Paul Mckelvey
Vice President & Secretary Lynn Gasparino
Treasurer Carla Heer

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for The Mckelvey Daugherty Family is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated March 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.