Alletta Morris Mcbean Charitable Trust

La Quinta, CA
Tax-exempt since Dec. 1986
EIN: 94-3019660

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$3.47M (2024)

Expenses

$5M (2024)

Total Assets

$20.5M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$3,472,384

Expenses

$5,001,879

Net Income

-$1,529,495

Net Assets

$20,496,407

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,805	0.1%
Dividends	$657,364	18.9%
Sales of Assets	$2,806,911	80.8%
Other Income	$3,304	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,324,409	86.5%
Compensation of Officers*	$95,000	1.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$20,496,407
Total Liabilities	$0
Net Assets	$20,496,407

Compensation

Key Employees and Officers	Compensation	Other
Charlene Kleiner (Administrator)	$95,000	$0
Donald Christ (Trustee/Pres.)	$0	$0
Dorienne Farzan (Trustee)	$0	$0
Walter G D Reed (Trustee)	$0	$0
Gladys V Szapary (Trustee)	$0	$0

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990-PF

Filed on July 3, 2025

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2023

Revenue

$3,113,080

Expenses

$4,244,823

Net Income

-$1,131,743

Net Assets

$22,025,902

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$843	0.0%
Dividends	$605,480	19.4%
Sales of Assets	$2,505,883	80.5%
Other Income	$874	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,705,108	87.3%
Compensation of Officers*	$80,000	1.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$22,025,902
Total Liabilities	$0
Net Assets	$22,025,902

Compensation

Key Employees and Officers	Compensation	Other
Charlene Kleiner (Administrator)	$80,000	$0
Donald Christ (Trustee/Pres.)	$0	$0
Dorienne Farzan (Trustee)	$0	$0
Walter G D Reed (Trustee)	$0	$0
Gladys V Szapary (Trustee)	$0	$0

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990-PF

Filed on Nov. 7, 2024

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2022

Revenue

$310,842

Expenses

$4,088,900

Net Income

-$3,778,058

Net Assets

$23,157,645

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$105	0.0%
Dividends	$597,565	> 100%
Sales of Assets	-$288,019
Other Income	$1,191	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,529,698	86.3%
Compensation of Officers*	$75,000	1.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$23,157,645
Total Liabilities	$0
Net Assets	$23,157,645

Compensation

Key Employees and Officers	Compensation	Other
Charlene Kleiner (Administrator)	$75,000	$0
Donald Christ (Trustee/Pres.)	$0	$0
Dorienne Farzan (Trustee)	$0	$0
Walter G D Reed (Trustee)	$0	$0
Gladys V Szapary (Trustee)	$0	$0

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990-PF

Filed on Nov. 13, 2023

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$4,253,721

Expenses

$5,125,075

Net Income

-$871,354

Net Assets

$26,935,703

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$89	0.0%
Dividends	$604,192	14.2%
Sales of Assets	$3,594,052	84.5%
Other Income	$55,388	1.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,356,302	85.0%
Compensation of Officers*	$75,000	1.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$26,935,703
Total Liabilities	$0
Net Assets	$26,935,703

Compensation

Key Employees and Officers	Compensation	Other
Charlene Kleiner (Administrator)	$75,000	$0
Donald Christ (Trustee/Pres.)	$0	$0
Dorienne Farzan (Trustee)	$0	$0
Walter G D Reed (Trustee)	$0	$0
Gladys V Szapary (Trustee)	$0	$0

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990-PF

Filed on Aug. 4, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2020

Revenue

$5,232,604

Expenses

$4,464,857

Net Income

$767,747

Net Assets

$27,753,856

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,122	0.0%
Dividends	$643,331	12.3%
Sales of Assets	$4,586,568	87.7%
Other Income	$583	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,750,616	84.0%
Compensation of Officers*	$75,000	1.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$27,753,857
Total Liabilities	$1
Net Assets	$27,753,856

Compensation

Key Employees and Officers	Compensation	Other
Charlene Kleiner (Administrator)	$75,000	$0
Donald Christ (Trustee/Pres.)	$0	$0
Dorienne Farzan (Trustee)	$0	$0
Walter G D Reed (Trustee)	$0	$0
Gladys V Szapary (Trustee)	$0	$0

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990-PF

Filed on Nov. 13, 2021

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$5,251,192

Expenses

$2,993,514

Net Income

$2,257,678

Net Assets

$26,985,375

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$21,771	0.4%
Dividends	$818,081	15.6%
Sales of Assets	$4,388,445	83.6%
Other Income	$22,895	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,432,397	81.3%
Compensation of Officers*	$75,000	2.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$26,985,376
Total Liabilities	$1
Net Assets	$26,985,375

Compensation

Key Employees and Officers	Compensation	Other
Charlene Kleiner (Assistent Sec.)	$75,000	$0
Dorienne Farzan (Trustee)	$0	$0
Donald Christ (Trustee/Pres.)	$0	$0
Walter G D Reed (Trustee)	$0	$0
Gladys V Szapary (Trustee)	$0	$0

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990-PF

Filed on Nov. 11, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$3,706,993

Expenses

$4,053,375

Net Income

-$346,382

Net Assets

$24,727,698

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8,495	0.2%
Dividends	$899,860	24.3%
Sales of Assets	$2,717,827	73.3%
Other Income	$80,811	2.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,534,872	87.2%
Compensation of Officers*	$60,000	1.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$24,727,698
Total Liabilities	$0
Net Assets	$24,727,698

Compensation

Key Employees and Officers	Compensation	Other
Charlene Kleiner (Assistent Sec.)	$60,000	$0
Dorienne Farzan (Trustee)	$0	$0
Donald Christ (Trustee/Pres.)	$0	$0
Walter G D Reed (Trustee)	$0	$0
Gladys V Szapary (Trustee)	$0	$0

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990-PF

Filed on Oct. 23, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$3,955,152

Expenses

$3,797,595

Net Income

$157,557

Net Assets

$25,074,080

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$11	0.0%
Dividends	$827,142	20.9%
Sales of Assets	$3,017,272	76.3%
Other Income	$110,727	2.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,270,849	86.1%
Compensation of Officers*	$60,000	1.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$25,074,080
Total Liabilities	$0
Net Assets	$25,074,080

Compensation

Key Employees and Officers	Compensation	Other
Charlene Kleiner (Assistent Sec.)	$60,000	$0
Dorienne Farzan (Trustee)	$0	$0
Donald Christ (Trustee/Pres.)	$0	$0
Walter G D Reed (Trustee)	$0	$0
John J Slocum Jr (Trustee/Sec.)	$0	$0
Gladys V Szapary (Trustee)	$0	$0

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990-PF

Filed on Oct. 31, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$3,774,802

Expenses

$2,807,285

Net Income

$967,517

Net Assets

$24,921,033

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$25	0.0%
Dividends	$836,139	22.2%
Sales of Assets	$2,866,243	75.9%
Other Income	$72,395	1.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,343,659	83.5%
Compensation of Officers*	$60,000	2.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$24,921,033
Total Liabilities	$0
Net Assets	$24,921,033

Compensation

Key Employees and Officers	Compensation	Other
Charlene Kleiner (Assistent Sec.)	$60,000	$0
Dorienne Farzan (Trustee)	$0	$0
Donald Christ (Trustee/Pres.)	$0	$0
Walter G D Reed (Trustee)	$0	$0
John J Slocum Jr (Trustee/Sec.)	$0	$0
Gladys V Szapary (Trustee)	$0	$0

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990-PF

Filed on May 12, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$1,736,994

Expenses

$3,546,901

Net Income

-$1,809,907

Net Assets

$23,953,516

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$28	0.0%
Dividends	$760,023	43.8%
Sales of Assets	$897,674	51.7%
Other Income	$79,269	4.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,107,804	87.6%
Compensation of Officers*	$60,000	1.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$23,953,516
Total Liabilities	$0
Net Assets	$23,953,516

Compensation

Key Employees and Officers	Compensation	Other
Charlene Kleiner (Assistent Sec.)	$60,000	$0
Dorienne Farzan (Trustee)	$0	$0
Donald Christ (Trustee/Pres.)	$0	$0
Walter G D Reed (Trustee)	$0	$0
John J Slocum Jr (Trustee/Sec.)	$0	$0
Gladys V Szapary (Trustee)	$0	$0

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990-PF

Filed on May 10, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$1,976,366

Expenses

$3,581,870

Net Income

-$1,605,504

Net Assets

$25,763,423

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$85	0.0%
Dividends	$714,983	36.2%
Sales of Assets	$1,187,984	60.1%
Other Income	$73,314	3.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,139,892	87.7%
Compensation of Officers*	$60,000	1.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$25,763,423
Total Liabilities	$0
Net Assets	$25,763,423

Compensation

Key Employees and Officers	Compensation	Other
Charlene Kleiner (Assistent Sec.)	$60,000	$0
Dorienne Farzan (Trustee)	$0	$0
Donald Christ (Trustee/Pres.)	$0	$0
John J Slocum Jr (Trustee/Sec.)	$0	$0
Gladys V Szapary (Trustee)	$0	$0

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990-PF

Filed on May 14, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$2,725,450

Expenses

$2,789,345

Net Income

-$63,895

Net Assets

$27,368,927

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$103	0.0%
Dividends	$661,729	24.3%
Sales of Assets	$2,039,660	74.8%
Other Income	$23,958	0.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,444,123	87.6%
Compensation of Officers*	$60,000	2.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$27,368,927
Total Liabilities	$0
Net Assets	$27,368,927

Compensation

Key Employees and Officers	Compensation	Other
Charlene Kleiner (Assistent Sec.)	$60,000	$0
Donald Christ (Trustee/Pres.)	$0	$0
John Van Beuren (Trustee)	$0	$0
John J Slocum Jr (Trustee/Sec.)	$0	$0
Gladys V Szapary (Trustee)	$0	$0

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990-PF

Filed on May 13, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$3,423,180

Expenses

$2,570,173

Net Income

$853,007

Net Assets

$27,432,822

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$29,702	0.9%
Dividends	$612,921	17.9%
Sales of Assets	$2,779,520	81.2%
Other Income	$1,037	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,362,332	91.9%
Compensation of Officers*	$60,000	2.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$27,432,822
Total Liabilities	$0
Net Assets	$27,432,822

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 3) PDF (3 of 3)

Fiscal Year Ending Dec.
2011

Revenue

$1,311,803

Expenses

$2,290,582

Net Income

-$978,779

Net Assets

$26,579,815

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$15,984	1.2%
Dividends	$484,714	37.0%
Sales of Assets	$809,991	61.7%
Other Income	$1,114	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,081,124	90.9%
Compensation of Officers*	$60,000	2.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$26,579,815
Total Liabilities	$0
Net Assets	$26,579,815

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Updated January 26, 2026

Alletta Morris Mcbean Charitable Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $3.47M (2024)

Expenses $5M (2024)

Total Assets $20.5M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$3.47M (2024)

Expenses

$5M (2024)

Total Assets

$20.5M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

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2023

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2022

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2017

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2016

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2015

Fiscal Year Ending Dec.
2014

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2013

Fiscal Year Ending Dec.
2012

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2011

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