John Daniels and Valerie Daniels Charitable Trust
John Daniels and Valerie Daniels Charitable Trust is a private foundation, based in Milwaukee, WI. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $170K in total assets. In 2024, it awarded 1 grant totaling $12K.
John Daniels and Valerie Daniels Charitable Trust at a glance
In short: John Daniels and Valerie Daniels Charitable Trust gave $12K across 1 grant in 2024 (avg $12K), mostly in Wisconsin. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $12,232
- -80.5% vs 2023
- Grants made (2024)
- 1
- +0.0% vs 2023
- Average grant
- $12,232
- -80.5% vs 2023
- Median grant
- $12,232
- Total assets
- $170,255
- +132.0% vs 2023
- Primary geography
- Wisconsin (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who John Daniels and Valerie Daniels Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was Charitable Trust ($12K).
Grant Size Distribution
14 grants across all recorded years
The most common grant size was under $50K: 12 grants of 14 (86%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
Cities
How John Daniels and Valerie Daniels Charitable Trust gives
- Giving grew 155% from 2021 to 2024. Method
- In 2024 it paid out 717% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2024, annual grant giving ranged from $4K (2019) to $385K (2022). In 2024 it made 1 grant totaling $12K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Charitable Trust Milwaukee, WI | Charitable Trust | $12,232 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $170,255 | $2,500 | $73,832 | $12,232 | 1 | $73,832 | — | $10,293 |
| 2023 | $73,383 | $15,175 | $140,680 | $62,816 | 1 | $140,680 | — | — |
| 2022 | $471,898 | $777,776 | $602,783 | $385,285 | 1 | $602,783 | $32,208 | — |
| 2021 | $296,905 | $14,750 | $8,959 | $4,800 | 1 | $8,959 | $52,397 | — |
| 2020 | $312,614 | $-240 | $26,507 | $23,700 | 10 | — | $4,206 | $16,223 |
| 2019 | $339,594 | $13,769 | $7,804 | $3,993 | 11 | — | $9,464 | $15,898 |
Under IRS private-foundation payout rules, John Daniels and Valerie Daniels Charitable Trust reported a distributable amount of $10K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
John Daniels and Valerie Daniels Charitable Trust is led by Valerie Daniels Carter, President since 2024 (on filings since 2023) — the only officer listed, and uncompensated.
Officers on the 2024 filing
Valerie Daniels Carter
President
Trustee → President, 2024
On filings since 2023
5 hrs/week
No compensation reported
Former officers (3)
- Former: John W. Daniels Jr. (2019–2022) — Trustee
- Former: Valerie Daniels (2021–2022) — Trustee
- Former: Valerie Daniels-Carter (2019–2020) — President
Data from IRS Form 990 filings, 2019–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about John Daniels and Valerie Daniels Charitable Trust
How much does John Daniels and Valerie Daniels Charitable Trust give each year?
John Daniels and Valerie Daniels Charitable Trust gave $12K across 1 grant in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $63K across 1 grant.
How large is John Daniels and Valerie Daniels Charitable Trust?
John Daniels and Valerie Daniels Charitable Trust reported $170K in total assets on its 2024 IRS Form 990-PF. It paid out $74K in qualifying distributions that year, against a required minimum of $10K (roughly 5% of its investment assets).
Where does John Daniels and Valerie Daniels Charitable Trust operate?
John Daniels and Valerie Daniels Charitable Trust has awarded grants in District of Columbia, Florida, Massachusetts, Missouri, New York, South Carolina, Wisconsin.
What is John Daniels and Valerie Daniels Charitable Trust's EIN?
John Daniels and Valerie Daniels Charitable Trust's EIN (Employer Identification Number) is 39-6615293. IRS Form 990 filing data is available on this page for 2019–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 8, 2021)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 8, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 14, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 13, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS January 17, 2025)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 16, 2025)
- IRS filings on file for fiscal years 2019–2024
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