The Neil & Amelia McDaniel Charitable Trust DTD 11/01/77 is a private foundation based in South Pasadena, California. Its 2023 filing is marked as a final return, indicating that the trust has terminated or is winding down and appears to have stopped grantmaking.
Key facts about Neil & Amelia McDaniel Charitable Trust Dtd 11/01/77
In short: Neil & Amelia McDaniel Charitable Trust Dtd 11/01/77 gave $2.3M across 65 grants in 2023 (avg $35K), mostly in Massachusetts. 29% of 2023 grantees were new. Source: 2023 IRS Form 990-PF.
- EIN
- 94-2450149
- Latest 990 filing
- Form 990-PF, 2023
- Annual giving (2023)
- $2,280,614
- Grants made (2023)
- 65
- Average grant
- $35,086
- Median grant
- $5,000
- New grantees (estimate)
- 29% first-time grantees (19 of 65, 2023)
- Primary geography
- Massachusetts (83% of itemized 2023 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The trust does not accept unsolicited requests; its filing states that contributions are made only to preselected charitable organizations. Full details ↓
Data from IRS Form 990-PF, 2023; updated October 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2023 IRS Form 990-PF · View filing
Total Assets
—
Annual Giving
$2.3M
+463.1% YoY
Grant Count
65
-12.2% YoY
Avg Grant Size
$35K
+541.1% YoY
Under IRS private-foundation payout rules, Neil & Amelia McDaniel Charitable Trust Dtd 11/01/77 reported a distributable amount of $467K for 2023 — the minimum it must pay out in qualifying distributions.
Is Neil & Amelia McDaniel Charitable Trust Dtd 11/01/77 open to new grantees?
29%
first-time grantees, 2023
In 2023, 19 of 65 grantees (29%) were first-time recipients. First grants averaged $104K; repeat grants $6K. How we count
Medians: $3K first-time, $5K repeat.
- 65% of 2023 grantees were also funded in 2022. Method
- Giving grew 582% from 2020 to 2023. Method
- In 2023 it paid out 514% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2023). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
No mission statement for the trust is provided. Its 2023 grants included support for literacy, food assistance, services for people experiencing or facing homelessness, arts and music, and other charitable activities. These examples describe recipients’ work, not stated priorities of the trust. For example, Next Step Learning Center says its mission is to provide intensive, personalized tutoring to Oakland youth ages 17 to 25 who have dropped out of school. The Food Bank of Contra Costa and Solano says it gathers, warehouses, and distributes food to charities addressing emergency food needs. Monthly Miracles says it provides housing assistance, transportation, and other services to people who are homeless or facing homelessness in the Tri-Valley.
Grantmaking
In 2023, the trust reported 65 grants totaling $2,280,614. Grant amounts ranged from $250 to $1,874,614, with a median of $5,000. The largest grant, $1,874,614 to Fidelity Investments Charitable Gift Fund, was designated for foundation dissolution. Other notable grants included $45,000 to Next Step Learning Center for literacy program investment opportunities, $30,000 to the Food Bank of Contra Costa and Solano for general operating support, and $25,500 to Monthly Miracles for general operating support. The trust also gave $25,000 to Whitefish Community Foundation, $22,500 to The Contra Costa Clubhouses, and $20,000 to Sonoma State University.
How to Apply
The trust does not accept unsolicited requests; its filing states that contributions are made only to preselected charitable organizations. The filing is marked as final, so this should not be treated as a current application opportunity.
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Geographic Focus
Where this funder awards grants
In 2023, Massachusetts recipients received 83% of grant dollars, California recipients 14%, and recipients in New York and Montana 1% each. Georgia accounted for 0% as reported in the filing. The Massachusetts share reflects the large grant to Fidelity Investments Charitable Gift Fund for foundation dissolution.
Grant Distribution by State
Share of 2023 grant dollars across all 65 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2023, annual grant giving ranged from $335K (2020) to $2.3M (2023). In 2023 it made 65 grants totaling $2.3M.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2023
The largest 2023 recipient was Fidelity Investments Charitable Gift Fund ($1.9M). Together the top 10 received $2.1M.
Grant Size Distribution
297 grants across all recorded years
The most common grant size was under $50K: 296 grants of 297 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Fidelity Investments Charitable Gift Fund Boston, MA | Foundation Dissolution | $1,874,614 |
| Next Step Learning Center Oakland, CA | Literacy Program Investment Opportunities | $45,000 |
| Food Bank of Contra Costa and Solano Concord, CA | General Operating Support | $30,000 |
| Monthly Miracles Pleasanton, CA | General Operating Support | $25,500 |
| Whitefish Community Foundation Inc Whitefish, MT | Nate chute, sparrow's nest, ctr for rest. Youth, casa for kids | $25,000 |
| The Contra Costa Clubhouses Inc Concord, CA | Putnam Clubhouse | $22,500 |
| Sonoma State University Rohnert Park, CA | Green Music Center | $20,000 |
| Cantare Con Vivo Oakland, CA | General Operating Support | $15,000 |
| Catholic Charities of the Diocese of Santa Rosa Santa Rosa, CA | Youth and Family Services Program | $10,000 |
| Grid Alternatives Oakland, CA | General Operating Support | $10,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2023 | — | $724,257 | $2,443,337 | $2,280,614 |
| 2022 | $9,354,000 | $130,601 | $560,501 | $405,000 |
| 2021 | $12,038,454 | $837,735 | $533,656 | $351,000 |
The trust’s EIN is 94-2450149.
| Metric | 2023 | 2022 | 2021 |
|---|---|---|---|
| Total Assets | — | $9,354,000 | $12,038,454 |
| Revenue | $724,257 | $130,601 | $837,735 |
| Expenses | $2,443,337 | $560,501 | $533,656 |
| Qualifying Distributions | $2,401,949 | $520,820 | $480,130 |
| Net Investment Income | $682,869 | $136,071 | $784,209 |
| Distributable Amount | $466,908 | $494,159 | $549,484 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2023
Leadership & Key People
Leadership team and compensation from IRS filings
The 2023 filing lists Joanne Dale as president, Marianne Gagen as vice president, William Gagen Jr. as treasurer, Terry Dale as secretary, and Daniel Gagen and Andrew Hahn as board members.
Neil & Amelia McDaniel Charitable Trust Dtd 11/01/77 is led by Joanne Dale, President on every filing since 2020; none of the 6 officers listed in 2023 report compensation.
Officers on the 2023 filing
Joanne Dale
President
On filings since 2020
2 hrs/week
No compensation reported
Marianne Gagen
Vice President
On filings since 2020
2 hrs/week
No compensation reported
William Gagen Jr.
Treasurer
On filings since 2020
2 hrs/week
No compensation reported
Terry Dale
Secretary
On filings since 2021
2 hrs/week
No compensation reported
Andrew Hahn
Board Member
New on the 2023 filing
2 hrs/week
No compensation reported
Daniel Gagen
Board Member
New on the 2023 filing
2 hrs/week
No compensation reported
Former officers (1)
- Former: Chuck Hoblitzelle (2020) — Secretary
Data from IRS Form 990 filings, 2020–2023. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Mailing address: 625 Fair Oaks Ave Suite 360, South Pasadena, CA 91030
Phone: (626) 441-5188
Frequently asked questions about Neil & Amelia McDaniel Charitable Trust Dtd 11/01/77
How much does Neil & Amelia McDaniel Charitable Trust Dtd 11/01/77 give each year?
Neil & Amelia McDaniel Charitable Trust Dtd 11/01/77 gave $2.3M across 65 grants in 2023, according to its 2023 IRS Form 990-PF. In 2022 it gave $405K across 74 grants.
What is Neil & Amelia McDaniel Charitable Trust Dtd 11/01/77's typical grant size?
Neil & Amelia McDaniel Charitable Trust Dtd 11/01/77's median grant in 2023 was $5,000, and its average grant was $35,086, across 65 grants on its 2023 IRS Form 990-PF. Organizations receiving their first grant from Neil & Amelia McDaniel Charitable Trust Dtd 11/01/77 that year got $104K on average.
Where does Neil & Amelia McDaniel Charitable Trust Dtd 11/01/77 give grants?
Neil & Amelia McDaniel Charitable Trust Dtd 11/01/77 gives mostly in Massachusetts: 83% of the grant dollars itemized on its 2023 IRS Form 990-PF went to recipients there. The next largest state was California (14%). The most frequent recipient cities were Oakland, CA (9 grants), Concord, CA (6 grants), Brooklyn, NY (6 grants) and New York, NY (5 grants).
Does Neil & Amelia McDaniel Charitable Trust Dtd 11/01/77 give general operating support?
Yes: 75% of Neil & Amelia McDaniel Charitable Trust Dtd 11/01/77's 2023 grants with a stated purpose (49 of 65) were for general or operating support, per its 2023 IRS Form 990-PF.
Who are Neil & Amelia McDaniel Charitable Trust Dtd 11/01/77's largest grantees?
Neil & Amelia McDaniel Charitable Trust Dtd 11/01/77's largest 2023 grantees include Fidelity Investments Charitable Gift Fund ($1,874,614), Next Step Learning Center ($45,000) and Food Bank of Contra Costa and Solano ($30,000), according to its 2023 IRS Form 990-PF. Together they received 85% of its itemized 2023 grant dollars.
What does Neil & Amelia McDaniel Charitable Trust Dtd 11/01/77 fund?
No mission statement for the trust is provided. Its 2023 grants included support for literacy, food assistance, services for people experiencing or facing homelessness, arts and music, and other charitable activities. These examples describe recipients’ work, not stated priorities of the trust. See mission & focus areas ↑
How do I apply for a grant from Neil & Amelia McDaniel Charitable Trust Dtd 11/01/77?
The trust does not accept unsolicited requests; its filing states that contributions are made only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
How much is Neil & Amelia McDaniel Charitable Trust Dtd 11/01/77 required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2023, Neil & Amelia McDaniel Charitable Trust Dtd 11/01/77 reported a distributable amount of $467K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Neil & Amelia McDaniel Charitable Trust Dtd 11/01/77's EIN?
Neil & Amelia McDaniel Charitable Trust Dtd 11/01/77's EIN (Employer Identification Number) is 94-2450149. IRS Form 990 filing data is available on this page for 2020–2023.
Does Neil & Amelia McDaniel Charitable Trust Dtd 11/01/77 accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Here's the math on researching Neil & Amelia McDaniel Charitable Trust Dtd 11/01/77 by hand.
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