What does Neil & Amelia Mcdaniel Charitable Trust fund?

The trust's primary giving focus is education, though it supports a diverse range of charitable activities including: • Arts and culture • Education (K-12, higher education, and adult education) • Health and diseases • Religion, particularly Christianity • Human services • Economic opportunity The trust does not maintain a formal application program and keeps minimal public visibility regarding its specific funding priorities within these areas.

Neil & Amelia Mcdaniel Charitable Trust

SOUTH PASADENA, CA EIN: 94-2450149

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The Neil & Amelia McDaniel Charitable Trust is a private family foundation established in 1977 and based in South Pasadena, California. Operating with a low profile, the trust does not maintain a website or employ formal staff. It functions as an invite-only funder that provides philanthropic support across multiple issue areas, with a primary emphasis on education.

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Financial Overview

From 2023 IRS Form 990-PF · View filing

Total Assets

—

-100.0% YoY

Annual Giving

$2.3M

+463.1% YoY

Grant Count

-12.2% YoY

Avg Grant Size

$35K

+541.1% YoY

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The trust's primary giving focus is education, though it supports a diverse range of charitable activities including:

Arts and culture
Education (K-12, higher education, and adult education)
Health and diseases
Religion, particularly Christianity
Human services
Economic opportunity

The trust does not maintain a formal application program and keeps minimal public visibility regarding its specific funding priorities within these areas.

Grantmaking

The trust does not accept unsolicited applications. Grantmaking is conducted on an invite-only basis. While the trust does not run a formal application program, contact information is available for inquiries.

Grant Range

$5,000

Average Grant

$138

How to Apply

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Geographic Focus

Where this funder awards grants

The trust gives primarily in California, though it also supports organizations in New York, Massachusetts, Washington, and other states across the United States.

Grant Distribution by State

Massachusetts $2.0M (67%)

California $826K (28%)

New York $56K (2%)

District of Columbia $23K (1%)

Maryland $14K (0%)

New Hampshire $13K (0%)

Georgia $11K (0%)

Colorado $6K (0%)

+9 more states

States

Alabama California Colorado Connecticut District of Columbia Georgia Iowa Illinois Massachusetts Maryland Minnesota Montana New Hampshire New York Oregon Tennessee Washington

Cities

AlamoAlbert LeaAtlantaBear ValleyBerkeleyBerkerleyBethesdaBethsdaBooneBostonBrooklynCambridgeChicagoClarksburgColorado SpringsConcordDanvilleDuncan MillsDuncans MillsEtna

Financial History

Multi-year comparison from IRS filings

Total assets: Approximately $9.35 million
Total annual giving: $2.3 million (2023)
Annual expenses: Approximately $2.44 million
Annual revenue: $724,257
EIN: 94-2450149
Ruling year: 1978

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2023

Grant Size Distribution

200 grants across all recorded years

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Leadership team and compensation from IRS filings

The trust is managed by a board of directors serving without compensation:

Joanne Dale – President
Marianne Gagen – Vice President
William Gagen Jr. – Treasurer
Terry Dale – Secretary
Daniel Gagen – Board Member
Andrew Hahn – Board Member

Compensation Overview

From 2023 IRS filing

From 2023 filing

Name	Title	Hours	Compensation
TERRY DALE	SECRETARY	2	—
WILLIAM GAGEN JR	TREASURER	2	—
MARIANNE GAGEN	VICE PRESIDENT	2	—
JOANNE DALE	PRESIDENT	2	—
DANIEL GAGEN	BOARD MEMBER	2	—
ANDREW HAHN	BOARD MEMBER	2	—

Recent News & Activity

Recent developments and announcements

2023

The trust filed its most recent IRS Form 990-PF for tax year 2023, with the filing published in June 2024. The organization continues to operate as an active grantmaker, though it maintains a deliberately low public profile with no website or formal communications program.