Neil & Amelia Mcdaniel Charitable Trust
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.
Financial Overview
From 2023 IRS Form 990-PF · View filing
Total Assets
—
-100.0% YoY
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 reported a distributable amount of $467K for 2023 — the minimum it must pay out in qualifying distributions.
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
States
Cities
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
| 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
Among its reported 2023 grants, the largest include Fidelity Investments Charitable Gift Fund ($1,874,614), Next Step Learning Center ($45,000), Food Bank of Contra Costa and Solano ($30,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ALAMEDA COUNTY COMMUNITY FOOD BANK OAKLAND, CA | GENERAL OPERATING SUPPORT | $3,000 |
| AMERICAN RED CROSS BOONE, IA | HAWAII WILDFIRES | $250 |
| BAY AREA CRISIS NURSERY CONCORD, CA | GENERAL OPERATING SUPPORT | $1,000 |
| BRADY CENTER TO PREVENT GUN VIOLENCE WASHINGTON, DC | GENERAL OPERATING SUPPORT | $3,000 |
| BRIGHTFOCUS FOUNDATION CLARKSBURG, MD | ALZHEIMERS DISEASE RESEARCH | $2,000 |
| CAMP FRIENDSHIP BROOKLYN, NY | GENERAL OPERATING SUPPORT | $1,000 |
| CANCER SUPPORT COMMUNITY SAN FRANCISCO BAY AREA WALNUT CREEK, CA | GENERAL OPERATING SUPPORT | $1,000 |
| CANTARE CON VIVO OAKLAND, CA | GENERAL OPERATING SUPPORT | $15,000 |
| CARE USA ATLANTA, GA | GENERAL OPERATING SUPPORT | $3,000 |
| CATHOLIC CHARITIES OF THE DIOCESE OF SANTA ROSA SANTA ROSA, CA | YOUTH AND FAMILY SERVICES PROGRAM | $10,000 |
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
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.
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
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.
How do I apply for a grant from Neil & Amelia Mcdaniel Charitable Trust?
**Grant Activity:** • Total annual giving: approximately $2.3 million • Number of grants: 62-65 annually • Median grant size: $5,000 • Grant range: $1,000 to $1.9 million • Average grant size: $138 **Application Process:** 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. **Grantmaking Approach:** The trust tends to provide multi-year sup…
Where does Neil & Amelia Mcdaniel Charitable Trust make grants?
The trust gives primarily in California, though it also supports organizations in New York, Massachusetts, Washington, and other states across the United States.
What size grants does Neil & Amelia Mcdaniel Charitable Trust award?
In 2023, Neil & Amelia Mcdaniel Charitable Trust awarded 65 grants totaling $2.3M — an average of about $35K per grant, based on its IRS Form 990 filings.
How much is Neil & Amelia Mcdaniel Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2023, Neil & Amelia Mcdaniel Charitable Trust 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's EIN?
Neil & Amelia Mcdaniel Charitable Trust's EIN (Employer Identification Number) is 94-2450149. IRS Form 990 filing data is available on this page for 2020–2023.
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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