Private Foundation

JOHN DANIELS AND VALERIE DANIELS CHARITABLE TRUST

JOHN DANIELS AND VALERIE DANIELS CHARITABLE TRUST is a private foundation categorized as Private Foundation based in MILWAUKEE, WI. Its most recent IRS filing (2024) reports revenue of $2K, expenses of $74K, total assets of $170K. Imperigo tracks 24 reported grants from this foundation totaling approximately $488K.

EIN: 396615293 MILWAUKEE, WI Latest filing: 2024

Total Revenue$2K

Total Expenses$74K

Total Assets$170K

Grants Given24

Grant Total$488K

Filing Years2019–2024

Sample Grants Given

CHARITABLE TRUST

MILWAUKEE, WI · 2024

CHARITABLE TRUST

$12,232

HOLY REDEEMER

MILWAUKEE, WI · 2023

CHARITABLE

$62,816

MULTIPLE NON PROFITS

MILWAUKEE, WI · 2022

CONFERENCE CENTER

$385,285

UNITED WAY OF GREATER MILWAUKEE

MILWAUKEE, WI · 2020

BENEVOLENCE

$10,000

HOLY REDEEMER

MILWAUKEE, WI · 2020

RELIGIOUS

$6,650

Showing up to 5 of 24 total records — full history available with membership.

Officers & Directors

PRESIDENT Valerie Daniels Carter

Officer compensation and complete director data available with membership.

Top Grant Purposes

CONFERENCE CENTER

$385,285 1 grant

CHARITABLE

$62,816 1 grant

CHARITABLE TRUST

$12,232 1 grant

BENEVOLENCE

$11,250 3 grants

RELIGIOUS

$7,793 5 grants

Financial Trends

Year	Revenue	Expenses	Assets
2024	$2K	$74K	$170K
2023	$15K	$141K	$73K
2022	$778K	$603K	$472K
2020	$-240	$27K	$313K
2019	$14K	$8K	$340K

Between 2019 and 2024, reported annual revenue declined from $14K to $2K (-82%), with total assets most recently reported at $170K.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in DC, FL, MA, MO, NY, SC, and 1 other state.

DCFLMAMONYSCWI

Full geographic grant map with state-by-state breakdown available with membership.

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Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports