Private Foundation

NEIL & AMELIA MCDANIEL CHARITABLE TRUST DTD 11/01/77

NEIL & AMELIA MCDANIEL CHARITABLE TRUST DTD 11/01/77 is a Private Foundation headquartered in SOUTH PASADENA, CA. Financial data from the 2023 filing: $724K revenue, $2.4M expenses. IRS filings disclose 524 grants awarded by this foundation, totaling roughly $4.3M.

EIN: 942450149 SOUTH PASADENA, CA Latest filing: 2023

Total Revenue$724K

Total Expenses$2.4M

Grants Given524

Grant Total$4.3M

Filing Years2019–2023

Sample Grants Given

FIDELITY INVESTMENTS CHARITABLE GIFT FUND

BOSTON, MA · 2023

FOUNDATION DISSOLUTION

$1,874,614

NEXT STEP LEARNING CENTER

OAKLAND, CA · 2023

LITERACY PROGRAM INVESTMENT OPPORTUNITIES

$45,000

FOOD BANK OF CONTRA COSTA AND SOLANO

CONCORD, CA · 2023

GENERAL OPERATING SUPPORT

$30,000

MONTHLY MIRACLES

PLEASANTON, CA · 2023

GENERAL OPERATING SUPPORT

$25,500

WHITEFISH COMMUNITY FOUNDATION INC

WHITEFISH, MT · 2023

NATE CHUTE, SPARROW'S NEST, CTR FOR REST. YOUTH, CASA FOR KIDS

$25,000

Showing up to 5 of 524 total records — full history available with membership.

Officers & Directors

BOARD MEMBER Andrew Hahn

BOARD MEMBER Daniel Gagen

PRESIDENT Joanne Dale

VICE PRESIDENT Marianne Gagen

SECRETARY Terry Dale

TREASURER William Gagen Jr

Officer compensation and complete director data available with membership.

Top Grant Purposes

FOUNDATION DISSOLUTION

$1,874,614 1 grant

GENERAL OPERATING SUPPORT

$1,476,890 386 grants

PROGRAM SUPPORT

$107,400 14 grants

PUTNAM CLUBHOUSE

$77,500 7 grants

HOUSING & SHELTER SERVICES AND GENERAL OPERATING SUPPORT

$50,000 2 grants

Financial Trends

Year	Revenue	Expenses	Assets
2023	$724K	$2.4M	—
2022	$131K	$561K	$9.4M
2021	$838K	$534K	$12.0M
2020	$610K	$488K	$10.5M
2019	$495K	$483K	$9.5M

Between 2019 and 2023, reported annual revenue grew from $495K to $724K (+46%).

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

Grant Geography

Grants from this foundation were reported to recipients in AL, CA, CO, CT, DC, GA, and 4 other states.

ALCACOCTDCGAIAILKYMA

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

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