Neil & Amelia McDaniel Charitable Trust
EIN 942450149Total Given 2016–2023
$4.3M
530 grants · $538K avg/year
based on 8 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$2K
typical micro grants · $1K–$5K
grant size
62%
deep partner · 108/175 multi-year
repeat
$9.4M
Assets (2022)
175
Distinct Recipients
About
TRANSFER OF FUNDS TO FIDELITY CHARITABLE DONOR-ADVISED FUND
Focus Areas
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(626) 441-5188
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $312K | $8.1M | $131K | 80 |
| 2017 | $299K | $8.8M | $350K | 77 |
| 2018 | $323K | $8.0M | $141K | 76 |
| 2019 | N/A | $9.6M | $495K | N/A |
| 2020 | $334K | $10.5M | $610K | 74 |
| 2021 | $351K | $12.0M | $838K | 84 |
| 2022 | $405K | $9.4M | $131K | 74 |
| 2023 | $2.3M | $0 | $724K | 65 |
Grant Size Distribution
Based on 530 grants on record
Minimum
$250
25th Pctl
$1K
Median
$2K
Average
$8K
75th Pctl
$5K
Maximum
$1.9M
Geographic Distribution
Officers & Directors
JD
Joanne Dale
8+ yrs
President
Leadership
MG
Marianne Gagen
8+ yrs
Vice President
Leadership
WG
William Gagen Jr
8+ yrs
Treasurer
Leadership
TD
Terry Dale
4 yrs
Secretary
Leadership
AH
Andrew Hahn
Board Member
DG
Daniel Gagen
Board Member
JD
Joanne Dale
8+ yrs
President
Leadership
MG
Marianne Gagen
8+ yrs
Vice President
Leadership
WG
William Gagen Jr
8+ yrs
Treasurer
Leadership
TD
Terry Dale
4 yrs
Secretary
Leadership
JD
Joanne Dale
8+ yrs
President
Leadership
MG
Marianne Gagen
8+ yrs
Vice President
Leadership
WG
William Gagen Jr
8+ yrs
Treasurer
Leadership
TD
Terry Dale
4 yrs
Secretary
Leadership
JD
Joanne Dale
8+ yrs
President
Leadership
MG
Marianne Gagen
8+ yrs
Vice President
Leadership
WG
William Gagen Jr
8+ yrs
Treasurer
Leadership
CH
Chuck Hoblitzelle
Secretary
Leadership
JD
Joanne Dale
8+ yrs
President
Leadership
MG
Marianne Gagen
8+ yrs
Vice President
Leadership
WG
William Gagen Jr
8+ yrs
Treasurer
Leadership
TD
Terry Dale
4 yrs
Secretary
Leadership
JD
Joanne Dale
8+ yrs
President
Leadership
MG
Marianne Gagen
8+ yrs
Vice President
Leadership
WG
William Gagen Jr
8+ yrs
Treasurer
Leadership
AF
Ashley Fontanetta
2 yrs
Secretary
Leadership
JD
Joanne Dale
8+ yrs
President
Leadership
MG
Marianne Gagen
8+ yrs
Vice President
Leadership
WG
William Gagen Jr
8+ yrs
Treasurer
Leadership
AF
Ashley Fontanetta
2 yrs
Secretary
Leadership
JD
Joanne Dale
8+ yrs
President
Leadership
MG
Marianne Gagen
8+ yrs
Vice President
Leadership
WG
William Gagen Jr
8+ yrs
Treasurer
Leadership
BW
Brian Van Weele
Secretary
Leadership
Grants Awarded (530 total)
| Purpose | ||||
|---|---|---|---|---|
| Fidelity Investments Charitable Gift Fund | Boston, MA | $1,874,614 | FOUNDATION DISSOLUTION | 2023 |
| Next Step Learning Center | Oakland, CA | $45,000 | LITERACY PROGRAM INVESTMENT OPPORTUNITIES | 2023 |
| Bay Area Legal Aid | Oakland, CA | $30,000 | GENERAL OPERATING SUPPORT | 2020 |
| Bay Area Legal Aid | Oakland, CA | $30,000 | GENERAL OPERATING SUPPORT | 2021 |
| Food Bank of Contra Costa and Solano | Concord, CA | $30,000 | GENERAL OPERATING SUPPORT | 2023 |
| Bay Area Legal Aid | Oakland, CA | $30,000 | GENERAL OPERATING SUPPORT | 2022 |
| Monthly Miracles | Pleasanton, CA | $25,500 | GENERAL OPERATING SUPPORT | 2023 |
| Bay Area Legal Aid | Oakland, CA | $25,000 | PROGRAM SUPPORT | 2018 |
| Catholic Charities of the Diocese of Santa Rosa | Santa Rosa, CA | $25,000 | HOUSING & SHELTER SERVICES AND GENERAL OPERATING SUPPORT | 2018 |
| Whitefish Community Foundation Inc | Whitefish, MT | $25,000 | NATE CHUTE, SPARROW'S NEST, CTR FOR REST. YOUTH, CASA FOR KIDS | 2023 |
| Bay Area Legal Aid | Oakland, CA | $25,000 | PROGRAM SUPPORT | 2016 |
| Sprayregen Family Foundation | Boca Raton, FL | $25,000 | THE PURPOSE OF THE GRANT IS TO FURTHER THE DISTRIBUTION OF EDUCATIONAL DOCUMENTARY FILM "THANK YOU FOR YOUR... | 2016 |
| Bay Area Legal Aid | Oakland, CA | $25,000 | PROGRAM SUPPORT | 2017 |
| Catholic Charities of the Diocese of Santa Rosa | Santa Rosa, CA | $25,000 | HOUSING & SHELTER SERVICES AND GENERAL OPERATING SUPPORT | 2017 |
| Ceres Community Project | Sebastopol, CA | $25,000 | MOVING THE GARDEN TO SEBASTOPOL CHARTER SCHOOL | 2022 |
| The Contra Costa Clubhouses Inc | Concord, CA | $22,500 | PUTNAM CLUBHOUSE | 2023 |
| Holy Names University | Oakland, CA | $20,000 | MATCHING GRANT DIGITAL INITIATIVE LEARNING PROG | 2018 |
| Catholic Charities of the Diocese of Santa Rosa | Santa Rosa, CA | $20,000 | GENERAL OPERATING SUPPORT AND CARITAS VILLAGE CAMPAIGN | 2020 |
| Next Step Learning Center Inc | Oakland, CA | $20,000 | GENERAL OPERATING SUPPORT | 2020 |
| Sonoma State University | Rohnert Park, CA | $20,000 | GREEN MUSIC CENTER | 2023 |
| Redwood Credit Union Community Fund | Santa Rosa, CA | $18,500 | NORTH BAY FIRE RELIEF | 2017 |
| Cantare Con Vivo | Oakland, CA | $17,500 | GENERAL OPERATING SUPPORT | 2020 |
| Prime Coalition | Cambridge, MA | $17,000 | GENERAL OPERATING SUPPORT | 2021 |
| North Valley Community Foundation | Chico, CA | $16,000 | NVCF CAMP FIRE RELIEF | 2018 |
| Holy Names University | Oakland, CA | $15,000 | HOPE FOR HAWKS SCHOLARSHIP FUND | 2020 |