Neil & Amelia Mcdaniel Charitable Trust
- Assets
- $12.0m
- Revenue
- $837.7k
- Investments
- $11.9m
- Employees
- 0
- Location
- South Pasadena, CA
- Founding
- 07/1978
- Data as of
- 12/2021
- EIN
- 94-2450149
Organization Overview
Neil & Amelia Mcdaniel Charitable Trust is located in South Pasadena, CA. The organization was established in 1978. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Neil & Amelia Mcdaniel Charitable Trust is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Neil & Amelia Mcdaniel Charitable Trust generated $837.7k in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 15.8% each year . All expenses for the organization totaled $533.7k during the year ending 12/2021. While expenses have increased by 2.3% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, Neil & Amelia Mcdaniel Charitable Trust has awarded 465 individual grants totaling $1,956,500. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Terry Dale Secretary | 2 | $0 | |
Joanne Dale President | 2 | $0 | |
Marianne Gagen Vice President | 2 | $0 | |
William Gagen Jr Treasurer | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $12,243 |
| Dividends & Interest | $180,143 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $645,349 |
| Capital Gain Net Income | $645,349 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $837,735 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $12,216 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $182,656 |
| Contributions, gifts, grants paid | $351,000 |
| Total expenses and disbursements | $533,656 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $560 |
| Savings and temporary cash investments | $126,221 |
| Net Accounts receivable | $8,903 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $1,236,363 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $1,169 |
| Total assets | $12,038,454 |
| Accounts payable and accrued expenses | $14,198 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $3,104 |
| Total liabilities | $17,302 |
Grants Awarded
Over the last fiscal year, Neil & Amelia Mcdaniel Charitable Trust has awarded $351,000 in support to 84 organizations.
| Grant Recipient | Amount |
|---|---|
Oakland, CA PURPOSE: GENERAL OPERATING SUPPORT | $30,000 |
Cambridge, MA PURPOSE: GENERAL OPERATING SUPPORT | $17,000 |
CATHOLIC CHARITIES OF THE DIOCESE OF SANTA ROSA PURPOSE: GENERAL OPERATING SUPPORT | $15,000 |
Sebastopol, CA PURPOSE: GARDEN PROJECT | $15,000 |
NEXT STEP LEARNING CENTER PURPOSE: IN HONOR OF NEIL AND AMELIA MCDANIEL | $15,000 |
Oakland, CA PURPOSE: HOPE FOR HAWKS SCHOLARSHIP FUND | $15,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
W M Keck Foundation Los Angeles, CA | $1,878,594,082 | $132,529,748 |
Conrad Prebys Foundation San Diego, CA | $0 | $206,775,032 |
Jay And Rose Phillips Family Foundation Of California San Francisco, CA | $0 | $58,236 |
Jay And Rose Phillips Family Foundation Of Colorado Redwood City, CA | $0 | -$205,157 |
Henry J Kaiser Family Foundation San Francisco, CA | $1,103,580,994 | $111,004,070 |
The Ahmanson Foundation Beverly Hills, CA | $0 | $54,356,398 |
Charles Huang Foundation Pasadena, CA | $65,868,960 | $116,144,816 |
Weingart Foundation Los Angeles, CA | $0 | $30,569,267 |
Engelstad Fam Foundation Las Vegas, NV | $835,390,513 | $95,367,626 |
Price Philanthropies Foundation La Jolla, CA | $497,968,777 | $37,892,208 |
Kavli Foundation Los Angeles, CA | $672,190,947 | $63,900,227 |
Oprah Winfrey Charitable Foundation Los Angeles, CA | $244,908,730 | $15,499,605 |