· Private foundation
Neil & Amelia McDaniel Charitable Trust Dtd 11/01/77
Its FY2023 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.
Read this first · the figures below need context
83% of Neil & Amelia McDaniel Charitable Trust Dtd 11/01/77’s FY2023 grant dollars went to Fidelity Investments Charitable Gift Fund, not to grantees.
Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2023 names 57 organizations directly, so a portfolio cannot be read from it. Everything below is therefore FY2022, the last year Neil & Amelia McDaniel Charitable Trust Dtd 11/01/77 named its own grantees at scale: 60 organizations, $405k. It is dated, not current.
Organizations named directly on the return
Amber years are those where most dollars went to a sponsor.
What you funded, over time
Every grant clustered by its grantee’s IRS cause code (NTEE), by year — across FY2017–2023.
Where the money goes
Your grants by size, and where they go.
By grant size · FY2022
- Under $10k57 grants · $175k
- $10k–50k17 grants · $230k
| Recipient | Amount |
|---|---|
| BAY AREA LEGAL AID | $30,000 |
| CERES COMMUNITY PROJECT | $25,000 |
| CANTARE CON VIVO | $15,000 |
| NEXT STEP LEARNING CENTER | $15,000 |
| HOLY NAMES UNIVERSITY | $15,000 |
| CATHOLIC CHARITIES OF THE DIOCESE OF SANTA ROSA | $15,000 |
| PRIME COALITION | $15,000 |
| THE CONTRA COSTA CLUBHOUSES INC | $10,000 |
| SHELTER INC | $10,000 |
| HOLY NAMES UNIVERSITY | $10,000 |
| PLANNED PARENTHOOD SHASTA DIABLO | $10,000 |
| SONOMA STATE UNIVERSITY | $10,000 |
| FOOD BANK OF CONTRA COSTA AND SOLANO | $10,000 |
| SONOMA STATE UNIVERSITY | $10,000 |
| PRIME COALITION | $10,000 |
Do your dollars go where the need is?
Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.
Your human-services grants (FY17–23, $319k) land where the poverty rate runs at 9%, against an area that typically sits at 10%. 1% of those dollars go to grantees based in above-average-need neighborhoods. Your grants skew toward lower-need ZIPs.
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.
Which US states your grants reach
US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.
Who you back again
Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.
And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +41% since the first grant, against +28% for the ones you funded once.
86 repeat relationships — 63 still active in FY2022, 23 since wound down; 19 grantees were first funded in FY2022 (too recent to call). Read against FY2022, the last year this funder named its own grantees directly; its giving has since run through a sponsor, which reports no donor behind each grant.
How the two cohorts compare
Organizations
Total granted
Median revenue growth · since first grant
Still filing today
New vs renewed · share of each year
In FY2023, 83% of grant dollars renewed an existing relationship; $64k went to new ones.
Where new relationships form · theme of each grantee’s first grant
First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.
Backed again, and grew
- BABAY AREA LEGAL AID6× · 2017–2022 · $170k · revenue +96%
- NSNext Step Learning Center Inc7× · 2017–2023 · $155k · revenue +36%
- CCCATHOLIC CHARITIES OF THE DIOCESE OF SANTA ROSA7× · 2017–2023 · $125k · revenue +67%
Funded once
- HIHUMANAS INCone grant, 2018 · $10k
- TCTHE CARTER CENTER INCone grant, 2019 · $10k
- PPPLANNED PARENTHOOD OF GREATER NEW YORK INCgraduatedone grant, 2019 · $6k · revenue +86%
Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.
The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.
The union of concerned scientists puts rigorous, independent science into action, developing solutions and advocating for a healthy, safe, and just future.
The Climate Center is a climate and energy policy nonprofit working to rapidly reduce climate pollution at scale, starting in California.
The organization provides professional investment management services for endowed gifts and financial assets entrusted to the ucsf foundation.
MISSION STATEMENT: MISSION: CARING FOR OUR PATIENTS FIRST AND OUR PEOPLE ALWAYS. VISION: TO BE THE MOST COMPREHENSIVE, INTEGRATED AND CONNECTED HEALTH SYSTEM FOR GETTING AND STAYING WELL. VALUES: EXCELLENCE - We deliver high-quality,…
The Sacramento Region Community Foundation leads, serves, and inspires enduring philanthropy for a just and vibrant Sacramento region.
To promote philanthropy to make santa cruz county a better place to live, now and in the future.we bring together people, ideas, and resources to inspire philanthropy and accomplish great things.
The san diego foundation inspires enduring philanthropy and enables community solutions to improve the quality of life in our region.
Sustainable Conservation advances the collaborative stewardship of Californias land, air, and water for the benefit of nature and people. For over three decades, Sustainable Conservation has built coalitions of people with different…
Ca fwd drives action to identify solutions that can be taken to scale to meet the challenges the state is facing. the organization is driven by the belief that regional solutions across the state will help ensure economic, environmental,…
Chcf is dedicated to advancing meaningful, measurable improvements in the way the health care delivery system provides care to the people of california, particularly those with low incomes and those whose needs are not well served by the…
The organization provides primary medical, behavior health, and dental care to the population of san joaquin, and solano counties without regard to patients' ability to pay.
City of Hope's mission is to make hope a reality for all touched by cancer and diabetes. PLEASE SEE SCHEDULE O FOR A CONTINUATION OF OUR MISSION
For reference, the grantee most central to the portfolio’s shape is Camp Friendship Inc and the most unlike its peers is Humanas Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
For each theme you fund, this compares how the sector’s money is shifting with how your own giving is shifting.
Sector change and giving change are each shown relative to their own range, growing (right) or shrinking (left); both normalized, so inflation isn’t mistaken for growth.
Your grantees are a median of 34 years old; the field is 16. You back the established end — and your money leans older still.
The field is 22% startups (under 5 years old) — 0% of your grantees by number, and just 0% of your money.
The orgs you fund almost never close — 0.0% lost their exemption, against 13% of the field you don’t fund.
Age = years since IRS exemption (a founding proxy). “Closed” = auto-revocation for 3 years of non-filing — a floor on closure, not proof, and bigger established orgs lapse least. Association, not causation.
113 grantees tracked through their own filings, 2017–2025.
Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.
Counted here: distinct organizations you funded across 2017–2025, not grant rows in a single year — so this will not match the grant count on the cover. 113 of the 142 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.
Where your money sits — by cause, then by grantee
Each org by its size and your share of it — top-left is where you’re load-bearing
Go grantee by grantee — a decade per org, and how each moved after you funded them
A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.
- Who funds FIDELITY INVESTMENTS CHARITABLE GIFT FUND ↗
- Who funds BAY AREA LEGAL AID ↗
- Who funds Next Step Learning Center Inc ↗
- Who funds THE LEGACY FUNDS OF HOLY NAMES UNIVERSITY ↗
- Who funds CATHOLIC CHARITIES OF THE DIOCESE OF SANTA ROSA ↗
- Who funds CANTARE CON VIVO ↗
- Who funds PRIME COALITION INC ↗
- Who funds Mental Health Connections Inc ↗
- Who funds FOOD BANK OF CONTRA COSTA AND SOLANO ↗
- Who funds THE CERES COMMUNITY PROJECT ↗
- Who funds SOUTHERN POVERTY LAW CENTER INC ↗
- Who funds WOMENSING ATTN PRESIDENT ↗
- Who funds MUSIC FROM BEAR VALLEY INC ↗
- Who funds UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION ↗
- Who funds PARTNERS IN HEALTH A NONPROFIT CORPORATION ↗
- Who funds LAST MILE HEALTH ↗
- Who funds SHELTER INC ↗
- Who funds Planned Parenthood Shasta-Diablo Inc ↗
- Who funds Sebastopol Center for the Arts ↗
- Who funds Stewards of the Coast and Redwoods ↗
- Who funds RANCHO CIELO INC ↗
- Who funds Rotary Club of Sebastopol ↗
- Who funds MONTHLY MIRACLES ↗
- Who funds WHITEFISH COMMUNITY FOUNDATION INC ↗
- Who funds KQED INC ↗
- Who funds REDWOOD CREDIT UNION COMMUNITY FUND INC ↗
- Who funds COMPASSION & CHOICES ↗
- Who funds HUMANAS INC ↗
- Who funds ALAMEDA COUNTY COMMUNITY FOOD BANK ↗
- Who funds THE CARTER CENTER INC ↗
- Who funds Laguna De Santa Rosa Foundation ↗
- Who funds THE LIVING ROOM CENTER ↗
- Who funds BRADY CENTER TO PREVENT GUN VIOLENCE ↗
- Who funds COOPERATIVE FOR ASSISTANCE AND RELIEF EVERYWHERE INC ↗
- Who funds ST MARY'S CENTER ↗
The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.
Open a dossier: East Bay Community Foundation · Marin Community Foundation · The San Francisco Foundation · McNabb Foundation · Lowell Berry Foundation · Sonoma County Community Foundation · Kaiser Foundation Hospitals · Dean and Margaret Lesher Foundation · Bernard E & Alba Witkin Charitable Foundation · The William G Irwin Charity Foundation · Sutter Bay Hospitals · United Way of the Bay Area
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.
Government reliance of your grantees
Every dot is one organization Neil & Amelia McDaniel Charitable Trust Dtd 11/01/77 funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal or a single department — and drag the year to watch it move.
- Sandy Hook Promise Foundation — 0% of income from government
- Partners in Health a Nonprofit Corporation — 0% of income from government
- Oxfam-America Inc — 0% of income from government
Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.
Warm introductions · Powered by PlinthPlus
How do I get to Neil & Amelia McDaniel Charitable Trust Dtd 11/01/77?
Find your warmest path to Neil & Amelia McDaniel Charitable Trust Dtd 11/01/77 through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.
Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.