· 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 it funded, over time
Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2023.
Where the money goes
Grants by size, and the largest recipients.
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 |
| CATHOLIC CHARITIES OF THE DIOCESE OF SANTA ROSA | $15,000 |
| HOLY NAMES UNIVERSITY | $15,000 |
| PRIME COALITION | $15,000 |
| CANTARE CON VIVO | $15,000 |
| NEXT STEP LEARNING CENTER | $15,000 |
| MUSIC FROM BEAR VALLEY | $10,000 |
| PRIME COALITION | $10,000 |
| HUMANAS INC | $10,000 |
| HOLY NAMES UNIVERSITY | $10,000 |
| SONOMA STATE UNIVERSITY | $10,000 |
| SHELTER INC | $10,000 |
| PLANNED PARENTHOOD SHASTA DIABLO | $10,000 |
| SONOMA STATE UNIVERSITY | $10,000 |
Does the money reach high-need areas?
Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.
Its 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. Its grants skew toward lower-need ZIPs.
How this is measured
Which US states its grants reach
How this is measured
Who it funds again
Organizations funded in more than one year, against those funded once.
Grantees it renews have grown median revenue +41% since the first grant, against +28% for those 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
How this is measured
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%
How this is measured
Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.
Closest unfunded matches
The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. 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
How this is measured
113 grantees tracked through their own filings, 2017–2026.
Each grant beside the grantee’s revenue from every source, year by year.
How this is measured
Counted here: distinct organizations funded across 2017 to 2026, 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.
Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.
Where the money sits, by cause and then by grantee
Each grantee by its size and the funder’s share of it; top left is load-bearing
Grantee by grantee: a decade per organization, before and after funding
A decade per grantee: revenue shaded, 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 ↗
Co-funders
Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: 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
How this is measured
How much its grantees rely on government
Each dot is one organization Neil & Amelia McDaniel Charitable Trust Dtd 11/01/77 funds: left to right is the share of its income from government, bottom to top the share from Neil & Amelia McDaniel Charitable Trust Dtd 11/01/77. Bigger dots raise more.
- 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
How this is measured
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