The Neil & Amelia McDaniel Charitable Trust made a single, large terminal grant in the dataset: the trust was dissolved and its entire remaining assets were transferred to a donor-advised vehicle at Fidelity. There is no evidence of topic-specific or geographic giving history in these records; instead the trustees opted to move resources into a DAF, presumably to be regranted later under new or ongoing donor direction.
The largest recorded action for the Neil & Amelia Mcdaniel Charitable Trust Dtd 11/01/77 was a terminal transfer of $1,874,614 to the Fidelity Investments Charitable Gift Fund in 2024, marking the trust’s dissolution. After that payout, the record shows a pattern of support that still reached community organizations, schools, arts groups, and service providers, mostly in California. The trust’s named grants include $45,000 to Next Step Learning Center for literacy program investment opportunities and $30,000 to Bay Area Legal Aid for general operating support, alongside repeated support for organizations such as Cantare Con Vivo and Sonoma State University. In the same record set, the trust also funded food assistance, youth services, scholarship funds, and community arts programming. The giving profile suggests a mix of one-time and repeated support rather than a single narrow theme, with several grants attached to specific programs, some to general operating support, and one large final transfer into a donor-advised vehicle. The overall record points to a trust that used its remaining assets to terminate while also maintaining direct grants to a range of local institutions.
Literacy appears in the trust’s direct program support, including $45,000 to Next Step Learning Center for literacy program investment opportunities and $15,000 to Next Step Learning Center in honor of Neil and Amelia McDaniel. Youth and family services show up through a $10,000 grant to Catholic Charities of the Diocese of Santa Rosa for youth and family services program, and a $25,000 grant to Whitefish Community Foundation Inc for Nate Chute, Sparrow's Nest, CTR for Rest. Youth, CASA for Kids. Education-related giving also includes $25,000 to Ceres Community Project for moving the garden to Sebastopol Charter School and $15,000 to Holy Names University for the Hope for Hawks Scholarship Fund. Arts and music support is visible in grants to Cantare Con Vivo, Sonoma State University’s Green Music Center, Sebastopol Center for the Arts, and Music From Bear Valley.
Typical grant size centers on modest checks: the 25th percentile is $1,500, the median is $5,000, and the 75th percentile is $7,000. The distribution is pulled upward by the 2024 dissolution transfer of $1,874,614 to Fidelity Investments Charitable Gift Fund. The record shows both repeat recipients and one-off awards, including multiple grants to Cantare Con Vivo, Sonoma State University, The Contra Costa Clubhouses Inc, Food Bank of Contra Costa and Solano, Music From Bear Valley, Humanas Inc, and Catholic Charities of the Diocese of Santa Rosa across 2023 and 2024. The trust is classified as a regular funder, and the pattern includes general operating support, program-specific grants, scholarship funding, and a terminal payout.
$2.3M
$0
$724K
$2.4M
Most grants fall between $2K and $7K, with a median of $5K.
25th Percentile
$2K
Median
$5K
75th Percentile
$7K
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A single, large one-time terminal transfer (concentrated, end-of-life distribution) routed to a donor-advised fund rather than direct grantees; no repeat or programmatic grants in the record.
Notable grantees: Fidelity Investments Charitable Gift Fund
Grants land overwhelmingly in the United States, with all recorded recipients located there. California is the main giving state, accounting for 67% of grants, and the recipient list clusters in Oakland, Concord, Santa Rosa, Rohnert Park, Sebastopol, San Francisco, Pleasanton, and Bear Valley. Outside California, the trust gave to Boston, Cambridge, New York, and Whitefish. The geographic footprint is regional rather than national, with most awards tied to Bay Area and nearby Northern California organizations.
The distribution is small-to-mid sized for most awards: the 25th percentile is $1,500, the median is $5,000, and the 75th percentile is $7,000. The average is pushed much higher by the 2024 dissolution transfer to Fidelity Investments Charitable Gift Fund.
Yes. The record shows repeated grants to several recipients, including Cantare Con Vivo in 2023 and 2024, Sonoma State University in 2023 and 2024, The Contra Costa Clubhouses Inc in 2023 and 2024, and Music From Bear Valley in 2023 and 2024.
The trust gives across literacy, youth and family services, education, scholarship support, food assistance, and arts and music. Named examples include literacy program investment opportunities, youth and family services program, scholarship funds, green music center support, and project hearth.
California is the main recipient state, with 67% of grants going to recipients there. The list includes organizations in Oakland, Concord, Santa Rosa, Rohnert Park, Sebastopol, San Francisco, Pleasanton, and Bear Valley.
Its largest recorded grant was a $1,874,614 transfer in 2024 to Fidelity Investments Charitable Gift Fund for foundation dissolution. That gift indicates the trust terminated and moved its remaining assets into a donor-advised vehicle.
2024
Source: IRS Form 990-PF, fiscal year 2024.
Most recent grants reported to the IRS.
| Recipient | Location | Amount | Year | Purpose |
|---|---|---|---|---|
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | BOSTON, MA | $1,874,614 | 2024 | FOUNDATION DISSOLUTION |
| NEXT STEP LEARNING CENTER | OAKLAND, CA | $45,000 | 2024 | LITERACY PROGRAM INVESTMENT OPPORTUNITIES |
| FOOD BANK OF CONTRA COSTA AND SOLANO | CONCORD, CA | $30,000 | 2024 | GENERAL OPERATING SUPPORT |
| MONTHLY MIRACLES | PLEASANTON, CA | $25,500 | 2024 | GENERAL OPERATING SUPPORT |
| WHITEFISH COMMUNITY FOUNDATION INC | WHITEFISH, MT | $25,000 | 2024 | NATE CHUTE, SPARROW'S NEST, CTR FOR REST. YOUTH, CASA FOR KIDS |
| THE CONTRA COSTA CLUBHOUSES INC | CONCORD, CA | $22,500 | 2024 | PUTNAM CLUBHOUSE |
| SONOMA STATE UNIVERSITY | ROHNERT PARK, CA | $20,000 | 2024 | GREEN MUSIC CENTER |
| CANTARE CON VIVO | OAKLAND, CA | $15,000 | 2024 | GENERAL OPERATING SUPPORT |
| HUMANAS INC | NEW YORK, NY | $10,000 | 2024 | GENERAL OPERATING SUPPORT |
| PLANNED PARENTHOOD SHASTA DIABLO (DBA PLANNED PARENTHOOD NORTHERN CALIFORNI | CONCORD, CA | $10,000 | 2024 | FOR PARENT EDUCATION |
| CATHOLIC CHARITIES OF THE DIOCESE OF SANTA ROSA | SANTA ROSA, CA | $10,000 | 2024 | YOUTH AND FAMILY SERVICES PROGRAM |
| GRID ALTERNATIVES | OAKLAND, CA | $10,000 | 2024 | GENERAL OPERATING SUPPORT |
| SEBASTOPOL CENTER FOR THE ARTS | SEBASTOPOOL, CA | $10,000 | 2024 | GENERAL OPERATING SUPPORT |
| KQED INC | SAN FRANCISCO, CA | $10,000 | 2024 | GENERAL OPERATING SUPPORT & KQED MEMBER SERVICES |
| SAVE THE BAY | OAKLAND, CA | $10,000 | 2024 | GENERAL OPERATING SUPPORT |
| MUSIC FROM BEAR VALLEY | BEAR VALLEY, CA | $10,000 | 2024 | GENERAL OPERATING SUPPORT |
| PS 118 PARENT TEACHER ASSOCIATION | BROOKLYN, NY | $8,000 | 2024 | GENERAL OPERATING SUPPORT |
| SOUTHERN POVERTY LAW CENTER | MONTGOMERY, AL | $7,000 | 2024 | MEN'S & WOMEN'S GOLF TEAM SCHOLARSHIP ENDOWMENT FUND |
| NATE CHUTE FOUNDATION | WHITEFISH, MT | $5,000 | 2024 | GENERAL OPERATING SUPPORT |
| PARTNERS IN HEALTH | BOSTON, MA | $5,000 | 2024 | GENERAL OPERATING SUPPORT |
| STEWARDS OF THE COAST AND REDWOODS | DUNCAN MILLS, CA | $5,000 | 2024 | GENERAL OPERATING SUPPORT |
| CERES COMMUNITY PROJECT | SEBASTOPOOL, CA | $5,000 | 2024 | GARDEN PROJECT |
| EARLE BAUM CENTER OF THE BLIND INC | SANTA ROSA, CA | $5,000 | 2024 | GENERAL OPERATING SUPPORT |
| SHELTER INC | CONCORD, CA | $5,000 | 2024 | PROJECT HEARTH |
| THE LIVING ROOM CENTER INC | SANTA ROSA, CA | $5,000 | 2024 | GENERAL OPERATING SUPPORT |
| LAGUNA DE SANTA ROSA FOUNDATION | SANTA ROSA, CA | $5,000 | 2024 | GENERAL OPERATING SUPPORT |
| RANCHO CIELO | SALINAS, CA | $5,000 | 2024 | GENERAL OPERATING SUPPORT |
| FRIENDS OF THE DANVILLE LIBRARY ENDOWMENT | DANVILLE, CA | $5,000 | 2024 | 21V CHORAL ENSEMBLE |
| THE CARTER CENTER INC | ATLANTA, GA | $5,000 | 2024 | GENERAL OPERATING SUPPORT |
| LAST MILE HEALTH | BOSTON, MA | $5,000 | 2024 | GENERAL OPERATING SUPPORT |
| CENTER FOR REPRODUCTIVE RIGHTS | NEW YORK, NY | $5,000 | 2024 | GENERAL OPERATING SUPPORT |
| TODAYS YOUTH MATTER | MILPITAS, CA | $5,000 | 2024 | GENERAL OPERATING SUPPORT |
| UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION | BERKERLEY, CA | $5,000 | 2024 | CENTER FOR CIVILITY AND DEMOCRATIC ENGAGEMENT |
| HOLY NAMES HIGH SCHOOL | OAKLAND, CA | $5,000 | 2024 | GENERAL OPERATING SUPPORT |
| SOCIAL GOOD FUND | RICHMOND, CA | $3,000 | 2024 | WELCOMING HOME - TO SPONSOR A HOMECOMING |
| BRADY CENTER TO PREVENT GUN VIOLENCE | WASHINGTON, DC | $3,000 | 2024 | GENERAL OPERATING SUPPORT |
| ALAMEDA COUNTY COMMUNITY FOOD BANK | OAKLAND, CA | $3,000 | 2024 | GENERAL OPERATING SUPPORT |
| CARE USA | ATLANTA, GA | $3,000 | 2024 | GENERAL OPERATING SUPPORT |
| DISCOVERY COUNSELING CENTER | DANVILLE, CA | $3,000 | 2024 | GENERAL OPERATING SUPPORT |
| NATIONAL COLLEGIATE CANCER FOUNDATION | BETHSDA, MD | $2,500 | 2024 | GENERAL OPERATING SUPPORT |
| FRACTURED ATLAS INC21V | NEW YORK, NY | $2,000 | 2024 | GENERAL OPERATING SUPPORT |
| STAND FOR FAMILIES FREE OF VIOLENCE | CONCORD, CA | $2,000 | 2024 | GENERAL OPERATING SUPPORT |
| GLOBAL FUND FOR WOMEN | SAN FRANCISCO, CA | $2,000 | 2024 | GENERAL OPERATING SUPPORT |
| BRIGHTFOCUS FOUNDATION | CLARKSBURG, MD | $2,000 | 2024 | ALZHEIMERS DISEASE RESEARCH |
| EAST BAY INTEGRATED INC DBA HOSPICE OF THE EAST BAY | PLEASANT HILL, CA | $2,000 | 2024 | BRUN'S HOUSE |
| SENTINELS OF FREEDOM SCHOLARSHIP FOUNDATION | SAN RAMON, CA | $2,000 | 2024 | GENERAL OPERATING SUPPORT |
| ST MARYS CENTER | OAKLAND, CA | $2,000 | 2024 | GENERAL OPERATING SUPPORT |
| GRAND STREET SETTLEMENT INC | NEW YORK, NY | $1,000 | 2024 | GENERAL OPERATING SUPPORT |
| NATIONAL MS SOCIETY NORTHERN CALIFORNIA CHAPTER | SACRAMENTO, CA | $1,000 | 2024 | GENERAL OPERATING SUPPORT |
| HABITAT FOR HUMANITY EAST BAYSILICON VALLEY | OAKLAND, CA | $1,000 | 2024 | GENERAL OPERATING SUPPORT |
NEXT STEP LEARNING CENTER
$45,000LITERACY PROGRAM INVESTMENT OPPORTUNITIES
MONTHLY MIRACLES
$25,500GENERAL OPERATING SUPPORT
NATE CHUTE, SPARROW'S NEST, CTR FOR REST. YOUTH, CASA FOR KIDS
THE CONTRA COSTA CLUBHOUSES INC
PUTNAM CLUBHOUSE
SONOMA STATE UNIVERSITY
$20,000GREEN MUSIC CENTER
HUMANAS INC
$10,000GENERAL OPERATING SUPPORT
FOR PARENT EDUCATION
YOUTH AND FAMILY SERVICES PROGRAM
GRID ALTERNATIVES
$10,000GENERAL OPERATING SUPPORT
SEBASTOPOL CENTER FOR THE ARTS
$10,000GENERAL OPERATING SUPPORT
MUSIC FROM BEAR VALLEY
$10,000GENERAL OPERATING SUPPORT
PS 118 PARENT TEACHER ASSOCIATION
$8,000GENERAL OPERATING SUPPORT
MEN'S & WOMEN'S GOLF TEAM SCHOLARSHIP ENDOWMENT FUND
STEWARDS OF THE COAST AND REDWOODS
$5,000GENERAL OPERATING SUPPORT
EARLE BAUM CENTER OF THE BLIND INC
$5,000GENERAL OPERATING SUPPORT
RANCHO CIELO
$5,000GENERAL OPERATING SUPPORT
FRIENDS OF THE DANVILLE LIBRARY ENDOWMENT
$5,00021V CHORAL ENSEMBLE
TODAYS YOUTH MATTER
$5,000GENERAL OPERATING SUPPORT
CENTER FOR CIVILITY AND DEMOCRATIC ENGAGEMENT
HOLY NAMES HIGH SCHOOL
$5,000GENERAL OPERATING SUPPORT
DISCOVERY COUNSELING CENTER
$3,000GENERAL OPERATING SUPPORT
NATIONAL COLLEGIATE CANCER FOUNDATION
$2,500GENERAL OPERATING SUPPORT
EAST BAY INTEGRATED INC DBA HOSPICE OF THE EAST BAY
$2,000BRUN'S HOUSE
SENTINELS OF FREEDOM SCHOLARSHIP FOUNDATION
$2,000GENERAL OPERATING SUPPORT
NATIONAL MS SOCIETY NORTHERN CALIFORNIA CHAPTER
$1,000GENERAL OPERATING SUPPORT