Neil & Amelia Mcdaniel Charitable Trust

S Pasadena, CA
Tax-exempt since July 1978
EIN: 94-2450149

This organization is not listed in the IRS's most recent list of tax exempt organizations, but we have data associated with this Employer Identification Number.

Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Revenue

$724,257

Expenses

$2,443,337

Net Income

-$1,719,080

Net Assets

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$46,552	6.4%
Dividends	$129,682	17.9%
Sales of Assets	$548,023	75.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,401,949	98.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$0
Total Liabilities	$0
Net Assets	$0

Compensation

Key Employees and Officers	Compensation	Other
Terry Dale (Secretary)	$0	$0
William Gagen Jr (Treasurer)	$0	$0
Marianne Gagen (Vice President)	$0	$0
Joanne Dale (President)	$0	$0
Daniel Gagen (Board Member)	$0	$0
Andrew Hahn (Board Member)	$0	$0

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990-PF

Filed on May 13, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$130,601

Expenses

$560,501

Net Income

-$429,900

Net Assets

$9,343,203

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$19,247	14.7%
Dividends	$156,505	> 100%
Sales of Assets	-$45,151
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$520,820	92.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,354,000
Total Liabilities	$10,797
Net Assets	$9,343,203

Compensation

Key Employees and Officers	Compensation	Other
Terry Dale (Secretary)	$0	$0
William Gagen Jr (Treasurer)	$0	$0
Marianne Gagen (Vice President)	$0	$0
Joanne Dale (President)	$0	$0

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990-PF

Filed on May 25, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$837,735

Expenses

$533,656

Net Income

$304,079

Net Assets

$12,021,152

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$12,243	1.5%
Dividends	$180,143	21.5%
Sales of Assets	$645,349	77.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$480,130	90.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$12,038,454
Total Liabilities	$17,302
Net Assets	$12,021,152

Compensation

Key Employees and Officers	Compensation	Other
Terry Dale (Secretary)	$0	$0
William Gagen Jr (Treasurer)	$0	$0
Marianne Gagen (Vice President)	$0	$0
Joanne Dale (President)	$0	$0

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990-PF

Filed on June 14, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$610,206

Expenses

$487,995

Net Income

$122,211

Net Assets

$10,493,708

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,664	0.8%
Dividends	$208,961	34.2%
Sales of Assets	$396,581	65.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$446,209	91.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$10,522,629
Total Liabilities	$28,921
Net Assets	$10,493,708

Compensation

Key Employees and Officers	Compensation	Other
Chuck Hoblitzelle (Secretary)	$0	$0
William Gagen Jr (Treasurer)	$0	$0
Marianne Gagen (Vice President)	$0	$0
Joanne Dale (President)	$0	$0

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990-PF

Filed on Oct. 6, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$494,940

Expenses

$482,896

Net Income

$12,044

Net Assets

$9,460,402

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6,605	1.3%
Dividends	$187,051	37.8%
Sales of Assets	$298,933	60.4%
Other Income	$2,351	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$443,361	91.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,475,518
Total Liabilities	$15,116
Net Assets	$9,460,402

Compensation

Key Employees and Officers	Compensation	Other
Terry Dale (Secretary)	$0	$0
William Gagen Jr (Treasurer)	$0	$0
Marianne Gagen (Vice President)	$0	$0
Joanne Dale (President)	$0	$0

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990-PF

Filed on July 15, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2018

Revenue

$141,218

Expenses

$458,568

Net Income

-$317,350

Net Assets

$7,963,870

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$20,652	14.6%
Dividends	$156,099	> 100%
Sales of Assets	-$35,533
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$425,429	92.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,973,889
Total Liabilities	$10,019
Net Assets	$7,963,870

Compensation

Key Employees and Officers	Compensation	Other
Ashley Fontanetta (Secretary)	$0	$0
William Gagen Jr (Treasurer)	$0	$0
Marianne Gagen (Vice President)	$0	$0
Joanne Dale (President)	$0	$0

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990-PF

Filed on Nov. 15, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2017

Revenue

$350,156

Expenses

$433,054

Net Income

-$82,898

Net Assets

$8,782,083

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$14,985	4.3%
Dividends	$186,837	53.4%
Sales of Assets	$148,334	42.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$399,988	92.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,793,139
Total Liabilities	$11,056
Net Assets	$8,782,083

Compensation

Key Employees and Officers	Compensation	Other
Ashley Fontanetta (Secretary)	$0	$0
William Gagen Jr (Treasurer)	$0	$0
Marianne Gagen (Vice President)	$0	$0
Joanne Dale (President)	$0	$0

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990-PF

Filed on Nov. 15, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2016

Revenue

$131,397

Expenses

$423,067

Net Income

-$291,670

Net Assets

$8,022,741

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$13,825	10.5%
Dividends	$187,963	> 100%
Sales of Assets	-$81,253
Other Income	$10,862	8.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$405,784	95.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,053,161
Total Liabilities	$30,420
Net Assets	$8,022,741

Compensation

Key Employees and Officers	Compensation	Other
Brian Van Weele (Secretary)	$0	$0
William Gagen Jr (Treasurer)	$0	$0
Marianne Gagen (Vice President)	$0	$0
Joanne Dale (President)	$0	$0

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990-PF

Filed on May 26, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2015

Revenue

$300,463

Expenses

$453,920

Net Income

-$153,457

Net Assets

$7,668,016

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$14,307	4.8%
Dividends	$191,723	63.8%
Sales of Assets	$89,307	29.7%
Other Income	$5,126	1.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$399,063	87.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,712,786
Total Liabilities	$44,770
Net Assets	$7,668,016

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2014

Revenue

$1,003,532

Expenses

$401,592

Net Income

$601,940

Net Assets

$8,183,512

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$21,527	2.1%
Dividends	$200,632	20.0%
Sales of Assets	$772,382	77.0%
Other Income	$8,991	0.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$366,233	91.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,228,624
Total Liabilities	$45,112
Net Assets	$8,183,512

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2013

Revenue

$373,627

Expenses

$370,291

Net Income

$3,336

Net Assets

$8,009,446

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$30,126	8.1%
Dividends	$187,960	50.3%
Sales of Assets	$148,125	39.6%
Other Income	$7,416	2.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$337,234	91.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,057,676
Total Liabilities	$48,230
Net Assets	$8,009,446

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2012

Revenue

$288,478

Expenses

$339,429

Net Income

-$50,951

Net Assets

$6,551,435

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,910	1.7%
Dividends	$149,189	51.7%
Sales of Assets	$121,545	42.1%
Other Income	$12,834	4.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$308,008	90.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,551,435
Total Liabilities	$0
Net Assets	$6,551,435

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2011

Revenue

$3,073,556

Expenses

$307,235

Net Income

$2,766,321

Net Assets

$6,602,386

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,499,826	48.8%
Interest Revenue	$974	0.0%
Dividends	$19,574	0.6%
Sales of Assets	$1,542,123	50.2%
Other Income	$11,059	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$216,006	70.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,602,386
Total Liabilities	$0
Net Assets	$6,602,386

990-PF

Primary tax return for a private foundation's activities, finances, and governance

Fiscal Year Ending Dec.
2007

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2006

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Updated April 20, 2026

Neil & Amelia Mcdaniel Charitable Trust

Organization summary

Organization summary might be incomplete or out of date

Type of Nonprofit

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001