Leo a & Inez Dunkin McDonald Charitable Trust is a private foundation focused on Education, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $435K in total assets. In 2025, it awarded 2 grants totaling $20K. Net investment income was $42K.
Key facts about Leo a & Inez Dunkin McDonald Charitable Trust
In short: Leo a & Inez Dunkin McDonald Charitable Trust gave $20K across 2 grants in 2025 (avg $10K), mostly in Texas. Source: 2025 IRS Form 990-PF.
- EIN
- 75-6361602
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $20,000
- Grants made (2025)
- 2
- Average grant
- $10,000
- Median grant
- $10,000
- Total assets
- $434,804
- Primary geography
- Texas (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$435K
+4.4% YoY
Annual Giving
$20K
+0.0% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$10K
+0.0% YoY
Under IRS private-foundation payout rules, Leo a & Inez Dunkin McDonald Charitable Trust reported a distributable amount of $25K for 2025 — the minimum it must pay out in qualifying distributions.
How Leo a & Inez Dunkin McDonald Charitable Trust gives
- Giving fell 20% from 2022 to 2025. Method
- In 2025 it paid out 92% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $18K (2021) to $25K (2023). In 2025 it made 2 grants totaling $20K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Gibbs Memorial Library ($10K). Together the top 2 received $20K.
Grant Size Distribution
13 grants across all recorded years
The most common grant size was under $50K: 13 grants of 13 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Gibbs Memorial Library Mexia, TX | Unrestricted General | $10,000 |
| First Presbyterian Church Mexia, TX | Unrestricted General | $10,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $434,804 | $416,519 | $402,657 |
| Revenue | $48,198 | $43,981 | $15,112 |
| Expenses | $30,029 | $29,699 | $33,996 |
| Qualifying Distributions | $23,426 | $23,551 | $28,356 |
| Net Investment Income | $42,356 | $37,564 | $8,181 |
| Distributable Amount | $25,350 | $23,889 | $22,227 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS March 26, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS March 26, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 6, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 2, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 24, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 27, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 13, 2026)
- IRS filings on file for fiscal years 2019–2025
Leadership & Key People
Officers and directors from IRS filings
Leo a & Inez Dunkin McDonald Charitable Trust's only listed officer is Bank Of America, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2019
1 hr/week
$7K (2019) → $7K (2025)
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $7K, to Bank of America (Trustee).
Frequently asked questions about Leo a & Inez Dunkin McDonald Charitable Trust
How much does Leo a & Inez Dunkin McDonald Charitable Trust give each year?
Leo a & Inez Dunkin McDonald Charitable Trust gave $20K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $20K across 2 grants.
How large is Leo a & Inez Dunkin McDonald Charitable Trust?
Leo a & Inez Dunkin McDonald Charitable Trust reported $435K in total assets on its 2025 IRS Form 990-PF. It paid out $23K in qualifying distributions that year, against a required minimum of $25K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Leo a & Inez Dunkin McDonald Charitable Trust?
Leo a & Inez Dunkin McDonald Charitable Trust is a private foundation focused on Education, based in Dallas, TX. It holds $435K in total assets as of 2025.
Where does Leo a & Inez Dunkin McDonald Charitable Trust operate?
Leo a & Inez Dunkin McDonald Charitable Trust has awarded grants in Texas.
What is Leo a & Inez Dunkin McDonald Charitable Trust's EIN?
Leo a & Inez Dunkin McDonald Charitable Trust's EIN (Employer Identification Number) is 75-6361602. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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