Leo a & Inez Dunkin Mcdonald Charitable Trust

Foundation · Grantmaker DALLAS, TX EIN: 75-6361602

Leo a & Inez Dunkin Mcdonald Charitable Trust is a private foundation focused on Education, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $417K in total assets. In 2024, it awarded 2 grants totaling $20K. Net investment income was $38K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$417K

+3.4% YoY

Annual Giving

$20K

-20.0% YoY

Grant Count

-33.3% YoY

Avg Grant Size

$10K

+20.0% YoY

Under IRS private-foundation payout rules, Leo a & Inez Dunkin Mcdonald Charitable Trust reported a distributable amount of $24K for 2024 — the minimum it must pay out in qualifying distributions.

About Leo a & Inez Dunkin Mcdonald Charitable Trust

Based on IRS filings

Focus Areas

Education Health Religion

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Texas $108K (100%)

States

Texas

Cities

DallasMexia

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$416,519	$402,657	$421,682
Revenue	$43,981	$15,112	$-9,393
Expenses	$29,699	$33,996	$36,014
Qualifying Distributions	$23,551	$28,356	$28,343
Net Investment Income	$37,564	$8,181	$3,114
Distributable Amount	$23,889	$22,227	$23,151

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Grant Size Distribution

14 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Gibbs Memorial Library ($10,000), First Presbyterian Church ($10,000).

Recipient	Purpose	Amount
GIBBS MEMORIAL LIBRARY MEXIA, TX	UNRESTRICTED GENERAL	$10,000
FIRST PRESBYTERIAN CHURCH MEXIA, TX	UNRESTRICTED GENERAL	$10,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
BANK OF AMERICA	TRUSTEE	1	$7,626

Subject Areas

Focus areas based on grantmaking activity

Education Health Religion

Frequently Asked Questions

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 $417K in total assets as of 2024.

How large is Leo a & Inez Dunkin Mcdonald Charitable Trust?

As of 2024, Leo a & Inez Dunkin Mcdonald Charitable Trust holds $417K in total assets with $44K in annual revenue. It awarded 2 grants totaling $20K in 2024.

Where does Leo a & Inez Dunkin Mcdonald Charitable Trust operate?

Leo a & Inez Dunkin Mcdonald Charitable Trust has awarded grants in Texas.

What size grants does Leo a & Inez Dunkin Mcdonald Charitable Trust award?

In 2024, Leo a & Inez Dunkin Mcdonald Charitable Trust awarded 2 grants totaling $20K — an average of about $10K per grant, based on its IRS Form 990 filings.

How much is Leo a & Inez Dunkin Mcdonald Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Leo a & Inez Dunkin Mcdonald Charitable Trust reported a distributable amount of $24K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.