Milton E Daniel Trust is a private foundation focused on Education, based in DALLAS, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $55.7M in total assets. In 2025, it awarded 1 grants totaling $3.1M. Net investment income was $3.6M.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$55.7M
+0.5% YoY
Annual Giving
$3.1M
+2.6% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$3.1M
+2.6% YoY
Under IRS private-foundation payout rules, Milton E Daniel Trust reported a distributable amount of $3.5M for 2025 — the minimum it must pay out in qualifying distributions.
About Milton E Daniel Trust
Based on IRS filings
Milton E Daniel Trust is a private foundation focused on Education, based in DALLAS, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $55.7M in total assets. In 2025, it awarded 1 grants totaling $3.1M. Net investment income was $3.6M.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $55,658,713 | $55,397,715 | $53,206,413 |
| Revenue | $4,003,689 | $5,839,222 | $2,255,624 |
| Expenses | $3,735,328 | $3,642,313 | $3,899,025 |
| Qualifying Distributions | $3,289,493 | $3,196,238 | $3,510,570 |
| Net Investment Income | $3,610,797 | $5,464,673 | $1,876,920 |
| Distributable Amount | $3,528,019 | $3,276,760 | $3,199,547 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2025
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Texas Christian University ($3,131,168).
| Recipient | Purpose | Amount |
|---|---|---|
| TEXAS CHRISTIAN UNIVERSITY FORT WORTH, TX | UNRESTRICTED GENERAL | $3,131,168 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $393,813 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Milton E Daniel Trust?
Milton E Daniel Trust is a private foundation focused on Education, based in DALLAS, TX. It holds $55.7M in total assets as of 2025.
How large is Milton E Daniel Trust?
As of 2025, Milton E Daniel Trust holds $55.7M in total assets with $4.0M in annual revenue. It awarded 1 grants totaling $3.1M in 2025.
Where does Milton E Daniel Trust operate?
Milton E Daniel Trust has awarded grants in Texas.
What size grants does Milton E Daniel Trust award?
In 2025, Milton E Daniel Trust awarded 1 grants totaling $3.1M — an average of about $3.1M per grant, based on its IRS Form 990 filings.
How much is Milton E Daniel Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Milton E Daniel Trust reported a distributable amount of $3.5M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Milton E Daniel Trust's EIN?
Milton E Daniel Trust's EIN (Employer Identification Number) is 75-0989260. IRS Form 990 filing data is available on this page for 2021–2025.
Explore Open Grants
Browse active grant opportunities in Milton E Daniel Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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