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 grant totaling $3.1M. Net investment income was $3.6M.
Key facts about Milton E Daniel Trust
In short: Milton E Daniel Trust gave $3.1M across 1 grant in 2025 (avg $3.1M), mostly in Texas. Source: 2025 IRS Form 990-PF.
- EIN
- 75-0989260
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $3,131,168
- Grants made (2025)
- 1
- Average grant
- $3,131,168
- Median grant
- $3,131,168
- Total assets
- $55,658,713
- 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
$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.
How Milton E Daniel Trust gives
- Giving held roughly steady from 2022 to 2025 (+1%). Method
- In 2025 it paid out 93% 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 all 1 itemized 2025 grant dollars.
States
Cities
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
| Recipient | Purpose | Amount |
|---|---|---|
| TEXAS CHRISTIAN UNIVERSITY Fort Worth, TX | UNRESTRICTED GENERAL | $3,131,168 |
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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
Leadership & Key People
Officers and directors from IRS filings
Milton E Daniel Trust's only listed officer is Bank Of America, Trustee on every filing since 2022 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2022
1 hr/week
$399K (2022) → $394K (2025)
Former officers (1)
- Former: Bank Of America N A (2021) — Trustee
Data from IRS Form 990 filings, 2021–2025. "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
Frequently asked questions about Milton E Daniel Trust
How much does Milton E Daniel Trust give each year?
Milton E Daniel Trust gave $3.1M across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $3.1M across 1 grant.
How large is Milton E Daniel Trust?
Milton E Daniel Trust reported $55.7M in total assets on its 2025 IRS Form 990-PF. It paid out $3.3M in qualifying distributions that year, against a required minimum of $3.5M (roughly 5% of its investment assets).
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.
Where does Milton E Daniel Trust operate?
Milton E Daniel Trust has awarded grants in Texas.
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Milton E Daniel Trust by hand.
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