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
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
No grants recorded for .
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
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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