William S Miller Charitable Trust B
William S Miller Charitable Trust B is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2026. As of 2026, the organization holds $6.3M in total assets. In 2026, it awarded 7 grants totaling $326K. Net investment income was $925K.
William S Miller Charitable Trust B at a glance
In short: William S Miller Charitable Trust B gave $326K across 7 grants in 2026 (avg $47K), mostly in Indiana. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $326,192
- +12.1% vs 2025
- Grants made (2026)
- 7
- +0.0% vs 2025
- Average grant
- $46,599
- +12.1% vs 2025
- Median grant
- $32,619
- Total assets
- $6,338,996
- +5.6% vs 2025
- Primary geography
- Indiana (60% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated September 2026.
Who William S Miller Charitable Trust B funds
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2026
The largest 2026 recipient was Sisters of the Holy Cross ($98K). Together the top 7 received $326K.
Grant Size Distribution
35 grants across all recorded years
The most common grant size was under $50K: 30 grants of 35 (86%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2026 grant dollars across all 7 itemized grants.
Cities
How William S Miller Charitable Trust B gives
- Giving held roughly steady from 2023 to 2026 (−2%). Method
- In 2026 it paid out 97% 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2026, annual grant giving ranged from $259K (2020) to $333K (2023). In 2026 it made 7 grants totaling $326K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Sisters of the Holy Cross Notre Dame, IN | Unrestricted General | $97,858 |
| Centralsouthern Province Soc of Jesus Saint Louis, MO | Unrestricted General | $48,929 |
| Maryland Province of Jesuits Baltimore, MD | Unrestricted General | $48,929 |
| St Joseph's College Rensselaer, IN | Unrestricted General | $32,619 |
| St Mary's College Notre Dame, IN | Unrestricted General | $32,619 |
| Wabash College Crawfordsville, IN | Unrestricted General | $32,619 |
| Georgetown Preparatory School N Bethesda, MD | Unrestricted General | $32,619 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2026 | $6,338,996 | $976,248 | $410,249 | $326,192 | 7 | $353,141 | $925,491 | $362,488 |
| 2025 | $6,004,071 | $621,291 | $371,611 | $290,872 | 7 | $316,261 | $567,499 | $345,846 |
| 2024 | $5,745,067 | $172,456 | $359,780 | $294,500 | 7 | $317,228 | $112,999 | $313,599 |
| 2023 | $5,909,491 | $-108,506 | $400,717 | $333,297 | 7 | $355,465 | $81,153 | $316,670 |
| 2022 | $6,460,578 | $1,294,772 | $386,988 | $284,899 | 7 | $309,269 | $1,242,499 | $357,668 |
| 2021 | $5,577,162 | $427,269 | $341,151 | $275,708 | 7 | — | $388,386 | $306,361 |
| 2020 | $5,454,997 | $482,077 | $316,259 | $258,981 | 7 | — | $456,863 | $296,810 |
Under IRS private-foundation payout rules, William S Miller Charitable Trust B reported a distributable amount of $362K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
William S Miller Charitable Trust B's only listed officer is Bank Of America, Trustee on every filing since 2022 (compensated).
Officers on the 2026 filing
Bank Of America
Trustee
On filings since 2022
1 hr/week
$60K (2022) → $67K (2026)
Former officers (1)
- Former: Bank Of America N A (2020–2021) — Trustee
Data from IRS Form 990 filings, 2020–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $67K, to Bank of America (Trustee).
Frequently asked questions about William S Miller Charitable Trust B
How much does William S Miller Charitable Trust B give each year?
William S Miller Charitable Trust B gave $326K across 7 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $291K across 7 grants.
What is William S Miller Charitable Trust B's typical grant size?
William S Miller Charitable Trust B's median grant in 2026 was $32,619, and its average grant was $46,599, across 7 grants on its 2026 IRS Form 990-PF.
Where does William S Miller Charitable Trust B give grants?
William S Miller Charitable Trust B gives mostly in Indiana: 60% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there. The next largest states were Maryland (25%) and Missouri (15%). The most frequent recipient cities were Notre Dame, IN (2 grants).
Does William S Miller Charitable Trust B give general operating support?
Yes: 100% of William S Miller Charitable Trust B's 2026 grants with a stated purpose (7 of 7) were for general or operating support, per its 2026 IRS Form 990-PF.
Who are William S Miller Charitable Trust B's largest grantees?
William S Miller Charitable Trust B's largest 2026 grantees include Sisters of the Holy Cross ($97,858), Centralsouthern Province Soc of Jesus ($48,929) and Maryland Province of Jesuits ($48,929), according to its 2026 IRS Form 990-PF. Together they received 60% of its itemized 2026 grant dollars.
How large is William S Miller Charitable Trust B?
William S Miller Charitable Trust B reported $6.3M in total assets on its 2026 IRS Form 990-PF. It paid out $353K in qualifying distributions that year, against a required minimum of $362K (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 William S Miller Charitable Trust B's EIN?
William S Miller Charitable Trust B's EIN (Employer Identification Number) is 36-6779698. IRS Form 990 filing data is available on this page for 2020–2026.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 23, 2020)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS August 19, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 3, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 31, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 24, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 28, 2025)
- Added Form 990-PF for fiscal year 2026 (received by the IRS April 30, 2026)
- IRS filings on file for fiscal years 2020–2025
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