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Nonprofit · EIN 36-6779698

WILLIAM S MILLER CHARITABLE TRUST B

Tax-exempt · DALLAS, TX 75265

Financials

$172K$360K2023$621K$372K2024$976K$410K2025
Revenue Expenses · by fiscal year end
Financials of WILLIAM S MILLER CHARITABLE TRUST B by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
January 31, 2026990-PF$976,248$410,249$565,999$6,338,996$0$6,338,996
January 31, 2025990-PF$621,291$371,611$249,680$6,004,071$0$6,004,071
January 31, 2024990-PF$172,456$359,780-$187,324$5,745,067$0$5,745,067
Financial details: 990-PF for the year ended January 31, 2026

Revenue

Dividends
$171,823
Net gain from sales of assets
$804,425

Expenses

Grants and similar amounts paid
$326,192
Compensation of officers, directors and key employees
$66,535
Disbursements for charitable purposes
$353,141
Excise tax on investment income
$12,864

Balance sheet and other

Total assets, start of year
$6,004,071
Total assets, end of year
$6,338,996
Total liabilities, end of year
$0
Net assets, end of year
$6,338,996
Fair market value of assets
$8,139,752
Qualifying distributions
$353,141
Net investment income
$973,622

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended January 31, 2026, highest compensation first.

NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$66,535
990-PF for the year ended January 31, 2025: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$62,672
990-PF for the year ended January 31, 2024: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$55,938

Address and contacts

Address (IRS master file)
PO BOX 653067, DALLAS, TX 75265-3067
In care of
% BANK OF AMERICA NA
Signed the 990-PF
BANK OF AMERICA N A, MANAGING DIR
Phone
(888) 866-3275

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in January, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025January 31, 2026June 15, 2026990-PF on file
2024January 31, 2025June 16, 2025990-PF on file
2023January 31, 2024June 17, 2024990-PF on file

IRS record

EIN
36-6779698
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1984
Accounting year ends
January
Files
Form 990-PF
Assets (IRS master file)
$6,338,996
Income (IRS master file)
$2,285,951

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJanuary 2026$976,248$410,249$6,338,996IRS
990-PFJanuary 2025$621,291$371,611$6,004,071XML
990-PFJanuary 2024$172,456$359,780$5,745,067XML
990-PFJanuary 2023–––IRS
990-PFJanuary 2022–––IRS
990-PFJanuary 2021–––IRS
990-PFJanuary 2019–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 36-6779698).

Questions about WILLIAM S MILLER CHARITABLE TRUST B

What is the EIN of WILLIAM S MILLER CHARITABLE TRUST B?
The employer identification number (EIN) of WILLIAM S MILLER CHARITABLE TRUST B is 36-6779698.
Is WILLIAM S MILLER CHARITABLE TRUST B tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
Are donations to WILLIAM S MILLER CHARITABLE TRUST B tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WILLIAM S MILLER CHARITABLE TRUST B file?
Form 990-PF. Private foundations file every year.
When is the next return of WILLIAM S MILLER CHARITABLE TRUST B due?
The return for tax year 2026 (the year ending January 31, 2027) is due June 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did WILLIAM S MILLER CHARITABLE TRUST B last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended January 2026.
Who are the officers and directors of WILLIAM S MILLER CHARITABLE TRUST B?
The 990-PF for the year ended January 31, 2026 lists 1 person; 1 received compensation from the organization, the highest $66,535 (BANK OF AMERICA, TRUSTEE).
How much revenue does WILLIAM S MILLER CHARITABLE TRUST B have?
On its 990-PF for the year ended January 31, 2026 it reported revenue of $976,248, expenses of $410,249 and total assets of $6,338,996 at year end.

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