Nonprofit · EIN 75-0989260
MILTON E DANIEL TRUST
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990-PF | $5,874,839 | $3,977,405 | $1,897,434 | $57,538,696 | $0 | $57,538,696 |
| March 31, 2025 | 990-PF | $4,003,689 | $3,735,328 | $268,361 | $55,658,713 | $0 | $55,658,713 |
| March 31, 2024 | 990-PF | $5,839,222 | $3,642,313 | $2,196,909 | $55,397,715 | $0 | $55,397,715 |
Financial details: 990-PF for the year ended March 31, 2026
Revenue
- Dividends
- $1,942,885
- Net rental income
- $1,521
- Net gain from sales of assets
- $3,492,375
- Other income
- $437,360
Expenses
- Grants and similar amounts paid
- $3,369,644
- Compensation of officers, directors and key employees
- $400,408
- Disbursements for charitable purposes
- $3,530,607
- Excise tax on investment income
- $76,223
Balance sheet and other
- Total assets, start of year
- $55,658,713
- Total assets, end of year
- $57,538,696
- Total liabilities, end of year
- $0
- Net assets, end of year
- $57,538,696
- Fair market value of assets
- $76,162,560
- Qualifying distributions
- $3,530,607
- Net investment income
- $5,873,943
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 March 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $400,408 |
990-PF for the year ended March 31, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $393,813 |
990-PF for the year ended March 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $362,101 |
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 March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | 990-PF on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990-PF on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990-PF on file |
IRS record
- EIN
- 75-0989260
- 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
- 1983
- Accounting year ends
- March
- Files
- Form 990-PF
- Category (NTEE)
- Education (B110)
- Assets (IRS master file)
- $57,538,696
- Income (IRS master file)
- $22,306,779
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | March 2026 | $5,874,839 | $3,977,405 | $57,538,696 | XML |
| 990-PF | March 2025 | $4,003,689 | $3,735,328 | $55,658,713 | XML |
| 990-PF | March 2024 | $5,839,222 | $3,642,313 | $55,397,715 | XML |
| 990-PF | March 2023 | – | – | – | IRS |
| 990-PF | March 2022 | – | – | – | IRS |
| 990-PF | March 2021 | – | – | – | 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 75-0989260).
Questions about MILTON E DANIEL TRUST
- What is the EIN of MILTON E DANIEL TRUST?
- The employer identification number (EIN) of MILTON E DANIEL TRUST is 75-0989260.
- Is MILTON E DANIEL TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1983.
- Are donations to MILTON E DANIEL TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MILTON E DANIEL TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MILTON E DANIEL TRUST due?
- The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MILTON E DANIEL TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended March 2026.
- Who are the officers and directors of MILTON E DANIEL TRUST?
- The 990-PF for the year ended March 31, 2026 lists 1 person; 1 received compensation from the organization, the highest $400,408 (BANK OF AMERICA, TRUSTEE).
- How much revenue does MILTON E DANIEL TRUST have?
- On its 990-PF for the year ended March 31, 2026 it reported revenue of $5,874,839, expenses of $3,977,405 and total assets of $57,538,696 at year end.
Other nonprofits in DALLAS
- SOUTHERN METHODIST UNIVERSITY EIN 75-0800689 · last filed 990 for 2025
- UPLIFT EDUCATION EIN 75-2659683 · last filed 990 for 2025
- SOUTHWESTERN MEDICAL FOUNDATION EIN 75-0945939 · last filed 990 for 2024
- DALLAS BAPTIST UNIVERSITY EIN 75-6001300 · last filed 990 for 2025
- PARKER UNIVERSITY EIN 75-1596658 · last filed 990 for 2025
- DALLAS THEOLOGICAL SEMINARY EIN 75-0827421 · last filed 990 for 2025
- DALLAS COLLEGE FOUNDATION INC EIN 23-7326612 · last filed 990 for 2025
- HOCKADAY SCHOOL EIN 75-0800650 · last filed 990 for 2025