Ags Charitable Trust Uad May 21 1965

WILMINGTON, NC EIN: 84-6773396

Ags Charitable Trust Uad May 21 1965 is a private foundation, based in WILMINGTON, NC. IRS filing data is available from 2022 through 2024. As of 2024, the organization holds $1.7M in total assets. In 2024, it awarded 13 grants totaling $71K. Net investment income was $63K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.7M

+9.7% YoY

Annual Giving

$71K

+42.0% YoY

Grant Count

13

+62.5% YoY

Avg Grant Size

$5K

-12.6% YoY

Under IRS private-foundation payout rules, Ags Charitable Trust Uad May 21 1965 reported a distributable amount of $84K for 2024 — the minimum it must pay out in qualifying distributions.

About Ags Charitable Trust Uad May 21 1965

Based on IRS filings

Ags Charitable Trust Uad May 21 1965 is a private foundation, based in WILMINGTON, NC. IRS filing data is available from 2022 through 2024. As of 2024, the organization holds $1.7M in total assets. In 2024, it awarded 13 grants totaling $71K. Net investment income was $63K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

CharlottePasadenaRaleighWilmingtonWilminington

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$34K$69K$103K$137K202220232024
Metric202420232022
Total Assets$1,733,575$1,580,012$1,464,799
Revenue$124,923$36,013$51,371
Expenses$83,089$65,141$25,644
Qualifying Distributions$70,500$49,650$10,500
Net Investment Income$62,512$25,757$36,068
Distributable Amount$83,654$73,071$72,370

Giving Over Time

Total grant dollars and number of grants per year

$0$18K$35K$53K$71K4 grants20228 grants202313 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

CAMERON ART MUSEUM$15KST JAMES PARISH$13KSPIRIT MED PRODUCTION$10KPLANNED PARENTHOOD$10KUNCW$6KST JUDE CHILDREN'S RESEA…$5KFRIENDS OF OAKDALE CEMET…$5KOPERA HOUSE THEATER COMP…$3KBRIGADE BOYS AND GIRLS C…$1KFOOD BANK OF CENTRAL & E…$1K

Grant Size Distribution

25 grants across all recorded years

25<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Cameron Art Museum ($15,000), St James Parish ($12,500), Spirit Med Production ($10,000).

RecipientPurposeAmount
BRIGADE BOYS AND GIRLS CLUB WILMINGTON, NCTO INSPIRE AND ENABLE ALL YOUNG PEOPLE, TO REACH THEIR FULL POTENTIAL$1,000
CAMERON ART MUSEUM WILMINGTON, NCTO PROVIDE A CULTURAL GATHERING PLACE THAT ENRICHES LIVES OF MUSEUM VISITORS$15,000
FOOD BANK OF CENTRAL & EASTERN NORTH CAROLINA INC RALEIGH, NCTO SUPPORT FOOD ASSISTANCE PROGRAM$1,000
OPERA HOUSE THEATER COMPANY WILMINGTON, NCTO HELP SUPPORT YOUTH SCHOLARSHIPS FOR AFTER-SCHOOL AND SUMMER CAMPS$2,500
ST JAMES PARISH WILMINGTON, NCTO WELCOME AND GROW IN LOVE OF GOD AND NEIGHBOR$12,500
UNCW WILMINGTON, NCDEDICATED TO THE INTEGRATION OF TEACHING AND MENTORING WITH RESEARCH AND SERVICE$6,000
SPIRIT MED PRODUCTION PASADENA, CACONTRIBUTING TO THE LONGEVITY AND DIVERSITY OF THE ENTERTAINMENT INDUSTRY$10,000
THE BELAMY MANSION WILMINGTON, NCTO INTERPRET THE SOCIAL AND ARCHITECTURAL HISTORY OF THE MANSION, PROMOTING A BROADER UNDERSTANDING OF HISTORIC PRESERVATION$1,000
ST JUDE CHILDREN'S RESEARCH HOSPITAL CHARLOTTE, NCTO ADVANCE CURES AND MEANS OF PREVENTION FOR PEDIATRIC CATASTROPHIC DISEASES THROUGH RESEARCH AND TREATMENT$5,000
FRIENDS OF OAKDALE CEMETARY WILMININGTON, NCTO ASSIST IN PRESERVING AND PROMOTING THE HISTORICAL CHARACTER OF THE CEMETARY$5,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
ANNIE GRAY SPRUNTTRUSTEE1

Frequently Asked Questions

How large is Ags Charitable Trust Uad May 21 1965?

As of 2024, Ags Charitable Trust Uad May 21 1965 holds $1.7M in total assets with $125K in annual revenue. It awarded 13 grants totaling $71K in 2024.

Where does Ags Charitable Trust Uad May 21 1965 operate?

Ags Charitable Trust Uad May 21 1965 has awarded grants in California, North Carolina.

What size grants does Ags Charitable Trust Uad May 21 1965 award?

In 2024, Ags Charitable Trust Uad May 21 1965 awarded 13 grants totaling $71K — an average of about $5K per grant, based on its IRS Form 990 filings.

How much is Ags Charitable Trust Uad May 21 1965 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Ags Charitable Trust Uad May 21 1965 reported a distributable amount of $84K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Ags Charitable Trust Uad May 21 1965's EIN?

Ags Charitable Trust Uad May 21 1965's EIN (Employer Identification Number) is 84-6773396. IRS Form 990 filing data is available on this page for 2022–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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