Gilbert Heritage Foundation

VIENNA, VA EIN: 54-1394375

Gilbert Heritage Foundation is a private foundation, based in VIENNA, VA. IRS filing data is available from 2020 through 2021. In 2021, it awarded 11 grants totaling $337K. Net investment income was $329K.

Financial Overview

From 2021 IRS Form 990-PF · View filing

Total Assets

—

-100.0% YoY

Annual Giving

$337K

+666.2% YoY

Grant Count

-76.6% YoY

Avg Grant Size

$31K

+3173.8% YoY

Under IRS private-foundation payout rules, Gilbert Heritage Foundation reported a distributable amount of $6K for 2021 — the minimum it must pay out in qualifying distributions.

About Gilbert Heritage Foundation

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Massachusetts $195K (51%)

District of Columbia $71K (19%)

Connecticut $52K (14%)

Virginia $27K (7%)

California $25K (7%)

Maryland $5K (1%)

New York $2K (1%)

Illinois $1K (0%)

+3 more states

States

Arizona California Connecticut District of Columbia Illinois Kansas Massachusetts Maryland New York Texas Virginia

Cities

ArlingtonBostonBurbankChicagoCosta MesaDuarteFairfaxGarden GroveHuntington BeachIrvingLong BeachLos AngelesMerrifieldNew CanaanNew YorkNewport BeachOrangeOwings MillPhoenixSan Diego

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2021	2020
Total Assets	—	$224,655
Revenue	$335,260	$39,556
Expenses	$347,914	$46,622
Qualifying Distributions	$337,300	—
Net Investment Income	$329,466	$37,429
Distributable Amount	$5,814	$15,385

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2021

Grant Size Distribution

58 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2021 grants, the largest include Cure Alzheimer's Fund ($194,470), Silver Hill Hospital ($51,000), The Heritage Foundation ($40,000).

Recipient	Purpose	Amount
BIG BROTHERS BIG SISTERS OF ORANGE COUNTY SANTA ANA, CA	UNRESTRICTED	$10,000
CAPITAL RESEARCH CENTER WASHINGTON, DC	UNRESTRICTED	$6,830
COLONIAL WILLIAMSBURG FOUNDATION WILLIAMSBURG, VA	UNRESTRICTED	$10,000
CURE ALZHEIMER'S FUND WELLESLEY HILLS, MA	UNRESTRICTED	$194,470
MARYLAND PUBLIC TELEVISION OWINGS MILL, MD	UNRESTRICTED	$5,000
NPR FOUNDATION WASHINGTON, DC	UNRESTRICTED	$5,000
PBS FOUNDATION ARLINGTON, VA	URESTRICTED	$5,000
SILVER HILL HOSPITAL NEW CANAAN, CT	UNRESTRICTED	$51,000
THE HERITAGE FOUNDATION WASHINGTON, DC	UNRESTRICTED	$40,000
WAMU WASHINGTON, DC	UNRESTRICTED	$5,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2021 IRS filing

From 2021 filing

Name	Title	Hours	Compensation
DANIEL D GILBERT	TRUSTEE	1	—
JOHN H GILBERT	TRUSTEE	1	—

Frequently Asked Questions

Where does Gilbert Heritage Foundation operate?

Gilbert Heritage Foundation has awarded grants in Arizona, California, Connecticut, District of Columbia, Illinois, Kansas, Massachusetts, Maryland, New York, Texas, Virginia.

What size grants does Gilbert Heritage Foundation award?

In 2021, Gilbert Heritage Foundation awarded 11 grants totaling $337K — an average of about $31K per grant, based on its IRS Form 990 filings.

How much is Gilbert Heritage Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2021, Gilbert Heritage Foundation reported a distributable amount of $6K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.