Margaret & Robert Fleming Trust Xxx-xx-xxxx

COLUMBIA, TN EIN: 20-6112205

Margaret & Robert Fleming Trust Xxx-xx-xxxx is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in COLUMBIA, TN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.0M in total assets. In 2024, it awarded 3 grants totaling $98K. Net investment income was $134K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.0M

+1.3% YoY

Annual Giving

$98K

-2.4% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$33K

-2.4% YoY

Under IRS private-foundation payout rules, Margaret & Robert Fleming Trust Xxx-xx-xxxx reported a distributable amount of $101K for 2024 — the minimum it must pay out in qualifying distributions.

About Margaret & Robert Fleming Trust Xxx-xx-xxxx

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Tennessee $385K (75%)

Mississippi $128K (25%)

States

Mississippi Tennessee

Cities

ColumbiaFairviewJackson

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$2,041,348	$2,015,608	$2,027,913
Revenue	$142,563	$104,612	$105,031
Expenses	$116,751	$116,912	$141,780
Qualifying Distributions	$106,493	$108,484	$122,915
Net Investment Income	$133,517	$92,360	$97,387
Distributable Amount	$100,806	$95,483	$102,615

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

Grant Size Distribution

15 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Zion Presbyterian Church ($49,216), Nashville Presbytery ($24,608), Reformed Theological Seminary ($24,608).

Recipient	Purpose	Amount
ZION PRESBYTERIAN CHURCH COLUMBIA, TN	PROGRAM SUPPORT	$49,216
NASHVILLE PRESBYTERY FAIRVIEW, TN	PROGRAM SUPPORT	$24,608
REFORMED THEOLOGICAL SEMINARY JACKSON, MS	PROGRAM SUPPORT	$24,608

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
FIRST FARMERS MERCHANTS BANK	TRUSTEE	1	$15,677

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Margaret & Robert Fleming Trust Xxx-xx-xxxx?

Margaret & Robert Fleming Trust Xxx-xx-xxxx is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in COLUMBIA, TN. It holds $2.0M in total assets as of 2024.

How large is Margaret & Robert Fleming Trust Xxx-xx-xxxx?

As of 2024, Margaret & Robert Fleming Trust Xxx-xx-xxxx holds $2.0M in total assets with $143K in annual revenue. It awarded 3 grants totaling $98K in 2024.

Where does Margaret & Robert Fleming Trust Xxx-xx-xxxx operate?

Margaret & Robert Fleming Trust Xxx-xx-xxxx has awarded grants in Mississippi, Tennessee.

What size grants does Margaret & Robert Fleming Trust Xxx-xx-xxxx award?

In 2024, Margaret & Robert Fleming Trust Xxx-xx-xxxx awarded 3 grants totaling $98K — an average of about $33K per grant, based on its IRS Form 990 filings.

How much is Margaret & Robert Fleming Trust Xxx-xx-xxxx required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Margaret & Robert Fleming Trust Xxx-xx-xxxx reported a distributable amount of $101K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Margaret & Robert Fleming Trust Xxx-xx-xxxx's EIN?

Margaret & Robert Fleming Trust Xxx-xx-xxxx's EIN (Employer Identification Number) is 20-6112205. IRS Form 990 filing data is available on this page for 2020–2024.