Margaret W and Lorimer W Midgett Trust
Margaret W and Lorimer W Midgett Trust is a private foundation, based in Cincinnati, OH. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $2.7M in total assets. In 2025, it awarded 3 grants totaling $166K. Net investment income was $159K.
Key facts about Margaret W and Lorimer W Midgett Trust
In short: Margaret W and Lorimer W Midgett Trust gave $166K across 3 grants in 2025 (avg $55K), mostly in North Carolina. Source: 2025 IRS Form 990-PF.
- EIN
- 52-7100207
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $166,137
- Grants made (2025)
- 3
- Average grant
- $55,379
- Median grant
- $41,534
- Total assets
- $2,686,773
- Primary geography
- North Carolina (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated October 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$2.7M
-0.5% YoY
Annual Giving
$166K
+9.3% YoY
Grant Count
3
+0.0% YoY
Avg Grant Size
$55K
+9.3% YoY
Under IRS private-foundation payout rules, Margaret W and Lorimer W Midgett Trust reported a distributable amount of $169K for 2025 — the minimum it must pay out in qualifying distributions.
How Margaret W and Lorimer W Midgett Trust gives
- Giving held roughly steady from 2022 to 2025 (−8%). Method
- In 2025 it paid out 100% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $144K (2023) to $181K (2022). In 2025 it made 3 grants totaling $166K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Medical Foundation of NC Inc Vice President Finance and Business ($83K). Together the top 2 received $125K.
Organizations only. It also paid 1 individual scholarship ($41,534), which are not listed by name.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 10 grants of 15 (67%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Medical Foundation of NC Inc Vice President Finance and Business Chapel Hill, NC | Support of Daily Operations | $83,069 |
| 1 individual scholarship Recipients not named | — | $41,534 |
| College of the Albemarle Elizabeth City, NC | Scholarships | $41,534 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $2,686,773 | $2,699,402 | $2,732,568 |
| Revenue | $210,420 | $174,682 | $173,705 |
| Expenses | $223,050 | $207,846 | $192,334 |
| Qualifying Distributions | $169,681 | $155,169 | $146,867 |
| Net Investment Income | $158,880 | $122,924 | $116,701 |
| Distributable Amount | $169,097 | $161,937 | $148,111 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 8, 2026)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 10, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 5, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 7, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS October 15, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 6, 2025)
Leadership & Key People
Officers and directors from IRS filings
Margaret W and Lorimer W Midgett Trust's only listed officer is Fifth Third Bank NA, Trustee on the 2025 filing (compensated).
Officers on the 2025 filing
Fifth Third Bank NA
Trustee
New on the 2025 filing
2 hrs/week
$20K (2025)
Former officers (1)
- Former: Comerica Bank (2020–2024) — Trustee
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $20K, to Fifth Third Bank NA (Trustee).
Frequently asked questions about Margaret W and Lorimer W Midgett Trust
How much does Margaret W and Lorimer W Midgett Trust give each year?
Margaret W and Lorimer W Midgett Trust gave $166K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $152K across 3 grants.
What is Margaret W and Lorimer W Midgett Trust's typical grant size?
Margaret W and Lorimer W Midgett Trust's median grant in 2025 was $41,534, and its average grant was $55,379, across 3 grants on its 2025 IRS Form 990-PF.
Where does Margaret W and Lorimer W Midgett Trust give grants?
Margaret W and Lorimer W Midgett Trust gives mostly in North Carolina: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.
Does Margaret W and Lorimer W Midgett Trust give general operating support?
Not in 2025: none of the 3 grants with a stated purpose on Margaret W and Lorimer W Midgett Trust's 2025 IRS Form 990-PF were described as general or operating support.
How large is Margaret W and Lorimer W Midgett Trust?
Margaret W and Lorimer W Midgett Trust reported $2.7M in total assets on its 2025 IRS Form 990-PF. It paid out $170K in qualifying distributions that year, against a required minimum of $169K (roughly 5% of its investment assets).
What is Margaret W and Lorimer W Midgett Trust's EIN?
Margaret W and Lorimer W Midgett Trust's EIN (Employer Identification Number) is 52-7100207. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
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