The Margaret Gilbert Trust UA
The Margaret Gilbert Trust UA is a private foundation focused on Health, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $191K in total assets. In 2025, it awarded 2 grants totaling $10K. Net investment income was $20K.
The Margaret Gilbert Trust UA at a glance
In short: The Margaret Gilbert Trust UA gave $10K across 2 grants in 2025 (avg $5K), mostly in North Carolina. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $10,351
- +7.3% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $5,176
- +7.3% vs 2024
- Median grant
- $5,176
- Total assets
- $191,115
- +4.6% vs 2024
- Primary geography
- North Carolina (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who The Margaret Gilbert Trust UA funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Carolinas Healthcare Foundation ($8K). Together the top 2 received $10K.
Grant Size Distribution
8 grants across all recorded years
The most common grant size was under $50K: 8 grants of 8 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How The Margaret Gilbert Trust UA gives
- Giving held roughly steady from 2022 to 2025 (−5%). Method
- In 2025 it paid out 98% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $7K (2023) to $11K (2022). In 2025 it made 2 grants totaling $10K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Carolinas Healthcare Foundation Charlotte, NC | Unrestricted General | $7,604 |
| Atrium Health Foundation Charlotte, NC | Unrestricted General | $2,747 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $191,115 | $20,438 | $12,005 | $10,351 | 2 | $10,764 | $19,510 | $10,947 |
| 2024 | $182,631 | $18,455 | $11,078 | $9,648 | 2 | $10,057 | $17,373 | $10,229 |
| 2023 | $175,449 | $5,958 | $8,471 | $7,225 | 2 | $7,628 | $4,574 | $9,298 |
| 2022 | $178,021 | $-4,269 | $12,936 | $10,851 | 1 | $11,238 | $2,756 | $9,425 |
| 2021 | $195,216 | $39,721 | $10,733 | $9,319 | 1 | $9,690 | $38,704 | $10,535 |
| 2020 | $164,801 | $14,549 | $10,652 | $9,281 | 1 | — | $13,772 | $8,924 |
| 2019 | $162,140 | $10,130 | $8,740 | $7,543 | 1 | — | $9,862 | $8,658 |
Under IRS private-foundation payout rules, The Margaret Gilbert Trust UA reported a distributable amount of $11K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Margaret Gilbert Trust UA's only listed officer is Bank Of America, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2021
1 hr/week
$128 (2021) → $231 (2025)
Former officers (1)
- Former: Bank Of America N A (2019–2020) — Trustee
Data from IRS Form 990 filings, 2019–2025. "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 $231, to Bank of America (Trustee).
Frequently asked questions about The Margaret Gilbert Trust UA
How much does The Margaret Gilbert Trust UA give each year?
The Margaret Gilbert Trust UA gave $10K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $10K across 2 grants.
How large is The Margaret Gilbert Trust UA?
The Margaret Gilbert Trust UA reported $191K in total assets on its 2025 IRS Form 990-PF. It paid out $11K in qualifying distributions that year, against a required minimum of $11K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is The Margaret Gilbert Trust UA?
The Margaret Gilbert Trust UA is a private foundation focused on Health, based in Dallas, TX. It holds $191K in total assets as of 2025.
Where does The Margaret Gilbert Trust UA operate?
The Margaret Gilbert Trust UA has awarded grants in North Carolina.
What is The Margaret Gilbert Trust UA's EIN?
The Margaret Gilbert Trust UA's EIN (Employer Identification Number) is 56-6038830. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS April 9, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS March 31, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 22, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 16, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 27, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- IRS filings on file for fiscal years 2019–2025
Live grants for the work The Margaret Gilbert Trust UA funds
Health Open opportunities, soonest deadline first.
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