The Margaret Gilbert Trust Ua

DALLAS, TX EIN: 56-6038830

The Margaret Gilbert Trust Ua is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $183K in total assets. In 2024, it awarded 2 grants totaling $10K. Net investment income was $17K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$183K

+4.1% YoY

Annual Giving

$10K

+33.5% YoY

Grant Count

2

+0.0% YoY

Avg Grant Size

$5K

+33.5% YoY

About The Margaret Gilbert Trust Ua

Based on IRS filings

The Margaret Gilbert Trust Ua is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $183K in total assets. In 2024, it awarded 2 grants totaling $10K. Net investment income was $17K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

Cities

Charlotte

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$11K$22K$33K$44K20202021202220232024
Metric202420232022
Total Assets$182,631$175,449$178,021
Revenue$18,455$5,958$-4,269
Expenses$11,078$8,471$12,936
Qualifying Distributions$10,057$7,628$11,238
Net Investment Income$17,373$4,574$2,756
Distributable Amount$10,229$9,298$9,425

Giving Over Time

Total grant dollars and number of grants per year

$0$3K$5K$8K$11K1 grants20201 grants20211 grants20222 grants20232 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

CAROLINAS HEALTHCARE FOU…$7KATRIUM HEALTH FOUNDATION$3K

Grant Size Distribution

7 grants across all recorded years

7<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

BANK OF AMERICATRUSTEE$222

From 2024 filing

NameTitleHoursCompensation
BANK OF AMERICATRUSTEE1$222

Related Funders

Similar funders by location and focus area

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

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