The Margaret Gilbert Trust Ua
EIN 566038830Total Given 2016–2024
$70K
10 grants · $8K avg/year
based on 9 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$8K
typical small grants · $6K–$9K
grant size
100%
deep partner · 2/2 multi-year
repeat
$217K
Assets (2024)
2
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(888) 866-3275
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $6K | $166K | $922 | 1 |
| 2017 | $9K | $186K | $16K | 1 |
| 2018 | $9K | $162K | $14K | 1 |
| 2020 | $9K | $213K | $15K | 1 |
| 2021 | $9K | $232K | $40K | 1 |
| 2022 | $11K | $181K | $-4K | 1 |
| 2023 | $7K | $202K | $6K | 2 |
| 2024 | $10K | $217K | $18K | 2 |
Grant Size Distribution
Based on 10 grants on record
Minimum
$905
25th Pctl
$6K
Median
$8K
Average
$7K
75th Pctl
$9K
Maximum
$11K
Geographic Distribution
Officers & Directors
BA
Bank of America
Trustee
BA
Bank of America
Trustee
BA
Bank of America
Trustee
BA
Bank of America
Trustee
BA
Bank of America N a
Trustee
BA
Bank of America N a
Trustee
BA
Bank of America N a
Trustee
BA
Bank of America N a
Trustee
Grants Awarded (10 total)
| Purpose | ||||
|---|---|---|---|---|
| Carolinas Healthcare Foundation | Charlotte, NC | $10,851 | UNRESTRICTED GENERAL | 2022 |
| Carolinas Healthcare Foundation | Charlotte, NC | $9,319 | UNRESTRICTED GENERAL | 2021 |
| Carolinas Healthcare Foundation | Charlotte, NC | $9,281 | UNRESTRICTED GENERAL | 2020 |
| Carolinas Healthcare Foundation | Charlotte, NC | $8,977 | UNRESTRICTED GENERAL | 2017 |
| Carolinas Healthcare Foundation | Charlotte, NC | $8,861 | UNRESTRICTED GENERAL | 2018 |
| Carolinas Healthcare Foundation | Charlotte, NC | $7,073 | UNRESTRICTED GENERAL | 2024 |
| Carolinas Healthcare Foundation | Charlotte, NC | $6,320 | UNRESTRICTED GENERAL | 2023 |
| Carolinas Healthcare Foundation | Charlotte, NC | $5,778 | UNRESTRICTED GENERAL | 2016 |
| Atrium Health Foundation | Charlotte, NC | $2,575 | UNRESTRICTED GENERAL | 2024 |
| Atrium Health Foundation | Charlotte, NC | $905 | UNRESTRICTED GENERAL | 2023 |