Harry And Caroline Gilham Charitable Tr Dtd 03151997

Naples, FL
Tax-exempt since July 1997
EIN: 58-2297805

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$74.5k (2024)

Expenses

$99k (2024)

Total Assets

$1.89M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$74,476

Expenses

$99,000

Net Income

-$24,524

Net Assets

$1,888,084

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$11,289	15.2%
Dividends	$49,815	66.9%
Sales of Assets	$13,372	18.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$85,000	85.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,888,084
Total Liabilities	$0
Net Assets	$1,888,084

Compensation

Key Employees and Officers	Compensation	Other
Anna G Mcgarrity (Trustee)	$0	$0
Jean F Kirby (Trustee)	$0	$0

990-PF

Filed on Nov. 17, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2023

Revenue

$79,642

Expenses

$304,707

Net Income

-$225,065

Net Assets

$1,912,608

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6,850	8.6%
Dividends	$52,693	66.2%
Sales of Assets	$20,099	25.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$287,243	94.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,912,608
Total Liabilities	$0
Net Assets	$1,912,608

Compensation

Key Employees and Officers	Compensation	Other
Anna G Mcgarrity (Trustee)	$0	$0
Jean F Kirby (Trustee)	$0	$0

990-PF

Filed on Oct. 31, 2024

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2022

Revenue

$67,326

Expenses

$124,018

Net Income

-$56,692

Net Assets

$2,137,673

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5,516	8.2%
Dividends	$50,247	74.6%
Sales of Assets	$11,563	17.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$100,079	80.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,137,673
Total Liabilities	$0
Net Assets	$2,137,673

Compensation

Key Employees and Officers	Compensation	Other
Anna G Mcgarrity (Trustee)	$0	$0
Jean F Kirby (Trustee)	$0	$0

990-PF

Filed on Nov. 15, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2021

Revenue

$133,313

Expenses

$157,833

Net Income

-$24,520

Net Assets

$2,194,365

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,151	2.4%
Dividends	$55,235	41.4%
Sales of Assets	$74,927	56.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$128,800	81.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,194,365
Total Liabilities	$0
Net Assets	$2,194,365

Compensation

Key Employees and Officers	Compensation	Other
Anna G Mcgarrity (Trustee)	$0	$0
Jean F Kirby (Trustee)	$0	$0
Al Braxton (Trustee)	$0	$0

990-PF

Filed on Nov. 10, 2022

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2020

Revenue

$139,247

Expenses

$17,523

Net Income

$121,724

Net Assets

$2,218,884

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,847	2.8%
Dividends	$47,033	33.8%
Sales of Assets	$87,834	63.1%
Other Income	$533	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,000	11.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,218,885
Total Liabilities	$1
Net Assets	$2,218,884

Compensation

Key Employees and Officers	Compensation	Other
Anna G Mcgarrity (Trustee)	$0	$0
Jean F Kirby (Trustee)	$0	$0
Al Braxton (Trustee)	$0	$0

990-PF

Filed on Aug. 31, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$62,554

Expenses

$105,602

Net Income

-$43,048

Net Assets

$2,097,160

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,603	7.4%
Dividends	$45,779	73.2%
Sales of Assets	$12,065	19.3%
Other Income	$107	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$90,000	85.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,097,161
Total Liabilities	$1
Net Assets	$2,097,160

Compensation

Key Employees and Officers	Compensation	Other
Caroline M Gilham Deceased (Trustee)	$0	$0
Anna G Mcgarrity (Trustee)	$0	$0
Jean F Kirby (Trustee)	$0	$0
Al Braxton (Trustee)	$0	$0

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990-PF

Filed on Nov. 11, 2020

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2018

Revenue

$65,870

Expenses

$100,566

Net Income

-$34,696

Net Assets

$2,140,209

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7,926	12.0%
Dividends	$45,461	69.0%
Sales of Assets	$12,483	19.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$73,750	73.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,140,209
Total Liabilities	$0
Net Assets	$2,140,209

Compensation

Key Employees and Officers	Compensation	Other
Caroline M Gilham Deceased (Trustee)	$0	$0
Anna G Mcgarrity (Trustee)	$0	$0
Jean F Kirby (Trustee)	$0	$0
Al Braxton (Trustee)	$0	$0

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990-PF

Filed on Nov. 14, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$1,167,732

Expenses

$61,822

Net Income

$1,105,910

Net Assets

$2,174,905

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,000,000	85.6%
Interest Revenue	$8,873	0.8%
Dividends	$35,455	3.0%
Sales of Assets	$114,433	9.8%
Other Income	$8,971	0.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$46,250	74.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,174,905
Total Liabilities	$0
Net Assets	$2,174,905

Compensation

Key Employees and Officers	Compensation	Other
Caroline M Gilham (Trustee)	$0	$0
Anna G Mcgarrity (Trustee)	$0	$0
Jean F Kirby (Trustee)	$0	$0
Al Braxton (Trustee)	$0	$0

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990-PF

Filed on Nov. 13, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2016

Revenue

$55,314

Expenses

$132,637

Net Income

-$77,323

Net Assets

$1,068,995

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9,300	16.8%
Dividends	$9,213	16.7%
Sales of Assets	$36,801	66.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$118,500	89.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,068,995
Total Liabilities	$0
Net Assets	$1,068,995

Compensation

Key Employees and Officers	Compensation	Other
Caroline M Gilham (Trustee)	$0	$0
Anna G Mcgarrity (Trustee)	$0	$0
Jean F Kirby (Trustee)	$0	$0
Al Braxton (Trustee)	$0	$0

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990-PF

Filed on Aug. 28, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$115,391

Expenses

$174,149

Net Income

-$58,758

Net Assets

$1,146,318

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$12,715	11.0%
Dividends	$10,456	9.1%
Sales of Assets	$92,220	79.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$152,400	87.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,146,318
Total Liabilities	$0
Net Assets	$1,146,318

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Revenue

$101,704

Expenses

$148,146

Net Income

-$46,442

Net Assets

$1,205,076

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$14,716	14.5%
Dividends	$10,370	10.2%
Sales of Assets	$76,618	75.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$134,200	90.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,205,076
Total Liabilities	$0
Net Assets	$1,205,076

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$361,924

Expenses

$118,586

Net Income

$243,338

Net Assets

$1,270,842

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$256,219	70.8%
Interest Revenue	$18,396	5.1%
Dividends	$10,613	2.9%
Sales of Assets	$76,696	21.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$105,873	89.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,270,842
Total Liabilities	$0
Net Assets	$1,270,842

Compensation

Key Employees and Officers	Compensation	Other
Harry L Gilham Jr (Trustee)	$0	$0
Caroline M Gilham (Trustee)	$0	$0
Anna G Mcgarrity (Trustee)	$0	$0
Jean F Kirby (Trustee)	$0	$0

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990-PF

Filed on May 12, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$74,304

Expenses

$112,763

Net Income

-$38,459

Net Assets

$1,027,503

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$22,517	30.3%
Dividends	$12,679	17.1%
Sales of Assets	$39,108	52.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$100,400	89.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,027,504
Total Liabilities	$1
Net Assets	$1,027,503

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$77,475

Expenses

$105,969

Net Income

-$28,494

Net Assets

$1,065,962

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$25,594	33.0%
Dividends	$10,907	14.1%
Sales of Assets	$40,974	52.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$95,000	89.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,065,963
Total Liabilities	$1
Net Assets	$1,065,962

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Updated January 26, 2026

Harry And Caroline Gilham Charitable Tr Dtd 03151997

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $74.5k (2024)

Expenses $99k (2024)

Total Assets $1.89M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Revenue

$74.5k (2024)

Expenses

$99k (2024)

Total Assets

$1.89M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

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2022

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2021

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2020

Fiscal Year Ending Dec.
2019

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2018

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2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

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2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

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Fiscal Year Ending Dec.
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