Nonprofit · EIN 58-2297805
HARRY AND CAROLINE GILHAM CHARITABLE TR DTD 03151997
Tax-exempt · NAPLES, FL 34103
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $118,250 | $123,282 | -$5,032 | $1,883,052 | $0 | $1,883,052 |
| December 31, 2024 | 990-PF | $74,476 | $99,000 | -$24,524 | $1,888,084 | $0 | $1,888,084 |
| December 31, 2023 | 990-PF | $79,642 | $304,707 | -$225,065 | $1,912,608 | $0 | $1,912,608 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $41,272
- Interest
- $24,892
- Net gain from sales of assets
- $52,086
Expenses
- Grants and similar amounts paid
- $102,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $102,500
- Excise tax on investment income
- $1,394
Balance sheet and other
- Total assets, start of year
- $1,888,084
- Total assets, end of year
- $1,883,052
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,883,052
- Fair market value of assets
- $3,400,793
- Qualifying distributions
- $102,500
- Net investment income
- $118,250
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANNA G MCGARRITY 850 PARK SHORE DRIVE STE 100, NAPLES, FL 34103 | TRUSTEE | 1 | $0 |
| JEAN F KIRBY 850 PARK SHORE DRIVE STE 100, NAPLES, FL 34103 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANNA G MCGARRITY 850 PARK SHORE DRIVE STE 100, NAPLES, FL 34103 | TRUSTEE | 1 | $0 |
| JEAN F KIRBY 850 PARK SHORE DRIVE STE 100, NAPLES, FL 34103 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANNA G MCGARRITY 17 JAMES PEAREY LANE, ST SIMONS ISLAND, GA 31522 | TRUSTEE | 1 | $0 |
| JEAN F KIRBY 3623 DUMBARTON ROAD NW, ATLANTA, GA 30327 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 850 PARK SHORE DR STE 100, NAPLES, FL 34103-3587
- In care of
- % HARRY L GILHAM JR
- Signed the 990-PF
- ANNA G MCGARRITY, TRUSTEE
- Phone
- (404) 395-9135
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 58-2297805
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1997
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $1,883,052
- Income (IRS master file)
- $488,455
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $118,250 | $123,282 | $1,883,052 | XML |
| 990-PF | December 2024 | $74,476 | $99,000 | $1,888,084 | XML |
| 990-PF | December 2023 | $79,642 | $304,707 | $1,912,608 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 58-2297805).
Questions about HARRY AND CAROLINE GILHAM CHARITABLE TR DTD 03151997
- What is the EIN of HARRY AND CAROLINE GILHAM CHARITABLE TR DTD 03151997?
- The employer identification number (EIN) of HARRY AND CAROLINE GILHAM CHARITABLE TR DTD 03151997 is 58-2297805.
- Is HARRY AND CAROLINE GILHAM CHARITABLE TR DTD 03151997 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to HARRY AND CAROLINE GILHAM CHARITABLE TR DTD 03151997 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HARRY AND CAROLINE GILHAM CHARITABLE TR DTD 03151997 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HARRY AND CAROLINE GILHAM CHARITABLE TR DTD 03151997 due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HARRY AND CAROLINE GILHAM CHARITABLE TR DTD 03151997 last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of HARRY AND CAROLINE GILHAM CHARITABLE TR DTD 03151997?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does HARRY AND CAROLINE GILHAM CHARITABLE TR DTD 03151997 have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $118,250, expenses of $123,282 and total assets of $1,883,052 at year end.
Other nonprofits in NAPLES
- ADAM AND JOHN BROWN FOUNDATION INC EIN 33-3812313 · last filed 990-PF for 2025
- NAPLES CHILDREN FOUNDATION INC EIN 65-1001650 · last filed 990 for 2025
- CLOVERFIELDS FOUNDATION EIN 20-1919362 · last filed 990-PF for 2024
- DAVID AND TRACY LOCKTON FAMILY FOUNDATION EIN 84-6555083 · last filed 990-PF for 2025
- STARABILITY FOUNDATION INC EIN 59-2516162 · last filed 990 for 2025
- J & J FAMILY FOUNDATION TR EIN 20-6077711 · last filed 990-PF for 2024
- SAGE & DICE FOUNDATION EIN 20-6771152 · last filed 990-PF for 2025
- BRUCE AND DEBORAH DUNCAN FOUNDATION EIN 20-3871657 · last filed 990-PF for 2025
All nonprofits in NAPLES · Florida · Philanthropy, voluntarism and grantmaking foundations