Marcia R Boehm Charitable Trust
Marcia R Boehm Charitable Trust is a private foundation, based in Laguna Beach, CA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $278K in total assets. In 2025, it awarded 1 grant totaling $14K. Net investment income was $12K.
Marcia R Boehm Charitable Trust at a glance
In short: Marcia R Boehm Charitable Trust gave $14K across 1 grant in 2025 (avg $14K), mostly in California. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $14,000
- -8.2% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $14,000
- -8.2% vs 2024
- Median grant
- $14,000
- Total assets
- $277,760
- +3.0% vs 2024
- Primary geography
- California (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 Marcia R Boehm Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Human Options ($14K).
Grant Size Distribution
4 grants across all recorded years
The most common grant size was under $50K: 4 grants of 4 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Marcia R Boehm Charitable Trust gives
- Giving fell 30% from 2022 to 2025. Method
- In 2025 it paid out 105% of its IRS minimum distribution (the 5% rule). 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 2020 to 2025, annual grant giving ranged from $14K (2025) to $20K (2022). In 2025 it made 1 grant totaling $14K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Human Options Irvine, CA | Abused Women and Childrens Programs | $14,000 |
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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 | $277,760 | $12,235 | $17,118 | $14,000 | 1 | $14,000 | $12,235 | $13,311 |
| 2024 | $269,687 | $11,734 | $19,224 | $15,250 | 1 | $15,250 | $11,734 | $13,235 |
| 2023 | $277,812 | $8,980 | $6,049 | — | — | — | $13,356 | $13,172 |
| 2022 | $264,655 | $11,884 | $21,283 | $20,000 | 1 | $20,000 | $14,154 | $14,147 |
| 2021 | $319,226 | $9,597 | $20,858 | $20,000 | 1 | $20,000 | $7,810 | $16,163 |
| 2020 | $330,487 | $11,709 | $20,697 | $20,000 | 1 | — | $11,709 | $16,368 |
Under IRS private-foundation payout rules, Marcia R Boehm Charitable Trust reported a distributable amount of $13K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Marcia R Boehm Charitable Trust is led by Judith Yorke, Trustee on every filing since 2020 — the only officer listed, and uncompensated.
Officers on the 2025 filing
Judith Yorke
Trustee
On filings since 2020
0.1 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Marcia R Boehm Charitable Trust
How much does Marcia R Boehm Charitable Trust give each year?
Marcia R Boehm Charitable Trust gave $14K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $15K across 1 grant.
How large is Marcia R Boehm Charitable Trust?
Marcia R Boehm Charitable Trust reported $278K in total assets on its 2025 IRS Form 990-PF. It paid out $14K in qualifying distributions that year, against a required minimum of $13K (roughly 5% of its investment assets).
Where does Marcia R Boehm Charitable Trust operate?
Marcia R Boehm Charitable Trust has awarded grants in California.
What is Marcia R Boehm Charitable Trust's EIN?
Marcia R Boehm Charitable Trust's EIN (Employer Identification Number) is 33-6235473. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 16, 2026)
- IRS filings on file for fiscal years 2020–2024
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