Marcia R Boehm Charitable Trust

LAGUNA BEACH, CA EIN: 33-6235473

Marcia R Boehm Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LAGUNA BEACH, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $270K in total assets. In 2024, it awarded 1 grants totaling $15K. Net investment income was $12K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$270K

-2.9% YoY

Annual Giving

$15K

Grant Count

Avg Grant Size

$15K

Under IRS private-foundation payout rules, Marcia R Boehm Charitable Trust reported a distributable amount of $13K for 2024 — the minimum it must pay out in qualifying distributions.

About Marcia R Boehm Charitable Trust

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

California $75K (100%)

States

California

Cities

Irvine

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$269,687	$277,812	$264,655
Revenue	$11,734	$8,980	$11,884
Expenses	$19,224	$6,049	$21,283
Qualifying Distributions	$15,250	—	$20,000
Net Investment Income	$11,734	$13,356	$14,154
Distributable Amount	$13,235	$13,172	$14,147

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

4 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Human Options ($15,250).

Recipient	Purpose	Amount
HUMAN OPTIONS IRVINE, CA	ABUSED WOMEN AND CHILDRENS PROGRAMS	$15,250

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
JUDITH YORKE	TRUSTEE	0.1	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Marcia R Boehm Charitable Trust?

Marcia R Boehm Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LAGUNA BEACH, CA. It holds $270K in total assets as of 2024.

How large is Marcia R Boehm Charitable Trust?

As of 2024, Marcia R Boehm Charitable Trust holds $270K in total assets with $12K in annual revenue. It awarded 1 grants totaling $15K in 2024.

Where does Marcia R Boehm Charitable Trust operate?

Marcia R Boehm Charitable Trust has awarded grants in California.

What size grants does Marcia R Boehm Charitable Trust award?

In 2024, Marcia R Boehm Charitable Trust awarded 1 grants totaling $15K — an average of about $15K per grant, based on its IRS Form 990 filings.

How much is Marcia R Boehm Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Marcia R Boehm Charitable Trust reported a distributable amount of $13K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.