Margaret K and Charles D Spohr Charitable Trust 1996
Margaret K and Charles D Spohr Charitable Trust 1996 is a private foundation, based in Falmouth, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.0M in total assets. Net investment income was $43K.
Margaret K and Charles D Spohr Charitable Trust 1996 at a glance
- Total assets
- $1,962,380
- +2.9% vs 2023
- Revenue (2024)
- $125,556
- +14.3% vs 2023
- Net investment income (2024)
- $43,098
- +15.6% vs 2023
- Expenses (2024)
- $66,642
- -26.2% vs 2023
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|
| 2024 | $1,962,380 | $125,556 | $66,642 | — | $43,098 | $41,290 |
| 2023 | $1,907,066 | $109,891 | $90,273 | $83,023 | $37,284 | $36,766 |
| 2022 | $1,892,948 | $127,129 | $91,106 | $83,856 | $36,994 | $39,232 |
| 2021 | $1,926,022 | $110,582 | $39,588 | $39,595 | $55,740 | $41,247 |
| 2020 | $1,851,805 | $-46,403 | $64,211 | — | $24,440 | $40,908 |
Under IRS private-foundation payout rules, Margaret K and Charles D Spohr Charitable Trust 1996 reported a distributable amount of $41K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Margaret K and Charles D Spohr Charitable Trust 1996 is led by Hila J. Lyman, Chairman Trustee on every filing since 2020; none of the 15 officers listed in 2024 report compensation.
Officers on the 2024 filing
Hila J. Lyman
Chairman Trustee
On filings since 2020
5 hrs/week
No compensation reported
Diane Miller
Corresponding Secretary Trustee
On filings since 2020
5 hrs/week
No compensation reported
Kathleen Murray
Recording Secretary Trustee
On filings since 2020
5 hrs/week
No compensation reported
Keith Schwegel
Treasurer Trustee
On filings since 2020
5 hrs/week
No compensation reported
Michael Kadis
Superintendent Trustee
On filings since 2020
40 hrs/week
No compensation reported
William B. Kerfoot
Trustee at Large
On filings since 2020
2 hrs/week
No compensation reported
Ann Molloy
Trustee at Large
On filings since 2023
2 hrs/week
No compensation reported
Cathy Offinger
Trustee at Large
On filings since 2023
2 hrs/week
No compensation reported
Donna Driscoll
Trustee at Large
On filings since 2023
2 hrs/week
No compensation reported
Ellen Vaream
Trustee at Large
On filings since 2023
2 hrs/week
No compensation reported
Gary Tavares
Trustee at Large
On filings since 2023
2 hrs/week
No compensation reported
George Chapman
Trustee at Large
On filings since 2023
2 hrs/week
No compensation reported
Peter Partridge
Trustee at Large
On filings since 2023
2 hrs/week
No compensation reported
Suzanne Fay Glynn
Trustee at Large
On filings since 2023
2 hrs/week
No compensation reported
William Guggina
Trustee at Large
On filings since 2023
2 hrs/week
No compensation reported
Former officers (3)
- Former: Gretchen Partridge (2020–2022) — Trustee at Large
- Former: Peter Perpall (2020–2022) — Trustee at Large
- Former: Rosemary Hoskins (2020–2022) — Trustee at Large
Data from IRS Form 990 filings, 2020–2024. "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 Margaret K and Charles D Spohr Charitable Trust 1996
How large is Margaret K and Charles D Spohr Charitable Trust 1996?
Margaret K and Charles D Spohr Charitable Trust 1996 reported $2.0M in total assets on its 2024 IRS Form 990-PF. Its revenue that year was $126K.
How much is Margaret K and Charles D Spohr Charitable Trust 1996 required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Margaret K and Charles D Spohr Charitable Trust 1996 reported a distributable amount of $41K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Margaret K and Charles D Spohr Charitable Trust 1996's EIN?
Margaret K and Charles D Spohr Charitable Trust 1996's EIN (Employer Identification Number) is 04-3316784. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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