Margaret K and Charles D Spohr Charitable Trust 1996
Margaret K and Charles D Spohr Charitable Trust 1996 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.0M
+2.9% YoY
Revenue
$126K
+14.3% YoY
Net Investment Income
$43K
+15.6% YoY
Expenses
$67K
-26.2% YoY
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.
About Margaret K and Charles D Spohr Charitable Trust 1996
Based on IRS filings
Margaret K and Charles D Spohr Charitable Trust 1996 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.
Focus Areas
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Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,962,380 | $1,907,066 | $1,892,948 |
| Revenue | $125,556 | $109,891 | $127,129 |
| Expenses | $66,642 | $90,273 | $91,106 |
| Qualifying Distributions | — | $83,023 | $83,856 |
| Net Investment Income | $43,098 | $37,284 | $36,994 |
| Distributable Amount | $41,290 | $36,766 | $39,232 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 0 recipients in 2024
Grant Size Distribution
0 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for 2024.
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| MICHAEL KADIS | SUPERINTENDENT TRUSTEE | 40 | — |
| HILA J LYMAN | CHAIRMAN TRUSTEE | 5 | — |
| KEITH SCHWEGEL | TREASURER TRUSTEE | 5 | — |
| DIANE MILLER | CORRESPONDING SECRETARY TRUSTEE | 5 | — |
| KATHLEEN MURRAY | RECORDING SECRETARY TRUSTEE | 5 | — |
| GEORGE CHAPMAN | TRUSTEE AT LARGE | 2 | — |
| DONNA DRISCOLL | TRUSTEE AT LARGE | 2 | — |
| SUZANNE FAY GLYNN | TRUSTEE AT LARGE | 2 | — |
| WILLIAM GUGGINA | TRUSTEE AT LARGE | 2 | — |
| WILLIAM B KERFOOT | TRUSTEE AT LARGE | 2 | — |
| CATHY OFFINGER | TRUSTEE AT LARGE | 2 | — |
| ELLEN VAREAM | TRUSTEE AT LARGE | 2 | — |
| ANN MOLLOY | TRUSTEE AT LARGE | 2 | — |
| PETER PARTRIDGE | TRUSTEE AT LARGE | 2 | — |
| GARY TAVARES | TRUSTEE AT LARGE | 2 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Margaret K and Charles D Spohr Charitable Trust 1996?
Margaret K and Charles D Spohr Charitable Trust 1996 is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in FALMOUTH, MA. It holds $2.0M in total assets as of 2024.
How large is Margaret K and Charles D Spohr Charitable Trust 1996?
As of 2024, Margaret K and Charles D Spohr Charitable Trust 1996 holds $2.0M in total assets with $126K in annual revenue.
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.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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