Margaret W Soule Charitable Trust
Margaret W Soule Charitable Trust is a private foundation based in Portland, Maine. It made 13 grants totaling $142,000 in filing year 2025, primarily to organizations in Maine.
Margaret W Soule Charitable Trust at a glance
In short: Margaret W Soule Charitable Trust gave $142K across 13 grants in 2025 (avg $11K), mostly in Maine. 0% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $142,000
- +6.8% vs 2024
- Grants made (2025)
- 13
- +0.0% vs 2024
- Average grant
- $10,923
- +6.8% vs 2024
- Median grant
- $9,600
- Total assets
- $1,202,652
- -7.8% vs 2024
- New grantees (estimate)
- 0% first-time grantees (0 of 13, 2025; small sample)
- Primary geography
- Maine (91% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Margaret W Soule Charitable Trust
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations. No application process or required materials are specified.
- Contact
Mailing address: PO Box 31, Portland, ME 04112-0031
Phone: (207) 772-3761
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Margaret W Soule Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Preble Street ($16K). Together the top 10 received $123K.
Grant Size Distribution
65 grants across all recorded years
The most common grant size was under $50K: 65 grants of 65 (100%).
Geographic Focus
Where this funder awards grants
The 2025 filing reports that 91% of grant dollars went to recipients in Maine, 5% to Vermont, and 5% to Massachusetts. Listed Maine recipients include organizations in Portland, Auburn, Westbrook, New Gloucester, Topsham, Scarborough, Yarmouth, Windham, and other communities.
Grant Distribution by State
Share of 2025 grant dollars across all 13 itemized grants.
States
Cities
Is Margaret W Soule Charitable Trust open to new grantees?
0%
first-time grantees, 2025
In 2025, 0 of 13 grantees (0%) were first-time recipients. With only 13 grantees, that is a small sample: one grantee more or less moves the share by about 8 points. How we count
- 100% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+13%). Method
- In 2025 it paid out 98% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $99K (2020) to $142K (2025). In 2025 it made 13 grants totaling $142K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Preble Street Portland, ME | General Purpose | $16,000 |
| Dempsey Center Auburn, ME | General Purpose | $16,000 |
| Animal Refuge League of Greater Westbrook, ME | General | $16,000 |
| Wayfinder Schools New Gloucester, ME | Education | $16,000 |
| Maine Coast Heritage Trust Topsham, ME | General Purpose | $10,500 |
| Hospice of Southern Maine Scarborough, ME | General Purpose | $9,600 |
| Maine Preservation Yarmouth, ME | General Purpose | $9,600 |
| Riding to the Top Windham, ME | General Purpose | $9,600 |
| Waynflete School Portland, ME | General Purpose | $9,600 |
| United Recovery Fund Portland, ME | General Purpose | $9,600 |
Ready to take the next step with Margaret W Soule Charitable Trust?
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 | $1,202,652 | $75,257 | $175,907 | $142,000 | 13 | $154,271 | $57,518 | $156,714 |
| 2024 | $1,303,721 | $201,419 | $163,086 | $133,000 | 13 | $139,929 | $179,971 | $141,038 |
| 2023 | $1,265,466 | $98,422 | $151,981 | $126,000 | 13 | $135,986 | $79,474 | $121,120 |
| 2022 | $1,310,794 | $55,175 | $156,353 | $126,000 | 13 | $132,577 | $36,216 | $124,004 |
| 2021 | $1,412,533 | $167,031 | $155,399 | $126,000 | 13 | $129,060 | $142,433 | $136,402 |
| 2020 | $1,400,883 | $93,058 | $122,898 | $99,000 | 13 | — | $80,683 | $108,522 |
Under IRS private-foundation payout rules, Margaret W Soule Charitable Trust reported a distributable amount of $157K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants went to organizations working in areas that include housing and poverty, education, land conservation, hospice care, historic preservation, and equine-assisted services. For example, Preble Street says it provides services and advocates for solutions related to homelessness, housing, hunger, and poverty. Maine Coast Heritage Trust says it advances land and water conservation in Maine, while Hospice of Southern Maine describes its work as providing end-of-life care and comfort.
Grantmaking
In filing year 2025, the foundation reported 13 grants totaling $142,000. Grants ranged from $6,500 to $16,000, with a median of $9,600. Notable grants included $16,000 each to Preble Street, Dempsey Center, Animal Refuge League of Greater Portland, and Wayfinder Schools; $10,500 to Maine Coast Heritage Trust; and $9,600 each to Hospice of Southern Maine, Maine Preservation, Riding to the Top, Waynflete School, and United Recovery Fund.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists HM PAYSON CO as trustee.
Margaret W Soule Charitable Trust is led by Hm Payson Co, Trustee on every filing since 2020 — the only officer listed, and compensated.
Officers on the 2025 filing
Hm Payson Co
Trustee
On filings since 2020
1 hr/week
$18K (2020) → $22K (2025)
Former officers (1)
- Former: Verrill Dana (2020–2024) — Trustee
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.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $22K, to HM Payson CO (Trustee).
Frequently asked questions about Margaret W Soule Charitable Trust
How much does Margaret W Soule Charitable Trust give each year?
Margaret W Soule Charitable Trust gave $142K across 13 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $133K across 13 grants.
What is Margaret W Soule Charitable Trust's typical grant size?
Margaret W Soule Charitable Trust's median grant in 2025 was $9,600, and its average grant was $10,923, across 13 grants on its 2025 IRS Form 990-PF.
Where does Margaret W Soule Charitable Trust give grants?
Margaret W Soule Charitable Trust gives mostly in Maine: 91% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Portland, ME (4 grants).
Does Margaret W Soule Charitable Trust give general operating support?
Yes: 85% of Margaret W Soule Charitable Trust's 2025 grants with a stated purpose (11 of 13) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Margaret W Soule Charitable Trust's largest grantees?
Margaret W Soule Charitable Trust's largest 2025 grantees include Preble Street ($16,000), Dempsey Center ($16,000) and Animal Refuge League of Greater ($16,000), according to its 2025 IRS Form 990-PF. Together they received 34% of its itemized 2025 grant dollars.
How large is Margaret W Soule Charitable Trust?
Margaret W Soule Charitable Trust reported $1.2M in total assets on its 2025 IRS Form 990-PF. It paid out $154K in qualifying distributions that year, against a required minimum of $157K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Margaret W Soule Charitable Trust fund?
No mission statement for the foundation is provided. Its 2025 grants went to organizations working in areas that include housing and poverty, education, land conservation, hospice care, historic preservation, and equine-assisted services. See mission & focus areas ↑
How do I apply for a grant from Margaret W Soule Charitable Trust?
The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Margaret W Soule Charitable Trust's EIN?
Margaret W Soule Charitable Trust's EIN (Employer Identification Number) is 01-6168256. IRS Form 990 filing data is available on this page for 2020–2025.
Does Margaret W Soule Charitable Trust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 3, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 12, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 1, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 12, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 7, 2026)
Live grants for the work Margaret W Soule Charitable Trust funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Nixa Affiliate Grantmaking Program Up to US $10,000 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
Explore Open Grants
Browse active grant opportunities in Margaret W Soule Charitable Trust's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Margaret W Soule Charitable Trust funder profile. GrantGraph. Retrieved October 19, 2026, from https://grantable.co/funders/margaret-w-soule-charitable-trust-morg_dff0bf14020d48b48ab71acb8e8ab17f
BibTeX
@misc{grantable_016168256_2026,
author = {{Grantable}},
title = {{Margaret W Soule Charitable Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/margaret-w-soule-charitable-trust-morg_dff0bf14020d48b48ab71acb8e8ab17f},
note = {Accessed 2026-10-19. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Margaret W Soule Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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