Marianne Oberg Foundation for Spiritual
Marianne Oberg Foundation for Spiritual is a private foundation focused on Arts, Culture & Humanities, based in Charlotte, NC. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $123K in total assets. In 2025, it awarded 4 grants totaling $16K. Net investment income was $3K.
Key facts about Marianne Oberg Foundation for Spiritual
In short: Marianne Oberg Foundation for Spiritual gave $16K across 4 grants in 2025 (avg $4K), top state New Hampshire. Source: 2025 IRS Form 990-PF.
- EIN
- 81-5276627
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $16,216
- Grants made (2025)
- 4
- Average grant
- $4,054
- Median grant
- $5,001
- Total assets
- $123,275
- Primary geography
- New Hampshire (34% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$123K
-16.8% YoY
Annual Giving
$16K
+35.1% YoY
Grant Count
4
-20.0% YoY
Avg Grant Size
$4K
+68.9% YoY
Under IRS private-foundation payout rules, Marianne Oberg Foundation for Spiritual reported a distributable amount of $7K for 2025 — the minimum it must pay out in qualifying distributions.
How Marianne Oberg Foundation for Spiritual gives
- Giving fell 28% from 2022 to 2025. Method
- In 2025 it paid out 244% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2022 to 2025, annual grant giving ranged from $4K (2023) to $23K (2022). In 2025 it made 4 grants totaling $16K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was Katherine Shaw ($6K). Together the top 4 received $16K.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 15 grants of 15 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Katherine Shaw Nashua, NH | Spiritual Art Grant | $5,555 |
| Noemie Falagant | Spiritual Art Grant | $5,001 |
| Deborah Lanino Valley Glen, CA | Spiritual Art Grant | $5,000 |
| Taylor Merchant Watertown, NY | Spiritual Art Grant | $660 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $123,275 | $148,148 | $155,781 |
| Revenue | $2,935 | $11,417 | $5,231 |
| Expenses | $27,808 | $18,346 | $14,410 |
| Qualifying Distributions | $16,216 | $12,000 | $4,350 |
| Net Investment Income | $2,935 | $5,056 | — |
| Distributable Amount | $6,643 | — | — |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 15, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS October 30, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS October 23, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS October 31, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 5, 2026)
- IRS filings on file for fiscal years 2021–2024
Leadership & Key People
Officers and directors from IRS filings
Marianne Oberg Foundation for Spiritual is led by Robert Oberg, President & Treasurer on every filing since 2021; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Robert Oberg
President & Treasurer
On filings since 2021
8 hrs/week
No compensation reported
Martin Dunn
Director
On filings since 2022
2 hrs/week
No compensation reported
Sandra Loehr
Secretary
On filings since 2023
2 hrs/week
No compensation reported
Former officers (4)
- Former: Carlos Alvarez (2021–2022) — Vice President
- Former: Robert Canavello (2021–2022) — Secretary
- Former: Jennifer McCormick (2022) — Director
- Former: Carly Smith Ouzts (2021) — Director
Data from IRS Form 990 filings, 2021–2025. "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 Marianne Oberg Foundation for Spiritual
How much does Marianne Oberg Foundation for Spiritual give each year?
Marianne Oberg Foundation for Spiritual gave $16K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $12K across 5 grants.
What is Marianne Oberg Foundation for Spiritual's typical grant size?
Marianne Oberg Foundation for Spiritual's median grant in 2025 was $5,001, and its average grant was $4,054, across 4 grants on its 2025 IRS Form 990-PF.
Where does Marianne Oberg Foundation for Spiritual give grants?
Marianne Oberg Foundation for Spiritual's top state is New Hampshire, with 34% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest state was California (31%).
Does Marianne Oberg Foundation for Spiritual give general operating support?
Not in 2025: none of the 4 grants with a stated purpose on Marianne Oberg Foundation for Spiritual's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Spiritual Art Grant" (4 grants).
How large is Marianne Oberg Foundation for Spiritual?
Marianne Oberg Foundation for Spiritual reported $123K in total assets on its 2025 IRS Form 990-PF. It paid out $16K in qualifying distributions that year, against a required minimum of $7K (roughly 5% of its investment assets).
What is Marianne Oberg Foundation for Spiritual?
Marianne Oberg Foundation for Spiritual is a private foundation focused on Arts, Culture & Humanities, based in Charlotte, NC. It holds $123K in total assets as of 2025.
What is Marianne Oberg Foundation for Spiritual's EIN?
Marianne Oberg Foundation for Spiritual's EIN (Employer Identification Number) is 81-5276627. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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