Nonprofit · EIN 01-6168256
MARGARET W SOULE CHARITABLE TR
Also known as KLEBE KURT E TTEE
Tax-exempt · PORTLAND, ME 04112
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $75,257 | $175,907 | -$100,650 | $1,202,652 | $0 | $1,202,652 |
| December 31, 2024 | 990-PF | $201,419 | $163,086 | $38,333 | $1,303,721 | $0 | $1,303,721 |
| December 31, 2023 | 990-PF | $98,422 | $151,981 | -$53,559 | $1,265,466 | $0 | $1,265,466 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $28,578
- Net gain from sales of assets
- $46,679
Expenses
- Grants and similar amounts paid
- $142,000
- Compensation of officers, directors and key employees
- $22,230
- Disbursements for charitable purposes
- $154,271
- Excise tax on investment income
- $800
Balance sheet and other
- Total assets, start of year
- $1,303,721
- Total assets, end of year
- $1,202,652
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,202,652
- Fair market value of assets
- $3,524,562
- Qualifying distributions
- $154,271
- Net investment income
- $75,257
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HM PAYSON CO P O BOX 31, PORTLAND, ME 04112 | TRUSTEE | 1 | $22,230 |
| Verrill Dana PO BOX 586, PORTLAND, ME 04112 | COTRUSTEE Highest-paid employee | 1 | $6,313 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HM PAYSON CO P O BOX 31, PORTLAND, ME 04112 | TRUSTEE | 1 | $21,144 |
| VERRILL DANA P O BOX 586, PORTLAND, ME 04112 | TRUSTEE | 1 | $5,771 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HM PAYSON CO P O BOX 31, PORTLAND, ME 04112 | TRUSTEE | 1 | $19,448 |
| VERRILL DANA P O BOX 586, PORTLAND, ME 04112 | TRUSTEE | 1 | $4,924 |
Address and contacts
- Address (IRS master file)
- PO BOX 31, PORTLAND, ME 04112-0031
- In care of
- % KURT E KLEBE
- Signed the 990-PF
- H M PAYSON CO, TRUSTEE
- Phone
- (207) 772-3761
- Return prepared by
- RELIANCE INTEGRATED SOLUTIONS LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 01-6168256
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2012
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T90)
- Assets (IRS master file)
- $1,202,652
- Income (IRS master file)
- $287,655
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $75,257 | $175,907 | $1,202,652 | IRS |
| 990-PF | December 2024 | $201,419 | $163,086 | $1,303,721 | IRS |
| 990-PF | December 2023 | $98,422 | $151,981 | $1,265,466 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 01-6168256).
Questions about MARGARET W SOULE CHARITABLE TR
- What is the EIN of MARGARET W SOULE CHARITABLE TR?
- The employer identification number (EIN) of MARGARET W SOULE CHARITABLE TR is 01-6168256.
- Is MARGARET W SOULE CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2012.
- Are donations to MARGARET W SOULE CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MARGARET W SOULE CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MARGARET W SOULE CHARITABLE TR due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MARGARET W SOULE CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of MARGARET W SOULE CHARITABLE TR?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $22,230 (HM PAYSON CO, TRUSTEE).
- How much revenue does MARGARET W SOULE CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $75,257, expenses of $175,907 and total assets of $1,202,652 at year end.
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All nonprofits in PORTLAND · Maine · Philanthropy, voluntarism and grantmaking foundations