Nonprofit · EIN 04-3316784
MARGARET K SPOHR AND CHARLES D SPOHR CHARITABLE TRUST - 1996
Tax-exempt · FALMOUTH, MA 02541
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $125,556 | $66,642 | $58,914 | $1,962,380 | $2,000 | $1,960,380 |
| December 31, 2023 | 990-PF | $109,891 | $90,273 | $19,618 | $1,907,066 | $5,000 | $1,902,066 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $33,050
- Dividends
- $24,952
- Net rental income
- $44,054
- Net gain from sales of assets
- $23,500
Expenses
- Grants and similar amounts paid
- $0
- Excise tax on investment income
- $599
Balance sheet and other
- Total assets, start of year
- $1,907,066
- Total assets, end of year
- $1,962,380
- Total liabilities, end of year
- $2,000
- Net assets, end of year
- $1,960,380
- Fair market value of assets
- $3,979,182
- Net investment income
- $43,098
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL KADIS 24 BARBERRY CR, MASHPEE, MA 02649 | SUPERINTENDENT TRUSTEE | 40 | $0 |
| HILA J LYMAN PO BOX 442, EAST FALMOUTH, MA 02536 | CHAIRMAN TRUSTEE | 5 | $0 |
| KEITH SCHWEGEL 45 FELLS ROAD, FALMOUTH, MA 02540 | TREASURER TRUSTEE | 5 | $0 |
| DIANE MILLER 45 FELLS ROAD, FALMOUTH, MA 02540 | CORRESPONDING SECRETARY TRUSTEE | 5 | $0 |
| KATHLEEN MURRAY 45 FELLS ROAD, FALMOUTH, MA 02540 | RECORDING SECRETARY TRUSTEE | 5 | $0 |
| GEORGE CHAPMAN 28 SADYS LANE, EAST FALMOUTH, MA 02536 | TRUSTEE AT LARGE | 2 | $0 |
| DONNA DRISCOLL 184 SIDERS POND ROAD, FALMOUTH, MA 02540 | TRUSTEE AT LARGE | 2 | $0 |
| SUZANNE FAY GLYNN 49 LOCUST STREET, FALMOUTH, MA 02540 | TRUSTEE AT LARGE | 2 | $0 |
| WILLIAM GUGGINA 100 MOORLAND ROAD, FALMOUTH, MA 02540 | TRUSTEE AT LARGE | 2 | $0 |
| WILLIAM B KERFOOT 49 RANSOM ROAD, FALMOUTH, MA 02540 | TRUSTEE AT LARGE | 2 | $0 |
| CATHY OFFINGER 23 DILLINGHAM AVENUE, FALMOUTH, MA 02540 | TRUSTEE AT LARGE | 2 | $0 |
| ELLEN VAREAM 7 NANTUCKET ROAD, WELLESLEY, MA 02481 | TRUSTEE AT LARGE | 2 | $0 |
| ANN MOLLOY 370 MAIN STREET, WORCESTER, MA 01608 | TRUSTEE AT LARGE | 2 | $0 |
| PETER PARTRIDGE PO BOX 1321, WEST FALMOUTH, MA 02574 | TRUSTEE AT LARGE | 2 | $0 |
| GARY TAVARES PO BOX 398E, EAST FALMOUTH, MA 02536 | TRUSTEE AT LARGE | 2 | $0 |
990-PF for the year ended December 31, 2023: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL KADIS 24 BARBERRY CR, MASHPEE, MA 02649 | SUPERINTENDENT TRUSTEE | 40 | $0 |
| HILA J LYMAN PO BOX 442, EAST FALMOUTH, MA 02536 | CHAIRMAN TRUSTEE | 5 | $0 |
| KEITH SCHWEGEL 45 FELLS ROAD, FALMOUTH, MA 02540 | TREASURER TRUSTEE | 5 | $0 |
| DIANE MILLER 45 FELLS ROAD, FALMOUTH, MA 02540 | CORRESPONDING SECRETARY TRUSTEE | 5 | $0 |
| KATHLEEN MURRAY 45 FELLS ROAD, FALMOUTH, MA 02540 | RECORDING SECRETARY TRUSTEE | 5 | $0 |
| GEORGE CHAPMAN 28 SADYS LANE, EAST FALMOUTH, MA 02536 | TRUSTEE AT LARGE | 2 | $0 |
| DONNA DRISCOLL 184 SIDERS POND ROAD, FALMOUTH, MA 02540 | TRUSTEE AT LARGE | 2 | $0 |
| SUZANNE FAY GLYNN 49 LOCUST STREET, FALMOUTH, MA 02540 | TRUSTEE AT LARGE | 2 | $0 |
| WILLIAM GUGGINA 100 MOORLAND ROAD, FALMOUTH, MA 02540 | TRUSTEE AT LARGE | 2 | $0 |
| WILLIAM B KERFOOT 49 RANSOM ROAD, FALMOUTH, MA 02540 | TRUSTEE AT LARGE | 2 | $0 |
| CATHY OFFINGER 23 DILLINGHAM AVENUE, FALMOUTH, MA 02540 | TRUSTEE AT LARGE | 2 | $0 |
| ELLEN VAREAM 7 NANTUCKET ROAD, WELLESLEY, MA 02481 | TRUSTEE AT LARGE | 2 | $0 |
| ANN MOLLOY 370 MAIN STREET, WORCESTER, MA 01608 | TRUSTEE AT LARGE | 2 | $0 |
| PETER PARTRIDGE PO BOX 1321, WEST FALMOUTH, MA 02574 | TRUSTEE AT LARGE | 2 | $0 |
| GARY TAVARES PO BOX 398E, EAST FALMOUTH, MA 02536 | TRUSTEE AT LARGE | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 33, FALMOUTH, MA 02541-0033
- In care of
- % MARTIN LEWIS MONK TTEE
- Signed the 990-PF
- HILA LYMAN, TREASURER
- Phone
- (508) 548-0623
- Website
- SPOHRGARDENS.ORG
- Return prepared by
- CLAUDIA J CONNELL EA
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 | Not 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
- 04-3316784
- 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
- 2001
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T23)
- Assets (IRS master file)
- $1,962,380
- Income (IRS master file)
- $142,102
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $125,556 | $66,642 | $1,962,380 | XML |
| 990-PF | December 2023 | $109,891 | $90,273 | $1,907,066 | 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 04-3316784).
Questions about MARGARET K SPOHR AND CHARLES D SPOHR CHARITABLE TRUST - 1996
- What is the EIN of MARGARET K SPOHR AND CHARLES D SPOHR CHARITABLE TRUST - 1996?
- The employer identification number (EIN) of MARGARET K SPOHR AND CHARLES D SPOHR CHARITABLE TRUST - 1996 is 04-3316784.
- Is MARGARET K SPOHR AND CHARLES D SPOHR CHARITABLE TRUST - 1996 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to MARGARET K SPOHR AND CHARLES D SPOHR CHARITABLE TRUST - 1996 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MARGARET K SPOHR AND CHARLES D SPOHR CHARITABLE TRUST - 1996 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MARGARET K SPOHR AND CHARLES D SPOHR CHARITABLE TRUST - 1996 due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MARGARET K SPOHR AND CHARLES D SPOHR CHARITABLE TRUST - 1996 last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of MARGARET K SPOHR AND CHARLES D SPOHR CHARITABLE TRUST - 1996?
- The 990-PF for the year ended December 31, 2024 lists 15 people; 0 received compensation from the organization.
- How much revenue does MARGARET K SPOHR AND CHARLES D SPOHR CHARITABLE TRUST - 1996 have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $125,556, expenses of $66,642 and total assets of $1,962,380 at year end.
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