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Margaret W Soule Charitable Tr

Klebe Kurt E Ttee

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn’t provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Named Trusts/Foundations N.E.C. (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$98.4k (2023)

Expenses
$152k (2023)

Total Assets
$1.27M (2023)

Total Liabilities
$0 (2023)

Source: Form 990 tax filings from 2012 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$98,422
Expenses
$151,981
Net Income
-$53,559
Net Assets
$1,265,466
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $38,910
39.5%
Sales of Assets $56,055
57.0%
Other Income $3,457
3.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $135,986
89.5%
Compensation of Officers* $24,372
16.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,265,466
Total Liabilities $0
Net Assets $1,265,466
Compensation
Key Employees and Officers Compensation Other
Hm Payson Co (Trustee) $19,448 $0
Verrill Dana (Trustee) $4,924 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$55,175
Expenses
$156,353
Net Income
-$101,178
Net Assets
$1,310,794
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $31,240
56.6%
Sales of Assets $23,935
43.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $132,577
84.8%
Compensation of Officers* $24,762
15.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,310,794
Total Liabilities $0
Net Assets $1,310,794
Compensation
Key Employees and Officers Compensation Other
Verrill Dana (Trustee) $19,580 $0
Hm Payson Co (Trustee) $5,182 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$167,031
Expenses
$155,399
Net Income
$11,632
Net Assets
$1,412,533
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $33,705
20.2%
Sales of Assets $133,326
79.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $129,060
83.1%
Compensation of Officers* $10,719
6.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,412,533
Total Liabilities $0
Net Assets $1,412,533
Compensation
Key Employees and Officers Compensation Other
Verrill Dana (Trustee) $5,545 $0
Hm Payson Co (Trustee) $5,174 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$93,058
Expenses
$122,898
Net Income
-$29,840
Net Assets
$1,400,882
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $31,436
33.8%
Sales of Assets $61,397
66.0%
Other Income $225
0.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $110,747
90.1%
Compensation of Officers* $22,735
18.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,400,883
Total Liabilities $1
Net Assets $1,400,882
Compensation
Key Employees and Officers Compensation Other
Hm Payson Co (Trustee) $18,339 $0
Verrill Dana (Trustee) $4,396 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$62,121
Expenses
$123,831
Net Income
-$61,710
Net Assets
$1,436,786
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $41,485
66.8%
Sales of Assets $20,636
33.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $110,121
88.9%
Compensation of Officers* $21,507
17.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,436,787
Total Liabilities $1
Net Assets $1,436,786
Compensation
Key Employees and Officers Compensation Other
Hm Payson Co (Trustee) $17,503 $0
Verrill Dana (Trustee) $4,004 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$73,509
Expenses
$113,691
Net Income
-$40,182
Net Assets
$1,491,867
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $36,838
50.1%
Sales of Assets $36,671
49.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $101,191
89.0%
Compensation of Officers* $21,673
19.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,491,867
Total Liabilities $0
Net Assets $1,491,867
Compensation
Key Employees and Officers Compensation Other
Hm Payson Co (Trustee) $17,634 $0
Verrill Dana (Trustee) $4,039 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$41,776
Expenses
$106,353
Net Income
-$64,577
Net Assets
$1,532,483
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $36,076
86.4%
Sales of Assets $4,480
10.7%
Other Income $1,220
2.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $95,497
89.8%
Compensation of Officers* $20,294
19.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,532,483
Total Liabilities $0
Net Assets $1,532,483
Compensation
Key Employees and Officers Compensation Other
Hm Payson Co (Trustee) $16,578 $0
Verrill Dana (Trustee) $3,716 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$43,527
Expenses
$106,332
Net Income
-$149,859
Net Assets
$1,597,536
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $40,548
Sales of Assets -$84,075
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $94,923
89.3%
Compensation of Officers* $19,167
18.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,597,536
Total Liabilities $0
Net Assets $1,597,536
Compensation
Key Employees and Officers Compensation Other
Hm Payson Co (Trustee) $15,696 $0
Verrill Dana (Trustee) $3,471 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$131,288
Expenses
$110,798
Net Income
$20,490
Net Assets
$1,747,391
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $40,073
30.5%
Sales of Assets $91,215
69.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $95,648
86.3%
Compensation of Officers* $20,636
18.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,747,391
Total Liabilities $0
Net Assets $1,747,391
Compensation
Key Employees and Officers Compensation Other
Hm Payson Co (Trustee) $16,844 $0
Verrill Dana (Trustee) $3,792 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$186,505
Expenses
$115,216
Net Income
$71,289
Net Assets
$1,723,836
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $64,450
34.6%
Sales of Assets $122,055
65.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $104,226
90.5%
Compensation of Officers* $15,793
13.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,723,836
Total Liabilities $0
Net Assets $1,723,836

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$182,474
Expenses
$107,434
Net Income
$75,040
Net Assets
$1,655,060
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $31,224
17.1%
Interest Revenue $0
Dividends $40,630
22.3%
Sales of Assets $110,620
60.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $94,042
87.5%
Compensation of Officers* $13,434
12.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,655,060
Total Liabilities $0
Net Assets $1,655,060

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,688,493
Expenses
$107,927
Net Income
$1,580,566
Net Assets
$1,580,570
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,561,993
92.5%
Interest Revenue $0
Dividends $28,449
1.7%
Sales of Assets $98,051
5.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $100,000
92.7%
Compensation of Officers* $7,791
7.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,580,570
Total Liabilities $0
Net Assets $1,580,570

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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