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Margaret W Soule Charitable Trust is a private trust based in PORTLAND, ME. The foundation received its IRS ruling in 2012. The principal officer is Kurt E Klebe. It holds total assets of $1.3M. Annual income is reported at $444K. The foundation is governed by 2 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. Grantmaking is concentrated in Maine. According to available records, Margaret W Soule Charitable Trust has made 39 grants totaling $351K, with a median grant of $9K. Annual giving has grown from $99K in 2020 to $126K in 2023. Grantmaking activity was highest in 2022 with $126K distributed across 13 grants. Individual grants have ranged from $6K to $14K, with an average award of $9K. The foundation has supported 15 unique organizations. Grants have been distributed to organizations in Maine and Massachusetts and Vermont. Contributions to this foundation are tax-deductible.
Smallest Grant
$6K
Median Grant
$6K
Average Grant
$8K
Largest Grant
$11K
Based on 13 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Margaret W Soule Charitable Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 39 grants. Its grantmaking reaches organizations primarily in ME, MA, VT.
Margaret W Soule Charitable Trust has distributed a total of $351K across 39 grants. The median grant size is $9K, with an average of $9K. Individual grants have ranged from $6K to $14K.
Margaret W Soule Charitable Trust typically selects its grantees rather than accepting unsolicited proposals.
Margaret W Soule Charitable Trust is headquartered in PORTLAND, ME. While based in ME, the foundation distributes grants to organizations across 3 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Verrill Dana | TRUSTEE | $20K | $0 | $20K |
| Hm Payson Co | TRUSTEE | $5K | $0 | $5K |
Total Giving
$152K
Total Assets
$1.3M
Fair Market Value
$2.7M
Net Worth
$1.3M
Grants Paid
$126K
Contributions
N/A
Net Investment Income
$79K
Distribution Amount
$121K
Total Grants
39
Total Giving
$351K
Average Grant
$9K
Median Grant
$9K
Unique Recipients
15
Most Common Grant
$6K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Preble StreetGENERAL PURPOSE | Portland, ME | $14K | 2023 |
| Wayfinder SchoolsEDUCATION | New Gloucester, ME | $14K | 2023 |
| Animal Refuge League Of GreaterGENERAL | Westbrook, ME | $14K | 2023 |
| Dempsey CenterGENERAL PURPOSE | Auburn, ME | $14K | 2023 |
| Maine Recovery FundGENERAL PURPOSE | Portland, ME | $12K | 2023 |
| Maine Coast Heritage TrustGENERAL PURPOSE | Topsham, ME | $11K | 2023 |
| Waynflete SchoolGENERAL PURPOSE | Portland, ME | $9K | 2023 |
| Maine PreservationGENERAL PURPOSE | Yarmouth, ME | $9K | 2023 |
| Riding To The TopGENERAL PURPOSE | Windham, ME | $9K | 2023 |
| Olympia Snowe Womens LeadershipEDUCATION | Portland, ME | $6K | 2023 |
| Middlebury CollegeGENERAL PURPOSE | Middlebury, VT | $6K | 2023 |
| Smith College - The Smith FundGENERAL | North Hampton, MA | $6K | 2023 |
| Hospice Of Southern MaineGENERAL PURPOSE | Scarborough, ME | $6K | 2023 |
| Animal Refuge LeagueGENERAL PURPOSE | Westbrook, ME | $14K | 2022 |
| Smith CollegeGENERAL PURPOSE | Boston, MA | $6K | 2022 |