MARGARET K SPOHR AND CHARLES D SPOHR CHARITABLE TRUST - 1996: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: MARGARET K SPOHR AND CHARLES D SPOHR CHARITABLE TRUST - 1996 (EIN 04-3316784)
Tax period: 2024-01-01 to 2024-12-31
Filed: 2025-07-16
IRS object ID: 202521989349100107
Schema version: 2024v5.2
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Schedule B
Accounting Fees Schedule
Depreciation Schedule
Gain Loss Sale Other Assets Sch
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Land Etc Schedule2
Legal Fees Schedule
Loans From Officers Schedule
Other Decreases Schedule
Other Expenses Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-07-16T09:19:50-00:00	ReturnTs
Tax Period End	2024-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	823010616	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	CLAUDIA J CONNELL EA	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	100 DILLINGHAM AVENUE UNIT B112	AddressLine1Txt
City	FALMOUTH	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02540	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2024-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	043316784	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MARGARET K AND CHARLES D SPOHR CHARITABLE TRUST 1996	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	MARG	BusinessNameControlTxt
Phone	5085480623	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO Box 33	AddressLine1Txt
City	FALMOUTH	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02541	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	HILA LYMAN	PersonNm
Person Title	TREASURER	PersonTitleTxt
Phone	5085480623	PhoneNum
Signature	2025-07-16	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	CLAUDIA J CONNELL EA	PreparerPersonNm
PTIN	P01486055	PTIN
Phone	5085405386	PhoneNum
Preparation	2025-07-16	PreparationDt
Self Employed	Yes (X)	SelfEmployedInd

Field	Value	IRS element (for citing)
Tax	2024	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Address Change	Yes (X)	AddressChangeInd
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$3,979,182	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$33,050	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$24,952	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$24,952	DividendsNetInvstIncmAmt
Gross Rents Rev And Expnss	$44,054	GrossRentsRevAndExpnssAmt
Net Rental Income Or Loss	$44,054	NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss	$23,500	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$40,046	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$18,146	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$125,556	TotalRevAndExpnssAmt
Total Net Invst Incm	$43,098	TotalNetInvstIncmAmt
Legal Fees Rev And Expnss	$2,736	LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss	$1,400	AccountingFeesRevAndExpnssAmt
Deprec And Dpltn Rev And Expnss	$7,250	DeprecAndDpltnRevAndExpnssAmt
Occupancy Rev And Expnss	$19,017	OccupancyRevAndExpnssAmt
Printing And Pub Rev And Expnss	$1,993	PrintingAndPubRevAndExpnssAmt
Other Expenses Rev And Expnss	$34,246	OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss	$66,642	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$0	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$0	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$66,642	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$0	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$58,914	ExcessRevenueOverExpensesAmt
Net Investment Income	$43,098	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$80,272	CashBOYAmt
Cash EOY	$99,965	CashEOYAmt
Cash EOYFMV	$99,965	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$64,110	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$102,247	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$102,247	SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY	$77	PrepaidExpensesBOYAmt
Corporate Stock BOY	$42,372	CorporateStockBOYAmt
Corporate Stock EOY	$42,372	CorporateStockEOYAmt
Corporate Stock EOYFMV	$37,971	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$669,383	CorporateBondsBOYAmt
Corporate Bonds EOY	$674,194	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$664,603	CorporateBondsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss	$1,077,881	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$34,279	LandBldgEquipAccumDeprecAmt
Land BOY	$1,050,852	LandBOYAmt
Land EOY	$1,043,602	LandEOYAmt
Land EOYFMV	$3,074,396	LandEOYFMVAmt
Total Assets BOY	$1,907,066	TotalAssetsBOYAmt
Total Assets EOY	$1,962,380	TotalAssetsEOYAmt
Total Assets EOYFMV	$3,979,182	TotalAssetsEOYFMVAmt
Loans From Officers BOY	$5,000	LoansFromOfficersBOYAmt
Loans From Officers EOY	$2,000	LoansFromOfficersEOYAmt
Total Liabilities BOY	$5,000	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$2,000	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$1,902,066	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$1,960,380	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$1,902,066	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$1,960,380	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$1,907,066	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$1,962,380	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$1,902,066	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$58,914	ExcessRevenueOverExpensesAmt
Subtotal	$1,960,980	SubtotalAmt
Other Decreases	$600	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$1,960,380	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Field	Value	IRS element (for citing)
Capital Gain Net Income	$18,146	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$599	InvestmentIncomeExciseTaxAmt
Subtotal	$599	SubtotalAmt
Tax Based On Investment Income	$599	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$600	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$600	TotalPaymentsAndCreditsAmt
Original Return Tax Paid	$600	OriginalReturnTaxPaidAmt
Es Penalty	$4	EsPenaltyAmt
Tax Due	$3	TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	MA	OrgReportOrRegisterStateCd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	SPOHRGARDENS.ORG	WebsiteAddressTxt
Individual With Books	HILA LYMAN	IndividualWithBooksNm
Phone	5085480841	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	45 FELLS ROAD	AddressLine1Txt
City	FALMOUTH	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02540	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Maintained Expenditure Rspns	false	MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (15 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt
MICHAEL KADIS
24 BARBERRY CR	MASHPEE	MA	02649	SUPERINTENDENT TRUSTEE	040.00	$0
HILA J LYMAN
PO BOX 442	EAST FALMOUTH	MA	02536	CHAIRMAN TRUSTEE	005.00	$0
KEITH SCHWEGEL
45 FELLS ROAD	FALMOUTH	MA	02540	TREASURER TRUSTEE	005.00	$0
DIANE MILLER
45 FELLS ROAD	FALMOUTH	MA	02540	CORRESPONDING SECRETARY TRUSTEE	005.00	$0
KATHLEEN MURRAY
45 FELLS ROAD	FALMOUTH	MA	02540	RECORDING SECRETARY TRUSTEE	005.00	$0
GEORGE CHAPMAN
28 SADYS LANE	EAST FALMOUTH	MA	02536	TRUSTEE AT LARGE	002.00	$0
DONNA DRISCOLL
184 SIDERS POND ROAD	FALMOUTH	MA	02540	TRUSTEE AT LARGE	002.00	$0
SUZANNE FAY GLYNN
49 LOCUST STREET	FALMOUTH	MA	02540	TRUSTEE AT LARGE	002.00	$0
WILLIAM GUGGINA
100 MOORLAND ROAD	FALMOUTH	MA	02540	TRUSTEE AT LARGE	002.00	$0
WILLIAM B KERFOOT
49 RANSOM ROAD	FALMOUTH	MA	02540	TRUSTEE AT LARGE	002.00	$0
CATHY OFFINGER
23 DILLINGHAM AVENUE	FALMOUTH	MA	02540	TRUSTEE AT LARGE	002.00	$0
ELLEN VAREAM
7 NANTUCKET ROAD	WELLESLEY	MA	02481	TRUSTEE AT LARGE	002.00	$0
ANN MOLLOY
370 MAIN STREET	WORCESTER	MA	01608	TRUSTEE AT LARGE	002.00	$0
PETER PARTRIDGE
PO BOX 1321	WEST FALMOUTH	MA	02574	TRUSTEE AT LARGE	002.00	$0
GARY TAVARES
PO BOX 398E	EAST FALMOUTH	MA	02536	TRUSTEE AT LARGE	002.00	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	THE GARDENS ARE OPEN TO THE GENERAL PUBLIC. ADMISSION IS FREE.	Description1Txt
Expenses1	$0	Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	NONE	Description1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$677,238	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$173,297	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$850,535	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$850,535	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$12,758	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$837,777	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$41,889	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$41,889	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$599	TaxBasedOnInvestmentIncomeAmt
Total Tax	$599	TotalTaxAmt
Distributable Before Adj	$41,290	DistributableBeforeAdjAmt
Distributable Before Ded	$41,290	DistributableBeforeDedAmt
Distributable As Adjusted	$41,290	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$0	ExpensesAndContributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$41,290	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4	$19,678	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2	$44,624	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$46,257	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$110,559	TotalExcessDistributionCyovAmt
Excess Distri Cyov App CY Corpus	$41,290	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$41,290	ExcessDistributionCyovAppCYAmt
Total Corpus	$69,269	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$69,269	ExcessDistriCyovToNextYrAmt
Excess From Year2	$23,012	ExcessFromYear2Amt
Excess From Year1	$46,257	ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	HILA LYMAN	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	45 FELLS ROAD	AddressLine1Txt
City	FALMOUTH	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02540	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	5085480623	RecipientPhoneNum
Form And Info And Materials	WRITTEN	FormAndInfoAndMaterialsTxt
Submission Deadlines	NONE	SubmissionDeadlinesTxt
Restrictions On Awards	NONE	RestrictionsOnAwardsTxt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$24,952	RelatedOrExemptFunctionIncmAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$44,054	RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$23,500	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$92,506	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$92,506	TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Field	Value	IRS element (for citing)
Line Number	13	LineNumberTxt
Relationship Statement	UNDER TERMS OF THE AGREEMENT, THE GARDENS ARE OPEN TO THE GENERAL PUBLIC. ADMISSION IS FREE.	RelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	CLAUDIA J CONNELL EA	CategoryTxt
Amt	$1,400	Amt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (2 entries)

PropertyPropertyDesc	AcquiredAcquiredDt	Cost Or Other BasisCostOrOtherBasisAmt	Prior Year DepreciationPriorYearDepreciationAmt	Computation MethodComputationMethodTxt	RtRt	Current Year ExpenseCurrentYearExpenseAmt
HOUSE RENOVATIONS	2019-02-13	$116,410	$18,154	SL	0000000039.500000000000	$5,780
HOUSE RENOVATIONS	2020-06-30	$56,271	$4,410	SL	0000000039.500000000000	$1,470

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

Field	Value	IRS element (for citing)
Asset	PUBLICLY TRADED SECURITIES	AssetDesc
Acquired	2023-01	AcquiredDt
How Acquired	P	HowAcquiredTxt
Sold	2024-12	SoldDt
Gross Sales Price	$21,900	GrossSalesPriceAmt
Basis	$16,546	BasisAmt
Total Net	$5,354	TotalNetAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Field	Value	IRS element (for citing)
Bond	WELLS FARGO - MUTUAL FUNDS	BondNm
EOY Book Value	$674,194	EOYBookValueAmt
EOYFMV	$664,603	EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	900 shares of WELLS FARGO - EQUITIES	StockNm
EOY Book Value	$42,372	EOYBookValueAmt
EOYFMV	$37,971	EOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (4 entries)

Category Or ItemCategoryOrItemTxt	Cost Or Other BasisCostOrOtherBasisAmt	Book ValueBookValueAmt	EOYFMVEOYFMVAmt	Accumulated DepreciationAccumulatedDepreciationAmt
LAND	$900,000	$900,000	$2,930,794
TRUCK	$5,200			$5,200
IMPROVEMENTS	$116,410	$92,476	$92,476	$23,934
IMPROVEMENTS	$56,271	$51,126	$51,126	$5,145

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	HEMENWAY AND BARNES LLP	CategoryTxt
Legal Fees	$2,736	LegalFeesAmt

Loans From Officers Schedule LoansFromOfficersSchedule

Loans From Officer LoansFromOfficerGrp

Field	Value	IRS element (for citing)
Lender Person	HILA LYMAN	LenderPersonNm
Title	CHAIRMAN	TitleTxt
Loan Original	$25,000	LoanOriginalAmt
Balance Due	$2,000	BalanceDueAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	FEDERAL TAX PAYMENTS	Desc
Amt	$600	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
INSURANCE	$2,709
MA STATE FILING FEES	$35
OFFICE SUPPLIES	$838
PROJECT EXPENSES	$5,496
GARDEN MAINTENANCE AND REPAIR	$23,831
MISCELLANEOUS	$1,337

MARGARET K SPOHR AND CHARLES D SPOHR CHARITABLE TRUST - 1996: Form 990PF, tax year 2024

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (15 entries)

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Recipient US Address RecipientUSAddress

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Schedule B IRS990ScheduleB

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (2 entries)

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (4 entries)

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Loans From Officers Schedule LoansFromOfficersSchedule

Loans From Officer LoansFromOfficerGrp

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

Taxes Schedule TaxesSchedule

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