Nonprofit · EIN 33-6235473
MARCIA R BOEHM CHARITABLE TR
Also known as YORKE JUDITH TTEE
Tax-exempt · LAGUNA BEACH, CA 92651
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $12,235 | $17,118 | -$4,883 | $277,760 | $0 | $277,760 |
| December 31, 2024 | 990-PF | $11,734 | $19,224 | -$7,490 | $269,687 | $0 | $269,687 |
| December 31, 2023 | 990-PF | $8,980 | $6,049 | $2,931 | $277,812 | $0 | $277,812 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $12,235
Expenses
- Grants and similar amounts paid
- $14,000
- Disbursements for charitable purposes
- $14,000
- Excise tax on investment income
- $170
Balance sheet and other
- Total assets, start of year
- $269,687
- Total assets, end of year
- $277,760
- Total liabilities, end of year
- $0
- Net assets, end of year
- $277,760
- Fair market value of assets
- $277,760
- Qualifying distributions
- $14,000
- Net investment income
- $12,235
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 |
|---|---|---|---|
| JUDITH YORKE 102 VISTA DEL SOL, LAGUNA BEACH, CA 92561 | TRUSTEE | 0.1 | $0 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JUDITH YORKE 102 VISTA DEL SOL, LAGUNA BEACH, CA 92561 | TRUSTEE | 0.1 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JUDITH YORKE 102 VISTA DEL SOL, LAGUNA BEACH, CA 92561 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 102 VISTA DEL SOL, LAGUNA BEACH, CA 92651-6749
- In care of
- % YORKE JUDITH TTEE
- Signed the 990-PF
- JUDITH YORKE, TRUSTEE
- Phone
- (949) 248-8490
- Return prepared by
- CAPATA
California records
California keeps its own records of charities and corporations. Search them by EIN 33-6235473 or by the name MARCIA R BOEHM CHARITABLE TR.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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
- 33-6235473
- 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 (T20)
- Assets (IRS master file)
- $277,760
- Income (IRS master file)
- $12,235
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $12,235 | $17,118 | $277,760 | IRS |
| 990-PF | December 2024 | $11,734 | $19,224 | $269,687 | IRS |
| 990-PF | December 2023 | $8,980 | $6,049 | $277,812 | 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 33-6235473).
Questions about MARCIA R BOEHM CHARITABLE TR
- What is the EIN of MARCIA R BOEHM CHARITABLE TR?
- The employer identification number (EIN) of MARCIA R BOEHM CHARITABLE TR is 33-6235473.
- Is MARCIA R BOEHM CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to MARCIA R BOEHM CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MARCIA R BOEHM CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MARCIA R BOEHM 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 MARCIA R BOEHM 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 MARCIA R BOEHM CHARITABLE TR?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does MARCIA R BOEHM CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $12,235, expenses of $17,118 and total assets of $277,760 at year end.
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