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Nonprofit · EIN 02-6033716

JASON C SOMERVILLE TRUST

Tax-exempt · LANCASTER, NH 03584

Financials

$65K$16K2023$176K$54K2024$128K$45K2025
Revenue Expenses · by fiscal year end
Financials of JASON C SOMERVILLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$127,727$44,934$82,793$1,482,443$23,243$1,459,200
December 31, 2024990-PF$175,597$53,656$121,941$1,407,005$24,924$1,382,081
December 31, 2023990-PF$65,493$15,605$49,888$1,287,024$21,188$1,265,836
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$13,678
Interest
$18,048
Net gain from sales of assets
$96,001

Expenses

Grants and similar amounts paid
$19,000
Disbursements for charitable purposes
$19,000
Excise tax on investment income
$81

Balance sheet and other

Total assets, start of year
$1,407,005
Total assets, end of year
$1,482,443
Total liabilities, end of year
$23,243
Net assets, end of year
$1,459,200
Fair market value of assets
$1,497,762
Qualifying distributions
$19,000
Net investment income
$31,726

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.

NameTitleHours / weekCompensation
SCOTT STEVENSON
38 INGERSON ROAD, LANCASTER, NH 03584
TRUSTEE0$0
MARIE STEVENSON
38 INGERSON ROAD, LANCASTER, NH 03584
TRUSTEE0$0
990-PF for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
SCOTT STEVENSON
38 INGERSON ROAD, LANCASTER, NH 03584
TRUSTEE0$0
MARIE STEVENSON
38 INGERSON ROAD, LANCASTER, NH 03584
TRUSTEE0$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
SCOTT STEVENSON
50 GARNEAU RD, BETHLEHEM, NH 03574
TRUSTEE0$0
MARIE STEVENSON
50 GARNEAU ROAD, BETHLEHEM, NH 03574
TRUSTEE0$0

Address and contacts

Address (IRS master file)
38 INGERSON RD, LANCASTER, NH 03584-3207
In care of
% SCOTT STEVENSON TTEE
Signed the 990-PF
SCOTT STEVENSON, TRUSTEE
Phone
(603) 616-3475
Return prepared by
DRISCOLL & COMPANY PLLC

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
02-6033716
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
1974
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,482,443
Income (IRS master file)
$1,641,423

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$127,727$44,934$1,482,443XML
990-PFDecember 2024$175,597$53,656$1,407,005XML
990-PFDecember 2023$65,493$15,605$1,287,024XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 02-6033716).

Questions about JASON C SOMERVILLE TRUST

What is the EIN of JASON C SOMERVILLE TRUST?
The employer identification number (EIN) of JASON C SOMERVILLE TRUST is 02-6033716.
Is JASON C SOMERVILLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1974.
Are donations to JASON C SOMERVILLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JASON C SOMERVILLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of JASON C SOMERVILLE TRUST 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 JASON C SOMERVILLE TRUST 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 JASON C SOMERVILLE TRUST?
The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does JASON C SOMERVILLE TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $127,727, expenses of $44,934 and total assets of $1,482,443 at year end.

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