Nonprofit · EIN 04-3382001
SOMERVILLE HEALTH FOUNDATION INC
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $35,484 | $39,837 | -$4,353 | $552,121 | $0 | $552,121 |
| June 30, 2024 | 990-PF | $19,791 | $33,708 | -$13,917 | $556,474 | $0 | $556,474 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $17,496
- Net gain from sales of assets
- $17,988
Expenses
- Grants and similar amounts paid
- $30,000
- Compensation of officers, directors and key employees
- $7,841
- Disbursements for charitable purposes
- $33,671
- Excise tax on investment income
- $413
Balance sheet and other
- Total assets, start of year
- $556,474
- Total assets, end of year
- $552,121
- Total liabilities, end of year
- $0
- Net assets, end of year
- $552,121
- Fair market value of assets
- $691,765
- Qualifying distributions
- $33,671
- Net investment income
- $35,484
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO OX 653067, DALLAS, TX 75265 | AGENT FOR TRUSTEE | 1 | $7,841 |
| JOE CURTALONE 350 MAIN ST 5TH FL, MALDEN, MA 02144 | PRESIDENT /CHAIR. | 1 | $0 |
| DOUG KRESS 350 MAIN ST 5TH FL, MALDEN, MA 02148 | SIGNATORY | 1 | $0 |
| BRYAN ERIC SIMMONS 350 MAIN ST 5TH FL, MALDEN, MA 02148 | TREASURER | 1 | $0 |
| JESSICA ESHLEMAN 350 MAIN ST 5TH FL, MALDEN, MA 02148 | TRUSTEE | 1 | $0 |
| YVETTE VERDIEU 350 MAIN ST 5TH FL, MALDEN, MA 02148 | TRUSTEE | 1 | $0 |
990-PF for the year ended June 30, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 75265 | AGENT FOR TRUSTEE, INVEST MGT | 1 | $7,257 |
| GERALD MCCUE 21 BROMFIELD RD APT 1, SOMERVILLE, MA 02144 | PRESIDENT /CHAIR. | 1 | $0 |
| KATHLEEN MCGILVRAY 17 GILMAN ST, SOMERVILLE, MA 02145 | TRUSTEE | 1 | $0 |
| ROBINA BHASIN 32 N MADISON ST 2, SOMERVILLE, MA 02143 | TRUSTEE/CLERK | 1 | $0 |
| DOUG KRESS 50 EVERGREEN AVE, SOMERVILLE, MA 02143 | TRUSTEE/DIRECTOR | 1 | $0 |
| ROB BUCHANAN 16 WESLEY PARK, SOMERVILLE, MA 02143 | TRUSTEE/TREASURER | 1 | $0 |
| KATHLEEN R O'BRIEN 350 MAIN ST 5TH FL, MALDEN, MA 02148 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- In care of
- % US TRUST COMPANY NA
- Signed the 990-PF
- DOUGLAS KRESS, TRUSTEE
- Phone
- (888) 866-3275
- Return prepared by
- BANK OF AMERICA
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 04-3382001
- 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
- 1998
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $552,121
- Income (IRS master file)
- $174,261
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $35,484 | $39,837 | $552,121 | IRS |
| 990-PF | June 2024 | $19,791 | $33,708 | $556,474 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | 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 04-3382001).
Questions about SOMERVILLE HEALTH FOUNDATION INC
- What is the EIN of SOMERVILLE HEALTH FOUNDATION INC?
- The employer identification number (EIN) of SOMERVILLE HEALTH FOUNDATION INC is 04-3382001.
- Is SOMERVILLE HEALTH FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to SOMERVILLE HEALTH FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SOMERVILLE HEALTH FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SOMERVILLE HEALTH FOUNDATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SOMERVILLE HEALTH FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of SOMERVILLE HEALTH FOUNDATION INC?
- The 990-PF for the year ended June 30, 2025 lists 6 people; 1 received compensation from the organization, the highest $7,841 (BANK OF AMERICA, AGENT FOR TRUSTEE).
- How much revenue does SOMERVILLE HEALTH FOUNDATION INC have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $35,484, expenses of $39,837 and total assets of $552,121 at year end.
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