Nonprofit · EIN 20-0669940
SOMERSET COLLECTION CHARITABLE FDN
Tax-exempt · TROY, MI 48084
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $219,821 | $394,003 | -$174,182 | $472,729 | $0 | $472,729 |
| December 31, 2024 | 990 | $492,096 | $220,385 | $271,711 | $646,911 | $0 | $646,911 |
| December 31, 2023 | 990 | $110,913 | $290,070 | -$179,157 | $375,200 | $0 | $375,200 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $0
- Net income from sales of inventory
- $219,821
- Other revenue
- $219,821
Expenses
- Grants and similar amounts paid
- $394,003
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $394,003
Balance sheet and other
- Total assets, start of year
- $646,911
- Total assets, end of year
- $472,729
- Total liabilities, end of year
- $0
- Net assets, end of year
- $472,729
- Net assets without donor restrictions
- $472,729
- Gross receipts
- $1,963,439
- Employees
- 0
- Year formed
- 2004
- State of legal domicile
- MI
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 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NATHAN FORBES | PRESIDENT Officer | – | $0 |
| SIDNEY FORBES | DIRECTOR Officer | – | $0 |
| LINDA MCINTOSH | ASS. VICE PR Officer | – | $0 |
| ANDREA O'CONNOR | SECRETARY/TR Officer | – | $0 |
| MITCHELL WHITTING | ASS. VICE PR Officer | – | $0 |
990 for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NATHAN FORBES | PRESIDENT Officer | – | $0 |
| SIDNEY FORBES | DIRECTOR Officer | – | $0 |
| LINDA MCINTOSH | ASS. VICE PR Officer | – | $0 |
| KATHRYN MILLEA | ASS. VICE PR Officer | – | $0 |
| ANDREA O'CONNOR | SECRETARY/TR Officer | – | $0 |
990 for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NATHAN FORBES | PRESIDENT Officer | – | $0 |
| SIDNEY FORBES | DIRECTOR Officer | – | $0 |
| LINDA MCINTOSH | ASS. VICE PR Officer | – | $0 |
| KATHRYN MILLEA | ASS. VICE PR Officer | – | $0 |
| ANDREA O'CONNOR | SECRETARY/TR Officer | – | $0 |
Address and contacts
- Address (IRS master file)
- 2800 WEST BIG BEAVER ROAD ROOM 300, TROY, MI 48084-3206
- In care of
- % NATHAN FORBES
- Principal officer (990 for 2025)
- LINDA MCINTOSH, 2800 WEST BIG BEAVER ROAD RM 300, TROY, MI 48084
- Signed the 990
- LINDA MCINTOSH, ASS. VICE PRESIDENT
- Phone
- (248) 643-6360
- Return prepared by
- DAVID R LENZ CPA
Mission
THE ORGANIZATION WILL UNDERTAKE NUMEROUS ACTIVITIES TO RAISE FUNDS IN ORDER TO DISTRIBUTE THE NET PROCEEDS TO OTHER TAX-EXEMPT ORGANIZATIONS, PRIMARILY IN THE STATE OF MICHIGAN.
Program accomplishments
- THE FOUNDATIONS PRIMARY PURPOSE IS TO RAISE MONEY AND DISTRIBUTE THE NET PROCEEDS TO VARIOUS TAX-EXEMPT ORGANIZATIONS. 43 DIFFERENT TAX-EXEMPT ORGANIZATIONS BENEFITED FROM THE NET PROCEEDS OF THE FOUNDATIONS MONEY RAISING EVENTS. DURING 2025 394,003 WAS CONTRIBUTED TO THE 43 TAX-EXEMPT ORGANIZATIONS. THE CONTRIBUTIONS RANGED FROM 250 TO 166,058.Expenses $394,003 · grants $394,003
- EXPENSES TO PERFORM, MAINTAIN, AND MANAGE EVENTS
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 20-0669940
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2004
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $472,729
- Income (IRS master file)
- $1,963,439
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $219,821 | $394,003 | $472,729 | IRS |
| 990 | December 2024 | $492,096 | $220,385 | $646,911 | IRS |
| 990 | December 2023 | $110,913 | $290,070 | $375,200 | XML |
| 990 | December 2022 | $337,320 | $225,690 | $554,357 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | 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 20-0669940).
Questions about SOMERSET COLLECTION CHARITABLE FDN
- What is the EIN of SOMERSET COLLECTION CHARITABLE FDN?
- The employer identification number (EIN) of SOMERSET COLLECTION CHARITABLE FDN is 20-0669940.
- Is SOMERSET COLLECTION CHARITABLE FDN tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to SOMERSET COLLECTION CHARITABLE FDN tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SOMERSET COLLECTION CHARITABLE FDN file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SOMERSET COLLECTION CHARITABLE FDN 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 SOMERSET COLLECTION CHARITABLE FDN last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of SOMERSET COLLECTION CHARITABLE FDN?
- The 990 for the year ended December 31, 2025 names LINDA MCINTOSH.
- Who are the officers and directors of SOMERSET COLLECTION CHARITABLE FDN?
- The 990 for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does SOMERSET COLLECTION CHARITABLE FDN have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $219,821, expenses of $394,003 and total assets of $472,729 at year end.
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All nonprofits in TROY · Michigan · Philanthropy, voluntarism and grantmaking foundations