Nonprofit · EIN 20-3771709
SOMERLED CHARITABLE FOUNDATION
Tax-exempt · DUXBURY, MA 02332
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990-PF (amended) | $1,325,728 | $702,820 | $622,908 | $838,237 | -$2,448 | $840,685 |
| October 31, 2024 | 990-PF | $265,601 | $249,337 | $16,264 | $211,330 | -$1,158 | $212,488 |
| October 31, 2023 | 990-PF | $112,174 | $222,009 | -$109,835 | $195,098 | -$1,832 | $196,930 |
Financial details: 990-PF for the year ended October 31, 2025
Revenue
- Contributions, gifts and grants
- $737,737
- Dividends
- $16,525
- Net gain from sales of assets
- $568,639
- Other income
- $2,827
Expenses
- Grants and similar amounts paid
- $22,356
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $59,667
- Disbursements for charitable purposes
- $688,216
- Excise tax on investment income
- $8,134
Balance sheet and other
- Total assets, start of year
- $211,330
- Total assets, end of year
- $838,237
- Total liabilities, end of year
- -$2,448
- Net assets, end of year
- $840,685
- Fair market value of assets
- $838,237
- Qualifying distributions
- $763,216
- Net investment income
- $585,164
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 October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Ryan Scott Evans 153 Bennett Avenue, 4E, New York, NY 10040 | Artistic Director | 30 | $59,667 |
| Wendy L Macdonald 233 Marshall Street, Duxbury, MA 02332 | Trustee | 40 | $0 |
| Robert L Macdonald 233 Marshall Street, Duxbury, MA 02332 | Trustee | 20 | $0 |
| Sarah L Macdonald 233 Marshall Street, Duxbury, MA 02332 | Trustee | 1 | $0 |
990-PF for the year ended October 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Ryan Scott Evans 153 Bennett Avenue, 4E, New York, NY 10040 | Artistic Director | 30 | $60,250 |
| Wendy L Macdonald 233 Marshall Street, Duxbury, MA 02332 | Trustee | 40 | $0 |
| Robert L Macdonald 233 Marshall Street, Duxbury, MA 02332 | Trustee | 20 | $0 |
| Sarah L Macdonald 233 Marshall Street, Duxbury, MA 02332 | Trustee | 1 | $0 |
990-PF for the year ended October 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Ryan Scott Evans 427 W 45th St, Apt 2RE, New York, NY 10036 | Artistic Director | 30 | $54,329 |
| Wendy L Macdonald 233 Marshall Street, Duxbury, MA 02332 | Trustee | 40 | $0 |
| Robert L Macdonald 233 Marshall Street, Duxbury, MA 02332 | Trustee | 10 | $0 |
| Sarah L Macdonald 233 Marshall Street, Duxbury, MA 02332 | Trustee | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 233 MARSHALL ST, DUXBURY, MA 02332-5126
- In care of
- % WENDY MACDONALD
- Signed the 990-PF
- Wendy, Macdonald
- Phone
- (617) 921-1103
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | October 31, 2026 | March 15, 2027 | Not due yet |
| 2024 | October 31, 2025 | March 16, 2026 | 990-PF on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990-PF on file |
IRS record
- EIN
- 20-3771709
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 2005
- Accounting year ends
- October
- Files
- Form 990-PF
- Category (NTEE)
- Arts, culture and humanities (A60)
- Assets (IRS master file)
- $838,237
- Income (IRS master file)
- $2,060,706
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | October 2025 | $1,325,728 | $702,820 | $838,237 | IRS |
| 990-PF | October 2024 | $265,601 | $249,337 | $211,330 | XML |
| 990-PF | October 2023 | $112,174 | $222,009 | $195,098 | XML |
| 990-PF | October 2022 | – | – | – | IRS |
| 990-PF | October 2021 | – | – | – | IRS |
| 990-PF | October 2020 | – | – | – | IRS |
| 990-PF | October 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 20-3771709).
Questions about SOMERLED CHARITABLE FOUNDATION
- What is the EIN of SOMERLED CHARITABLE FOUNDATION?
- The employer identification number (EIN) of SOMERLED CHARITABLE FOUNDATION is 20-3771709.
- Is SOMERLED CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to SOMERLED CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does SOMERLED CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SOMERLED CHARITABLE FOUNDATION due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SOMERLED CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended October 2025.
- Who are the officers and directors of SOMERLED CHARITABLE FOUNDATION?
- The 990-PF for the year ended October 31, 2025 lists 4 people; 1 received compensation from the organization, the highest $59,667 (Ryan Scott Evans, Artistic Director).
- How much revenue does SOMERLED CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended October 31, 2025 it reported revenue of $1,325,728, expenses of $702,820 and total assets of $838,237 at year end.
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