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Nonprofit · EIN 23-7076432

SOMERSET LIONS CLUB INC CHARITABLE TRUST

Tax-exempt (reinstated) · SOMERSET, MA 02726

Financials

$56K$73K2023$53K$49K2024
Revenue Expenses · by fiscal year end
Financials of SOMERSET LIONS CLUB INC CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-EZ$53,141$49,458$3,683$31,699$0$31,699
June 30, 2024990-EZ$55,552$72,688-$17,136$28,016$0$28,016
Financial details: 990-EZ for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$43,447
Membership dues
$5,677
Program service revenue
$3,640
Investment income
$377

Expenses

Grants and similar amounts paid
$39,094
Compensation of officers, directors and key employees
$0
Printing, publications and postage
$439
Other expenses
$9,925
Program services (functional)
$5,423

Balance sheet and other

Total assets, start of year
$28,016
Total assets, end of year
$31,699
Total liabilities, end of year
$0
Net assets, end of year
$31,699
Cash, savings and investments
$31,699
Gross receipts
$68,108

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-EZ for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
JOHN HINVESPRESIDENT10$0
LAURIE LEBEAUTREASURER5$0
ANN GORDONSECRETARY10$0
SCOTT LEBEAUTRUSTEE5$0
CARL MONROETRUSTEE5$0
RENA JACOBSONTRUSTEE5$0
MICHAEL CORREIATRUSTEE5$0
LINDSAY LACHAPELLETRUSTEE5$0
STUART SOLUPTRUSTEE5$0
RUSSELL BURKETRUSTEE5$0
SAM REIDYTRUSTEE5$0
SASHA HORTONTRUSTEE5$0
990-EZ for the year ended June 30, 2024: 12 people
NameTitleHours / weekCompensation
JOHN HINVESPRESIDENT10$0
JANE PUCCIOTREASURER5$0
ANN GORDONSECRETARY10$0
SCOTT LEBEAUTRUSTEE5$0
CARL MONROETRUSTEE5$0
MICHAEL CORREIATRUSTEE5$0
CYNTHIA MONROETRUSTEE5$0
LINDSAY LACHAPELLETRUSTEE5$0
STUART SOLUPTRUSTEE5$0
RUSSELL BURKETRUSTEE5$0
ELISE LACHANCETRUSTEE5$0
SASHA HORTONTRUSTEE5$0

Address and contacts

Address (IRS master file)
329 WASHINGTON AVE, SOMERSET, MA 02726-4524
In care of
% MIKE CORREIA
Signed the 990-EZ
RENA JACOBSON, PRESIDENT
Phone
(508) 996-0389
Return prepared by
DIAS LAPALME & MARTIN LLP

Mission

LIONS CLUB INTERNATIONAL CAUSES, PRIMARILY EYE SIGHT SUPPORT, AND LOCAL COMMUNITY SERVICE SUPPORT FOR FOOD ASSISTANCE, HEALTH RELATED EDUCATION AND SUPPORT, AND CHILDREN'S GROUPS SUPPORT.

990-EZ for the year ended June 30, 2025

Program accomplishments

  • SUPPORT OF LOCAL CHARITIES
    Expenses $1,007 · grants $2,125
  • SUPPORT OF LOCAL ORGANIZATIONS
    grants $4,477
  • SUPPORT OF MA LIONS EYE RESEARCH
    Expenses $4,416 · grants $30,314
  • SUPPORT OF MA LIONS DISTRICT 33S REGARDING HEALTH EDUCATION AND RELIEF
    grants $2,400

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 June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-EZ on file
2023June 30, 2024November 15, 2024990-EZ on file

IRS record

EIN
23-7076432
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2024
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$31,699
Income (IRS master file)
$68,108

Revocation and reinstatement

Exemption revoked
November 15, 2022
Posted by the IRS
March 13, 2023
Reinstated
Effective November 15, 2022

From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZJune 2025$53,141$49,458$31,699XML
990-EZJune 2024$55,552$72,688$28,016XML

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 23-7076432).

Questions about SOMERSET LIONS CLUB INC CHARITABLE TRUST

What is the EIN of SOMERSET LIONS CLUB INC CHARITABLE TRUST?
The employer identification number (EIN) of SOMERSET LIONS CLUB INC CHARITABLE TRUST is 23-7076432.
Is SOMERSET LIONS CLUB INC CHARITABLE TRUST tax-exempt?
Yes. The IRS revoked its exemption on November 15, 2022 and reinstated it effective November 15, 2022.
Are donations to SOMERSET LIONS CLUB INC CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does SOMERSET LIONS CLUB INC CHARITABLE TRUST 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 LIONS CLUB INC CHARITABLE TRUST 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 SOMERSET LIONS CLUB INC CHARITABLE TRUST last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
Who are the officers and directors of SOMERSET LIONS CLUB INC CHARITABLE TRUST?
The 990-EZ for the year ended June 30, 2025 lists 12 people; 0 received compensation from the organization.
How much revenue does SOMERSET LIONS CLUB INC CHARITABLE TRUST have?
On its 990-EZ for the year ended June 30, 2025 it reported revenue of $53,141, expenses of $49,458 and total assets of $31,699 at year end.

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