Nonprofit · EIN 45-1715479
SOMERVILLE ELKS CHARITABLE TRUST
Tax-exempt · BRIDGEWATER, NJ 08807
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990 | $168,174 | $165,203 | $2,971 | $338,997 | $4,377 | $334,620 |
| March 31, 2025 | 990 | $190,335 | $184,889 | $5,446 | $333,740 | $11,869 | $321,871 |
| March 31, 2024 | 990-EZ | $179,797 | $58,882 | $120,915 | $290,420 | $1,528 | $464,042 |
Financial details: 990 for the year ended March 31, 2026
Revenue
- Contributions, gifts and grants
- $196,739
- Program service revenue
- $0
- Investment income
- $10,382
- Net income from fundraising events
- -$38,947
- Other revenue
- -$38,947
Expenses
- Grants and similar amounts paid
- $107,063
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $4,000
- Program services (functional)
- $160,950
- Management and general (functional)
- $4,253
Balance sheet and other
- Total assets, start of year
- $333,740
- Total assets, end of year
- $338,997
- Total liabilities, end of year
- $4,377
- Net assets, end of year
- $334,620
- Publicly traded securities
- $142,725
- Net assets without donor restrictions
- $145,941
- Net assets with donor restrictions
- $188,679
- Gross receipts
- $243,405
- Employees
- 0
- Volunteers
- 50
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 March 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Andre Massop | Exalted Ruler Trustee or director, Officer | 10 | $0 |
| John Hegedus | Trustee Trustee or director | 10 | $0 |
| Joe Keating | Trustee Trustee or director | 10 | $0 |
| Carmen Rotella | Chairman Trustee or director, Officer | 10 | $0 |
| Cynthia Freund | Secretary Trustee or director, Officer | 10 | $0 |
| Morton Lazarus | Treasurer Trustee or director, Officer | 10 | $0 |
| Matthew Butler | Trustee Trustee or director | 10 | $0 |
| Angelo Clementi | Trustee Trustee or director | 0 | $0 |
990 for the year ended March 31, 2025: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Connor Grade | Exalted Ruler Trustee or director, Officer | 10 | $0 |
| John Hegedus | Trustee Trustee or director | 10 | $0 |
| Joe Keating | Trustee Trustee or director | 10 | $0 |
| Jim Daley | Trustee Trustee or director | 10 | $0 |
| Carmen Rotella | Trustee Trustee or director | 10 | $0 |
| Brian Brennan | Chairman Trustee or director, Officer | 10 | $0 |
| Cynthia Freund | Secretary Officer | 10 | $0 |
| Morton Lazarus | Treasurer Officer | 10 | $0 |
990-EZ for the year ended March 31, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ADELINA BOGAN-PELICAN | EXALTED RULER | 0 | $0 |
| HANK WERNER | Trustee | 0 | $0 |
| CARMEN ROTELLA | Trustee | 0 | $0 |
| CYNTHIA FRUEND | Trustee | 0 | $0 |
| TIM BURNS | Trustee | 0 | $0 |
| DONNA DANTE | Trustee | 0 | $0 |
| LYNDSAY WERNER | Trustee | 0 | $0 |
| MORTON LAZARUS | Treasurer | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 375 UNION AVE, BRIDGEWATER, NJ 08807-3108
- In care of
- % SOMERVILLE ELKS CHARITABLE TRUST
- Signed the 990
- Andre Massop, Exalted Ruler
- Phone
- (908) 722-4634
- Return prepared by
- Morey Nee Tobias & Oswald LLC
Mission
TO RAISE FUNDS TO PROVIDE SUPPORT AND SUBSIDY FOR THE SOMERVILLE ELK'S LODGE #1068 CHARITABLE AND CIVIC PROGRAMS AND ALSO TO RUN THE LODGE'S CHARITABLE AND CIVIC PROGRAMS
Program accomplishments
- JACK'S KIDS COMMITTEE - TO PROVIDE SUPPORT AND SUBSIDY TO FAMILIES AND INDIVIDUALS DEALING WITH CHILDREN OR LOVED ONES WITH SEVERE PHYSICAL OR MENTAL HANDICAPS OR MEDICAL ISSUES.Expenses $107,063 · grants $107,063 · revenue $100,102
- SPECIAL CHILDREN'S COMMITTEE - TO SUPPORT AND SUBSIDIZE THE SPECIAL NEEDS CHILDREN'S PROGRAM AND TO SUPPORT THE SPECIAL NEEDS CHILDRENS CENTER SPONSER BY THE ELK'S LODGE.Expenses $32,307
- YOUTH ACTIVITIES COMMITTEE - TO ADMINISTER PROGRAMS DESIGNED TO GIVE LOCAL CHILDREN A FUN AND EDUCATIONAL EXPERIENCE AS WELL AS A SAFE PLACE TO GO AND BE THEMSELVES.Expenses $21,580
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 March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | 990 on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990 on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 45-1715479
- 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
- 2011
- Accounting year ends
- March
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $338,997
- Income (IRS master file)
- $243,405
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | March 2026 | $168,174 | $165,203 | $338,997 | XML |
| 990 | March 2025 | $190,335 | $184,889 | $333,740 | XML |
| 990-EZ | March 2024 | $179,797 | $58,882 | $290,420 | XML |
| 990 | March 2023 | $172,980 | $153,736 | $342,865 | IRS |
| 990 | March 2022 | – | – | – | IRS |
| 990 | March 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 45-1715479).
Questions about SOMERVILLE ELKS CHARITABLE TRUST
- What is the EIN of SOMERVILLE ELKS CHARITABLE TRUST?
- The employer identification number (EIN) of SOMERVILLE ELKS CHARITABLE TRUST is 45-1715479.
- Is SOMERVILLE ELKS CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to SOMERVILLE ELKS CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SOMERVILLE ELKS 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 SOMERVILLE ELKS CHARITABLE TRUST due?
- The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SOMERVILLE ELKS CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended March 2026.
- Who are the officers and directors of SOMERVILLE ELKS CHARITABLE TRUST?
- The 990 for the year ended March 31, 2026 lists 8 people; 0 received compensation from the organization.
- How much revenue does SOMERVILLE ELKS CHARITABLE TRUST have?
- On its 990 for the year ended March 31, 2026 it reported revenue of $168,174, expenses of $165,203 and total assets of $338,997 at year end.
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All nonprofits in BRIDGEWATER · New Jersey · Philanthropy, voluntarism and grantmaking foundations