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Nonprofit · EIN 48-6262499

S ORLANDO SOMERS TR

Tax-exempt · KANSAS CITY, MO 64141

Financials

$40K$84K2023$77K$91K2024$139K$97K2025
Revenue Expenses · by fiscal year end
Financials of S ORLANDO SOMERS TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$139,053$96,918$42,135$1,352,877$0$1,352,877
December 31, 2024990-PF$77,113$91,158-$14,045$1,310,791$0$1,310,791
December 31, 2023990-PF$40,192$84,133-$43,941$1,324,610$0$1,324,610
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$36,112
Net gain from sales of assets
$102,941

Expenses

Grants and similar amounts paid
$76,647
Compensation of officers, directors and key employees
$18,891
Disbursements for charitable purposes
$81,250
Excise tax on investment income
$1,727

Balance sheet and other

Total assets, start of year
$1,310,791
Total assets, end of year
$1,352,877
Total liabilities, end of year
$0
Net assets, end of year
$1,352,877
Fair market value of assets
$1,641,140
Qualifying distributions
$81,250
Net investment income
$139,053

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 December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
COMMERCE TRUST
PO BOX 419248, KANSAS CITY, MO 641416248
TRUSTEE1$18,891
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
COMMERCE TRUST
PO BOX 419248, KANSAS CITY, MO 641416248
TRUSTEE1$18,157
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
COMMERCE TRUST
PO BOX 419248, KANSAS CITY, MO 641416248
TRUSTEE1$16,644

Address and contacts

Address (IRS master file)
PO BOX 419248, KANSAS CITY, MO 64141-6248
In care of
% COMMERCE TRUST COMPANY TTEE
Signed the 990-PF
COMMERCE TRUST, TRUSTEE
Phone
(816) 234-2000

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
48-6262499
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
December
Files
Form 990-PF
Assets (IRS master file)
$1,352,877
Income (IRS master file)
$391,280

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$139,053$96,918$1,352,877IRS
990-PFDecember 2024$77,113$91,158$1,310,791IRS
990-PFDecember 2023$40,192$84,133$1,324,610XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 48-6262499).

Questions about S ORLANDO SOMERS TR

What is the EIN of S ORLANDO SOMERS TR?
The employer identification number (EIN) of S ORLANDO SOMERS TR is 48-6262499.
Is S ORLANDO SOMERS TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
Are donations to S ORLANDO SOMERS TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does S ORLANDO SOMERS TR file?
Form 990-PF. Private foundations file every year.
When is the next return of S ORLANDO SOMERS TR 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 S ORLANDO SOMERS TR last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of S ORLANDO SOMERS TR?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $18,891 (COMMERCE TRUST, TRUSTEE).
How much revenue does S ORLANDO SOMERS TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $139,053, expenses of $96,918 and total assets of $1,352,877 at year end.

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