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Nonprofit · EIN 52-1515095

SOMERSET COUNTY HISTORICAL TRUST INCORPORATED

Tax-exempt · PRINCESS ANNE, MD 21853

Financials

$66K$24K2023$108K$142K2024
Revenue Expenses · by fiscal year end
Financials of SOMERSET COUNTY HISTORICAL TRUST INCORPORATED by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-EZ$108,208$141,954-$33,746$167,884–$167,884
December 31, 2023990-EZ$65,616$23,980$41,636$201,630–$201,630
Financial details: 990-EZ for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$48,626
Membership dues
$1,040
Program service revenue
$46,000
Investment income
$4,182
Net gain from sales of assets
$8,360

Expenses

Grants and similar amounts paid
$33,600
Compensation of officers, directors and key employees
$0
Professional fees and payments to contractors
$90,566
Occupancy
$276
Printing, publications and postage
$529
Other expenses
$16,983
Program services (functional)
$91,567

Balance sheet and other

Total assets, start of year
$201,630
Total assets, end of year
$167,884
Total liabilities, end of year
–
Net assets, end of year
$167,884
Cash, savings and investments
$130,866
Land and buildings
$37,018
Gross receipts
$108,208

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 December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
Randolph O GeorgePresident20$0
Shawn CarlsonVice President0.2$0
Regina BellTreasurer3$0
Gina GerhardSecretary5$0
990-EZ for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
Randolph O GeorgePresident20$0
John F OrthVice President0.2$0
Regina BellTreasurer2$0
Gina GerhardSecretary5$0

Address and contacts

Address (IRS master file)
PO BOX 863, PRINCESS ANNE, MD 21853-0863
In care of
% MRS HOWARD YERGES
Mailing address (990-N for 2022)
PO Box 863, Princess Anne MD 21853
Principal officer (990-N for 2022)
Regina Bell, PO Box 457, Princess Anne MD 21853
Signed the 990-EZ
Regina Bell, Treasurer
Phone
(410) 651-3062

Mission

We are dedicated to preserving the legacy of Somersets past by providing stewardshop to historic properties, information and resources to those concerned about preservation, and promoting our tangible wealth of history on Marylands Eastern Shore.

990-EZ for the year ended December 31, 2024

Program accomplishments

  • The Trust is sponsoring a project to transcribe theletters of Elizabeth Teackle; these will be publishedinterprting lives of early Princess Anne residents
    Expenses $34,874 · grants $33,600
  • The trust administers a Maryland Historical Trustprogram to identify threatened sites in Somerset County.Resulting inventory is used in preservation efforts
    Expenses $20,250
  • In 2024, the trust purchased the south Teackle Gate House, an early 19th century housein Princess Anne in order to restore it for use as an office and meeting space.
    Expenses $35,028
  • The trust continues vehicles initiated during the pandemic to remain connected to its members by maintaining a website, publishing a quarterly newsletter, maintaining an inventory of period building materials donated by its members, keeping a list of contractors known to provide restoration services, and welcoming newcomers to the community.The trust in the past has supported the Mount Zion Historical Society in its efforts to maintain the Mt. Zion Church. In 2024, the Trust paid for costs involved in creating an easment on the Historical Societys property so that a $90,000 grant from Maryland Historical Trust could be accessed.
    Expenses $1,415

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-EZ on file
2023December 31, 2023May 15, 2024990-EZ on file

IRS record

EIN
52-1515095
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
1987
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$167,884
Income (IRS master file)
$108,208

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZDecember 2024$108,208$141,954$167,884IRS
990-EZDecember 2023$65,616$23,980$201,630XML
990-N for 2022
Officer: Regina Bell
December 31, 2022≤ $50,000 receipts––e-Postcard
990-EZDecember 2020–––IRS
990-EZDecember 2019–––IRS
990-EZDecember 2018–––IRS
990-N for 2017
Officer: Gale Yerges
December 31, 2017≤ $50,000 receipts––e-Postcard

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 52-1515095).

Questions about SOMERSET COUNTY HISTORICAL TRUST INCORPORATED

What is the EIN of SOMERSET COUNTY HISTORICAL TRUST INCORPORATED?
The employer identification number (EIN) of SOMERSET COUNTY HISTORICAL TRUST INCORPORATED is 52-1515095.
Is SOMERSET COUNTY HISTORICAL TRUST INCORPORATED tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
Are donations to SOMERSET COUNTY HISTORICAL TRUST INCORPORATED tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does SOMERSET COUNTY HISTORICAL TRUST INCORPORATED 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 COUNTY HISTORICAL TRUST INCORPORATED due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SOMERSET COUNTY HISTORICAL TRUST INCORPORATED last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended December 2024.
Who is the principal officer of SOMERSET COUNTY HISTORICAL TRUST INCORPORATED?
The 990-N for 2022 names Regina Bell.
Who are the officers and directors of SOMERSET COUNTY HISTORICAL TRUST INCORPORATED?
The 990-EZ for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
How much revenue does SOMERSET COUNTY HISTORICAL TRUST INCORPORATED have?
On its 990-EZ for the year ended December 31, 2024 it reported revenue of $108,208, expenses of $141,954 and total assets of $167,884 at year end.

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