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Nonprofit · EIN 87-1811420

SOMERSET FOUNDATION INC

Tax-exempt · WINTER PARK, FL 32789

Financials

$0$02022$13K$02023$789$7802024$8K$13K2025
Revenue Expenses · by fiscal year end
Financials of SOMERSET FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$7,745$13,240-$5,495$7,026$0$7,026
December 31, 2024990-PF$789$780$9$12,521$0$12,521
December 31, 2023990-PF$12,512$0$12,512$12,512$0$12,512
December 31, 2022990-PF$0$0$0$0$0$0
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$7,740
Interest
$5

Expenses

Grants and similar amounts paid
$7,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$13,240

Balance sheet and other

Total assets, start of year
$12,521
Total assets, end of year
$7,026
Total liabilities, end of year
$0
Net assets, end of year
$7,026
Fair market value of assets
$7,026
Qualifying distributions
$13,240
Net investment income
$5

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
ROY W BLOCK
405 LAKEWOOD DRIVER, WINTER PARK, FL 32789
PRESIDENT/DIRECTOR0.5$0
JO-ANNE E STEVENSON-BLOCK
405 LAKEWOOD DRIVER, WINTER PARK, FL 32789
VICE PRESIDENT/DIRECTOR0.5$0
990-PF for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
ROY W BLOCK
405 LAKEWOOD DRIVER, WINTER PARK, FL 32789
PRESIDENT/DIRECTOR0$0
JO-ANNE E STEVENSON-BLOCK
405 LAKEWOOD DRIVER, WINTER PARK, FL 32789
VICE PRESIDENT/DIRECTOR0$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
ROY W BLOCK
405 Lakewood Driver, Winter Park, FL 32789
PRESIDENT/DIRECTOR1$0
JO-ANNE E STEVENSON-BLOCK
405 Lakewood Driver, Winter Park, FL 32789
VICE PRESIDENT/DIRECTOR1$0
990-PF for the year ended December 31, 2022: 2 people
NameTitleHours / weekCompensation
ROY W BLOCK
405 LAKEWOOD DRIVER, WINTER PARK, FL 32789
PRESIDENT/DIRECTOR0$0
JO-ANNE E STEVENSON-BLOCK
405 LAKEWOOD DRIVER, WINTER PARK, FL 32789
VICE PRESIDENT/DIRECTOR0$0

Address and contacts

Address (IRS master file)
405 LAKEWOOD DRIVER, WINTER PARK, FL 32789-0000
In care of
% ROY W BLOCK
Signed the 990-PF
ROY BLOCK, PRESIDENT
Phone
(407) 256-0509
Return prepared by
WITHUMSMITHBROWNPC

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
87-1811420
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
2022
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$7,026
Income (IRS master file)
$7,745

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$7,745$13,240$7,026IRS
990-PFDecember 2024$789$780$12,521XML
990-PFDecember 2023$12,512$0$12,512IRS
990-PFDecember 2022$0$0$0XML
990-PFDecember 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 87-1811420).

Questions about SOMERSET FOUNDATION INC

What is the EIN of SOMERSET FOUNDATION INC?
The employer identification number (EIN) of SOMERSET FOUNDATION INC is 87-1811420.
Is SOMERSET FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
Are donations to SOMERSET FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SOMERSET FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of SOMERSET FOUNDATION INC 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 SOMERSET FOUNDATION INC 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 SOMERSET FOUNDATION INC?
The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does SOMERSET FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $7,745, expenses of $13,240 and total assets of $7,026 at year end.

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