Somerled Charitable Foundation

Duxbury, MA
Tax-exempt since Dec. 2005
EIN: 20-3771709

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Arts, Culture and Humanities / Performing Arts Organizations (NTEE)

Donations to this organization are tax deductible.

Revenue

$266k (2024)

Expenses

$249k (2024)

Total Assets

$211k (2024)

Total Liabilities

−$1.16k (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Oct.
2024

Revenue

$265,601

Expenses

$249,337

Net Income

$16,264

Net Assets

$212,488

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$251,394	94.7%
Interest Revenue	$0
Dividends	$10,801	4.1%
Sales of Assets	$3,274	1.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$237,835	95.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$211,330
Total Liabilities	-$1,158
Net Assets	$212,488

Compensation

Key Employees and Officers	Compensation	Other
Ryan Scott Evans (Artistic Director)	$60,250	$0
Wendy L Macdonald (Trustee)	$0	$0
Robert L Macdonald (Trustee)	$0	$0
Sarah L Macdonald (Trustee)	$0	$0

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990-PF

Filed on March 13, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Oct.
2023

Revenue

$112,174

Expenses

$222,009

Net Income

-$109,835

Net Assets

$196,930

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$100,626	89.7%
Interest Revenue	$974	0.9%
Dividends	$10,265	9.2%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$220,009	99.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$195,098
Total Liabilities	-$1,832
Net Assets	$196,930

Compensation

Key Employees and Officers	Compensation	Other
Ryan Scott Evans (Artistic Director)	$54,329	$0
Wendy L Macdonald (Trustee)	$0	$0
Robert L Macdonald (Trustee)	$0	$0
Sarah L Macdonald (Trustee)	$0	$0

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990-PF

Filed on Jan. 30, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2022

Revenue

$1,850

Expenses

$154,558

Net Income

-$152,708

Net Assets

$309,000

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,576	85.2%
Dividends	$19	1.0%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$154,508	100.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$305,134
Total Liabilities	-$3,866
Net Assets	$309,000

Compensation

Key Employees and Officers	Compensation	Other
Wendy L Macdonald (Trustee)	$0	$0
Robert L Macdonald (Trustee)	$0	$0
Sarah L Macdonald (Trustee)	$0	$0

990-PF

Filed on March 13, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2021

Revenue

$1,232,366

Expenses

$351,700

Net Income

$880,666

Net Assets

$461,707

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$478,825	38.9%
Interest Revenue	$17	0.0%
Dividends	$0
Sales of Assets	$753,310	61.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$333,017	94.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$457,990
Total Liabilities	-$3,717
Net Assets	$461,707

Compensation

Key Employees and Officers	Compensation	Other
Wendy L Macdonald (Trustee)	$0	$0
Robert L Macdonald (Trustee)	$0	$0
Sarah L Macdonald (Trustee)	$0	$0

990-PF

Filed on May 18, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

View Filing (2 of 2)

Fiscal Year Ending Oct.
2020

Revenue

$631,403

Expenses

$881,290

Net Income

-$249,887

Net Assets

$301,953

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$150,900	23.9%
Interest Revenue	$96	0.0%
Dividends	$950	0.2%
Sales of Assets	$479,192	75.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$868,514	98.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$303,342
Total Liabilities	$1,389
Net Assets	$301,953

Compensation

Key Employees and Officers	Compensation	Other
Wendy L Macdonald (Trustee)	$0	$0
Robert L Macdonald (Trustee)	$0	$0
Sarah L Macdonald (Trustee)	$0	$0

990-PF

Filed on March 15, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Oct.
2019

Revenue

$284,666

Expenses

$260,870

Net Income

$23,796

Net Assets

$793,872

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$110,803	38.9%
Interest Revenue	$0
Dividends	$5,229	1.8%
Sales of Assets	$168,426	59.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$260,418	99.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$794,946
Total Liabilities	$1,074
Net Assets	$793,872

Compensation

Key Employees and Officers	Compensation	Other
Wendy L Macdonald (Trustee)	$0	$0
Robert L Macdonald (Trustee)	$0	$0
Sarah Macdonald (Trustee)	$0	$0

990-PF

Filed on Sept. 12, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Oct.
2018

Revenue

$642,400

Expenses

$291,328

Net Income

$351,072

Net Assets

$837,743

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$64,915	10.1%
Interest Revenue	$0
Dividends	$1,791	0.3%
Sales of Assets	$575,466	89.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$291,252	100.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$838,545
Total Liabilities	$802
Net Assets	$837,743

Compensation

Key Employees and Officers	Compensation	Other
Wendy L Macdonald (Trustee)	$0	$0
Robert L Macdonald (Trustee)	$0	$0
Sarah Macdonald (Trustee)	$0	$0

990-PF

Filed on Sept. 16, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2017

Revenue

$297,881

Expenses

$343,822

Net Income

-$45,941

Net Assets

$120,760

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$45,845	15.4%
Interest Revenue	$0
Dividends	$48	0.0%
Sales of Assets	$251,790	84.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$343,605	99.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$140,732
Total Liabilities	$19,972
Net Assets	$120,760

Compensation

Key Employees and Officers	Compensation	Other
Wendy L Macdonald (Trustee)	$0	$0
Robert L Macdonald (Trustee)	$0	$0
Sarah Macdonald (Trustee)	$0	$0

990-PF

Filed on Aug. 24, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2016

Revenue

$216,739

Expenses

$167,512

Net Income

$49,227

Net Assets

$234,122

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$144,775	66.8%
Interest Revenue	$0
Dividends	$13	0.0%
Sales of Assets	$71,450	33.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$160,461	95.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$235,215
Total Liabilities	$1,093
Net Assets	$234,122

Compensation

Key Employees and Officers	Compensation	Other
Wendy L Macdonald (Trustee)	$0	$0
Robert L Mac Donald (Trustee)	$0	$0
Sarah Macdonald (Trustee)	$0	$0

990-PF

Filed on Aug. 15, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2015

Revenue

$398,788

Expenses

$226,105

Net Income

$172,683

Net Assets

$184,895

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$174,225	43.7%
Interest Revenue	$0
Dividends	$11	0.0%
Sales of Assets	$224,521	56.3%
Other Income	-$74

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$226,074	100.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$184,895
Total Liabilities	$0
Net Assets	$184,895

Compensation

Key Employees and Officers	Compensation	Other
Wendy L Macdonald (Trustee)	$0	$0
Robert L Macdonald (Trustee)	$0	$0

990-PF

Filed on Aug. 11, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

PDF (2 of 2)

Fiscal Year Ending Oct.
2014

Revenue

$93,323

Expenses

$88,475

Net Income

$4,848

Net Assets

$11,133

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$85,176	91.3%
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$7,688	8.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$80,178	90.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$11,133
Total Liabilities	$0
Net Assets	$11,133

Compensation

Key Employees and Officers	Compensation	Other
Wendy L Macdonald (Trustee)	$0	$0
Robert L Macdonald (Trustee)	$0	$0

990-PF

Filed on Sept. 9, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2013

Revenue

$122,495

Expenses

$157,055

Net Income

-$34,560

Net Assets

$6,285

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$118,650	96.9%
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$142,084	90.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,285
Total Liabilities	$0
Net Assets	$6,285

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2012

Revenue

$865,264

Expenses

$839,719

Net Income

$25,545

Net Assets

$40,845

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$798,151	92.2%
Interest Revenue	$124	0.0%
Dividends	$0
Sales of Assets	$0
Other Income	$19,500	2.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$750,119	89.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$40,845
Total Liabilities	$0
Net Assets	$40,845

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2011

Revenue

$259,940

Expenses

$262,954

Net Income

-$3,014

Net Assets

$15,300

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$246,825	95.0%
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$5,000	1.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$174,714	66.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$65,300
Total Liabilities	$50,000
Net Assets	$15,300

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Oct.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2009

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2008

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2007

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Oct.
2006

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

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Somerled Charitable Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $266k (2024)

Expenses $249k (2024)

Total Assets $211k (2024)

Total Liabilities −$1.16k (2024)

Tax Filings by Year

Fiscal Year Ending Oct. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$266k (2024)

Expenses

$249k (2024)

Total Assets

$211k (2024)

Total Liabilities

−$1.16k (2024)

Fiscal Year Ending Oct.
2024

Fiscal Year Ending Oct.
2023

Fiscal Year Ending Oct.
2022

Fiscal Year Ending Oct.
2021

Fiscal Year Ending Oct.
2020

Fiscal Year Ending Oct.
2019

Fiscal Year Ending Oct.
2018

Fiscal Year Ending Oct.
2017

Fiscal Year Ending Oct.
2016

Fiscal Year Ending Oct.
2015

Fiscal Year Ending Oct.
2014

Fiscal Year Ending Oct.
2013

Fiscal Year Ending Oct.
2012

Fiscal Year Ending Oct.
2011

Fiscal Year Ending Oct.
2010

Fiscal Year Ending Oct.
2009

Fiscal Year Ending Oct.
2008

Fiscal Year Ending Oct.
2007

Fiscal Year Ending Oct.
2006