Graham & Thelma Somerville Charitable Trust

PITTSBURGH, PA EIN: 35-6547211

Graham & Thelma Somerville Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PITTSBURGH, PA. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $2.8M in total assets. In 2024, it awarded 11 grants totaling $204K. Net investment income was $104K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.8M

-3.5% YoY

Annual Giving

$204K

+13.5% YoY

Grant Count

11

+0.0% YoY

Avg Grant Size

$19K

+13.5% YoY

Under IRS private-foundation payout rules, Graham & Thelma Somerville Charitable Trust reported a distributable amount of $169K for 2024 — the minimum it must pay out in qualifying distributions.

About Graham & Thelma Somerville Charitable Trust

Based on IRS filings

Graham & Thelma Somerville Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PITTSBURGH, PA. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $2.8M in total assets. In 2024, it awarded 11 grants totaling $204K. Net investment income was $104K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

5states

Cities

AtlantaBrookfieldChicagoFort WayneFt WayneIndianapolisOklahoma City

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$93K$185K$278K$370K201920202021202220232024
Metric202420232022
Total Assets$2,794,666$2,896,917$2,981,925
Revenue$132,111$128,319$114,468
Expenses$240,820$213,930$336,773
Qualifying Distributions$211,198$196,312$313,431
Net Investment Income$104,033$110,495$95,676
Distributable Amount$169,360$150,632$177,227

Giving Over Time

Total grant dollars and number of grants per year

$0$74K$148K$222K$296K11 grants201911 grants202011 grants202111 grants202211 grants202311 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

ARTHRITIS FOUNDATION$43KAMERICAN LUNG ASSOCIATION$27KAMERICAN CANCER SOCIETY$27KTURNSTONE CENTER INC$27KALZHEIMERS DISEASE & REL…$14KSCAN$14KCROSSROAD CHILD & FAMILY…$14KLEAGUE FT BLINDDISABLED …$14KST MARYS CATHOLIC CHURCH$14KJUNIOR ACHIEVEMENT OF N …$7K

Grant Size Distribution

55 grants across all recorded years

54<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Arthritis Foundation ($43,420), American Lung Association ($27,472), American Cancer Society ($27,472).

RecipientPurposeAmount
AMERICAN LUNG ASSOCIATION BROOKFIELD, WIGENERAL SUPPORT$27,472
AMERICAN CANCER SOCIETY OKLAHOMA CITY, OKGENERAL SUPPORT$27,472
ALZHEIMERS DISEASE & RELATED CHICAGO, ILGENERAL SUPPORT$13,736
SCAN FORT WAYNE, INGENERAL SUPPORT$13,736
CROSSROAD CHILD & FAMILY SERVICES FORT WAYNE, INGENERAL SUPPORT$13,736
LEAGUE FT BLINDDISABLED INC FT WAYNE, INGENERAL SUPPORT$13,736
TURNSTONE CENTER INC FT WAYNE, INGENERAL SUPPORT$27,472
JUNIOR ACHIEVEMENT OF N INDIANA FORT WAYNE, INGENERAL SUPPORT$6,868
ST MARYS CATHOLIC CHURCH FORT WAYNE, INGENERAL SUPPORT$13,736
FORT WAYNE RESCUE MISSION FORT WAYNE, INGENERAL SUPPORT$2,943

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

PNC BANK N ATRUSTEE$34K

From 2024 filing

NameTitleHoursCompensation
PNC BANK N ATRUSTEE7$34,357

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Graham & Thelma Somerville Charitable Trust?

Graham & Thelma Somerville Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PITTSBURGH, PA. It holds $2.8M in total assets as of 2024.

How large is Graham & Thelma Somerville Charitable Trust?

As of 2024, Graham & Thelma Somerville Charitable Trust holds $2.8M in total assets with $132K in annual revenue. It awarded 11 grants totaling $204K in 2024.

Where does Graham & Thelma Somerville Charitable Trust operate?

Graham & Thelma Somerville Charitable Trust has awarded grants in Georgia, Illinois, Indiana, Oklahoma, Wisconsin.

What size grants does Graham & Thelma Somerville Charitable Trust award?

In 2024, Graham & Thelma Somerville Charitable Trust awarded 11 grants totaling $204K — an average of about $19K per grant, based on its IRS Form 990 filings.

How much is Graham & Thelma Somerville Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Graham & Thelma Somerville Charitable Trust reported a distributable amount of $169K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Graham & Thelma Somerville Charitable Trust's EIN?

Graham & Thelma Somerville Charitable Trust's EIN (Employer Identification Number) is 35-6547211. IRS Form 990 filing data is available on this page for 2019–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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