Jason Somerville Trust

LANCASTER, NH EIN: 02-6033716

Jason Somerville Trust is a private foundation, based in LANCASTER, NH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.4M in total assets. In 2024, it awarded 1 grants totaling $28K. Net investment income was $4K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.4M

+9.3% YoY

Annual Giving

$28K

+139.1% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$28K

+139.1% YoY

About Jason Somerville Trust

Based on IRS filings

Jason Somerville Trust is a private foundation, based in LANCASTER, NH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.4M in total assets. In 2024, it awarded 1 grants totaling $28K. Net investment income was $4K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

Cities

Bethlehem

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$48K$97K$145K$193K20202021202220232024
Metric202420232022
Total Assets$1,407,005$1,287,024$1,251,205
Revenue$175,597$65,493$43,527
Expenses$53,656$15,605$32,528
Qualifying Distributions$27,500$11,500$12,500
Net Investment Income$4,243$20,752$7,527
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$7K$14K$21K$28K1 grants20201 grants20211 grants20221 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

SEE STATEMENT 12$28K

Grant Size Distribution

5 grants across all recorded years

5<$50K$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 See Statement 12 ($27,500).

RecipientPurposeAmount
SEE STATEMENT 12 BETHLEHEM, NHCOLLEGE SCHOLARSHI$27,500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
SCOTT STEVENSONTRUSTEE
MARIE STEVENSONTRUSTEE

Frequently Asked Questions

How large is Jason Somerville Trust?

As of 2024, Jason Somerville Trust holds $1.4M in total assets with $176K in annual revenue. It awarded 1 grants totaling $28K in 2024.

Where does Jason Somerville Trust operate?

Jason Somerville Trust has awarded grants in New Hampshire.

What size grants does Jason Somerville Trust award?

In 2024, Jason Somerville Trust awarded 1 grants totaling $28K — an average of about $28K per grant, based on its IRS Form 990 filings.

What is Jason Somerville Trust's EIN?

Jason Somerville Trust's EIN (Employer Identification Number) is 02-6033716. IRS Form 990 filing data is available on this page for 2020–2024.

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

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