Somerled Charitable Foundation
Somerled Charitable Foundation is a private foundation focused on Arts, Culture & Humanities, based in Duxbury, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $211K in total assets. In 2024, it awarded 1 grant totaling $1K. Net investment income was $155K.
Key facts about Somerled Charitable Foundation
- EIN
- 20-3771709
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $1,000
- Grants made (2024)
- 1
- Average grant
- $1,000
- Median grant
- $1,000
- Total assets
- $211,330
- Primary geography
- New York (100% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
How Somerled Charitable Foundation gives
- Giving fell 99% from 2021 to 2024. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Next steps with Somerled Charitable Foundation
- How to evaluate Somerled Charitable Foundation as a funder
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$211K
+8.3% YoY
Annual Giving
$1K
Grant Count
1
Avg Grant Size
$1K
About Somerled Charitable Foundation
Based on IRS filings
Somerled Charitable Foundation is a private foundation focused on Arts, Culture & Humanities, based in Duxbury, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $211K in total assets. In 2024, it awarded 1 grant totaling $1K. Net investment income was $155K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 1 itemized 2024 grant dollars.
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $211,330 | $195,098 | $305,134 |
| Revenue | $265,601 | $112,174 | $1,850 |
| Expenses | $249,337 | $222,009 | $154,558 |
| Qualifying Distributions | $237,835 | $245,009 | $154,508 |
| Net Investment Income | $155,340 | $11,239 | $1,595 |
| Distributable Amount | — | — | — |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
188 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Natl Alliance for Musical Theatre ($1,000).
| Recipient | Purpose | Amount |
|---|---|---|
| Natl Alliance for Musical Theatre New York, NY | Support program activities Festival of New Musicals | $1,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Wendy L Macdonald | Trustee | 40 | — |
| Robert L Macdonald | Trustee | 20 | — |
| Sarah L Macdonald | Trustee | 1 | — |
| Ryan Scott Evans | Artistic Director | 30 | $60,250 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Somerled Charitable Foundation?
Somerled Charitable Foundation is a private foundation focused on Arts, Culture & Humanities, based in Duxbury, MA. It holds $211K in total assets as of 2024.
How large is Somerled Charitable Foundation?
As of 2024, Somerled Charitable Foundation holds $211K in total assets with $266K in annual revenue. It awarded 1 grant totaling $1K in 2024.
Where does Somerled Charitable Foundation operate?
Somerled Charitable Foundation has awarded grants in California, Florida, Georgia, Illinois, Maryland, New Jersey, New York, Pennsylvania, Virginia, Washington.
What size grants does Somerled Charitable Foundation award?
In 2024, Somerled Charitable Foundation awarded 1 grant totaling $1K — an average of about $1K per grant, based on its IRS Form 990 filings.
What is Somerled Charitable Foundation's EIN?
Somerled Charitable Foundation's EIN (Employer Identification Number) is 20-3771709. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.