Somerville Health Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $556K in total assets. In 2024, it awarded 2 grants totaling $25K. Net investment income was $14K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$556K
-2.4% YoY
Annual Giving
$25K
-6.1% YoY
Grant Count
2
-33.3% YoY
Avg Grant Size
$13K
+40.9% YoY
About Somerville Health Foundation
Based on IRS filings
Somerville Health Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $556K in total assets. In 2024, it awarded 2 grants totaling $25K. Net investment income was $14K.
Focus Areas
Ready to take the next step with Somerville Health Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $556,474 | $570,391 | $587,940 |
| Revenue | $19,791 | $18,546 | $39,837 |
| Expenses | $33,708 | $36,061 | $41,786 |
| Qualifying Distributions | $28,438 | $29,942 | $35,365 |
| Net Investment Income | $13,944 | $13,456 | $34,019 |
| Distributable Amount | $30,283 | $29,139 | $33,026 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
19 grants across all recorded years
Open Grants
1 open opportunity from Somerville Health Foundation
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| GERALD MCCUE | PRESIDENT /CHAIR. | 1 | — |
| KATHLEEN MCGILVRAY | TRUSTEE | 1 | — |
| BANK OF AMERICA | AGENT FOR TRUSTEE, INVEST MGT | 1 | $7,257 |
| ROBINA BHASIN | TRUSTEE/CLERK | 1 | — |
| DOUG KRESS | TRUSTEE/DIRECTOR | 1 | — |
| ROB BUCHANAN | TRUSTEE/TREASURER | 1 | — |
| KATHLEEN R O'BRIEN | TRUSTEE | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with Somerville Health Foundation on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities