Somerville Health Foundation
Somerville Health Foundation is a private foundation, based in Dallas, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $552K in total assets. In 2025, it awarded 2 grants totaling $30K. Net investment income was $30K.
Somerville Health Foundation at a glance
In short: Somerville Health Foundation gave $30K across 2 grants in 2025 (avg $15K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $30,000
- +20.0% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $15,000
- +20.0% vs 2024
- Median grant
- $15,000
- Total assets
- $552,121
- -0.8% vs 2024
- Primary geography
- Massachusetts (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
How to apply to Somerville Health Foundation
Open Grants
1 open opportunity from Somerville Health Foundation
Who Somerville Health Foundation funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Community Action Agency of Somerville ($15K). Together the top 2 received $30K.
Grant Size Distribution
21 grants across all recorded years
The most common grant size was under $50K: 21 grants of 21 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How Somerville Health Foundation gives
- Giving held roughly steady from 2022 to 2025 (−5%). Method
- In 2025 it paid out 104% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $25K (2024) to $32K (2022). In 2025 it made 2 grants totaling $30K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Community Action Agency of Somerville Somerville, MA | Unrestricted General | $15,000 |
| Center for the Arts at the Armory Somerville, MA | Unrestricted General | $15,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $552,121 | $35,484 | $39,837 | $30,000 | 2 | $33,671 | $29,716 | $32,482 |
| 2024 | $556,474 | $19,791 | $33,708 | $25,000 | 2 | $28,438 | $13,944 | $30,283 |
| 2023 | $570,391 | $18,546 | $36,061 | $26,621 | 3 | $29,942 | $13,456 | $29,139 |
| 2022 | $587,940 | $39,837 | $41,786 | $31,575 | 7 | $35,365 | $34,019 | $33,026 |
| 2021 | $589,889 | $34,216 | $36,492 | $27,500 | 7 | — | $28,430 | $31,887 |
Under IRS private-foundation payout rules, Somerville Health Foundation reported a distributable amount of $32K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Somerville Health Foundation is led by Joe Curtalone, President & Chair on the 2025 filing; 1 of 6 officers listed in 2025 is compensated.
Officers on the 2025 filing
Joe Curtalone
President & Chair
New on the 2025 filing
1 hr/week
No compensation reported
Bank Of America
Agent for Trustee
Agent for Trustee & Invest Mgt → Agent for Trustee, 2025
On filings since 2021
1 hr/week
$8K (2021) → $8K (2025)
Jessica Eshleman
Trustee
New on the 2025 filing
1 hr/week
No compensation reported
Yvette Verdieu
Trustee
New on the 2025 filing
1 hr/week
No compensation reported
Doug Kress
Signatory
Trustee & Director → Signatory, 2025
On filings since 2021
1 hr/week
No compensation reported
Bryan Eric Simmons
Treasurer
New on the 2025 filing
1 hr/week
No compensation reported
Former officers (5)
- Former: Gerald McCue (2021–2024) — President & Chair
- Former: Kathleen McGilvray (2021–2024) — Trustee
- Former: Rob Buchanan (2021–2024) — Trustee & Treasurer
- Former: Robina Bhasin (2021–2024) — Trustee & Clerk
- Former: Kathleen R. O'Brien (2022–2024) — Trustee
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $8K, to Bank of America (Agent for Trustee).
Frequently asked questions about Somerville Health Foundation
How much does Somerville Health Foundation give each year?
Somerville Health Foundation gave $30K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $25K across 2 grants.
How large is Somerville Health Foundation?
Somerville Health Foundation reported $552K in total assets on its 2025 IRS Form 990-PF. It paid out $34K in qualifying distributions that year, against a required minimum of $32K (roughly 5% of its investment assets).
Where does Somerville Health Foundation operate?
Somerville Health Foundation has awarded grants in Massachusetts.
What is Somerville Health Foundation's EIN?
Somerville Health Foundation's EIN (Employer Identification Number) is 04-3382001. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 30, 2026)
- IRS filings on file for fiscal years 2021–2024
Explore Open Grants
Browse active grant opportunities in Somerville Health Foundation's focus areas in our free grants database
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