Form 990 for tax year 2025
Filed by SOMERVILLE ELKS CHARITABLE TRUST.
Totals
- Total revenue
- $168,174
- Total expenses
- $165,203
- Contributions and grants received
- $196,739
- Grants paid
- $107,063
- Program service revenue
- $0
- Investment income
- $10,382
- Other revenue
- -$38,947
- Total assets, end of year
- $338,997
- Total liabilities, end of year
- $4,377
- Net assets or fund balances, end of year
- $334,620
- Program services expenses (Part IX)
- $160,950
- Management and general expenses
- $4,253
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $160,950
Program services were 97.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$134,920
-
1f · All other contributions, gifts and grants
$61,819
-
3 · Investment income
total $10,382 · related or exempt $10,382
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8a · Fundraising events: gross income
$36,284
-
8a · Fundraising events: contributions included on line 1c
$134,920
-
8b · Fundraising events: direct expenses
$75,231
-
8c · Net income from fundraising events
total -$38,947
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $107,063 · program services $107,063
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $0
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $0
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $0
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $4,000 · management and general $4,000
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $0
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $0
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $0
-
24a · Other expenses: Special Children's
total $32,307 · program services $32,307
-
24b · Other expenses: Miscellaneous
total $6,344 · program services $6,281 · management and general $63
-
24c · Other expenses: Scholarship Fund
total $6,229 · program services $6,229
-
24d · Other expenses: Youth Activities
total $5,515 · program services $5,515
-
24e · All other expenses
total $3,745 · program services $3,555 · management and general $190
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $200,793 · end of year $196,272
-
2 · Savings and temporary cash investments
end of year $0
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
end of year $0
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
end of year $0
-
10c · Land, buildings and equipment, net
end of year $0
-
11 · Investments: publicly traded securities
beginning of year $132,947 · end of year $142,725
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $11,869 · end of year $4,377
-
27 · Net assets without donor restrictions
beginning of year $103,069 · end of year $145,941
-
28 · Net assets with donor restrictions
beginning of year $218,802 · end of year $188,679
Mission and programs · 2025
Mission
TO RAISE FUNDS TO PROVIDE SUPPORT AND SUBSIDY FOR THE SOMERVILLE ELK'S LODGE #1068 CHARITABLE AND CIVIC PROGRAMS AND ALSO TO RUN THE LODGE'S CHARITABLE AND CIVIC PROGRAMS
Activities or mission (Part I)
THE TRUST IS ORGANIZED FOR CHARITABLE, AND CIVIC PURPOSES, FOR THE BENEFIT OF THE COMMUNITY AT LARGE. THE TRUST IS ORGANIZED TO BE THE CHARITABLE FUND RAISING ARM OF THE SOMERVILLE ELKS LODGE. THE CHARITABLE ACTIVITIES PROVIDE SUPPORT AND SUBSIDY TO THE HANDICAPPED CHILDREN'S PROGRAM AT THE ELK'S FACILITIES, WHICH PROVIDE TREATMENTS FOR CHILDREN OR LOVED ONES WITH SEVERE HANDICAPS OR MEDICAL ISSUES. THE LODGE'S CIVIC ACTIVITIES HELP PROMOTE COMMUNITY PROGRAMS FOR THE BENEFIT OF THE COMMUNITY AT LARGE.
-
JACK'S KIDS COMMITTEE - TO PROVIDE SUPPORT AND SUBSIDY TO FAMILIES AND INDIVIDUALS DEALING WITH CHILDREN OR LOVED ONES WITH SEVERE PHYSICAL OR MENTAL HANDICAPS OR MEDICAL ISSUES.
Expenses $107,063 · Grants $107,063 · Revenue $100,102
-
SPECIAL CHILDREN'S COMMITTEE - TO SUPPORT AND SUBSIDIZE THE SPECIAL NEEDS CHILDREN'S PROGRAM AND TO SUPPORT THE SPECIAL NEEDS CHILDRENS CENTER SPONSER BY THE ELK'S LODGE.
Expenses $32,307
-
YOUTH ACTIVITIES COMMITTEE - TO ADMINISTER PROGRAMS DESIGNED TO GIVE LOCAL CHILDREN A FUN AND EDUCATIONAL EXPERIENCE AS WELL AS A SAFE PLACE TO GO AND BE THEMSELVES.
Expenses $21,580
As filed on the 2025 return.
Listed in Part VII
-
Andre Massop
Exalted Ruler
- Total calculated
- $0
- Hours/week
- 10
-
John Hegedus
Trustee
- Total calculated
- $0
- Hours/week
- 10
-
Joe Keating
Trustee
- Total calculated
- $0
- Hours/week
- 10
-
Carmen Rotella
Chairman
- Total calculated
- $0
- Hours/week
- 10
-
Cynthia Freund
Secretary
- Total calculated
- $0
- Hours/week
- 10
-
Morton Lazarus
Treasurer
- Total calculated
- $0
- Hours/week
- 10
-
Matthew Butler
Trustee
- Total calculated
- $0
- Hours/week
- 10
-
Angelo Clementi
Trustee
- Total calculated
- $0
- Hours/week
- 0
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
BENVLNT & PROTECTIVE ORDER OF ELKS 1068
501(C)(8) · Membership Club
Directly controlled by YES
Provenance
- Return type
- form_990
- Tax year
- 2025
- Filed
- 28 July 2026
- IRS schema version
- 2025v4.1
- Source object
- 202602099349301330
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