Nonprofit · EIN 84-6490667
SOMERSET BERKLEY EDUCATION FOUNDATION CHARITABLE TR
Also known as SHARON SULLIVAN-PUCCINI TTEE
Tax-exempt · SOMERSET, MA 02726
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $80,496 | $97,463 | -$16,967 | $67,174 | $0 | $67,174 |
| December 31, 2024 | 990-EZ | $75,398 | $56,483 | $18,915 | $84,141 | $0 | $84,141 |
| December 31, 2023 | 990-EZ | $56,786 | $45,599 | $11,187 | $65,226 | $0 | $65,226 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $41,201
- Program service revenue
- $0
- Investment income
- $31
- Net income from fundraising events
- $39,264
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $94,758
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fees and payments to contractors
- $1,575
- Printing, publications and postage
- $1,130
Balance sheet and other
- Total assets, start of year
- $84,141
- Total assets, end of year
- $67,174
- Total liabilities, end of year
- $0
- Net assets, end of year
- $67,174
- Cash, savings and investments
- $67,174
- Gross receipts
- $92,488
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kimberly Michaud | Trustee | 1 | $0 |
| Peter Mis | Trustee | 1 | $0 |
| Ann Ramos Desrosiers | Trustee | 1 | $0 |
| Shannon Martin | Trustee | 1 | $0 |
| Sharon Sullivan-Puccini | Trustee | 1 | $0 |
| Patricia Shaker | Trustee | 1 | $0 |
| Stephanie Mello | Trustee | 1 | $0 |
| James Nasto | Trustee | 1 | $0 |
| Debra Kelty | Trustee | 1 | $0 |
| Amber DaCamara | Trustee | 1 | $0 |
| Johnsie Borden | Trustee | 1 | $0 |
| Elizabeth Vitullo | Trustee | 1 | $0 |
| Carla Brisson | Trustee | 1 | $0 |
990-EZ for the year ended December 31, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Dereck Costa | Trustee | 1 | $0 |
| Shannon Martin | Trustee | 1 | $0 |
| Kim Michaud | Trustee | 1 | $0 |
| Ann Ramos Desrosiers | Trustee | 1 | $0 |
| Patricia Shaker | Trustee | 1 | $0 |
| Stephanie Mello | Trustee | 1 | $0 |
| Sharon Sullivan-Puccini | Trustee | 1 | $0 |
| Jennifer Gaw | Trustee | 1 | $0 |
990-EZ for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Dereck Costa | Trustee | 1 | $0 |
| Shannon Martin | Trustee | 1 | $0 |
| Kim Michaud | Trustee | 1 | $0 |
| Ann Ramos Desrosiers | Trustee | 1 | $0 |
| Patricia Shaker | Trustee | 1 | $0 |
| Stephanie Mello | Trustee | 1 | $0 |
| Sharon Sullivan-Puccini | Trustee | 1 | $0 |
| Jennifer Gaw | Trustee | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 580 WHETSTONE HILL RD, SOMERSET, MA 02726-3702
- Mailing address (990-N for 2021)
- 580 Whetstone Hill Road, Somerset MA 02726
- Principal officer (990-N for 2021)
- Sharon Sullivan-Puccini, 580 Whetstone Hill Road, Somerset MA 02726
- Signed the 990-EZ
- Kimberly Michaud, Trustee
- Phone
- (508) 254-7928
- Website
- sbeducationfoundation.org
- Return prepared by
- Correira Law
Mission
The Foundation's mission is to enrich the commitment of Somerset and Berkley, Massachusetts to quality education. Its goal is to secure funding for educational projects and programs through public support to back initiatives that fall outside the school budgets.
Program accomplishments
- In 2025, the organization provided $75379 in educational grants.grants $75,379
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-EZ on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 84-6490667
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2019
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B94)
- Assets (IRS master file)
- $67,174
- Income (IRS master file)
- $92,488
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $80,496 | $97,463 | $67,174 | IRS |
| 990-EZ | December 2024 | $75,398 | $56,483 | $84,141 | IRS |
| 990-EZ | December 2023 | $56,786 | $45,599 | $65,226 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-N for 2021 Officer: Sharon Sullivan-Puccini | December 31, 2021 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2020 Officer: Sharon Sullivan-Puccini | December 31, 2020 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2019 Officer: Sharon Sullivan-Puccini | December 31, 2019 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 84-6490667).
Questions about SOMERSET BERKLEY EDUCATION FOUNDATION CHARITABLE TR
- What is the EIN of SOMERSET BERKLEY EDUCATION FOUNDATION CHARITABLE TR?
- The employer identification number (EIN) of SOMERSET BERKLEY EDUCATION FOUNDATION CHARITABLE TR is 84-6490667.
- Is SOMERSET BERKLEY EDUCATION FOUNDATION CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to SOMERSET BERKLEY EDUCATION FOUNDATION CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SOMERSET BERKLEY EDUCATION FOUNDATION CHARITABLE TR file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SOMERSET BERKLEY EDUCATION FOUNDATION CHARITABLE TR due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SOMERSET BERKLEY EDUCATION FOUNDATION CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
- Who is the principal officer of SOMERSET BERKLEY EDUCATION FOUNDATION CHARITABLE TR?
- The 990-N for 2021 names Sharon Sullivan-Puccini.
- Who are the officers and directors of SOMERSET BERKLEY EDUCATION FOUNDATION CHARITABLE TR?
- The 990-EZ for the year ended December 31, 2025 lists 13 people; 0 received compensation from the organization.
- How much revenue does SOMERSET BERKLEY EDUCATION FOUNDATION CHARITABLE TR have?
- On its 990-EZ for the year ended December 31, 2025 it reported revenue of $80,496, expenses of $97,463 and total assets of $67,174 at year end.
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