Somerset Collection Charitable Foundation

Public charity · Grantmaker Troy, MI EIN: 20-0669940

Somerset Collection Charitable is a public charity based in Troy, Michigan. Formed in 2004, it raises funds and distributes net proceeds to other tax-exempt organizations, primarily in Michigan.

Key facts about Somerset Collection Charitable Foundation

In short: Somerset Collection Charitable Foundation gave $394K across 12 grants in 2025 (avg $33K), mostly in Michigan. 33% of 2025 grantees were new. Source: 2025 IRS Form 990.

EIN
20-0669940
Latest 990 filing
Form 990, 2025
Annual giving (2025)
$394,003
Grants made (2025)
12
Average grant
$32,834
Median grant
$12,003
New grantees (estimate)
33% first-time grantees (4 of 12, 2025)
Total assets
$472,729
Primary geography
Michigan (100% of itemized 2025 grant dollars)

Data from IRS Form 990, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).

Financial Overview

From 2025 IRS Form 990 · View filing

Total Assets

$473K

-26.9% YoY

Annual Giving

$394K

+78.8% YoY

Grant Count

12

+20.0% YoY

Avg Grant Size

$33K

+49.0% YoY

Is Somerset Collection Charitable Foundation open to new grantees?

33%

first-time grantees, 2025

In 2025, 4 of 12 grantees (33%) were first-time recipients. First grants averaged $11K; repeat grants $44K. How we count

Medians: $9K first-time, $17K repeat.

  • 50% of 2025 grantees were also funded in 2024. Method
  • Giving grew 76% from 2022 to 2025. Method

Estimate from itemized grant lists in IRS Form 990 filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

The organization states that it undertakes activities to raise funds and distributes the net proceeds to other tax-exempt organizations, primarily in Michigan. Its 2025 filing says 43 tax-exempt organizations benefited from fundraising proceeds that year.

The grantees’ stated missions illustrate the kinds of organizations supported. The Detroit Historical Society says it tells Detroit’s stories through exhibits, programs, outreach, and preservation of its collections. Detroit Public Theatre says it produces plays and programs in Detroit’s cultural district. Detroit Dog Rescue describes its work as rescuing and rehabilitating dogs and providing community outreach, clinics, and education. The Guidance Center states its mission is to nurture development, foster resilience, and cultivate well-being. Peace Love and Paws Rescue says it rescues, rehabilitates, and adopts out animals in need. Fleece & Thank You says it provides comfort and hope to children battling illness through blankets and video messages of support.

Grantmaking

In 2025, the filing reports $394,003 in grants across 12 itemized grants. Those itemized grants ranged from $6,876 to $166,058, with a median of $12,003. Separately, the organization’s program description says that 43 tax-exempt organizations benefited from its fundraising proceeds in 2025, with contributions ranging from $250 to $166,058.

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Geographic Focus

Where this funder awards grants

The organization states that it distributes proceeds primarily to tax-exempt organizations in Michigan. All reported 2025 grant dollars went to recipients in Michigan.

Grant Distribution by State

1state

Share of 2025 grant dollars across all 12 itemized grants.

States

Cities

DetroitNoviSouthgateDearbornPontiacSt Claire ShoresTroyBloomfield HillsBloomfield TownshipLivoniaRochesterShelby Township

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K$400K10 grants2019 7 grants2020 10 grants2021 10 grants2022 17 grants2023 10 grants2024 12 grants2025

From 2019 to 2025, annual grant giving ranged from $99K (2020) to $394K (2025). In 2025 it made 12 grants totaling $394K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Detroit Historical Society: $166KDetroit Historical Society$166KVarious Donations Less Than 5001: $99KVarious Donations Less Than5001$99KDetroit Public Theatre: $23KDetroit Public Theatre$23KDetroit Institute of Arts: $20KDetroit Institute of Arts$20KMichigan Statewide - Jatf: $20KMichigan Statewide - Jatf$20KPewabic Pottery Art Institute: $14KPewabic Pottery Art Institute$14KDetroit Dog Rescue: $10KDetroit Dog Rescue$10KFriends for Foster Kids: $10KFriends for Foster Kids$10KThe Guidance Center: $10KThe Guidance Center$10KPeace Love and Paws Rescue: $8KPeace Love and Paws Rescue$8K

The largest 2025 recipient was Detroit Historical Society ($166K). Together the top 10 received $380K.

Grant Size Distribution

59 grants across all recorded years

50<$50K8$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 50 grants of 59 (85%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Detroit Historical Society Detroit, MIDonation$166,058
Various Donations Less Than 5001 Various, MIDonation$99,378
Detroit Public Theatre Detroit, MIDonation$22,500
Detroit Institute of Arts Detroit, MIDonation$20,133
Michigan Statewide - Jatf Bloomfield Township, MIDonation$20,000
Pewabic Pottery Art Institute Detroit, MIDonation$13,975
Detroit Dog Rescue St Claire Shores, MIDonation$10,031
Friends for Foster Kids Shelby Township, MIDonation$10,000
The Guidance Center Southgate, MIDonation$10,000
Peace Love and Paws Rescue Troy, MIDonation$7,660

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants
2025 $472,729 $219,821 $394,003 $394,003
2024 $646,911 $492,096 $220,385 $220,385
2023 $375,200 $110,913 $290,070 $289,845
Revenue
Expenses
Net Investment Income
$0$200K$400K$600K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$472,729$646,911$375,200
Revenue$219,821$492,096$110,913
Expenses$394,003$220,385$290,070

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990 for fiscal year 2019 (received by the IRS August 6, 2020)
  2. Updated Form 990 for fiscal year 2020 (received by the IRS May 10, 2021)
  3. Updated Form 990 for fiscal year 2021 (received by the IRS May 3, 2022)
  4. Updated Form 990 for fiscal year 2022 (received by the IRS May 8, 2023)
  5. Updated Form 990 for fiscal year 2023 (received by the IRS May 13, 2024)
  6. Updated Form 990 for fiscal year 2024 (received by the IRS May 13, 2025)
  7. Added Form 990 for fiscal year 2025 (received by the IRS May 12, 2026)

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Nathan Forbes as president; Sidney Forbes as director; Linda McIntosh and Mitchell Whitting as assistant vice presidents; and Andrea O’Connor as secretary/treasurer.

Somerset Collection Charitable Foundation is led by Nathan Forbes, President on every filing since 2019; none of the 5 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Nathan Forbes

    President

    On filings since 2019

    No compensation reported

  • Sidney Forbes

    Director

    On filings since 2019

    No compensation reported

  • Andrea O'Connor

    Secretary

    Vice President → Secretary, 2021

    On filings since 2019

    No compensation reported

  • Linda McIntosh

    Ass. Vice Pr

    On filings since 2019

    No compensation reported

  • Mitchell Whitting

    Ass. Vice Pr

    New on the 2025 filing

    No compensation reported

Former officers (3)
  • Former: Kathryn Millea (2022–2024) — Ass. Vice Pr
  • Former: John Myszak (2019–2021) — Ass. Vice Pr
  • Former: Timothy S. Blair (2019–2020) — Secretary

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Contact

Mailing address: 2800 West Big Beaver Road Room 300, Troy, MI 48084
Phone: (248) 643-6360

Frequently asked questions about Somerset Collection Charitable Foundation

How much does Somerset Collection Charitable Foundation give each year?

Somerset Collection Charitable Foundation gave $394K across 12 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $220K across 10 grants.

What is Somerset Collection Charitable Foundation's typical grant size?

Somerset Collection Charitable Foundation's median grant in 2025 was $12,003, and its average grant was $32,834, across 12 grants on its 2025 IRS Form 990. Organizations receiving their first grant from Somerset Collection Charitable Foundation that year got $11K on average.

Where does Somerset Collection Charitable Foundation give grants?

Somerset Collection Charitable Foundation gives mostly in Michigan: 100% of the grant dollars itemized on its 2025 IRS Form 990 went to recipients there. The most frequent recipient cities were Detroit, MI (5 grants).

Does Somerset Collection Charitable Foundation give general operating support?

Not in 2025: none of the 12 grants with a stated purpose on Somerset Collection Charitable Foundation's 2025 IRS Form 990 were described as general or operating support. Recurring purposes include "Donation" (12 grants).

Who are Somerset Collection Charitable Foundation's largest grantees?

Somerset Collection Charitable Foundation's largest 2025 grantees include Detroit Historical Society ($166,058), Various Donations Less Than 5001 ($99,378) and Detroit Public Theatre ($22,500), according to its 2025 IRS Form 990. Together they received 73% of its itemized 2025 grant dollars.

How large is Somerset Collection Charitable Foundation?

Somerset Collection Charitable Foundation reported $473K in total assets on its 2025 IRS Form 990. Its revenue that year was $220K.

What does Somerset Collection Charitable Foundation fund?

The organization states that it undertakes activities to raise funds and distributes the net proceeds to other tax-exempt organizations, primarily in Michigan. Its 2025 filing says 43 tax-exempt organizations benefited from fundraising proceeds that year. See mission & focus areas ↑

How do I apply for a grant from Somerset Collection Charitable Foundation?

Somerset Collection Charitable Foundation has no public application process in the sources Grantable reviewed. Contact the foundation directly before submitting a request.

What is Somerset Collection Charitable Foundation's EIN?

Somerset Collection Charitable Foundation's EIN (Employer Identification Number) is 20-0669940. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated September 2026. Sourced from IRS Form 990 filings. Research dossier generated September 2026.

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