The Somerset Club Charitable Trust
The Somerset Club Charitable Trust is a private foundation, based in BOSTON, MA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $243K in total assets. In 2025, it awarded 3 grants totaling $10K. Net investment income was $3K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$243K
+5.5% YoY
Annual Giving
$10K
+8.6% YoY
Grant Count
3
-25.0% YoY
Avg Grant Size
$3K
+44.8% YoY
About The Somerset Club Charitable Trust
Based on IRS filings
The Somerset Club Charitable Trust is a private foundation, based in BOSTON, MA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $243K in total assets. In 2025, it awarded 3 grants totaling $10K. Net investment income was $3K.
Ready to take the next step with The Somerset Club Charitable Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $243,031 | $230,293 | $209,424 |
| Revenue | $5,202 | $70,643 | $-2,164 |
| Expenses | $13,551 | $11,354 | $30,835 |
| Qualifying Distributions | $9,500 | $8,750 | $28,254 |
| Net Investment Income | $3,452 | $70,143 | $16,368 |
| Distributable Amount | $11,928 | $10,093 | $10,901 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
Grant Size Distribution
42 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| RICHARD D BATCHELDER JR | PRESIDENT | 0.5 | — |
| ALASTAIR ADAM | TREASURER | 0.1 | — |
| STEPHEN J PELLEGRINO | SECRETARY | 0.1 | — |
| BRENT E SHAY | TRUSTEE | 0.1 | — |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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