The Somerset Club Charitable Trust
BOSTON, MA EIN: 04-6112332
Financial Overview
From 2025 IRS Form 990-PF
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
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| 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
43 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does The Somerset Club Charitable Trust fund?
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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 | — |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Massachusetts $78K (100%)
States
Cities
BostonBrightonBrocktonCambridgeChelseaDorchesterDorchester CenterEast BostonHyde ParkLowellLynnMaldenMattapanNorth BillericaQuincyRevereRoslindaleSomerville
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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