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
Under IRS private-foundation payout rules, The Somerset Club Charitable Trust reported a distributable amount of $12K for 2025 — the minimum it must pay out in qualifying distributions.
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
Among its reported 2025 grants, the largest include Enrico Severe ($3,500), David Jackson ($3,000), David Jones ($3,000).
| Recipient | Purpose | Amount |
|---|---|---|
| DAVID JACKSON DORCHESTER CENTER, MA | FINANCIAL SUPPORT | $3,000 |
| DAVID JONES DORCHESTER, MA | FINANCIAL SUPPORT | $3,000 |
| ENRICO SEVERE MALDEN, MA | FINANCIAL SUPPORT | $3,500 |
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 | — |
Frequently Asked Questions
How large is The Somerset Club Charitable Trust?
As of 2025, The Somerset Club Charitable Trust holds $243K in total assets with $5K in annual revenue. It awarded 3 grants totaling $10K in 2025.
Where does The Somerset Club Charitable Trust operate?
The Somerset Club Charitable Trust has awarded grants in Massachusetts.
What size grants does The Somerset Club Charitable Trust award?
In 2025, The Somerset Club Charitable Trust awarded 3 grants totaling $10K — an average of about $3K per grant, based on its IRS Form 990 filings.
How much is The Somerset Club Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, The Somerset Club Charitable Trust reported a distributable amount of $12K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Somerset Club Charitable Trust's EIN?
The Somerset Club Charitable Trust's EIN (Employer Identification Number) is 04-6112332. IRS Form 990 filing data is available on this page for 2020–2025.
Explore Open Grants
Browse active grant opportunities in The Somerset Club Charitable Trust's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
The Us Charitable Gift Trust
BOSTON, MA
Assets
$2.2B
Grants
6,518
Total Given
$231.4M
Fidelity Foundation
BOSTON, MA
Assets
$5.0B
Grants
4,430
Total Given
$156.2M
Boston Foundation Inc
BOSTON, MA
Assets
$1.9B
Grants
2,046
Total Given
$169.9M
Bny Mellon Charitable Gift Fund
BOSTON, MA
Assets
$2.0M
Grants
1,503
Total Given
$720.2M
Analog Devices Foundation
BOSTON, MA
Assets
$35.8M
Grants
1,158
Total Given
$2.0M
Combined Jewish Philanthropies of Greater Boston Inc
BOSTON, MA
Assets
$2.3B
Grants
1,105
Total Given
$322.3M
Barr Foundation
BOSTON, MA
Assets
$1.9B
Grants
903
Total Given
$123.2M
Liberty Mutual Foundation Inc
BOSTON, MA
Assets
$46.1M
Grants
706
Total Given
$50.6M
Cummings Foundation Grants Inc (fka Oneworld Boston Inc)
WOBURN, MA
Assets
$258.2M
Grants
658
Total Given
$38.2M
American Tower Corporation Foundation
BOSTON, MA
Assets
$15.4M
Grants
632
Total Given
$1.7M
The Stephen Phillips Memorial
BOSTON, MA
Assets
$41.6M
Grants
520
Total Given
$5.1M
Berkshire Bank Foundation Inc
PITTSFIELD, MA
Assets
$17.1M
Grants
478
Total Given
$2.0M
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with The Somerset Club Charitable Trust on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities