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.
The Somerset Club Charitable Trust at a glance
In short: The Somerset Club Charitable Trust gave $10K across 3 grants in 2025 (avg $3K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $9,500
- +8.6% vs 2024
- Grants made (2025)
- 3
- -25.0% vs 2024
- Average grant
- $3,167
- +44.8% vs 2024
- Median grant
- $3,000
- Total assets
- $243,031
- +5.5% vs 2024
- Primary geography
- Massachusetts (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who The Somerset Club Charitable Trust funds
How this funder distributes its grants
Grant Size Distribution
42 grants across all recorded years
The most common grant size was under $50K: 42 grants of 42 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
How The Somerset Club Charitable Trust gives
- Giving fell 38% from 2022 to 2025. Method
- In 2025 it paid out 80% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $3K (2020) to $28K (2023). In 2025 it made 3 grants totaling $10K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 3 grants to individuals Recipients not named | — | $9,500 |
Ready to take the next step with The Somerset Club Charitable Trust?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $243,031 | $5,202 | $13,551 | $9,500 | 3 | $9,500 | $3,452 | $11,928 |
| 2024 | $230,293 | $70,643 | $11,354 | $8,750 | 4 | $8,750 | $70,143 | $10,093 |
| 2023 | $209,424 | $-2,164 | $30,835 | $28,254 | 5 | $28,254 | $16,368 | $10,901 |
| 2022 | $254,680 | $53,111 | $17,453 | $15,250 | 8 | $15,250 | $35,361 | $12,509 |
| 2021 | $224,594 | $14,204 | $14,828 | $13,233 | 22 | — | $14,204 | $19,577 |
| 2020 | $178,027 | $18,839 | $3,068 | $2,580 | 1 | — | $9,089 | $8,849 |
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.
Leadership & Key People
Officers and directors from IRS filings
The Somerset Club Charitable Trust is led by Richard D. Batchelder Jr., President on every filing since 2021; none of the 4 officers listed in 2025 report compensation.
Officers on the 2025 filing
Richard D. Batchelder Jr.
President
On filings since 2021
0.5 hrs/week
No compensation reported
Brent E. Shay
Trustee
On filings since 2021
0.1 hrs/week
No compensation reported
Stephen J. Pellegrino
Secretary
On filings since 2020
0.1 hrs/week
No compensation reported
Alastair Adam
Treasurer
On filings since 2024
0.1 hrs/week
No compensation reported
Former officers (2)
- Former: William Stanhope Rowe (2020–2023) — Treasurer
- Former: R. Jeffrey Lyman (2020) — President
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about The Somerset Club Charitable Trust
How much does The Somerset Club Charitable Trust give each year?
The Somerset Club Charitable Trust gave $10K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $9K across 4 grants.
What is The Somerset Club Charitable Trust's typical grant size?
The Somerset Club Charitable Trust's median grant in 2025 was $3,000, and its average grant was $3,167, across 3 grants on its 2025 IRS Form 990-PF.
Where does The Somerset Club Charitable Trust give grants?
The Somerset Club Charitable Trust gives mostly in Massachusetts: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.
Does The Somerset Club Charitable Trust give general operating support?
Not in 2025: none of the 3 grants with a stated purpose on The Somerset Club Charitable Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Financial Support" (3 grants).
How large is The Somerset Club Charitable Trust?
The Somerset Club Charitable Trust reported $243K in total assets on its 2025 IRS Form 990-PF. It paid out $10K in qualifying distributions that year, against a required minimum of $12K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 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
Similar funders in Massachusetts
Boston Foundation Inc
Boston, MA
The Boston Foundation funds nonprofits and community initiatives focused on equity and opportunity, including child well-being, economic opportunity, community wealth, and community leadership, primarily in Greater Boston. Its 2025 grants had a median of $25,000, while specific programs offer amounts such as $50,000; whether it accepts unsolicited requests is not stated.
Assets
$2.1B
Grants
2,375
Total Given
$228.4M
Barr Foundation
Boston, MA
The Barr Foundation funds arts and creativity, climate, education, and New England’s social sector, primarily through long-term support for organizations in New England. Its 2024 grants ranged from $100 to $3.275 million, with a median of $80,000. Its filing says it accepts only requests from preselected organizations and does not accept unsolicited requests, though its website describes program-page inquiries and occasional open calls.
Assets
$1.9B
Grants
903
Total Given
$123.2M
Liberty Mutual Foundation Inc
Boston, MA
Liberty Mutual Foundation funds basic needs such as food and shelter, education and workforce development, and climate and community infrastructure, including homelessness and community preparedness programs. Its 2024 grants had a median of $35,000, and most funding supports organizations or programs serving the Boston area, though it also gives elsewhere. It accepts unsolicited online requests on a rolling basis, with no submission deadlines.
Assets
$46.1M
Grants
706
Total Given
$50.6M
Cummings Foundation Grants Inc (FKA Oneworld Boston Inc)
Woburn, MA
Cummings Foundation Grants Inc. funds nonprofits working in human services, education, healthcare, fairness and justice, and the environment, primarily in greater Boston and eastern Massachusetts. Its 2024 grants ranged from $1,000 to $3.5 million, with a median of $35,000; it accepts letters of inquiry through an online portal during its application cycle, which was not open at the time described.
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 Scholarship Fund Inc
Boston, MA
The fund awards need- and merit-based scholarships to full-time students pursuing bachelor’s degrees who permanently reside in Connecticut, Maine, Massachusetts, New Hampshire, Rhode Island, or Vermont; recipients may attend college anywhere in the United States. Awards generally range from $3,000 to $17,000, with typical annual awards of $6,000 to $10,000. It accepts applications through an online student portal; the profile does not describe other unsolicited requests.
Assets
$41.6M
Grants
520
Total Given
$5.1M
More similar funders
More Funders in Massachusetts
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from The Somerset Club Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
The Somerset Club Charitable Trust down — hundreds of funders to go?