The Somerset Club Charitable Trust | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like The Somerset Club Charitable Trust. Data shown is extracted from Form 990-PF filings.

EIN: 04-6112332

Foundation Overview

Based in Boston, MA, The Somerset Club Charitable Trust has awarded 54 grants totaling $154,879 to organizations in Massachusetts. Individual grants range from $200 to $18,384, with a median award of $1,475.5.

Latest Tax Year
2024
Total Giving (all years)
$154,879
Total Assets
$243,031
Median Grant (all grants)
$1,475.5

Latest Form 990-PF Snapshot

Total Grants
3
Median Grant
$3,000
% Median Grant Growth
+41% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: May 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Limited Sample: 0%

3 total grants. Insufficient data for reliable pattern analysis. Foundation may be highly selective or recently established.

Geographic Focus
Massachusetts

100% of all grants are concentrated in Massachusetts, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Massachusetts, funding concentrates in Malden (19%), Dorchester Center (9%), Brighton (9%).

Funding Trajectory
-59%

Declining funding trend with 59% decrease over 6 years may indicate reduced grant opportunities or shifting foundation priorities. This trajectory suggests more competitive application environment.

Program Areas
Community Projects

Highly focused on community projects with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into The Somerset Club Charitable Trust's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
David Jackson $3,000 Dorchester Center, MA, US Financial Support 2024
David Jones $3,000 Dorchester, MA, US Financial Support 2024
Enrico Severe $3,500 Malden, MA, US Financial Support 2024
David Jackson $1,750 Dorchester Center, MA, US Financial Support 2023
Enrico Severe $4,000 Malden, MA, US Financial Support 2023
Immediate Family Of Ryan Jefferson $2,500 Brighton, MA, US Financial Support 2023
James Jewett $500 North Billerica, MA, US Financial Support 2023
Alba Arango Vidal $3,803 Malden, MA, US Financial Support 2022
David Jackson $1,500 Dorchester Center, MA, US Financial Support 2022
James Jewett $16,500 North Billerica, MA, US Financial Support 2022
Ryan Jefferson $5,000 Brighton, MA, US Financial Support 2022
Santos Alarcon $1,451 East Boston, MA, US Financial Support 2022
Alba Arango Vidal $3,803 Malden, MA, US Financial Support 2022
David Jackson $1,500 Dorchester Center, MA, US Financial Support 2022
James Jewett $16,500 North Billerica, MA, US Financial Support 2022
Ryan Jefferson $5,000 Brighton, MA, US Financial Support 2022
Santos Alarcon $1,451 East Boston, MA, US Financial Support 2022
Alba Arango Vidal $3,803 Malden, MA, US Financial Support 2022
David Jackson $1,500 Dorchester Center, MA, US Financial Support 2022
James Jewett $16,500 North Billerica, MA, US Financial Support 2022
Ryan Jefferson $5,000 Brighton, MA, US Financial Support 2022
Santos Alarcon $1,451 East Boston, MA, US Financial Support 2022
Alba Arango Vidal $1,500 Malden, MA, US Financial Support 2021
Ann Newell $2,000 Quincy, MA, US Financial Support 2021
Belgica Flete $500 Dorchester, MA, US Financial Support 2021
David Jackson $1,500 Boston, MA, US Financial Support 2021
Denisse Flete $500 Dorchester, MA, US Financial Support 2021
Enrico Severe $750 Malden, MA, US Financial Support 2021
Michael Campbell $1,500 Somerville, MA, US Financial Support 2021
Ryan Jefferson $7,000 Brighton, MA, US Financial Support 2021
Alba Arango Vidal $1,000 Malden, MA, US Financial Support 2020
Alexander Perez $500 Cambridge, MA, US Financial Support 2020
Belgica Flete $500 Dorchester, MA, US Financial Support 2020
Brandon Tabares $200 East Boston, MA, US Financial Support 2020
Briana M Cordisco $1,000 East Boston, MA, US Financial Support 2020
Carlos Zepeda $300 Malden, MA, US Financial Support 2020
David Lopez $200 Hyde Park, MA, US Financial Support 2020
Dejan Vuckovic $300 Malden, MA, US Financial Support 2020
Ducksne Veillard $500 Mattapan, MA, US Financial Support 2020
Emmanuel Paul $200 Brockton, MA, US Financial Support 2020
Irene Jurado $1,000 Revere, MA, US Financial Support 2020
Jasmine Maldonado $200 Lynn, MA, US Financial Support 2020
Joana Pavli $333 Quincy, MA, US Financial Support 2020
Jocelyn Herrera $200 Revere, MA, US Financial Support 2020
Joffre Auguste $400 Roslindale, MA, US Financial Support 2020
Leonardo Xavier Vega $200 Chelsea, MA, US Financial Support 2020
Luis Manuel Lora $2,000 Lowell, MA, US Financial Support 2020
Manuel A Hernandez $1,000 Revere, MA, US Financial Support 2020
Michael Campbell $1,500 Somerville, MA, US Financial Support 2020
Miroslava Dmitrovic $500 Boston, MA, US Financial Support 2020
Rita Lora $1,000 Lowell, MA, US Financial Support 2020
Vasil Pavli $200 Quincy, MA, US Financial Support 2020
Ann Newell $18,384 Boston, MA, US Financial Support 2018
Paul Chabot $5,000 Boston, MA, US Financial Support 2018

Foundations Similar to The Somerset Club Charitable Trust

Discover 5 foundations with comparable assets ($240,443-$243,759), similar grant patterns, and geographic focus in MA that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 65-0460358 | 137 grants awarded
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median grant
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EIN: 45-2075183 | 1 grants awarded
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$1,000
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EIN: 27-4394359 | 6 grants awarded
$241,791
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$1,000
median grant
Wayland, MA
Same state
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EIN: 04-3402003 | 55 grants awarded
$240,664
(≈ Similar)
$1,500
median grant
Newton Centre, MA
Same state
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EIN: 04-6718220 | 90 grants awarded
$240,443
(≈ Similar)
$1,000
median grant
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Same state
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Contact Information

Official contact details for The Somerset Club Charitable Trust as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 04-6112332
Website N/A
Address 42 BEACON ST Boston, MA 02108-3614

Key People (4)

Board members, trustees, and key staff who oversee The Somerset Club Charitable Trust's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

President Richard D Batchelder Jr
Treasurer Alastair Adam
Secretary Stephen J Pellegrino
Trustee Brent E Shay

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for The Somerset Club Charitable Trust is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated May 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.