Civic Intelligence

The Somerset Club Charitable Trust

EIN 04-6112332 • Boston, MA

Pub. 78 Eligible
42 Beacon StreetBoston, MA 02108
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

74th percentile

0.02x

Higher debt load relative to assets than 74% of similar nonprofits.

<$500k nonprofits • Source year 2025

Liabilities / Revenue

96th percentile

1.16x

Higher debt load relative to revenue than 96% of similar nonprofits.

<$500k nonprofits • Source year 2025

Net Margin

9th percentile

-160%

Higher net margin than 9% of similar nonprofits.

<$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

<$500k nonprofits • Source year 2025

Asset Growth

66th percentile

5.5%

Faster asset growth than 66% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

7th percentile

-93%

Faster revenue growth than 7% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets74th percentile

Assets

Up

$243,031

Up $12,738 (+5.5%) from 2024

Liabilities

Up

$6,051

Up $6,051 from 2024

Net Assets

Up

$236,980

Up $6,687 (+2.9%) from 2024

Operations
Liabilities / Revenue96th percentileNet Margin9th percentile

Revenue

Down

$5,202

Down $65,441 (-93%) from 2024

Expenses

Up

$13,551

Up $2,197 (+19%) from 2024

Net Income

Down

-$8,349

Down $67,638 (-114%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth66th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2011: $128,075Liabilities 2011: $3,700Net Assets 2011: $124,3752011Assets 2012: $132,383Liabilities 2012: $4,132Net Assets 2012: $128,2512012Assets 2013: $145,420Liabilities 2013: $4,615Net Assets 2013: $140,8052013Assets 2014: $154,924Liabilities 2014: $3,500Net Assets 2014: $151,4242014Assets 2015: $165,738Liabilities 2015: $5,078Net Assets 2015: $160,6602015Assets 2016: $161,946Liabilities 2016: $8,391Net Assets 2016: $153,5552016Assets 2017: $180,213Liabilities 2017: $12,959Net Assets 2017: $167,2542017Assets 2019: $182,397Liabilities 2019: $26,683Net Assets 2019: $155,7142019Assets 2020: $178,027Liabilities 2020: $26,718Net Assets 2020: $151,3092020Assets 2021: $224,594Liabilities 2021: $26,718Net Assets 2021: $197,8762021Assets 2022: $254,680Liabilities 2022: $26,718Net Assets 2022: $227,9622022Assets 2023: $209,424Liabilities 2023: $26,718Net Assets 2023: $182,7062023Assets 2024: $230,293Liabilities 2024: $0Net Assets 2024: $230,2932024Assets 2025: $243,031Liabilities 2025: $6,051Net Assets 2025: $236,9802025

Highlighted filing

2025

Assets$243,031
Liabilities$6,051
Net Assets$236,980
Open 2025 Filing

Operations Trend

Revenue Growth7th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KExpenses 2011: $2,2332011Expenses 2012: $2,6322012Revenue 2013: $3,115Expenses 2013: $3,115Net Income 2013: $02013Revenue 2014: $8,750Expenses 2014: $7,948Net Income 2014: $8022014Revenue 2015: $8,579Expenses 2015: $8,599Net Income 2015: -$202015Revenue 2016: $10,103Expenses 2016: $6,864Net Income 2016: $3,2392016Revenue 2017: $9,014Expenses 2017: $6,304Net Income 2017: $2,7102017Revenue 2019: $16,375Expenses 2019: $15,986Net Income 2019: $3892019Revenue 2020: $18,839Expenses 2020: $3,068Net Income 2020: $15,7712020Revenue 2021: $14,204Expenses 2021: $14,828Net Income 2021: -$6242021Revenue 2022: $53,111Expenses 2022: $17,453Net Income 2022: $35,6582022Revenue 2023: -$2,164Expenses 2023: $30,835Net Income 2023: -$32,9992023Revenue 2024: $70,643Expenses 2024: $11,354Net Income 2024: $59,2892024Revenue 2025: $5,202Expenses 2025: $13,551Net Income 2025: -$8,3492025

Highlighted filing

2025

Revenue$5,202
Expenses$13,551
Net Income-$8,349
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$243,031
Liabilities
$6,051
Net assets
$236,980
Revenue
$5,202
Expenses
$13,551
Net income
-$8,349
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.43$0.06$2.37$0.05$0.14$0.08
2024Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.71$0.11$0.59
2023Detailed filing. Detailed filing data is available for this year.$2.09$0.27$1.83$0.02$0.31$0.33
2022Detailed filing. Detailed filing data is available for this year.$2.55$0.27$2.28$0.53$0.17$0.36
2021Detailed filing. Detailed filing data is available for this year.$2.25$0.27$1.98$0.14$0.15$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.78$0.27$1.51$0.19$0.03$0.16
2019Detailed filing. Detailed filing data is available for this year.$1.82$0.27$1.56$0.16$0.16$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.80$0.13$1.67$0.09$0.06$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.62$0.08$1.54$0.10$0.07$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.66$0.05$1.61$0.09$0.09$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.55$0.04$1.51$0.09$0.08$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.45$0.05$1.41$0.03$0.03$0.00
2012Detailed filing. Detailed filing data is available for this year.$1.32$0.04$1.28$0.03
2011Detailed filing. Detailed filing data is available for this year.$1.28$0.04$1.24$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2024 to Mar 31, 2025
Signed
Jan 15, 2026
Return Version
2024v5.5
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD D BATCHELDER JRPresident-$0--
ALASTAIR ADAMTreasurer-$0--
STEPHEN J PELLEGRINOSecretary-$0--
BRENT E SHAYTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-FINANCIAL SUPPORTIMALDEN, MA, US$3,500
Paid Grant-FINANCIAL SUPPORTIDORCHESTER CENTER, MA, US$3,000
Paid Grant-FINANCIAL SUPPORTIDORCHESTER, MA, US$3,000
Filing and Contact Details

Filer

Filer Name
The Somerset Club Charitable Trust
EIN
04-6112332
Phone
6172271731
Address
42 BEACON STREET, BOSTON, MA 02108

Signing Officer

Name
Alastair Adam
Title
Treasurer
Phone
6172271731
Signed
2026-01-15
Discuss with paid preparer
Yes

Preparer

Firm
Pkf Jnd Pc
Address
75 STATE STREET SUITE 2105, BOSTON, MA 02109
Preparer
Amanda Wolfe
Phone
6177539985
Raw XML Appendix311 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt03051
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
AppliedToPriorYearElection/ElectionDesc0PURSUANT TO IRC SEC. 4942(H)(2) AND REG.53.492(A)-3(D)(2), THE SOMERSET CLUB CHARITABLE TRUST HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDITELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF:UNDISTRIBUTED INCOME FROM THE TAX YEAR ENDING: MARCH 31,2017 $8,197SIGNED: _____________________________ DATE:_______________________________R. JEFFREY LYMAN, PRESIDENT
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IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0RELIEF TO THREE INDIVIDUALS WHO HAD RENDERED SERVICE TO THE CLUB. SEE PART XIV.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt09500
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0A LETTER DESCRIBING THE NATURE OF PRESENT ASSOCIATION OF SERVICE TO THE CLUB AND THE PURPOSE OF THE REQUEST FOR A GRANT.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0TRUSTEES OF THE SOMERSET CLUB CHARI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06172271731
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt042 BEACON STREET
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0BOSTON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd002108
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0RELIEF OF PERSONS WHO ARE RENDERING OR HAVE RENDERED SERVICE TO THE SOMERSET CLUB AND THEIR IMMEDIATE FAMILY WHO ARE IN NEED OF FINANCIAL ASSISTANCE DUE TO OLD AGE, SICKNESS, ACCIDENT, INJURY, OR MISFORTUNE.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt03000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt13000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt23500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FINANCIAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1FINANCIAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2FINANCIAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0DAVID JACKSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1DAVID JONES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2ENRICO SEVERE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0EMPLOYEE OF SOMERSET CLUB
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1EMPLOYEE OF SOMERSET CLUB
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2EMPLOYEE OF SOMERSET CLUB
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt06 ASHMONT ST 1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt128 LEYLAND STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt290 RICH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0DORCHESTER CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1DORCHESTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MALDEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002124
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd102125
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd202148
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt09500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/OrganizationBusinessName/BusinessNameLine1Txt0THE SOMERSET CLUB
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/OrganizationTypeDesc0SOCIAL CLUB
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/RelationshipDescriptionTxt0MAINTAINS BOOKS FOR THE TRUST AND THE TRUST PROVIDES RELIEF TO THOSE IN NEED WHO HAVE RENDERED SERVICE TO THE CLUB OR ARE IMMEDIATE FAMILY TO THOSE CLUB EMPLOYEES.
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd01
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd01
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TransferScheduleDetail/InvolvedAmt01000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TransferScheduleDetail/LineNumberTxt01c
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TransferScheduleDetail/NoncharitableExemptOrgName/BusinessNameLine1Txt0THE SOMERSET CLUB
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TransferScheduleDetail/TransfersTransAndShrArrngmDesc0MAINTAINING THE BOOKS OF THE TRUST AND SHARING A FACILITY AT NO COST (AMOUNT IN COLUMN (B) IS ESTIMATED FAIR MARKET VALUE OF SERVICE)
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt09500
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt011928
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt02428
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03558
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt02428
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01130
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01130
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt09500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01130
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03558
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt015036
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ASC 958 ADJUSTMENT RE: FYE 3/31/25
TaxesSchedule/TaxesDetail/Amt01000
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX ON INVESTMENTS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ALASTAIR ADAM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06172271731
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SOMERSET CLUB CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SOME
ReturnHeader/Filer/EIN0046112332
ReturnHeader/Filer/PhoneNum06172271731
ReturnHeader/Filer/USAddress/AddressLine1Txt042 BEACON STREET
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002108
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043138777
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PKF JND PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt075 STATE STREET SUITE 2105
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002109
ReturnHeader/PreparerPersonGrp/PhoneNum06177539985
ReturnHeader/PreparerPersonGrp/PreparationDt02026-01-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMANDA WOLFE
ReturnHeader/ReturnTs02026-01-20T07:44:51-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-04-01
ReturnHeader/TaxPeriodEndDt02025-03-31
ReturnHeader/TaxYr02024

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