Nonprofit · EIN 04-6112332
SOMERSET CLUB CHARITABLE TRUST
Tax-exempt · BOSTON, MA 02108
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2025 | 990-PF | $5,202 | $13,551 | -$8,349 | $243,031 | $6,051 | $236,980 |
| March 31, 2024 | 990-PF | $70,643 | $11,354 | $59,289 | $230,293 | $0 | $230,293 |
Financial details: 990-PF for the year ended March 31, 2025
Revenue
- Contributions, gifts and grants
- $1,750
- Dividends
- $3,452
Expenses
- Grants and similar amounts paid
- $9,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $9,500
- Excise tax on investment income
- $48
Balance sheet and other
- Total assets, start of year
- $230,293
- Total assets, end of year
- $243,031
- Total liabilities, end of year
- $6,051
- Net assets, end of year
- $236,980
- Fair market value of assets
- $243,031
- Qualifying distributions
- $9,500
- Net investment income
- $3,452
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended March 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICHARD D BATCHELDER JR 42 BEACON STREET, BOSTON, MA 02108 | PRESIDENT | 0.5 | $0 |
| ALASTAIR ADAM 42 BEACON STREET, BOSTON, MA 02108 | TREASURER | 0.1 | $0 |
| STEPHEN J PELLEGRINO 42 BEACON STREET, BOSTON, MA 02108 | SECRETARY | 0.1 | $0 |
| BRENT E SHAY 42 BEACON STREET, BOSTON, MA 02108 | TRUSTEE | 0.1 | $0 |
990-PF for the year ended March 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICHARD D BATCHELDER JR 42 BEACON STREET, BOSTON, MA 02108 | PRESIDENT | 0.5 | $0 |
| ALASTAIR ADAM 42 BEACON STREET, BOSTON, MA 02108 | TREASURER | 0.1 | $0 |
| STEPHEN J PELLEGRINO 42 BEACON STREET, BOSTON, MA 02108 | SECRETARY | 0.1 | $0 |
| BRENT E SHAY 42 BEACON STREET, BOSTON, MA 02108 | TRUSTEE | 0.1 | $0 |
Address and contacts
- Address (IRS master file)
- 42 BEACON ST, BOSTON, MA 02108-3614
- In care of
- % W RUSSELL PEABODY TTEE
- Signed the 990-PF
- ALASTAIR ADAM, TREASURER
- Phone
- (617) 227-1731
- Return prepared by
- PKF JND PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | Not on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990-PF on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990-PF on file |
IRS record
- EIN
- 04-6112332
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 1964
- Accounting year ends
- March
- Files
- Form 990-PF
- Assets (IRS master file)
- $243,031
- Income (IRS master file)
- $5,202
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | March 2025 | $5,202 | $13,551 | $243,031 | XML |
| 990-PF | March 2024 | $70,643 | $11,354 | $230,293 | XML |
| 990-PF | March 2023 | – | – | – | IRS |
| 990-PF | March 2022 | – | – | – | IRS |
| 990-PF | March 2021 | – | – | – | IRS |
| 990-PF | March 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-6112332).
Questions about SOMERSET CLUB CHARITABLE TRUST
- What is the EIN of SOMERSET CLUB CHARITABLE TRUST?
- The employer identification number (EIN) of SOMERSET CLUB CHARITABLE TRUST is 04-6112332.
- Is SOMERSET CLUB CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1964.
- Are donations to SOMERSET CLUB CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does SOMERSET CLUB CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SOMERSET CLUB CHARITABLE TRUST due?
- The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SOMERSET CLUB CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended March 2025.
- Who are the officers and directors of SOMERSET CLUB CHARITABLE TRUST?
- The 990-PF for the year ended March 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does SOMERSET CLUB CHARITABLE TRUST have?
- On its 990-PF for the year ended March 31, 2025 it reported revenue of $5,202, expenses of $13,551 and total assets of $243,031 at year end.
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