2026-01-21T12:02:17-06:00 2025-03-31 043138777 PKF JND PC 400 CROWN COLONY DRIVE SUITE 102 QUINCY MA 02169 990 2024-04-01 041850150 THE SOMERSET CLUB SOME 6172271731 42 BEACON STREET BOSTON MA 02108 ALASTAIR DAVID GORDON ADAM TREASURER 6172271731 2026-01-15 1 0 AMANDA WOLFE P01289269 6174220007 2026-01-15 2024 2025-03-06 01:10:19Z RICHARD BATCHELDER JR 42 BEACON STREET BOSTON MA 02108 6525885 0 X N/A X 1925 MA THE SOMERSET CLUB IS ESTABLISHED IN THE CITY OF BOSTON FOR THE PROMOTION OF SOCIAL INTERCOURSE. THE CLUB'S RESTAURANT PROVIDED 15,797 COVERS FOR ITS MEMBERS DURING FISCAL YEAR 2025. THE CLUB'S ROOMS AND LODGING FACILITY HAD 1,102 ROOMS OCCUPIED DURING FISCAL YEAR 2025. THE CLUBHOUSE IS ALSO UTILIZED BY THE MEMBERSHIP FOR SOCIAL ACTIVITIES. 15 15 89 15 -205288 67390 376198 0 4279388 4785656 52648 74337 -1396883 -1678708 3311351 3181285 0 0 0 0 1244109 1354989 0 0 0 2050676 2166184 3294785 3521173 16566 -339888 16083612 15616128 4663936 4536340 11419676 11079788 THE SOMERSET CLUB IS ESTABLISHED IN THE CITY OF BOSTON FOR THE PROMOTION OF SOCIAL INTERCOURSE. 0 0 THE CLUB'S RESTAURANT PROVIDES FOOD & BEVERAGE SERVICE FOR ITS MEMBERS. (15,797 COVERS WERE SERVED.) THE CLUB PROVIDES ROOMS AND LODGING FACILITIES FOR ITS MEMBERS (1,102 ROOMS OCCUPIED). THE CLUBHOUSE IS UTILIZED BY THE MEMBERSHIP FOR SOCIAL ACTIVITIES. 0 0 0 0 0 0 1 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 1 0 0 1 6 0 89 1 1 1 0 0 0 1 1 870050 737595 0 0 0 X 15 15 0 0 0 0 1 1 0 1 1 0 0 0 0 0 0 0 0 0 X BENJAMIN HALES GENERAL MANAGER 6172271731 42 BEACON STREET BOSTON MA 02108 X RICHARD D BATCHELDER JR PRESIDENT 1.00 1.50 X X 0 0 0 ALASTAIR DAVID GORDON ADAM TREASURER 1.00 1.10 X X 0 0 0 STEPHEN J PELLEGRINO SECRETARY 1.00 1.10 X X 0 0 0 JAMES BENENSON III DIRECTOR 1.00 X 0 0 0 DAVID HENDERSON BURNHAM DIRECTOR 1.00 X 0 0 0 DAVID SCOTT DESIMONE DIRECTOR 1.00 X 0 0 0 JAMIE C FAGAN DIRECTOR 1.00 X 0 0 0 EDWARD GRAEME GARMEY DIRECTOR 1.00 X 0 0 0 STEVEN JS GLICK DIRECTOR 1.00 X 0 0 0 THOMAS GRANT DIRECTOR 1.00 X 0 0 0 ANNE LITTLE POULET DIRECTOR 1.00 X 0 0 0 GREGORY CLARK SAUNDERS DIRECTOR 1.00 X 0 0 0 THERESA M STONE DIRECTOR 1.00 1.00 X 0 0 0 DEREK EDWIN TAFF DIRECTOR 1.00 X 0 0 0 NANCY BRIGGS TOOKE DIRECTOR 1.00 X 0 0 0 BEN HALES GENERAL MANAGER 40.00 X 376599 0 22943 MICHAEL SHANNON EXECUTIVE CHEF 40.00 X 164412 0 14796 JULIE CHARRETTE CONTROLLER 40.00 X 115748 0 8856 PAUL ALEXANDER SOMMELIER 40.00 X 106525 0 11375 763284 0 57970 4 0 1 0 0 MEMBERSHIP DUES, FEES & ASSESSMEN 713990 4412660 4412660 ROOMS & SUITES 721110 372996 148310 224686 4785656 74337 74337 1650934 3344600 -1693666 -1189355 -504311 MISC. REVENUE 713990 14958 14958 14958 3181285 3386573 -205288 0 399542 770419 7164 82649 95215 39763 32940 89080 119737 694511 451 513310 REPAIRS AND MAINTENANCE 261356 DATA PROCESSING 102568 SECURITY 99396 TAXES ON UBIT 21703 191369 3521173 1314667 938067 2422167 3054027 693485 1212486 405859 462054 17635 18326465 9070685 9694200 9255780 660647 11048 892587 665031 16083612 15616128 461560 596792 3542019 3928879 660357 10669 4663936 4536340 X 11367699 11028811 51977 50977 11419676 11079788 16083612 15616128 -339888 0 X X 0 1 X 1 0 100000 X 0 212311 212311 16167899 7444691 8723208 1946255 1625994 320261 9255780 OPERATING LEASE LIABILITIES 1200 FINANCE LEASE LIABILITY 9469 10669 6504182 3322897 3322897 3181285 0 3181285 6844070 3344600 3344600 3499470 21703 21703 3521173 PART III, LINE 4: THE CLUB HAS ART OBJECTS, ANTIQUES, AND OTHER VALUABLE ITEMS THAT ARE DISPLAYED IN THE CLUBHOUSE FOR THE ENJOYMENT AND USE OF THE MEMBERS OF THE CLUB. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 3,344,600. TAXES ON INVESTMENT INCOME -21,703. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 3,344,600. PART XII, LINE 4B - OTHER ADJUSTMENTS: TAXES ON INVESTMENT INCOME 21,703. X 0 0 0 BEN HALES GENERAL MANAGER 325974 0 50625 0 0 0 0 0 22943 0 399542 0 0 0 MICHAEL SHANNON EXECUTIVE CHEF 120912 0 43500 0 0 0 4941 0 9855 0 179208 0 0 0 SEARS HOUSE ASSOCIATION INC COMMON OFFICERS 50000 NET RENTAL EXPENSE 0 FORM 990, PART VI, SECTION A, LINE 6 THE CLUB IS ORGANIZED AS A NON-STOCK, NOT-FOR-PROFIT CORPORATION WITH MEMBERS THAT HAVE THE RIGHT TO VOTE FOR THE PRESIDENT, TREASURER, SECRETARY AND MEMBERS OF THE EXECUTIVE COMMITTEE AT THE ANNUAL MEETING OF THE CLUB. THE EXECUTIVE COMMITTEE HAS THE MANAGEMENT AND CONTROL OF THE CLUB AND OF ITS PROPERTY, SUBJECT TO THE CONSTITUTION. FORM 990, PART VI, SECTION A, LINE 7A THE PRESIDENT, TREASURER, AND SECRETARY ARE CHOSEN BY BALLOT AT THE REGULAR ANNUAL MEETING OF THE CLUB FOR THE TERM OF ONE YEAR. AT EACH ANNUAL MEETING THERE ARE FOUR MEMBERS OF THE EXECUTIVE COMMITTEE THAT ARE CHOSEN FOR A TERM OF THREE YEARS. FORM 990, PART VI, SECTION B, LINE 11B A RESPONSIBLE PERSON IS PROVIDED WITH THE FORM 990 TO REVIEW IT FOR COMPLETENESS AND ACCURACY. FORM 990, PART VI, SECTION C, LINE 19 THE FORM 990 IS AVAILABLE IN THE ACCOUNTING OFFICE UPON REQUEST. THE FINANCIAL STATEMENTS OF THE CLUB ARE NOT PUBLIC INFORMATION. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. SEARS HOUSE ASSOCIATION 42 BEACON STREET BOSTON MA 02108 311717127 HISTORICAL BUILDING PRESERVATION MA 501(C)(3) LINE 7 THE SOMERSET CLUB 0 THE SOMERSET CHARITABLE TRUST 42 BEACON STREET BOSTON MA 02108 046112332 PROVIDE RELIEF TO EMPLOYEES WHO PROVIDED SERVICE TO THE CLUB MA 501(C)(3) PF THE SOMERSET CLUB 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 SEARS HOUSE ASSOCIATION K 650000 MARKET VALUE SEARS HOUSE ASSOCIATION J 600000 MARKET VALUE PART V SEARS HOUSE ASSOCIATION, INC. USES ITS ASSETS TO RESTORE AND RENOVATE THE HISTORIC ASPECTS OF THE SOMERSET CLUB FACILITY AND THAT RESTORATION, MADE CONSISTENT WITH THE EXEMPT PURPOSES OF THE SEARS HOUSE, BENEFITS THE PUBLIC INCLUDING THE MEMBERS OF THE CLUB.