Roger K Berle Charitable Trust
The Roger K Berle Charitable Trust is a private foundation based in Boston, Massachusetts. Established in 1991, it operates as an independent foundation with administrative support through Ropes Wealth Advisors.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$765K
+14.9% YoY
Annual Giving
$100K
+21.7% YoY
Grant Count
40
+21.2% YoY
Avg Grant Size
$3K
+0.4% YoY
Under IRS private-foundation payout rules, Roger K Berle Charitable Trust reported a distributable amount of $42K for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The trust's grant-making priorities include:
- Education
- Philanthropy, Voluntarism & Grantmaking
- Human Services
- Journalism
- Arts
- Creative Writing
- Historic Buildings
Grantmaking
Review Cycle
are documented in available sources.
How to Apply
** No specific application procedures or deadlines are documented in available sources.
Ready to take the next step with Roger K Berle Charitable Trust?
Geographic Focus
Where this funder awards grants
The trust primarily funds organizations in:
- Maine
- Massachusetts
- New York
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
Total Assets: $764,690
Total Giving: $100,450 (most recent reporting period)
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $764,690 | $665,376 | $735,141 |
| Revenue | $214,140 | $25,361 | $39,968 |
| Expenses | $113,731 | $95,097 | $85,394 |
| Qualifying Distributions | $101,885 | $85,713 | $73,144 |
| Net Investment Income | $203,294 | $15,977 | $30,531 |
| Distributable Amount | $42,271 | $41,542 | $45,389 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
180 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Maine Public Broadcasting ($11,000), University of Southern Maine ($11,000), Boys and Girls Club of Southern Maine ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| BICYCLE COALITION OF MAINE PORTLAND, ME | CHARITABLE | $1,000 |
| BOWDOIN COLLEGE MUSEUM OF ART BRUNSWICK, ME | CHARITABLE | $500 |
| BOWDOIN COLLEGE POLAR BEAR FUND BRUNSWICK, ME | CHARITABLE | $500 |
| BOWDOIN COLLEGE BRUNSWICK, ME | CHARITABLE | $8,100 |
| BOYS AND GIRLS CLUB OF SOUTHERN MAINE PORTLAND, ME | CHARITABLE | $10,000 |
| CAMDEN CONFERENCE CAMDEN, ME | CHARITABLE | $500 |
| CHORAL ARTS SOCIETY PORTLAND, ME | CHARITABLE | $500 |
| CLIFF ISLAND CORP FOR ACE CLIFF ISLAND, ME | CHARITABLE | $1,000 |
| FALMOUTH LAND TRUST FALMOUTH, ME | CHARITABLE | $500 |
| FALMOUTH MEMORIAL LIBRARY FALMOUTH, ME | CHARITABLE | $500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ROGER K BERLE | TRUSTEE | 2 | — |
Contact Information
Address: 800 Boylston Street, Boston, MA 02199-8001
Telephone: 617-951-7000
EIN: 04-6691795
Frequently Asked Questions
What does Roger K Berle Charitable Trust fund?
The trust's grant-making priorities include: • Education • Philanthropy, Voluntarism & Grantmaking • Human Services • Journalism • Arts • Creative Writing • Historic Buildings
How do I apply for a grant from Roger K Berle Charitable Trust?
**Grant Amounts:** Typical awards range from $250 to $11,000. **Annual Giving:** The trust distributed $100,450 in total giving according to recent financial data, with another reporting period showing $82,550 in total giving. **Application Process:** No specific application procedures or deadlines are documented in available sources.
Where does Roger K Berle Charitable Trust make grants?
The trust primarily funds organizations in: • Maine • Massachusetts • New York
What size grants does Roger K Berle Charitable Trust award?
In 2024, Roger K Berle Charitable Trust awarded 40 grants totaling $100K — an average of about $3K per grant, based on its IRS Form 990 filings.
How much is Roger K Berle Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Roger K Berle Charitable Trust reported a distributable amount of $42K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Roger K Berle Charitable Trust's EIN?
Roger K Berle Charitable Trust's EIN (Employer Identification Number) is 04-6691795. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Roger K Berle Charitable Trust's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Vanguard Charitable Endowment Program
SOUTHEASTERN, PA
Assets
$22.2B
Grants
24,269
Total Given
$3.0B
Maine Community Foundation Inc
ELLSWORTH, ME
Assets
$807.6M
Grants
1,161
Total Given
$57.6M
Morgan Stanley Global Impact Funding Trust Inc
INDIANAPOLIS, IN
Assets
$9.1B
Grants
19,253
Total Given
$1.2B
Elmina B Sewall Foundation
FREEPORT, ME
Assets
$164.8M
Grants
296
Total Given
$14.4M
Horizon Foundation Inc
ROCKPORT, MA
Assets
$32.0M
Grants
110
Total Given
$1.3M
Murray Charitable Trust
PORTLAND, ME
Assets
$103K
Grants
68
Total Given
$11K
Network for Good
WASHINGTON, DC
Assets
$96.2M
Grants
4,733
Total Given
$216.2M
The Widgeon Point Charitable Foundation
NEW YORK, NY
Assets
$36.4M
Grants
114
Total Given
$5.7M
National Philanthropic Trust
JENKINTOWN, PA
Assets
$42.2B
Grants
18,583
Total Given
$5.1B
Onion Foundation
AUBURN, ME
Assets
—
Grants
245
Total Given
$4.4M
Texas Instruments Foundation
DALLAS, TX
Assets
$73.0M
Grants
4,484
Total Given
$22.6M
Davis Conservation Foundation
YARMOUTH, ME
Assets
$40.3M
Grants
62
Total Given
$1.5M
More Funders in Massachusetts
Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.