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
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.
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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
No grants recorded for .
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
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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