Roger R Thompson Endowment FBO Berwick Acad

Foundation · Grantmaker Portsmouth, NH EIN: 02-6123970

Roger R Thompson Endowment FBO Berwick Acad is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Portsmouth, NH. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $344K in total assets. In 2025, it awarded 1 grant totaling $28K. Net investment income was $43K.

Key facts about Roger R Thompson Endowment FBO Berwick Acad

In short: Roger R Thompson Endowment FBO Berwick Acad gave $28K across 1 grant in 2025 (avg $28K), mostly in Maine. Source: 2025 IRS Form 990-PF.

EIN
02-6123970
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$28,000
Grants made (2025)
1
Average grant
$28,000
Median grant
$28,000
Total assets
$344,308
Primary geography
Maine (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$344K

+2.3% YoY

Annual Giving

$28K

+0.0% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$28K

+0.0% YoY

Under IRS private-foundation payout rules, Roger R Thompson Endowment FBO Berwick Acad reported a distributable amount of $28K for 2025 — the minimum it must pay out in qualifying distributions.

How Roger R Thompson Endowment FBO Berwick Acad gives

  • Giving held roughly steady from 2022 to 2025 (−1%). Method
  • In 2025 it paid out 100% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of all 1 itemized 2025 grant dollars.

States

Cities

South Berwick

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K$40K1 grants20201 grants20211 grants20221 grants20231 grants20241 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

Berwick Academy: $28KBerwick Academy$28K

Grant Size Distribution

5 grants across all recorded years

5<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
BERWICK ACADEMY South Berwick, MESCHOLARSHIPS$28,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K202020212022202320242025
Metric202520242023
Total Assets$344,308$336,578$364,032
Revenue$47,775$20,704$41,105
Expenses$39,972$48,158$39,263
Qualifying Distributions$28,000$43,646$35,007
Net Investment Income$42,813$16,192$36,849
Distributable Amount$27,967$27,525$25,732

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS May 4, 2026)
  2. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Roger R Thompson Endowment FBO Berwick Acad's 2025 filing lists 3 officers; 1 of 3 officers listed in 2025 is compensated.

Officers on the 2025 filing

  • Charles Doleac

    Trustee

    On filings since 2020

    2 hrs/week

    $7K (2020) → $4K (2025)

  • Jack Blalock

    Trustee

    On filings since 2022

    1 hr/week

    No compensation reported

  • Nicole Outsen

    Trustee

    On filings since 2022

    1 hr/week

    No compensation reported

Former officers (2)
  • Former: Holly Ayer Malloy (2020–2021) — Trustee
  • Former: Kenneth Barrett (2020–2021) — Trustee

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Charles Doleac — Trustee: $4KCharles DoleacTrustee$4K

Frequently asked questions about Roger R Thompson Endowment FBO Berwick Acad

How much does Roger R Thompson Endowment FBO Berwick Acad give each year?

Roger R Thompson Endowment FBO Berwick Acad gave $28K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $28K across 1 grant.

How large is Roger R Thompson Endowment FBO Berwick Acad?

Roger R Thompson Endowment FBO Berwick Acad reported $344K in total assets on its 2025 IRS Form 990-PF. It paid out $28K in qualifying distributions that year, against a required minimum of $28K (roughly 5% of its investment assets).

What is Roger R Thompson Endowment FBO Berwick Acad?

Roger R Thompson Endowment FBO Berwick Acad is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Portsmouth, NH. It holds $344K in total assets as of 2025.

Where does Roger R Thompson Endowment FBO Berwick Acad operate?

Roger R Thompson Endowment FBO Berwick Acad has awarded grants in Maine.

What is Roger R Thompson Endowment FBO Berwick Acad's EIN?

Roger R Thompson Endowment FBO Berwick Acad's EIN (Employer Identification Number) is 02-6123970. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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