Roger R Thompson Endowment FBO Berwick Acad

Private foundation · Grantmaker Portsmouth, NH EIN: 02-6123970

Roger R Thompson Endowment FBO Berwick Acad is a private foundation, 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.

Roger R Thompson Endowment FBO Berwick Acad at a glance

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.

Annual giving (2025)
$28,000
+0.0% vs 2024
Grants made (2025)
1
+0.0% vs 2024
Average grant
$28,000
+0.0% vs 2024
Median grant
$28,000
Total assets
$344,308
+2.3% vs 2024
Primary geography
Maine (100% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

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

Who Roger R Thompson Endowment FBO Berwick Acad funds

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Berwick Academy: $28KBerwick Academy$28K

The largest 2025 recipient was Berwick Academy ($28K).

Grant Size Distribution

5 grants across all recorded years

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

The most common grant size was under $50K: 5 grants of 5 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2025 grant dollars on its one itemized grant.

States

Cities

South Berwick

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.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K$40K1 grant2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025

From 2020 to 2025, annual grant giving ranged from $27K (2023) to $31K (2021). In 2025 it made 1 grant totaling $28K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Berwick Academy South Berwick, MEScholarships$28,000
Your AI grants department

Ready to take the next step with Roger R Thompson Endowment FBO Berwick Acad?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$344,308$47,775$39,972$28,0001$28,000$42,813$27,967
2024$336,578$20,704$48,158$28,0001$43,646$16,192$27,525
2023$364,032$41,105$39,263$27,0651$35,007$36,849$25,732
2022$362,190$23,010$42,861$28,4251$38,354$18,503$27,307
2021$382,041$37,341$45,338$31,0001$40,407$32,410$29,953
2020$390,038$30,963$42,841$28,3841—$26,498$27,239

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.

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

The highest reported compensation on the 2025 filing was $4K, to Charles Doleac (Trustee).

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).

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.

Data update history

(2)

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

Explore Open Grants

Browse active grant opportunities in Roger R Thompson Endowment FBO Berwick Acad's focus areas in our free grants database

Similar Funders

Funders with grantees in common, and similar funders in New Hampshire

Grey Rocks Foundation Inc

Boston, MA

Grey Rocks Foundation funds education, rowing and outdoor programs, conservation, animal welfare, and community service, with most of its 2024 grant dollars going to New Hampshire, followed by Massachusetts. Its 97 grants ranged from $50 to $510,000, with a median of $10,000. It gives only to preselected charitable organizations and does not accept unsolicited requests.

Assets

$65.6M

Grants

97

Total Given

$2.9M

French Fdn Tr Udecl

Pittsburgh, PA

FRENCH FDN TR UDECL’s 2024 grants supported organizations working in conservation and the environment, culture, education, and disability services, with the largest share going to New Hampshire and other New England states. Grants ranged from $500 to $20,000, with a median of $5,000. It gives only to preselected charities and does not accept unsolicited requests.

Assets

$7.2M

Grants

69

Total Given

$420K

The Sylvester and Stanhope Foster Foundation

Concord, NH

Assets

$768K

Grants

9

Total Given

$94K

Melmac Education Foundation

Augusta, ME

MELMAC Education Foundation funds college and career readiness, post-secondary student success, and partnerships linking education, communities, and employers, primarily in Maine. Its 2024 grants ranged from $2,000 to $219,873, with a median of $2,000. It funds only preselected organizations and does not accept unsolicited requests.

Assets

$38.7M

Grants

180

Total Given

$1.4M

Malcolm E Smith Jr Foundation Inc

North Hampton, NH

Assets

—

Grants

1

Total Given

$25K

The Richard Foundation

Orlando, FL

The Richard Foundation supports preselected charitable organizations in education, community services, arts, animal care, disability services, and medical-debt relief, with grants across multiple states, especially Florida. Its 2024 grants ranged from $500 to $25,000, with a median of $4,000. It does not accept unsolicited requests.

Assets

$5.1M

Grants

62

Total Given

$260K

More similar funders

More Funders in New Hampshire

The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Roger R Thompson Endowment FBO Berwick Acad's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

Roger R Thompson Endowment FBO Berwick Acad down — hundreds of funders to go?

Want AI to do this for you?