Rose D Bernier Duval Charitable Trust
The organization supports the st. Vincent de paul society of annunciation parish, formerly known as the holy rosary church.
Key facts about Rose D Bernier Duval Charitable Trust
In short: Rose D Bernier Duval Charitable Trust gave $18K across 1 grant in 2025 (avg $18K), mostly in Massachusetts. Source: 2025 IRS Form 990.
- EIN
- 45-6239812
- Latest 990 filing
- Form 990, 2025
- Annual giving (2025)
- $18,445
- Grants made (2025)
- 1
- Average grant
- $18,445
- Median grant
- $18,445
- Primary geography
- Massachusetts (100% of itemized 2025 grant dollars)
Data from IRS Form 990, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990 · View filing
Total Assets
—
-100.0% YoY
Annual Giving
$18K
+99.1% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$18K
+99.1% YoY
How Rose D Bernier Duval Charitable Trust gives
- Giving grew 108% from 2022 to 2025. Method
From the foundation's IRS Form 990 filings. Methodology.
About Rose D Bernier Duval Charitable Trust
Based on IRS filings
Rose D Bernier Duval Charitable Trust is a nonprofit organization focused on Religion Related, based in Royalston, MA. IRS filing data is available from 2020 through 2025. In 2025, it awarded 1 grant totaling $18K. Net investment income was $23K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 1 itemized 2025 grant dollars.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2025
Grant Size Distribution
4 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| ST VINCENT DE PAUL SOCIETY Gardner, MA | SUPPORT FOOD INSECURITY FOR THE ELDERLY AND NEEDY | $18,445 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | — | $353,475 | $362,478 |
| Revenue | $22,768 | $10,967 | $9,507 |
| Expenses | $65,291 | $19,970 | $10,308 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $22,768 | $10,967 | $9,507 |
| Distributable Amount | — | — | — |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS May 4, 2021)
- Updated Form 990-EZ for fiscal year 2021 (received by the IRS May 10, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS May 2, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS May 14, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS April 18, 2025)
- Added Form 990 for fiscal year 2025 (received by the IRS May 13, 2026)
Leadership & Key People
Officers and directors from IRS filings
Rose D Bernier Duval Charitable Trust is led by Deborah J. Orre, Trustee on every filing since 2020 — the only officer listed, and uncompensated.
Officers on the 2025 filing
Deborah J. Orre
Trustee
On filings since 2020
1 hr/week
No compensation reported
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.
Frequently asked questions about Rose D Bernier Duval Charitable Trust
How much does Rose D Bernier Duval Charitable Trust give each year?
Rose D Bernier Duval Charitable Trust gave $18K across 1 grant in 2025, according to its 2025 IRS Form 990. In 2024 it gave $9K across 1 grant.
What is Rose D Bernier Duval Charitable Trust?
Rose D Bernier Duval Charitable Trust is a nonprofit organization focused on Religion Related, based in Royalston, MA. It holds — in total assets as of 2025.
Where does Rose D Bernier Duval Charitable Trust operate?
Rose D Bernier Duval Charitable Trust has awarded grants in Massachusetts.
What is Rose D Bernier Duval Charitable Trust's EIN?
Rose D Bernier Duval Charitable Trust's EIN (Employer Identification Number) is 45-6239812. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Here's the math on researching Rose D Bernier Duval Charitable Trust by hand.
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