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Also known as: C/O ROPES WEALTH ADVISORS
Roger K Berle Char Trust Dtd 112691 is a private trust based in BOSTON, MA. The foundation received its IRS ruling in 1992. The principal officer is % Ropes & Gray. It holds total assets of $765K. Annual income is reported at $602K. According to available records, Roger K Berle Char Trust Dtd 112691 has made 140 grants totaling $342K, with a median grant of $1K. Annual giving has grown from $69K in 2020 to $83K in 2023. Grantmaking activity was highest in 2021 with $120K distributed across 35 grants. Individual grants have ranged from $250 to $21K, with an average award of $2K. The foundation has supported 47 unique organizations. The foundation primarily supports organizations in Maine, Michigan, Virginia, which account for 90% of all grants. Grantmaking reaches organizations across 7 states. Contributions to this foundation are tax-deductible.
Roger K Berle Char Trust Dtd 112691 is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 140 grants. Its grantmaking reaches organizations primarily in ME, MI, VA.
Roger K Berle Char Trust Dtd 112691 has distributed a total of $342K across 140 grants. The median grant size is $1K, with an average of $2K. Individual grants have ranged from $250 to $21K.
Roger K Berle Char Trust Dtd 112691 typically selects its grantees rather than accepting unsolicited proposals.
Roger K Berle Char Trust Dtd 112691 is headquartered in BOSTON, MA. While based in MA, the foundation distributes grants to organizations across 7 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Roger K Berle | TRUSTEE | $0 | $0 | $0 |
Total Giving
$95K
Total Assets
$665K
Fair Market Value
$875K
Net Worth
$665K
Grants Paid
$83K
Contributions
$0
Net Investment Income
$16K
Distribution Amount
$42K
Total: $476K
Total Grants
140
Total Giving
$342K
Average Grant
$2K
Median Grant
$1K
Unique Recipients
47
Most Common Grant
$1K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Local Media Association FoundationCHARITABLE | Lake City, MI | $10K | 2023 |
| Bowdoin CollegeCHARITABLE | Brunswick, ME | $8K | 2023 |
| Portland Media CenterCHARITABLE | Portland, ME | $8K | 2023 |
| University Of Southern MaineCHARITABLE | Portland, ME | $6K | 2023 |
| Portland Parks ConservancyCHARITABLE | Portland, ME | $5K | 2023 |
| 2018 | 990PF | View |
| 2017 | 990PF | View |
| 2016 | 990PF | View |
| Maine Public BroadcastingCHARITABLE |
| Bangor, ME |
| $5K |
| 2023 |
| Portland Symphony OrchestraCHARITABLE | Portland, ME | $5K | 2023 |
| Boys And Girls Club Of Southern MaineCHARITABLE | Portland, ME | $5K | 2023 |
| Cliff Island Corp For AceCHARITABLE | Cliff Island, ME | $5K | 2023 |
| The Island InstituteCHARITABLE | Rockland, ME | $3K | 2023 |
| Friends Of Fort GorgesCHARITABLE | Portland, ME | $3K | 2023 |
| Preble StreetCHARITABLE | Portland, ME | $3K | 2023 |
| Full Plates Full PotentialCHARITABLE | Portland, ME | $3K | 2023 |
| Good Shepherd Food BankCHARITABLE | Auburn, ME | $3K | 2023 |
| Portland TrailsCHARITABLE | Portland, ME | $1K | 2023 |
| Genesis FundCHARITABLE | Brunswick, ME | $1K | 2023 |
| Waynflete SchoolCHARITABLE | Portland, ME | $1K | 2023 |
| Maine Coast Waldorf SchoolCHARITABLE | Freeport, ME | $1K | 2023 |
| Sustainable Cliff IslandCHARITABLE | Cliff Island, ME | $1K | 2023 |
| SmyalCHARITABLE | Washington, DC | $1K | 2023 |
| Cliff Island Community Memorial FundCHARITABLE | Cliff Island, ME | $1K | 2023 |
| Maine Charitable MechanicsCHARITABLE | Portland, ME | $550 | 2023 |
| Falmouth Land TrustCHARITABLE | Falmouth, ME | $500 | 2023 |
| Camden ConferenceCHARITABLE | Camden, ME | $500 | 2023 |
| Choral Arts SocietyCHARITABLE | Portland, ME | $500 | 2023 |
| Forest Society Of MaineCHARITABLE | Bangor, ME | $500 | 2023 |
| Friends Of Casco BayCHARITABLE | South Portland, ME | $500 | 2023 |
| Maine Audubon SocietyCHARITABLE | Falmouth, ME | $500 | 2023 |
| Maine Coast Heritage TrustCHARITABLE | Topsham, ME | $500 | 2023 |
| Maine Island Trail AssociationCHARITABLE | Portland, ME | $500 | 2023 |
| Noble & Greenough SchoolCHARITABLE | Dedham, MA | $500 | 2023 |
| Oceanside Conservation TrustCHARITABLE | Portland, ME | $500 | 2023 |
| Southern Maine ConservationCHARITABLE | Portland, ME | $500 | 2023 |
| UnicefCHARITABLE | New York, NY | $5K | 2022 |
| Space GalleryCHARITABLE | Portland, ME | $1K | 2022 |
| Presumpscot Regional Land TrustCHARITABLE | Gorham, ME | $1K | 2022 |
| Family Equality CouncilCHARITABLE | New York, NY | $500 | 2022 |
| Portland Museum Of ArtCHARITABLE | Portland, ME | $500 | 2022 |
| Press Herald Toy FundCHARITABLE | Portland, ME | $500 | 2022 |
| The Gulf Of Maine Research InstituteCHARITABLE | Portland, ME | $500 | 2022 |
| Celtino Foundation Charitable TrustCHARITABLE | Alexandria, VA | $10K | 2021 |
| Music In The Somerset HillsCHARITABLE | Bernardsville, NJ | $2K | 2021 |
| Miriam'S KitchenCHARITABLE | Washington, DC | $1K | 2021 |
| Friends Of Katadin Woods & WatersCHARITABLE | Portland, ME | $1K | 2021 |
| The Promise ScholarshipCHARITABLE | Portland, ME | $10K | 2020 |
| Abyssinian Meeting HouseCHARITABLECHARITABLE | Portland, ME | $1K | 2020 |
| Good Food InstituteCHARITABLE | Washington, DC | $500 | 2020 |
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