//
Also known as: C/O ROPES WEALTH ADVISORS
Work at this foundation?
Claim this profile to manage it and see interest from grant seekers.
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. Total assets have decreased from $873K in 2011 to $665K in 2023. The foundation is governed by 1 officer or trustee. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. Grantmaking is concentrated in Maine. 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.
Smallest Grant
$500
Median Grant
$1K
Average Grant
$2K
Largest Grant
$10K
Based on 35 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
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 | N/A |
Total Giving
$95K
Total Assets
$665K
Fair Market Value
$875K
Net Worth
$665K
Grants Paid
$83K
Contributions
N/A
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 |
| Boys And Girls Club Of Southern MaineCHARITABLE | Portland, ME | $5K | 2023 |
| Portland Parks ConservancyCHARITABLE | Portland, ME | $5K | 2023 |
| Cliff Island Corp For AceCHARITABLE | Cliff Island, ME | $5K | 2023 |
| Maine Public BroadcastingCHARITABLE | Bangor, ME | $5K | 2023 |
| Portland Symphony OrchestraCHARITABLE | Portland, ME | $5K | 2023 |
| The Island InstituteCHARITABLE | Rockland, ME | $3K | 2023 |
| Preble StreetCHARITABLE | Portland, ME | $3K | 2023 |
| Good Shepherd Food BankCHARITABLE | Auburn, ME | $3K | 2023 |
| Friends Of Fort GorgesCHARITABLE | Portland, ME | $3K | 2023 |
| Full Plates Full PotentialCHARITABLE | Portland, ME | $3K | 2023 |
| SmyalCHARITABLE | Washington, DC | $1K | 2023 |
| Sustainable Cliff IslandCHARITABLE | Cliff Island, ME | $1K | 2023 |
| Waynflete SchoolCHARITABLE | Portland, ME | $1K | 2023 |
| Portland TrailsCHARITABLE | Portland, ME | $1K | 2023 |
| Maine Coast Waldorf SchoolCHARITABLE | Freeport, ME | $1K | 2023 |
| Cliff Island Community Memorial FundCHARITABLE | Cliff Island, ME | $1K | 2023 |
| Genesis FundCHARITABLE | Brunswick, ME | $1K | 2023 |
| Maine Charitable MechanicsCHARITABLE | Portland, ME | $550 | 2023 |
| Falmouth Land TrustCHARITABLE | Falmouth, ME | $500 | 2023 |
| Camden ConferenceCHARITABLE | Camden, ME | $500 | 2023 |
| Southern Maine ConservationCHARITABLE | Portland, ME | $500 | 2023 |
| Forest Society Of MaineCHARITABLE | Bangor, 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 |
| Oceanside Conservation TrustCHARITABLE | Portland, ME | $500 | 2023 |
| Choral Arts SocietyCHARITABLE | Portland, ME | $500 | 2023 |
| Friends Of Casco BayCHARITABLE | South Portland, ME | $500 | 2023 |
| Noble & Greenough SchoolCHARITABLE | Dedham, MA | $500 | 2023 |
| UnicefCHARITABLE | New York, NY | $5K | 2022 |
| Presumpscot Regional Land TrustCHARITABLE | Gorham, ME | $1K | 2022 |