Private Foundation

ROGER K BERLE CHARITABLE TRUST C/O ROPES WEALTH ADVISORS

ROGER K BERLE CHARITABLE TRUST C/O ROPES WEALTH ADVISORS is a private foundation categorized as Private Foundation based in BOSTON, MA. Its most recent IRS filing (2024) reports revenue of $214K, expenses of $114K, total assets of $765K. Imperigo tracks 275 reported grants from this foundation totaling approximately $684K.

EIN: 046691795 BOSTON, MA Latest filing: 2024

Total Revenue$214K

Total Expenses$114K

Total Assets$765K

Grants Given275

Grant Total$684K

Filing Years2020–2024

Sample Grants Given

MAINE PUBLIC BROADCASTING

BANGOR, ME · 2024

CHARITABLE

$11,000

UNIVERSITY OF SOUTHERN MAINE

PORTLAND, ME · 2024

CHARITABLE

$11,000

MAINE TRUST FOR LOCAL NEWS

BOSTON, MA · 2024

CHARITABLE

$10,000

BOYS AND GIRLS CLUB OF SOUTHERN MAINE

PORTLAND, ME · 2024

CHARITABLE

$10,000

BOWDOIN COLLEGE

BRUNSWICK, ME · 2024

CHARITABLE

$8,100

Showing up to 5 of 275 total records — full history available with membership.

Officers & Directors

TRUSTEE Roger K Berle

Officer compensation and complete director data available with membership.

Top Grant Purposes

CHARITABLE

$677,647 273 grants

CHARITABLECHARITABLE

$6,000 2 grants

Financial Trends

Year	Revenue	Expenses	Assets
2024	$214K	$114K	$765K
2023	$25K	$95K	$665K
2022	$40K	$85K	$735K
2021	$138K	$138K	$781K
2020	$70K	$79K	$789K

Between 2020 and 2024, reported annual revenue grew from $70K to $214K (+206%), with total assets most recently reported at $765K.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in DC, IA, MA, ME, MI, NJ, and 2 other states.

DCIAMAMEMINJNYVA

Full geographic grant map with state-by-state breakdown available with membership.

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