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 (2025) reports revenue of $87K, expenses of $109K, total assets of $743K. Imperigo tracks 305 reported grants from this foundation totaling approximately $775K.

EIN: 046691795 BOSTON, MA Latest filing: 2025

Total Revenue$87K

Total Expenses$109K

Total Assets$743K

Grants Given305

Grant Total$775K

Filing Years2021–2025

Sample Grants Given

MAINE PUBLIC BROADCASTING

BANGOR, ME · 2025

CHARITABLE

$15,000

BOYS AND GIRLS CLUB OF SOUTHERN MAINE

PORTLAND, ME · 2025

CHARITABLE

$10,000

UNIVERSITY OF SOUTHERN MAINE FOUNDATION

PORTLAND, ME · 2025

CHARITABLE

$10,000

BOWDOIN COLLEGE

BRUNSWICK, ME · 2025

CHARITABLE

$9,200

PORTLAND PARKS CONSERVANCY

PORTLAND, ME · 2025

CHARITABLE

$5,000

Showing up to 5 of 305 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

$768,847 303 grants

CHARITABLECHARITABLE

$6,000 2 grants

Financial Trends

Year	Revenue	Expenses	Assets
2025	$87K	$109K	$743K
2024	$214K	$114K	$765K
2023	$25K	$95K	$665K
2022	$40K	$85K	$735K
2021	$138K	$138K	$781K

Between 2021 and 2025, reported annual revenue declined from $138K to $87K (-37%), with total assets most recently reported at $743K.

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

Grant Geography

Grants from this foundation were reported to recipients in CA, DC, IA, MA, ME, MI, and 3 other states.

CADCIAMAMEMINJNYVA

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

See the full picture for ROGER K BERLE CHARITABLE TRUST C/O ROPES WEALTH ADVISORS

Complete financials, all 305 grant records, officer compensation, year-over-year trend charts, a geographic grant map, and data exports — across 498,000+ organizations.

Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports