Public Charity

Rose D Bernier Duval Charitable Trust

Rose D Bernier Duval Charitable Trust is a private foundation categorized as Public Charity based in Roylston, MA. Its most recent IRS filing (2024) reports revenue of $11K, expenses of $20K, total assets of $353K. Imperigo tracks 7 reported grants from this foundation totaling approximately $56K.

EIN: 456239812 Roylston, MA Latest filing: 2024
Total Revenue$11K
Total Expenses$20K
Total Assets$353K
Grants Given7
Grant Total$56K
Filing Years2020–2024

Mission

The organization supports the St. Vincent de Paul Society of Annunciation Parish, formerly known as the Holy Rosary Church.

Sample Grants Given

St Vincent de Paul Society
Gardner, MA · 2024
Support of elderly and needy
$9,264
St Vincent de Paul Society
Gardner, MA · 2023
Support of elderly and needy
$8,517
St Vincent de Paul Society
Gardner, MA · 2022
Support of elderly and needy
$8,854
St Vincent de Paul Society
Gardner, MA · 2020
Support of elderly and needy
$9,226
St Vincent de Paul Society
Gardner, MA · 2019
Support of elderly and needy
$7,749

Showing up to 5 of 7 total records — full history available with membership.

Officers & Directors

Trustee Deborah J Orre

Officer compensation and complete director data available with membership.

Top Grant Purposes

Support of elderly and needy
$49,530 6 grants
Unspecified
$6,102 1 grant

Financial Trends

Year Revenue Expenses Assets
2024 $11K $20K $353K
2023 $10K $10K $362K
2022 $8K $10K $363K
2021 $11K $9K $366K
2020 $7K $11K $363K

Between 2020 and 2024, reported annual revenue grew from $7K to $11K (+55%), with total assets most recently reported at $353K.

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

Grant Geography

Grants from this foundation were reported to recipients in MA.

MA

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

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