The Massachusetts State Capitol

Form 990-PFTax year 2025EIN 04-6691795

Roger K Berle Charitable Trust

A private foundation in Boston, MA. Its return for tax year 2025 lists 30 grants and $91,200 paid in grants.

Tax year 2025 (period ending Dec 31, 2025), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Preselected only

The return checks the box saying the foundation gives only to preselected organizations and does not accept unsolicited requests.

Assets and giving by year

8 returns on file
Grants paid by tax year. The latest year is in blue.
  • Tax year 2025

    $91,200

    Grants listed
    30
    Assets, end of year
    $742,546
  • Tax year 2024

    $100,450

    Grants listed
    40
    Assets, end of year
    $764,690
  • Tax year 2023

    $82,550

    Grants listed
    33
    Assets, end of year
    $665,376
  • Tax year 2022

    $69,963

    Grants listed
    37
    Assets, end of year
    $735,141
  • Tax year 2021

    $120,400

    Grants listed
    35
    Assets, end of year
    $780,561
  • Tax year 2020

    $68,700

    Grants listed
    35
    Assets, end of year
    $788,734
  • Tax year 2019

    $73,600

    Grants listed
    29
    Assets, end of year
    $798,502
  • Tax year 2018

    $71,000

    Grants listed
    33
    Assets, end of year
    $845,620

Grants paid in 2025

30 grants, largest first

As listed on the return.

  1. Maine Public BroadcastingBangor, ME

    Charitable

    $15,000
  2. Boys and Girls Club of Southern MainePortland, ME

    Charitable

    $10,000
  3. University of Southern Maine FoundationPortland, ME

    Charitable

    $10,000
  4. Bowdoin CollegeBrunswick, ME

    Charitable

    $9,200
  5. Portland Parks ConservancyPortland, ME

    Charitable

    $5,000
  6. Portland Symphony OrchestraPortland, ME

    Charitable

    $5,000
  7. Preble Street ResourcePortland, ME

    Charitable

    $5,000
  8. Cliff Island Corp for AceCliff Island, ME

    Charitable

    $3,500
  9. The Island InstituteRockland, ME

    Charitable

    $3,000
  10. Friends of Fort GorgesPortland, ME

    Charitable

    $2,500
  11. Full Plates Full PotentialBrunswick, ME

    Charitable

    $2,500
  12. Good Shepherd Food BankAuburn, ME

    Charitable

    $2,500
  13. Maine Coast Fishermens AssociationBrunswick, ME

    Charitable

    $2,500
  14. Portland TrailsPortland, ME

    Charitable

    $2,500
  15. Waynflete SchoolPortland, ME

    Charitable

    $2,500
  16. 317 Main Community Music CenterYarmouth, ME

    Charitable

    $1,000
  17. EarthjusticeSan Francisco, CA

    Charitable

    $1,000
  18. Portland Media CenterPortland, ME

    Charitable

    $1,000
  19. Space GalleryPortland, ME

    Charitable

    $1,000
  20. The Maine MonitorHallowell, ME

    Charitable

    $1,000
  21. University of Southern MainePortland, ME

    Charitable

    $1,000
  22. Camden ConferenceCamden, ME

    Charitable

    $500
  23. Falmouth Memorial LibraryFalmouth, ME

    Charitable

    $500
  24. Friends of Casco BayPortland, ME

    Charitable

    $500
  25. Learning WorksPortland, ME

    Charitable

    $500
  26. Maine Audubon SocietyFalmouth, ME

    Charitable

    $500
  27. Maine Conservation AllianceAugusta, ME

    Charitable

    $500
  28. Maine Island Trail AssociationPortland, ME

    Charitable

    $500
  29. Noble & Greenough SchoolDedham, MA

    Charitable

    $500
  30. Salt Institute at Maine College of ArtPortland, ME

    Charitable

    $500

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Education4 grants $15,20032% of the total
  2. Philanthropy and grantmaking1 grant $10,00021% of the total
  3. Environment7 grants $8,00017% of the total
  4. Human services2 grants $5,50011% of the total
  5. Food and agriculture2 grants $5,00010% of the total
  6. Arts and culture3 grants $4,5009% of the total

By State

Grants to organizations with a US address, latest year.

  1. Maine28 grants $89,700
  2. California1 grant $1,000
  3. Massachusetts1 grant $500

Officers, directors and trustees

1 person as filed

As filed on the return, with average hours per week and pay from the foundation.

  • Roger K BerleTRUSTEE Hours 2Pay $0

The return

More foundations

Similar foundations

Same main cause (education), giving between a quarter and four times this foundation’s where possible, nearby first.

  1. The Brewster Family FoundationBoston, MA 11 grants Preselected only $90,700 giving
  2. The Katherine U & Ronald W Takvorian Charitable FoundationBoston, MA 20 grants Preselected only $89,669 giving
  3. William L Saltonstall FoundationBoston, MA 9 grants Accepts applications $88,000 giving
  4. The George and Alice Rich Charitable FoundationBoston, MA 13 grants Preselected only $87,000 giving
  5. Daniel Hogan Charitable FoundationBoston, MA 12 grants Preselected only $85,000 giving