Private foundation · Boston, MA

Roger K Berle Charitable Trust

View org profile →Find similar funders →Invitation only
Typical grant size
$500 – $1K – $3K
25th · median · 75th percentile
Unique recipients
42
Repeat grantees
32
funded 2+ years

Application procedures · from 2024 990-PF

Leadership · from 2024 990-PF

Roger K Berle
TRUSTEE
Kimberly E Cohen
TRUSTEE
Winifred I Li
TRUSTEE

Source: IRS Form 990-PF, Part VII. Officers, directors, and trustees as reported by the foundation.

Payout rate · TY 2024
13.1%
grants paid ÷ assets · ~5% IRS minimum
'17
'18
'19
'20
'21
'22
'23
'24
330
Total grants awarded
$835K
Total amount
$3K
Average grant
$21K
Largest grant

Giving by year

2024
$100K
40 grants
2023
$83K
33 grants
2022
$70K
37 grants
2021
$120K
35 grants
2020
$69K
35 grants
2019
$74K
29 grants
2018
$71K
33 grants
2017
$97K
33 grants
2016
$55K
26 grants
2015
$96K
29 grants

Top recipients

9 grants · ME · ✓ Exact match
$72K
Portland Symphony Orchestra
10 grants · ME
$66K
9 grants · ME · ✓ Exact match
$60K
10 grants · ME · ✓ Exact match
$51K
10 grants · ME · ✓ Exact match
$47K
Boys and Girls Club of Southern Maine
7 grants · ME
$45K
5 grants · ME · ✓ Exact match
$39K
7 grants · ME · ✓ Exact match
$36K
10 grants · ME · ✓ Exact match
$31K
Cliff Island Corp for Ace
8 grants · ME
$26K

Recipient names are as reported on the 990-PF. ✓ Exact match = EIN matched to IRS records by exact name + state; ≈ likely match = EIN inferred from a closely similar name. The recipient EIN is never stated on the form — it is DoubleNine’s match.

Recent grants · most recent filings first

University of Southern Maine
CHARITABLE
ME · TY 2024
$11K
Maine Public Broadcasting
CHARITABLE
ME · TY 2024
$11K
Boys and Girls Club of Southern Maine
CHARITABLE
ME · TY 2024
$10K
Maine Trust for Local News
CHARITABLE
MA · TY 2024
$10K
Bowdoin College
CHARITABLE
ME · TY 2024
$8K
Portland Trails
CHARITABLE
ME · TY 2024
$6K
Portland Symphony Orchestra
CHARITABLE
ME · TY 2024
$5K
The Island Institute
CHARITABLE
ME · TY 2024
$3K
Good Shepherd Food Bank
CHARITABLE
ME · TY 2024
$3K
Friends of Fort Gorges
CHARITABLE
ME · TY 2024
$3K
Full Plates Full Potential
CHARITABLE
ME · TY 2024
$3K
Preble Street
CHARITABLE
ME · TY 2024
$3K
Portland Media Center
CHARITABLE
ME · TY 2024
$3K
Space Gallery
CHARITABLE
ME · TY 2024
$3K
Maine Coast Fishermens
CHARITABLE
ME · TY 2024
$3K
Smyal
CHARITABLE
DC · TY 2024
$1K
Cliff Island Corp for Ace
CHARITABLE
ME · TY 2024
$1K
Family Equality Council
CHARITABLE
NY · TY 2024
$1K
Friends of the Long Island
CHARITABLE
ME · TY 2024
$1K
Maine Coast Heritage Trust
CHARITABLE
ME · TY 2024
$1K
Bicycle Coalition of Maine
CHARITABLE
ME · TY 2024
$1K
Maine Seacoast Mission
CHARITABLE
ME · TY 2024
$1K
Sustainable Cliff Island
CHARITABLE
ME · TY 2024
$1K
Waynflete School
CHARITABLE
ME · TY 2024
$1K
Maine Island Trail Association
CHARITABLE
ME · TY 2024
$1K
North Shore Community College
CHARITABLE
MA · TY 2024
$1K
Maine Historical Society
CHARITABLE
ME · TY 2024
$1K
Genesis Fund
CHARITABLE
ME · TY 2024
$1K
Maine Charitable Mechanics
CHARITABLE
ME · TY 2024
$600
Forest Society of Maine
CHARITABLE
ME · TY 2024
$500
Noble & Greenough School
CHARITABLE
MA · TY 2024
$500
Friends of Casco Bay
CHARITABLE
ME · TY 2024
$500
Bowdoin College Polar Bear Fund
CHARITABLE
ME · TY 2024
$500
Camden Conference
CHARITABLE
ME · TY 2024
$500
Maine Audubon Society
CHARITABLE
ME · TY 2024
$500
Falmouth Memorial Library
CHARITABLE
ME · TY 2024
$500
Falmouth Land Trust
CHARITABLE
ME · TY 2024
$500
Bowdoin College Museum of Art
CHARITABLE
ME · TY 2024
$500
Choral Arts Society
CHARITABLE
ME · TY 2024
$500
Oceanside Conservation Trust
CHARITABLE
ME · TY 2024
$250
Local Media Association Foundation
CHARITABLE
MI · TY 2023
$10K
Bowdoin College
CHARITABLE
ME · TY 2023
$8K
Portland Media Center
CHARITABLE
ME · TY 2023
$8K
University of Southern Maine
CHARITABLE
ME · TY 2023
$6K
Cliff Island Corp for Ace
CHARITABLE
ME · TY 2023
$5K
Portland Parks Conservancy
CHARITABLE
ME · TY 2023
$5K
Boys and Girls Club of Southern Maine
CHARITABLE
ME · TY 2023
$5K
Portland Symphony Orchestra
CHARITABLE
ME · TY 2023
$5K
Maine Public Broadcasting
CHARITABLE
ME · TY 2023
$5K
The Island Institute
CHARITABLE
ME · TY 2023
$3K

Source: IRS Form 990-PF, Part XV. Up to 50 most recent grants shown.