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  4. Roger K Berle Charitable Trust
EIN 04-6691795

Roger K Berle Charitable Trust

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Boston
State
Massachusetts
Year formed
1992
Most recent tax filings
2023-12-01
NTEE code, primary
T20: Private Foundations
Description
The Roger K Berle Charitable Trust is a private foundation located in Boston, MA that primarily funds charitable organizations. Its purpose is to make direct contributions to these organizations, and its grantees include the Portland Symphony Orchestra and others. The trust made 37 grants last year.
Also known as...
Hill and Barlow
Total revenues
$25,361
2023
Total expenses
$95,097
2023
Total assets
$665,376
2023
Num. employees
0
2023

Program areas at Roger K Berle Charitable Trust

Direct contribution to Charitable organizations

Grants made by Roger K Berle Charitable Trust

GranteeGrant descriptionAmount
Bowdoin CollegeCharitable$8,000
Portland Media CenterCharitable$7,500
Psi Chi - University of Southern MaineCharitable$6,000
...and 27 more grants made totalling $66,550

Personnel at Roger K Berle Charitable Trust

NameTitleCompensation
Roger K BerleTrustee$0

Financials for Roger K Berle Charitable Trust

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Investment income and dividends$18,178
Net rental income$0
Net gain from sale of non-inventory assets$7,183
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$25,361

Form 990s for Roger K Berle Charitable Trust

Fiscal year endingDate received by IRSFormPDF link
2023-122024-05-14990PFView PDF
2022-122023-05-01990PFView PDF
2021-122022-05-04990PFView PDF
2020-122021-04-02990PFView PDF
2019-122021-06-11990PFView PDF
...and 8 more Form 990s
Data update history
August 9, 2024
Posted financials
Added Form 990PF for fiscal year 2023
November 25, 2023
Posted financials
Added Form 990PF for fiscal year 2021
July 10, 2023
Posted financials
Added Form 990PF for fiscal year 2022
July 9, 2022
Posted financials
Added Form 990PF for fiscal year 2020
October 20, 2021
Posted financials
Added Form 990PF for fiscal year 2019
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
Arts, cultural, and humanities
Characteristics
Provides grantsState / local levelTax deductible donationsNo full-time employees
General information
Address
800 Boylston St
Boston, MA 02199
Metro area
Boston-Cambridge-Newton, MA-NH
County
Suffolk County, MA
Phone
(617) 951-7000
IRS details
EIN
04-6691795
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
1992
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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