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Massachusetts · Private foundation

Roger K Berle Charitable Trust

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$91k
Granted FY2025(still arriving)
30
Grants FY2025
40
Organizations funded FY2024
23%
First-time grantees FY2024
Read the full brief
Median grant, FY2025
$2,500
Largest grant, FY2025
$15,000
Organizations funded a year
29 to 40
FY2018 to FY2024
States reached, FY2025
3
Total assets, FY2025
$743k
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2024, 23% of the organizations Roger K Berle Charitable Trust funded were first-time grantees, receiving 18% of its grant dollars.

New vs renewed · share of each year

In FY2024, 82% of grant dollars renewed an existing relationship; $19k went to new ones.

50%100%’18’19’20’21’22’23’24
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’18’19’20’21’22’23’24
Arts & CultureFood & NutritionEnvironmentHuman ServicesInternationalEducationOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2025still arriving30$91k27%
FY202440$100k23%
FY202333$83k0%
FY202237$70k19%
FY202135$120k9%
FY202035$69k20%
FY201929$74k14%
FY201832$71k16%
96% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2025.

Arts & Culture$277kEducation$162kEnvironment$100kYouth Development$55kFood & Nutrition$33kHealth$29kHousing & Shelter$26kRecreation & Sports$16kOther$0

Where its grants go

Grant dollars by states, across the years we hold.

Which US states its grants reach

ME
MI
NY
MA
IA
NJ
CA
VA
DC

Top grantees

Largest recipients by total granted, FY2017 to FY2025, and the share of each one’s budget the grants supplied at peak.

Show all 53 grantees
All grantees of Roger K Berle Charitable Trust by total granted
GranteeTotal grantedYearsShare of their budget
Portland Maine Symphony Orchestra$65,00090%
Bowdoin College$63,70090%
Maine Public Broadcasting Corporation$59,50090%
Boys & Girls Clubs of Southern Maine$50,00070%
SPACE Gallery$42,50081%
Portland Media Center$37,00082%
Island Institute$34,00090%
Friends of Fort Gorges$28,000914%
Waynflete School$22,00090%
Preble Street$19,50080%
Full Plates Full Potential$18,00070%
Portland Trails$16,50091%
Good Shepherd Food Bank$14,50060%
Portland Parks Conservancy$13,00052%
Maine Coast Heritage Trust$11,00070%
University of Southern Maine Foundation$10,00010%
American National Red Cross & Its Constituent Chapters and Branches$10,00010%
Sustainable Cliff Island$8,0008n/a
Falmouth Memorial Library Association$7,00040%
Maine Island Trail Association$6,50090%
Friends of Casco Bay$5,81390%
Music in the Somerset Hills Inc$5,50041%
Portland Museum of Art$5,50060%
Celtino Foundation$5,0001n/a
United States Fund for Unicef$5,00010%
Noble and Greenough School$4,50090%
Oceanside Conservation Trust$4,25081%
SMYAL Inc$4,00040%
Maine Audubon Society$4,00080%
Cliff Island Community Memorial Fund$4,0007n/a
The Genesis Fund$3,50040%
Forest Society of Maine$3,50050%
Gulf of Maine Research Institute$3,00060%
Maine Coast Fishermens Assn$2,5001n/a
Miriam's Kitchen$2,50040%
Camden Conference$2,50050%
Friends of Katahdin Woods & Waters$2,00020%
Learningworks$1,75020%
Through These Doors$1,50020%
Family Equality$1,50020%
Choral Art Society$1,25030%
Falmouth Conservation Trust Dba Falmouth Land Trust$1,25030%
Maine Seacoast Mission$1,00010%
Presumpscot Regional Land Trust$1,00010%
Environmental Defense Fund Incorporated$1,00010%
317 Main St Community Center Inc$1,00010%
Earthjustice$1,00010%
Bicycle Coalition of Maine$1,00010%
Maine Historical Society$1,00010%
Maine Center for Public Interest Reporting$1,00010%
Maine Conservation Alliance$50010%
The Good Food Institute Inc$50010%
Clean Air Task Force Inc$50010%

What it could do for these grantees

Plus 22 recipients with no EIN on record ($154k), not named here.

Where it is load-bearing

Each grantee by its size and the share of its budget Roger K Berle Charitable Trust supplied at peak.

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetPortland Maine Symphony Orchestra: $65,000 over 9y, 0.4% of budgetBowdoin College: $63,700 over 9y, 0.0% of budgetMaine Public Broadcasting Corporation: $59,500 over 9y, 0.1% of budgetBoys & Girls Clubs of Southern Maine: $50,000 over 7y, 0.4% of budgetSPACE Gallery: $42,500 over 8y, 1.3% of budgetPortland Media Center: $37,000 over 8y, 2.5% of budgetIsland Institute: $34,000 over 9y, 0.1% of budgetFriends of Fort Gorges: $28,000 over 9y, 14% of budgetWaynflete School: $22,000 over 9y, 0.0% of budgetPreble Street: $19,500 over 8y, 0.0% of budgetFull Plates Full Potential: $18,000 over 7y, 0.2% of budgetPortland Trails: $16,500 over 9y, 0.7% of budgetGood Shepherd Food Bank: $14,500 over 6y, 0.0% of budgetPortland Parks Conservancy: $13,000 over 5y, 1.9% of budgetMaine Coast Heritage Trust: $11,000 over 7y, 0.0% of budgetUniversity of Southern Maine Foundation: $10,000 over 1y, 0.1% of budgetAmerican National Red Cross & Its Constituent Chapters and Branches: $10,000 over 1y, 0.0% of budgetFalmouth Memorial Library Association: $7,000 over 4y, 0.4% of budgetMaine Island Trail Association: $6,500 over 9y, 0.2% of budgetFriends of Casco Bay: $5,813 over 9y, 0.1% of budgetMusic in the Somerset Hills Inc: $5,500 over 4y, 1.0% of budgetPortland Museum of Art: $5,500 over 6y, 0.0% of budgetUnited States Fund for Unicef: $5,000 over 1y, 0.0% of budgetNoble and Greenough School: $4,500 over 9y, 0.0% of budgetOceanside Conservation Trust: $4,250 over 8y, 1.4% of budgetSMYAL Inc: $4,000 over 4y, 0.0% of budgetMaine Audubon Society: $4,000 over 8y, 0.0% of budgetThe Genesis Fund: $3,500 over 4y, 0.1% of budgetForest Society of Maine: $3,500 over 5y, 0.1% of budgetGulf of Maine Research Institute: $3,000 over 6y, 0.0% of budgetMiriam's Kitchen: $2,500 over 4y, 0.0% of budgetCamden Conference: $2,500 over 5y, 0.2% of budgetFriends of Katahdin Woods & Waters: $2,000 over 2y, 0.0% of budgetLearningworks: $1,750 over 2y, 0.0% of budgetThrough These Doors: $1,500 over 2y, 0.1% of budgetFamily Equality: $1,500 over 2y, 0.0% of budgetChoral Art Society: $1,250 over 3y, 0.4% of budgetFalmouth Conservation Trust Dba Falmouth Land Trust: $1,250 over 3y, 0.3% of budgetMaine Seacoast Mission: $1,000 over 1y, 0.0% of budgetPresumpscot Regional Land Trust: $1,000 over 1y, 0.2% of budgetEnvironmental Defense Fund Incorporated: $1,000 over 1y, 0.0% of budget317 Main St Community Center Inc: $1,000 over 1y, 0.1% of budgetEarthjustice: $1,000 over 1y, 0.0% of budgetBicycle Coalition of Maine: $1,000 over 1y, 0.2% of budgetMaine Historical Society: $1,000 over 1y, 0.0% of budgetMaine Center for Public Interest Reporting: $1,000 over 1y, 0.0% of budgetMaine Conservation Alliance: $500 over 1y, 0.3% of budgetThe Good Food Institute Inc: $500 over 1y, 0.0% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 49.

Nonprofits that may fit its grantmaking

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Maine Community Foundation IncME51.9× affinity26 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Maine Community Foundation Inc · Horizon Foundation Inc · Sam L Cohen Foundation · Onion Foundation · Morton-Kelly Charitable Trust · Elmina B Sewall Foundation · The Widgeon Point Charitable Foundation · Libra Foundation · Fisher Charitable Foundation · Murray Charitable Trust · Davis Conservation Foundation · Stephen & Tabitha King Foundation Inc

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

Compare Roger K Berle Charitable Trust with peer funders

Warm introductions · Powered by PlinthPlus

How do I get to Roger K Berle Charitable Trust?

Find your warmest path to Roger K Berle Charitable Trust through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

About Roger K Berle Charitable Trust

How much does Roger K Berle Charitable Trust give?
Roger K Berle Charitable Trust reported 30 grants totaling $91,200 in its FY2025 IRS filing. It funded between 29 and 40 organizations a year over FY2018 to FY2024.
What does Roger K Berle Charitable Trust fund?
By grant dollars over FY2017 to FY2025, its largest causes are Arts & Culture (36%), Education (21%), Environment (13%).
Who are Roger K Berle Charitable Trust's largest grantees?
By total granted over FY2017 to FY2025: Portland Maine Symphony Orchestra ($65k), Bowdoin College ($64k), Maine Public Broadcasting Corporation ($60k).
Does Roger K Berle Charitable Trust fund new organizations?
In FY2024, 23% of the organizations it funded were first-time grantees.
Does Roger K Berle Charitable Trust accept unsolicited applications?
Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
Which funders back the same organizations as Roger K Berle Charitable Trust?
Its strongest co-funders, measured against what their size predicts, include Maine Community Foundation Inc, Horizon Foundation Inc, Sam L Cohen Foundation.
Where is Roger K Berle Charitable Trust based?
Roger K Berle Charitable Trust is based in MA.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 76 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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