Nonprofit · EIN 04-6691795
ROGER K BERLE CHAR TR DTD 112691
Also known as HILL & BARLOW
Tax-exempt · BOSTON, MA 02199
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $86,746 | $108,930 | -$22,184 | $742,546 | $0 | $742,546 |
| December 31, 2024 | 990-PF | $214,140 | $113,731 | $100,409 | $764,690 | $0 | $764,690 |
| December 31, 2023 | 990-PF | $25,361 | $95,097 | -$69,736 | $665,376 | $0 | $665,376 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $19,928
- Interest
- $1,623
- Net gain from sales of assets
- $65,195
Expenses
- Grants and similar amounts paid
- $91,200
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $92,685
- Excise tax on investment income
- $1,057
Balance sheet and other
- Total assets, start of year
- $764,690
- Total assets, end of year
- $742,546
- Total liabilities, end of year
- $0
- Net assets, end of year
- $742,546
- Fair market value of assets
- $866,590
- Qualifying distributions
- $92,685
- Net investment income
- $86,746
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROGER K BERLE ROPES WEALTH ADVISORS 800 BOYLSTON, ST, BOSTON, MA 02199 | TRUSTEE | 2 | $0 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROGER K BERLE ROPES WEALTH ADVISORS 800 BOYLSTON, ST, BOSTON, MA 02199 | TRUSTEE | 2 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROGER K BERLE ROPES WEALTH ADVISORS 800 BOYLSTON, ST, BOSTON, MA 02199 | TRUSTEE | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 800 BOYLSTON ST, BOSTON, MA 02199-1900
- In care of
- % ROPES & GRAY
- Signed the 990-PF
- ROGER K BERLE, TRUSTEE
- Phone
- (617) 951-7000
- Return prepared by
- WALTER SHUFFAIN ADVISORS INC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 04-6691795
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1992
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $742,546
- Income (IRS master file)
- $255,682
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $86,746 | $108,930 | $742,546 | IRS |
| 990-PF | December 2024 | $214,140 | $113,731 | $764,690 | IRS |
| 990-PF | December 2023 | $25,361 | $95,097 | $665,376 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-6691795).
Questions about ROGER K BERLE CHAR TR DTD 112691
- What is the EIN of ROGER K BERLE CHAR TR DTD 112691?
- The employer identification number (EIN) of ROGER K BERLE CHAR TR DTD 112691 is 04-6691795.
- Is ROGER K BERLE CHAR TR DTD 112691 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
- Are donations to ROGER K BERLE CHAR TR DTD 112691 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROGER K BERLE CHAR TR DTD 112691 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROGER K BERLE CHAR TR DTD 112691 due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROGER K BERLE CHAR TR DTD 112691 last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of ROGER K BERLE CHAR TR DTD 112691?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does ROGER K BERLE CHAR TR DTD 112691 have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $86,746, expenses of $108,930 and total assets of $742,546 at year end.
Other nonprofits in BOSTON
- FIDELITY INVESTMENTS CHARITABLE GIFT FUND EIN 11-0303001 · last filed 990 for 2025
- DANA-FARBER CANCER INSTITUTE EIN 04-2263040 · last filed 990 for 2025
- CHILDRENS HOSPITAL CORPORATION EIN 04-2774441 · last filed 990 for 2025
- TRUSTEES OF BOSTON UNIVERSITY EIN 04-2103547 · last filed 990 for 2025
- NORTHEASTERN UNIVERSITY EIN 04-1679980 · last filed 990 for 2025
- BOSTON MEDICAL CENTER CORPORATION EIN 04-3314093 · last filed 990 for 2025
- COMMONWEALTH CARE ALLIANCE INC EIN 04-3756900 · last filed 990 for 2024
- HARVARD MANAGEMENT PRIVATE EQUITY CORPORATION EIN 04-3070522 · last filed 990 for 2025