Bergeron Family Foundation

Private foundation · Grantmaker Needham, MA EIN: 03-0370623

Bergeron Family Foundation is a private foundation based in Needham, Massachusetts. Its 2025 filing reports grants to organizations in Vermont, New Hampshire, Massachusetts, Colorado, and the District of Columbia, with most grant dollars going to Vermont recipients.

Bergeron Family Foundation at a glance

In short: Bergeron Family Foundation gave $95K across 29 grants in 2025 (avg $3K), mostly in Vermont. 21% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$95,000
-30.7% vs 2024
Grants made (2025)
29
-9.4% vs 2024
Average grant
$3,276
-23.5% vs 2024
Median grant
$2,000
Total assets
$1,982,366
+2.4% vs 2024
New grantees (estimate)
21% first-time grantees (6 of 29, 2025)
Primary geography
Vermont (79% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).

How to apply to Bergeron Family Foundation

How to Apply

The filing says grant requests should be made in writing. It states that giving is not restricted to preselected organizations and that there are no restrictions on awards.

Review Cycle
There are no deadlines.
Deadline
There are no deadlines.
Contact

Application contact: Bergeron Family Foundation
Mailing address: PO Box 920135, Needham, MA 02492
Phone: (781) 690-5495

Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who Bergeron Family Foundation funds

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Saint Michael's College: $20KSaint Michael's College$20KHoward Mental Health: $10KHoward Mental Health$10KCommunity College of Vermont: $7KCommunity College of Vermont$7KFeeding Champlain Valley: $6KFeeding Champlain Valley$6KBishop's Fund: $5KBishop's Fund$5KCots: $5KCots$5KEnd 68 Hours of Hunger: $5KEnd 68 Hours of Hunger$5KSpectrum Youth & Family Services: $5KSpectrum Youth & FamilyServices$5KYMCA Camp Belknap: $4KYMCA Camp Belknap$4KBoys & Girls Club of Burlington: $3KBoys & Girls Club ofBurlington$3K

The largest 2025 recipient was Saint Michael's College ($20K). Together the top 10 received $70K.

Grant Size Distribution

169 grants across all recorded years

168<$50K$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 168 grants of 169 (99%).

Geographic Focus

Where this funder awards grants

In 2025, Vermont recipients received 79% of grant dollars, followed by recipients in New Hampshire (10%), Massachusetts (6%), Colorado (3%), and the District of Columbia (3%).

Grant Distribution by State

7states

Share of 2025 grant dollars across all 29 itemized grants.

Cities

BurlingtonSouth BurlingtonColchesterNeedhamShelburneWillistonWinooskiIsle La MotteCharlotteNorth HeroRocklandWolfeboroConcordManchesterBaltimoreBostonDenverFarmingtonHagerstownRandolph

Is Bergeron Family Foundation open to new grantees?

21%

first-time grantees, 2025

In 2025, 6 of 29 grantees (21%) were first-time recipients. First grants averaged $2K; repeat grants $4K. How we count

Medians: $1K first-time, $2K repeat.

  • 79% of 2025 grantees were also funded in 2024. Method
  • Giving fell 31% from 2022 to 2025. Method
  • In 2025 it paid out 88% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K27 grants2019 23 grants2020 35 grants2021 37 grants2022 36 grants2023 32 grants2024 29 grants2025

From 2019 to 2025, annual grant giving ranged from $95K (2025) to $213K (2021). In 2025 it made 29 grants totaling $95K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Saint Michael's College Colchester, VTGeneral Support$20,000
Howard Mental Health Burlington, VTGeneral Support$10,000
Community College of Vermont Winooski, VTGeneral Support$7,000
Feeding Champlain Valley Burlington, VTGeneral Support$6,000
Bishop's Fund South Burlington, VTGeneral Support$5,000
Cots Burlington, VTGeneral Support$5,000
End 68 Hours of Hunger Farmington, NHGeneral Support$5,000
Spectrum Youth & Family Services Burlington, VTGeneral Support$5,000
YMCA Camp Belknap Wolfeboro, NHGeneral Support$3,500
Boys & Girls Club of Burlington Burlington, VTGeneral Support$3,000
Your AI grants department

Ready to take the next step with Bergeron Family Foundation?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$1,982,366$172,813$126,416$95,00029$97,625$148,527$111,293
2024$1,935,969$177,118$164,227$137,00032$139,500$153,398$105,948
2023$1,923,078$41,412$161,740$137,00036$139,375$14,463$100,429
2022$2,043,406$83,677$177,053$138,50037$140,690$59,271$111,328
2021$2,136,782$543,043$245,782$213,00035$214,805$517,744$116,973
2020$1,839,521$265,144$237,188$209,00023—$239,451$116,753
2019$1,811,565$99,589$151,983$124,00027—$75,224$110,595

Under IRS private-foundation payout rules, Bergeron Family Foundation reported a distributable amount of $111K for 2025 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

No mission statement for the foundation is provided. Its 2025 grants went to organizations working in areas including higher education, food assistance, youth and family services, and community support. For example, Saint Michael’s College describes its mission as contributing through higher education to human development and culture in the light of the Catholic faith. End 68 Hours of Hunger describes its work as addressing the gap in meals some schoolchildren experience between Friday lunch and Monday breakfast. These are the grantees’ missions, not statements of the foundation’s own mission.

Grantmaking

In 2025, the foundation reported 29 grants totaling $95,000. Grants ranged from $500 to $20,000, with a median of $2,000. The listed grants were for general support. In 2024, it reported 32 grants totaling $137,000; in 2023, it reported 36 grants totaling $137,000.

The largest 2025 grants included $20,000 to Saint Michael’s College, $10,000 to Howard Mental Health, $7,000 to Community College of Vermont, and $6,000 to Feeding Champlain Valley. Other grants included $5,000 each to Bishop’s Fund, COTS, End 68 Hours of Hunger, and Spectrum Youth & Family Services.

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Jane B Guyette, Jay Bergeron, Matthew Bergeron, and Jennifer Carlson as trustees.

Bergeron Family Foundation's 2025 filing lists 4 officers; none of the 4 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Jane B. Guyette

    Trustee - As Required

    On filings since 2019

    No compensation reported

  • Jay Bergeron

    Trustee - As Required

    On filings since 2019

    No compensation reported

  • Jennifer Carlson

    Trustee - As Required

    On filings since 2023

    No compensation reported

  • Matthew Bergeron

    Trustee - As Required

    On filings since 2023

    No compensation reported

Former officers (2)
  • Former: John J. Bergeron (2019–2022) — Trustee - As Required
  • Former: Paul U. Bergeron (2019–2022) — Trustee - As Required

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Bergeron Family Foundation

How much does Bergeron Family Foundation give each year?

Bergeron Family Foundation gave $95K across 29 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $137K across 32 grants.

What is Bergeron Family Foundation's typical grant size?

Bergeron Family Foundation's median grant in 2025 was $2,000, and its average grant was $3,276, across 29 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Bergeron Family Foundation that year got $2K on average.

Where does Bergeron Family Foundation give grants?

Bergeron Family Foundation gives mostly in Vermont: 79% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were New Hampshire (10%) and Massachusetts (6%). The most frequent recipient cities were Burlington, VT (8 grants), South Burlington, VT (4 grants), Colchester, VT (2 grants) and Shelburne, VT (2 grants).

Does Bergeron Family Foundation give general operating support?

Yes: 100% of Bergeron Family Foundation's 2025 grants with a stated purpose (29 of 29) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are Bergeron Family Foundation's largest grantees?

Bergeron Family Foundation's largest 2025 grantees include Saint Michael's College ($20,000), Howard Mental Health ($10,000) and Community College of Vermont ($7,000), according to its 2025 IRS Form 990-PF. Together they received 39% of its itemized 2025 grant dollars.

How large is Bergeron Family Foundation?

Bergeron Family Foundation reported $2.0M in total assets on its 2025 IRS Form 990-PF. It paid out $98K in qualifying distributions that year, against a required minimum of $111K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What does Bergeron Family Foundation fund?

No mission statement for the foundation is provided. Its 2025 grants went to organizations working in areas including higher education, food assistance, youth and family services, and community support. See mission & focus areas ↑

How do I apply for a grant from Bergeron Family Foundation?

The filing says grant requests should be made in writing. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Bergeron Family Foundation's EIN?

Bergeron Family Foundation's EIN (Employer Identification Number) is 03-0370623. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

Data update history

(7)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 6, 2025)
  2. Updated Form 990-PF for fiscal year 2025 (received by the IRS May 7, 2026)
  3. Added Form 990-PF for fiscal year 2019 (received by the IRS July 10, 2020)
  4. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 11, 2021)
  5. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 11, 2022)
  6. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 9, 2023)
  7. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 3, 2024)

Explore Open Grants

Browse active grant opportunities in Bergeron Family Foundation's focus areas in our free grants database

Similar Funders

Funders that support many of the same organizations

Enterprise Holdings Foundation

Saint Louis, MO

The Enterprise Holdings Foundation supports charitable and educational nonprofits in communities where Enterprise Mobility operates, focusing on health, education, arts, and disaster relief; applicants must be actively supported by an Enterprise Mobility team member, spouse, or domestic partner. Giving varies widely: it reported 9,499 grants in 2024, but its 2025 filing showed one grant of $101.4 million, so that amount is not a typical award. Applications are accepted at any time through eligible Enterprise-affiliated applicants; the Foundation does not limit giving to preselected organizations.

Assets

$594.3M

Grants

1

Total Given

$101.4M

Antonio B and Rita M Pomerleau

Burlington, VT

The foundation supports charities serving healthy, vital communities, including programs for domestic-violence services, youth, workforce development, and conservation, primarily in Vermont. In 2024, grants ranged from $500 to $150,000, with a median of $10,000. It does not limit grants to preselected organizations; applicants are advised to contact Ernest A. Pomerleau with the request’s purpose and amount.

Philanthropy, Voluntarism & Grantmaking

Assets

$2.1M

Grants

57

Total Given

$1.6M

The University of Vermont Medical Center

Burlington, VT

The University of Vermont Medical Center’s Community Health Investment Fund supports community health programs addressing locally identified needs, including community connectedness, mental health and substance use, and healthcare access. It invests over $1 million annually; 2025 grants ranged from $10,000 to $488,014, with a median of $50,000, and funding has primarily gone to Vermont, with some in New York. It offers competitive application opportunities, including a FY27 Critical Need cycle, but the profile does not state whether unsolicited requests are accepted.

Assets

$2.1B

Grants

22

Total Given

$1.8M

The Weezie Foundation

Chicago, IL

The Weezie Foundation supports a broad mix of organizations, including schools, health care, youth development, domestic-violence services, food recovery, and conservation groups, with recent grants concentrated in Massachusetts and also reaching several other states. Its 2025 grants ranged from $2,500 to $125,000, with a median of $18,000. The filing directs applicants to JP Morgan Chase Bank’s online grants materials and states there are no restrictions on awards.

Assets

$24.3M

Grants

38

Total Given

$1.5M

The Morris & Bessie Altman Foundation

Shelburne, VT

The Morris & Bessie Altman Foundation supports education, food assistance, civic engagement, and community organizations, with most of its giving going to Vermont recipients. In 2024, grants ranged from $500 to $80,000, with a median of $1,000. It accepts requests in any format and does not limit giving to preselected organizations.

Assets

$8.0M

Grants

67

Total Given

$602K

Francis T & Louis T Nichols

Bangor, ME

The Francis T & Louis T Nichols Foundation supports organizations in areas including education, housing, family services, domestic-violence response, and health care, with most funding going to Maine and Vermont. In 2024, grants ranged from $500 to $491,000, with a median of $18,000; it lists an open application and a December 1 deadline.

Philanthropy, Voluntarism & Grantmaking

Assets

$20.8M

Grants

88

Total Given

$2.6M

More similar funders

More Funders in Massachusetts

Cite this profile

Grantable. (2026). Bergeron Family Foundation funder profile. GrantGraph. Retrieved October 17, 2026, from https://grantable.co/funders/bergeron-family-foundation-morg_dae3ab6eb43f4bf28769c3efa9f0425d

BibTeX
@misc{grantable_030370623_2026,
  author       = {{Grantable}},
  title        = {{Bergeron Family Foundation funder profile}},
  howpublished = {GrantGraph},
  year         = {2026},
  url          = {https://grantable.co/funders/bergeron-family-foundation-morg_dae3ab6eb43f4bf28769c3efa9f0425d},
  note         = {Accessed 2026-10-17. Data licensed CC BY 4.0}
}

The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.

Figures come from Bergeron Family Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

Bergeron Family Foundation down — hundreds of funders to go?

Want AI to do this for you?