Bertolon Family Foundation
The Bertolon Family Foundation is a private foundation based in Boston, Massachusetts. Its 2024 filing reports grants to organizations in Massachusetts, including organizations working in health care, arts, education, and community services.
Key facts about Bertolon Family Foundation
In short: Bertolon Family Foundation gave $308K across 24 grants in 2025 (avg $13K), mostly in Massachusetts. 33% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 04-6917944
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $307,625
- Grants made (2025)
- 24
- Average grant
- $12,818
- Median grant
- $1,000
- New grantees (estimate)
- 33% first-time grantees (8 of 24, 2025)
- Total assets
- $5,012,092
- Primary geography
- Massachusetts (100% of itemized 2025 grant dollars)
- How to apply
- The foundation does not restrict giving to preselected organizations. Full details ↓
- Deadline
- None.
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$5.0M
-5.3% YoY
Annual Giving
$308K
-80.4% YoY
Grant Count
24
+0.0% YoY
Avg Grant Size
$13K
-80.4% YoY
Under IRS private-foundation payout rules, Bertolon Family Foundation reported a distributable amount of $569K for 2025 — the minimum it must pay out in qualifying distributions.
Is Bertolon Family Foundation open to new grantees?
33%
first-time grantees, 2025
In 2025, 8 of 24 grantees (33%) were first-time recipients. First grants averaged $1K; repeat grants $19K. How we count
Medians: $500 first-time, $2K repeat.
- 58% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−3%). Method
- In 2025 it paid out 54% 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 (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2024 grants show support for organizations including Beverly Bootstraps, Mass Eye and Ear, the Cabot Performing Arts Center, and North Shore Community College Foundation.
Among smaller 2024 grantees, Change Is Simple says its mission is to promote social and environmental responsibility through experiential learning. Cape Abilities says it supports people with disabilities through services including residential, therapeutic, and employment supports. Plummer Youth Promise says it works to improve outcomes for young people in or at risk of entering state care. These are the grantees’ stated missions, not the foundation’s.
Grantmaking
In 2024, the foundation awarded 24 grants totaling $1,569,676. Grant amounts ranged from $100 to $502,500, with a median grant of $2,000. The largest grants were $502,500 to Beverly Bootstraps, $500,000 to Mass Eye and Ear, $270,000 to the Cabot Performing Arts Center, and $250,000 to North Shore Community College Foundation; each was listed for general operating support.
Review Cycle
** None.
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Geographic Focus
Where this funder awards grants
All reported 2024 grant dollars were allocated to recipients in Massachusetts. The filing also lists a $100 grant to the American Heart Association in Dallas, Texas, and grants to Cape Abilities and Plummer Youth Promise, which each received $1,000. These smaller grants are consistent with the filing’s recipient-state figures, which round Texas and other states to 0%.
Grant Distribution by State
Share of all 24 itemized 2025 grant dollars.
Cities
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
Grant Size Distribution
117 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| NORTH SHORE COMMUNITY COLLEGE FOUNDATION Danvers, MA | GENERAL OPERATING SUPPORT | $250,000 |
| THE CABOT PERFORMING ARTS CENTER Beverly, MA | GENERAL OPERATING SUPPORT | $10,000 |
| THE CAPE PLAYHOUSE Dennis, MA | GENERAL OPERATING SUPPORT | $10,000 |
| BEVERLY HOSPITAL Beverly, MA | GENERAL OPERATING SUPPORT | $5,000 |
| BOYS AND GIRL CLUB OF GREATER SALEM Salem, MA | GENERAL OPERATING SUPPORT | $5,000 |
| CAPE COD HEALTHCARE FOUNDATION Hyannis, MA | PRESERVE HIGH STANDARDS OF HEALTHCARE EXCELLENCE ON CAPE COD | $5,000 |
| HARWICH-DENNIS ROTARY CLUB South Dennis, MA | GENERAL OPERATING SUPPORT | $5,000 |
| YMCA OF THE NORTH SHORE Beverly, MA | GENERAL OPERATING SUPPORT | $5,000 |
| BEVERLY BOOTSTRAPS Beverly, MA | GENERAL OPERATING SUPPORT | $2,500 |
| BEVERLY CHILDREN'S LEARNING CTR Beverly, MA | BEVERLY CHILDREN'S LEARNING CTR | $1,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants | Grant count |
|---|---|---|---|---|---|
| 2024 | $5,294,758 | $2,154,341 | $1,658,285 | $1,569,676 | 24 |
| 2023 | $4,798,702 | $1,348,224 | $293,226 | $289,326 | 20 |
| 2022 | $3,743,704 | -$239,580 | $426,470 | $318,470 | 30 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $5,012,092 | $5,294,758 | $4,798,702 |
| Revenue | $132,542 | $2,154,341 | $1,348,224 |
| Expenses | $415,208 | $1,658,285 | $293,226 |
| Qualifying Distributions | $307,625 | $1,569,676 | $289,326 |
| Net Investment Income | $132,542 | $1,206,498 | $1,691,633 |
| Distributable Amount | $568,519 | $461,384 | $410,075 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS June 8, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Henry J Bertolon Jr and Donna Bertolon as trustees.
Bertolon Family Foundation's 2025 filing lists 2 officers; 1 of 2 officers listed in 2025 is compensated.
Officers on the 2025 filing
Donna Bertolon
Trustee
On filings since 2020
1 hr/week
$50K (2024) → $50K (2025)
Henry J. Bertolon Jr.
Trustee
On filings since 2020
1 hr/week
$100K (2022) → $0 (2025)
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
Contact
Application contact: Henry J Bertolon Jr
Mailing address: 245 Dodge Street, Beverly, MA 01915
Phone: (978) 697-7726
Frequently asked questions about Bertolon Family Foundation
How much does Bertolon Family Foundation give each year?
Bertolon Family Foundation gave $308K across 24 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $1.6M across 24 grants.
What is Bertolon Family Foundation's typical grant size?
Bertolon Family Foundation's median grant in 2025 was $1,000, and its average grant was $12,818, across 24 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Bertolon Family Foundation that year got $1K on average.
Where does Bertolon Family Foundation give grants?
Bertolon Family Foundation gives mostly in Massachusetts: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Beverly, MA (8 grants), Danvers, MA (2 grants), Salem, MA (2 grants) and Hyannis, MA (2 grants).
Does Bertolon Family Foundation give general operating support?
Yes: 92% of Bertolon Family Foundation's 2025 grants with a stated purpose (22 of 24) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Bertolon Family Foundation's largest grantees?
Bertolon Family Foundation's largest 2025 grantees include North Shore Community College Foundation ($250,000), The Cabot Performing Arts Center ($10,000) and The Cape Playhouse ($10,000), according to its 2025 IRS Form 990-PF. Together they received 88% of its itemized 2025 grant dollars.
How large is Bertolon Family Foundation?
Bertolon Family Foundation reported $5.0M in total assets on its 2025 IRS Form 990-PF. It paid out $308K in qualifying distributions that year, against a required minimum of $569K (roughly 5% of its investment assets).
What does Bertolon Family Foundation fund?
No mission statement for the foundation is provided. Its 2024 grants show support for organizations including Beverly Bootstraps, Mass Eye and Ear, the Cabot Performing Arts Center, and North Shore Community College Foundation. Among smaller 2024 grantees, Change Is Simple says its mission is to promote social and environmental responsibility through experiential learning. Cape Abilities says it supports people with disabilities through services including residential, therapeutic, and employmen…
How do I apply for a grant from Bertolon Family Foundation?
The foundation does not restrict giving to preselected organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Bertolon Family Foundation's EIN?
Bertolon Family Foundation's EIN (Employer Identification Number) is 04-6917944. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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