Bertolon Family Foundation
The Bertolon Family Foundation is a private foundation based in Wenham, Massachusetts. Its 2025 filing records 24 grants totaling $307,625 to organizations, including education, arts, health, youth, and community-service organizations.
Bertolon Family Foundation at a glance
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.
- Annual giving (2025)
- $307,625
- -80.4% vs 2024
- Grants made (2025)
- 24
- +0.0% vs 2024
- Average grant
- $12,818
- -80.4% vs 2024
- Median grant
- $1,000
- Total assets
- $5,012,092
- -5.3% vs 2024
- New grantees (estimate)
- 33% first-time grantees (8 of 24, 2025; small sample)
- Primary geography
- Massachusetts (100% 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 Bertolon Family Foundation
- Contact
Application contact: Henry J Bertolon Jr
Mailing address: 245 Dodge Street, Beverly, MA 01915
Phone: (978) 697-7726
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Bertolon Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was North Shore Community College Foundation ($250K). Together the top 10 received $299K.
Grant Size Distribution
117 grants across all recorded years
The most common grant size was under $50K: 109 grants of 117 (93%).
Geographic Focus
Where this funder awards grants
The filing reports that 100% of 2025 grant dollars went to Massachusetts recipients. The listed grants include recipients in Massachusetts and also a $200 grant to the National Kidney Foundation in New York.
Grant Distribution by State
Share of 2025 grant dollars across all 24 itemized grants.
Cities
Is Bertolon Family Foundation open to new grantees?
33%
first-time grantees, 2025
In 2025, 8 of 24 grantees (33%) were first-time recipients. With only 24 grantees, that is a small sample: one grantee more or less moves the share by about 4 points. 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $96K (2020) to $1.6M (2024). In 2025 it made 24 grants totaling $308K.
Grants by year
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 |
Ready to take the next step with Bertolon Family Foundation?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $5,012,092 | $132,542 | $415,208 | $307,625 | 24 | $307,625 | $132,542 | $568,519 |
| 2024 | $5,294,758 | $2,154,341 | $1,658,285 | $1,569,676 | 24 | $1,569,676 | $1,206,498 | $461,384 |
| 2023 | $4,798,702 | $1,348,224 | $293,226 | $289,326 | 20 | $289,326 | $1,691,633 | $410,075 |
| 2022 | $3,743,704 | $-239,580 | $426,470 | $318,470 | 30 | $318,470 | $129,321 | $422,707 |
| 2021 | $4,409,754 | $2,849,723 | $641,440 | $583,405 | 19 | $583,405 | $522,132 | $353,089 |
| 2020 | $2,214,641 | $238,368 | $107,370 | $96,335 | 28 | — | $416,941 | $219,309 |
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.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants show support for a range of organizations. For example, the North Shore Community College Foundation says its mission is to promote access to high-quality education, while the YMCA of the North Shore says it strengthens communities and supports children’s development and healthy living. Change Is Simple describes its mission as promoting social and environmental responsibility through experiential learning.
Grantmaking
In 2025, the foundation reported 24 grants totaling $307,625. Grants ranged from $100 to $250,000, with a median grant of $1,000. The largest listed grant was $250,000 to the North Shore Community College Foundation for general operating support. Other listed grants included $10,000 each to The Cabot Performing Arts Center and The Cape Playhouse, and $5,000 each to Beverly Hospital, Boys and Girl Club of Greater Salem, Cape Cod Healthcare Foundation, Harwich-Dennis Rotary Club, and YMCA of the North Shore.
The foundation’s 2025 filing states that it does not restrict giving to preselected organizations. It lists Henry J Bertolon Jr as the contact, says application forms and materials are to be determined, and reports no restrictions on awards.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 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
The highest reported compensation on the 2025 filing was $50K, to Donna Bertolon (Trustee).
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). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Bertolon Family Foundation fund?
No mission statement for the foundation is provided. Its 2025 grants show support for a range of organizations. See mission & focus areas ↑
How do I apply for a grant from Bertolon Family Foundation?
Bertolon Family Foundation has no public application process in the sources Grantable reviewed. Contact the foundation directly before submitting a request.
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 October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Data update history
(2)
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
Live grants for the work Bertolon Family Foundation funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Bertolon Family Foundation's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Bertolon Family Foundation funder profile. GrantGraph. Retrieved October 20, 2026, from https://grantable.co/funders/bertolon-family-foundation-morg_2aec522cd7c340789a1f24051e830f55
BibTeX
@misc{grantable_046917944_2026,
author = {{Grantable}},
title = {{Bertolon Family Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/bertolon-family-foundation-morg_2aec522cd7c340789a1f24051e830f55},
note = {Accessed 2026-10-20. 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 Bertolon 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.
Bertolon Family Foundation down — hundreds of funders to go?