The Bertolon Family Foundation is a private foundation based in Boston, Massachusetts. Established in 2000, it operates as a 501(c)(3) organization with a focus on grantmaking in education, philanthropy, and human services.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$5.3M
+10.3% YoY
Annual Giving
$1.6M
+442.5% YoY
Grant Count
24
+20.0% YoY
Avg Grant Size
$65K
+352.1% YoY
Mission & Focus Areas
The foundation's primary funding priorities include:
- Education
- Philanthropy, Voluntarism & Grantmaking
- Human Services
- Science and STEM Education
- Higher Education
Grantmaking
The foundation does not currently list active grant opportunities.
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Geographic Focus
Where this funder awards grants
The foundation primarily supports organizations in:
- Massachusetts
- Texas
- New York
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
- Total Assets: $5,294,758
- Total Annual Giving: $1,569,676
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $5,294,758 | $4,798,702 | $3,743,704 |
| Revenue | $2,154,341 | $1,348,224 | $-239,580 |
| Expenses | $1,658,285 | $293,226 | $426,470 |
| Qualifying Distributions | $1,569,676 | $289,326 | $318,470 |
| Net Investment Income | $1,206,498 | $1,691,633 | $129,321 |
| Distributable Amount | $461,384 | $410,075 | $422,707 |
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 2024
Grant Size Distribution
121 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| HENRY J BERTOLON JR | TRUSTEE | 1 | — |
| DONNA BERTOLON | TRUSTEE | 1 | $50,000 |
Subject Areas
Focus areas based on grantmaking activity
Related Funders
Similar funders by location and focus area
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Total Given
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Total Given
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Hingham Historical Society Inc
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Assets
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Total Given
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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