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
Under IRS private-foundation payout rules, Bertolon Family Foundation reported a distributable amount of $461K for 2024 — the minimum it must pay out in qualifying distributions.
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
Among its reported 2024 grants, the largest include Beverly Bootstraps ($502,500), Mass Eye & Ear ($500,000), The Cabot Performing Arts Center ($270,000).
| Recipient | Purpose | Amount |
|---|---|---|
| AMERICAN HEART ASSOCIATION DALLAS, TX | GENERAL OPERATING SUPPORT | $100 |
| BEVERLY BOOTSTRAPS BEVERLY, MA | GENERAL OPERATING SUPPORT | $502,500 |
| BEVERLY CHILDREN'S LEARNING CTR BEVERLY, MA | BEVERLY CHILDREN'S LEARNING CTR | $1,000 |
| BEVERLY HOSPITAL BEVERLY, MA | GENERAL OPERATING SUPPORT | $5,000 |
| BOYS AND GIRL CLUB OF GREATER SALEM SALEM, MA | GENERAL OPERATING SUPPORT | $5,000 |
| CAPE ABILITIES HYANNIS, MA | GENERAL OPERATING SUPPORT | $1,000 |
| CAPE COD HEALTHCARE FOUNDATION HYANNIS, MA | PRESERVE HIGH STANDARDS OF HEALTHCARE EXCELLENCE ON CAPE COD | $5,000 |
| CHANGE IS SIMPLE BEVERLY, MA | GENERAL OPERATING SUPPORT | $2,000 |
| EILEEN'S HOUSE BOSTON, MA | GENERAL OPERATING SUPPORT | $5,000 |
| ESSEX COUNTY COMMUNITY FOUNDATION BEVERLY, MA | GENERAL OPERATING SUPPORT | $1,000 |
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
Frequently Asked Questions
What does Bertolon Family Foundation fund?
The foundation's primary funding priorities include: • Education • Philanthropy, Voluntarism & Grantmaking • Human Services • Science and STEM Education • Higher Education
How do I apply for a grant from Bertolon Family Foundation?
**Grant Amounts:** Typical awards range from $100 to $502,500. **Total Annual Giving:** $1,569,676 (based on most recent IRS Form 990 filing) The foundation does not currently list active grant opportunities.
Where does Bertolon Family Foundation make grants?
The foundation primarily supports organizations in: • Massachusetts • Texas • New York
What size grants does Bertolon Family Foundation award?
In 2024, Bertolon Family Foundation awarded 24 grants totaling $1.6M — an average of about $65K per grant, based on its IRS Form 990 filings.
How much is Bertolon Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Bertolon Family Foundation reported a distributable amount of $461K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in Bertolon Family Foundation's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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