Pemberton Family Foundation is a private, independent foundation based in Osterville, Massachusetts. Designated as a 501(c)(3) organization, the foundation has been tax-exempt since March 1998 and operates as a grantmaking foundation focused on supporting charitable causes.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$2.3M
+36.1% YoY
Annual Giving
$275K
+76.3% YoY
Grant Count
22
+37.5% YoY
Avg Grant Size
$13K
+28.2% YoY
Under IRS private-foundation payout rules, Pemberton Family Foundation reported a distributable amount of $106K for 2025 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation's primary funding priorities include:
- Elementary Education
- Library Services
- Nonprofit Human Services
- Philanthropy, Voluntarism & Grantmaking
Grantmaking
The foundation maintains an active grantmaking program, though specific application procedures are not detailed in available sources.
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Geographic Focus
Where this funder awards grants
The foundation supports organizations primarily in:
- Massachusetts
- California
- New Jersey
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
As of Fiscal Year Ending June 2025:
- Total Assets: $2,269,964
- Total Revenue: $891,143
- Total Expenses: $288
- Total Liabilities: $0
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $2,269,964 | $1,667,565 | $1,663,327 |
| Revenue | $891,143 | $169,896 | $60,666 |
| Expenses | $288,744 | $165,658 | $179,780 |
| Qualifying Distributions | $279,410 | $159,535 | $174,900 |
| Net Investment Income | $886,768 | $166,396 | $56,816 |
| Distributable Amount | $106,409 | $106,324 | $88,078 |
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
110 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Mgh Pancreatic Cancer Dr Warshaw ($75,000), Community Servings ($30,000), Marthas Vineyard Ocean Academy ($20,000).
| Recipient | Purpose | Amount |
|---|---|---|
| MGH PANCREATIC CANCER DR WARSHAW BOSTON, MA | GENERAL | $75,000 |
| CAPE COD HOSPITAL HYANNIS, MA | GENERAL | $15,000 |
| FRIENDS OF BETSY VALLEY TRAIL BEULAH, MI | GENERAL | $10,000 |
| HARVARD BUSINESS SCHOOL BOSTON, MA | GENERAL | $1,000 |
| OSTERVILLE VILLAGE MUSEUM OSTERVILLE, MA | GENERAL | $1,000 |
| SENS RESEARCH MOUNTAIN VIEW, CA | GENERAL | $1,000 |
| ST ANDREWS CHURCH EDGARTOWN EDGARTOWN, MA | GENERAL | $1,000 |
| CAPE COD HEALTHCARE VNA HOSPICE HYANNIS, MA | GENERAL | $5,000 |
| KAHN ACADEMY MOUNTAIN VIEW, CA | GENERAL | $5,000 |
| MARTHAS VINEYARD OCEAN ACADEMY TISBURY, MA | GENERAL | $20,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
One trustee identified in available sources: Rosemary Pemberton serves as a trustee of the foundation.
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ROBERT A PEMBERTON | PRESIDENT | — | — |
| EDWARD TARLOW | ASSISTANT CLERK | — | — |
| ROBERT C PEMBERTON | DIRECTOR | — | — |
| JULIE PEMBERTON | DIRECTOR | — | — |
| BRIAN PEMBERTON | DIRECTOR | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does Pemberton Family Foundation fund?
The foundation's primary funding priorities include: • Elementary Education • Library Services • Nonprofit Human Services • Philanthropy, Voluntarism & Grantmaking
How do I apply for a grant from Pemberton Family Foundation?
**Grant Activity:** • Total annual giving: $275,000 • Typical award range: $500–$75,000 • Most recent fiscal year (ending June 2025): $275,000 in total grants distributed The foundation maintains an active grantmaking program, though specific application procedures are not detailed in available sources.
Where does Pemberton Family Foundation make grants?
The foundation supports organizations primarily in: • Massachusetts • California • New Jersey
What size grants does Pemberton Family Foundation award?
In 2025, Pemberton Family Foundation awarded 22 grants totaling $275K — an average of about $13K per grant, based on its IRS Form 990 filings.
How much is Pemberton Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Pemberton Family Foundation reported a distributable amount of $106K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Pemberton Family Foundation's EIN?
Pemberton Family Foundation's EIN (Employer Identification Number) is 04-3340270. IRS Form 990 filing data is available on this page for 2021–2025.
Explore Open Grants
Browse active grant opportunities in Pemberton 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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