Pemberton Family Foundation

OSTERVILLE, MA EIN: 04-3340270

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

Research compiled by Grantable AI from public sources. Last updated April 2026.

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

5states

Cities

BedfordBeulahBostonCentervilleDoverEdgartownFort LeeHaverhillHyannisJamaica PlainMountain ViewNew LondonOak BluffsOstervilleSouthboroughStorrsTisburyVineyard HavenWellesley Hills

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
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$245K$490K$735K$980K20212022202320242025
Metric202520242023
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

$0$80K$160K$239K$319K20 grants202134 grants202218 grants202316 grants202422 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

MGH PANCREATIC CANCER DR…$75KCOMMUNITY SERVINGS$30KMARTHAS VINEYARD OCEAN A…$20KCAPE COD ACADEMY$20KCURE ALZHEIMERS FUND$20KOSTERVILLE VILLAGE LIBRARY$20KCAPE COD HOSPITAL$15KFRIENDS OF BETSY VALLEY …$10KFRIENDS OF BETSY VALLEY …$10KCAMP HARBORVIEW$10K

Grant Size Distribution

110 grants across all recorded years

107<$50K3$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

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

NameTitleHoursCompensation
ROBERT A PEMBERTONPRESIDENT
EDWARD TARLOWASSISTANT CLERK
ROBERT C PEMBERTONDIRECTOR
JULIE PEMBERTONDIRECTOR
BRIAN PEMBERTONDIRECTOR

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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