Private Foundation

BERTOLON FAMILY FOUNDATION

BERTOLON FAMILY FOUNDATION, of BOSTON, MA, is a Private Foundation tracked in Imperigo's IRS 990 database. The 2024 filing shows $2.2M in revenue, $1.7M in expenses, $5.3M in total assets. IRS filings disclose 201 grants awarded by this foundation, totaling roughly $4.0M.

EIN: 046917944 BOSTON, MA Latest filing: 2024
Total Revenue$2.2M
Total Expenses$1.7M
Total Assets$5.3M
Grants Given201
Grant Total$4.0M
Filing Years2020–2024

Sample Grants Given

BEVERLY BOOTSTRAPS
BEVERLY, MA · 2024
GENERAL OPERATING SUPPORT
$502,500
MASS EYE & EAR
BOSTON, MA · 2024
GENERAL OPERATING SUPPORT
$500,000
THE CABOT PERFORMING ARTS CENTER
BEVERLY, MA · 2024
GENERAL OPERATING SUPPORT
$270,000
NORTH SHORE COMMUNITY COLLEGE FOUNDATION
DANVERS, MA · 2024
GENERAL OPERATING SUPPORT
$250,000
THE CAPE PLAYHOUSE
DENNIS, MA · 2024
GENERAL OPERATING SUPPORTY
$10,000

Showing up to 5 of 201 total records — full history available with membership.

Officers & Directors

TRUSTEE Donna Bertolon
TRUSTEE Henry J Bertolon Jr

Officer compensation and complete director data available with membership.

Top Grant Purposes

GENERAL OPERATING SUPPORT
$3,677,837 128 grants
GRIEF SUPPORT SERVICES
$115,100 3 grants
SUPPORT CHURCH AND ITS MISSIONS
$67,200 9 grants
PRESERVE HIGH STANDARDS OF HEALTHCARE EXCELLENCE ON CAPE COD
$42,500 8 grants
IMPROVE HEALTH & WELL BEING OF COMMUNITY
$20,000 4 grants

Financial Trends

Year Revenue Expenses Assets
2024 $2.2M $1.7M $5.3M
2023 $1.3M $293K $4.8M
2022 $-240K $426K $3.7M
2021 $2.8M $641K $4.4M
2020 $238K $107K $2.2M

Between 2020 and 2024, reported annual revenue grew from $238K to $2.2M (+804%), with total assets most recently reported at $5.3M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in FL, IL, MA, MI, NH, NY, and 2 other states.

FLILMAMINHNYTNTX

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for BERTOLON FAMILY FOUNDATION

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