Private Foundation

BERTOLON FAMILY FOUNDATION

BERTOLON FAMILY FOUNDATION, of WENHAM, MA, is a Private Foundation tracked in Imperigo's IRS 990 database. The 2025 filing shows $133K in revenue, $415K in expenses, $5.0M in total assets. IRS filings disclose 225 grants awarded by this foundation, totaling roughly $4.3M.

EIN: 046917944 WENHAM, MA Named Trusts N.E.C. NTEE: T90 Latest filing: 2025
Total Revenue$133K
Total Expenses$415K
Total Assets$5.0M
Grants Given225
Grant Total$4.3M
Filing Years2021–2025

Sample Grants Given

NORTH SHORE COMMUNITY COLLEGE FOUNDATION
DANVERS, MA · 2025
GENERAL OPERATING SUPPORT
$250,000
THE CABOT PERFORMING ARTS CENTER
BEVERLY, MA · 2025
GENERAL OPERATING SUPPORT
$10,000
THE CAPE PLAYHOUSE
DENNIS, MA · 2025
GENERAL OPERATING SUPPORT
$10,000
HARWICH-DENNIS ROTARY CLUB
SOUTH DENNIS, MA · 2025
GENERAL OPERATING SUPPORT
$5,000
BEVERLY HOSPITAL
BEVERLY, MA · 2025
GENERAL OPERATING SUPPORT
$5,000

Showing up to 5 of 225 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
$3,979,462 150 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
$47,500 9 grants
IMPROVE HEALTH & WELL BEING OF COMMUNITY
$20,000 4 grants

Financial Trends

Year Revenue Expenses Assets
2025 $133K $415K $5.0M
2024 $2.2M $1.7M $5.3M
2023 $1.3M $293K $4.8M
2022 $-240K $426K $3.7M
2021 $2.8M $641K $4.4M

Between 2021 and 2025, reported annual revenue declined from $2.8M to $133K (-95%), with total assets most recently reported at $5.0M.

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

Grant Geography

Grants from this foundation were reported to recipients in FL, IA, IL, MA, MI, NH, and 3 other states.

FLIAILMAMINHNYTNTX

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

Similar Organizations in MA

THE EVELYN LILLY LUTZ FOUNDATION
BEVERLY, MA · Named Trusts N.E.C.
HARVARD LAMPOON TRUST
CAMBRIDGE, MA · Named Trusts N.E.C.
FATHER RALPH A DIORIO JR FOUNDATION INC
AUBURN, MA · Named Trusts N.E.C.
PEAKED HILL TRUST INC
PROVINCETOWN, MA · Named Trusts N.E.C.
THE LYNCH FOUNDATION
BOSTON, MA · Named Trusts N.E.C.

Browse all nonprofits & foundations in Wenham, →

See the full picture for BERTOLON FAMILY FOUNDATION

Complete financials, all 225 grant records, officer compensation, year-over-year trend charts, a geographic grant map, and data exports — across 498,000+ organizations.

Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports
Start Free Trial → Log In
7-day free trial Cancel any time