Before you apply to Bertolon Family Foundation
Who to contact, what to include, deadlines, typical grant size and geographic focus are available with membership.
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
GENERAL OPERATING SUPPORT
$250,000
THE CAPE PLAYHOUSE
GENERAL OPERATING SUPPORT
$10,000
THE CABOT PERFORMING ARTS CENTER
GENERAL OPERATING SUPPORT
$10,000
CAPE COD HEALTHCARE FOUNDATION
PRESERVE HIGH STANDARDS OF HEALTHCARE EXCELLENCE ON CAPE COD
$5,000
BEVERLY HOSPITAL
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
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.