· Private foundation
Bertolon Family Foundation
Its FY2025 filing reports that it accepted unsolicited grant applications.
What you funded, over time
Every grant placed by its stated purpose and the recipient’s mission, by year — across FY2017–2025.
Where the money goes
Your grants by size, and where they go.
By grant size · FY2025
- Under $10k21 grants · $38k
- $10k–50k2 grants · $20k
- $250k+1 grant · $250k
| Recipient | Amount |
|---|---|
| NORTH SHORE COMMUNITY COLLEGE FOUNDATION | $250,000 |
| THE CABOT PERFORMING ARTS CENTER | $10,000 |
| THE CAPE PLAYHOUSE | $10,000 |
| CAPE COD HEALTHCARE FOUNDATION | $5,000 |
| BEVERLY HOSPITAL | $5,000 |
| YMCA OF THE NORTH SHORE | $5,000 |
| BOYS AND GIRL CLUB OF GREATER SALEM | $5,000 |
| HARWICH-DENNIS ROTARY CLUB | $5,000 |
| BEVERLY BOOTSTRAPS | $2,500 |
| PLUMMER YOUTH PROMISE | $1,000 |
| CHANGE IS SIMPLE | $1,000 |
| CAPE ABILITIES | $1,000 |
| BEVERLY CHILDREN'S LEARNING CTR | $1,000 |
| MASS GENERAL BRIGHAM CANCER CENTER | $1,000 |
| THE TRUSTEES OF RESERVATIONS | $1,000 |
Do your dollars go where the need is?
Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.
Your human-services grants (FY17–25, $33k) land where the poverty rate runs at 9%, against an area that typically sits at 11%. 1% of those dollars go to grantees based in above-average-need neighborhoods. Your grants skew toward lower-need ZIPs.
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.
Which US states your grants reach
US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.
Who you back again
Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.
And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +50% since the first grant, against +29% for the ones you funded once.
36 repeat relationships — 16 still active in FY2025, 20 since wound down; 8 grantees were first funded in FY2025 (too recent to call).
How the two cohorts compare
Organizations
Total granted
Median revenue growth · since first grant
Still filing today
New vs renewed · share of each year
In FY2025, 97% of grant dollars renewed an existing relationship; $8k went to new ones.
Where new relationships form · theme of each grantee’s first grant
First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.
Backed again, and grew
CABOT PERFORMING ARTS CENTER INC7× · 2018–2025 · $580k · revenue +43%
BEVERLY BOOTSTRAPS COMMUNITY SERVICES I8× · 2017–2025 · $520k · revenue +118%
Care Dimensions Inc3× · 2017–2019 · $115k · revenue +22%
Funded once
- MEMASS EYE & EARone grant, 2024 · $500k
- IGIndividual grant recipientone grant, 2018 · $100k
- NSNORTH SHORE COMMUNITY COLLEGEone grant, 2017 · $25k
Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.
The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.
The bac is committed to provide excellence in design education grounded in practice and accessible to diverse communities.
Northeast college of health sciences (the college) is committed to academic excellence, leadership, and professional best practices in the health sciences.
Provider of pediatric healthcare, education, research & community service
Brighton marine, inc. provides military and veteran families with comprehensive campus-based quality health care, as well as affordable and supportive housing for at-risk veterans and their families.
The organization's primary exempt purpose is to provide access to and conduct activities in furtherance of higher education.
Dean college is a private, residential new england college grounded in a culture and tradition that all students deserve the opportunity to discover and exceed their greatest aspirations. a personal and transformative community since 1865,…
The mission of mit is to advance knowledge and educate students in science, technology, and other areas of scholarship that will best serve the nation and the world in the 21st century.
Saint anselm is a catholic, benedictine college providing all of its students a distinctive liberal arts education that incorporates opportunities for professional and career preparation. it does so in a learning community that encourages…
Mass general brigham incorporated is developing an integrated health care delivery system throughout the region that offers patients a continuum of coordinated, high-quality care.
Commonwealth care alliance, inc.'s mission is to improve the health and well-being of people with significant needs by innovating, coordinating and providing the highest quality, individualized care.
Bates is a college of the liberal arts and sciences, and is a coeducational, nonsectarian, residential college with special commitments to academic rigor, and to assuring in all of its efforts the dignity of each individual, and access to…
Mcphs university prepares students for careers in health care through teaching, scholarship, research, professional service and community engagement.
For reference, the grantee most central to the portfolio’s shape is Special Olympics Massachusetts Inc and the most unlike its peers is Beverly Police Benevolent Association. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
Your grantees are a median of 43 years old; the field is 17. You back the established end — and your money leans older still.
The field is 19% startups (under 5 years old) — 4% of your grantees by number, and just 0% of your money.
The orgs you fund almost never close — 2% lost their exemption, against 11% of the field you don’t fund.
Age = years since IRS exemption (a founding proxy). “Closed” = auto-revocation for 3 years of non-filing — a floor on closure, not proof, and bigger established orgs lapse least. Association, not causation.
44 grantees tracked through their own filings, 2017–2025.
Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.
Counted here: distinct organizations you funded across 2017–2025, not grant rows in a single year — so this will not match the grant count on the cover. 44 of the 87 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.
Where your money sits — by cause, then by grantee
Each org by its size and your share of it — top-left is where you’re load-bearing
Go grantee by grantee — a decade per org, and how each moved after you funded them
A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.
- Who funds North Shore Community College Foundation Inc ↗
- Who funds CABOT PERFORMING ARTS CENTER INC ↗
- Who funds BEVERLY BOOTSTRAPS COMMUNITY SERVICES I ↗
- Who funds Care Dimensions Inc ↗
- Who funds BOYS & GIRLS CLUB OF GREATER SALEM INC ↗
- Who funds THE PINGREE SCHOOL INC ↗
- Who funds CHANGE IS SIMPLE INC ↗
- Who funds Salem State University Alumni Association and Foundation Inc ↗
- Who funds CATHOLIC CHARITABLE BUREAU OF THE ARCHDIOCESE OF BOSTON INC ↗
- Who funds CAPE ABILITIES INC ↗
- Who funds BEVERLY CHILDREN'S LEARNING CENTER INC ↗
- Who funds PLUMMER YOUTH PROMISE INC ↗
- Who funds WELLSPRING HOUSE INC ↗
- Who funds ESSEX COUNTY COMMUNITY FOUNDATION INC ↗
- Who funds HARWICH - DENNIS ROTARY CLUB INC ↗
- Who funds YMCA OF THE NORTH SHORE INC ↗
- Who funds HARBORLIGHT COMMUNITY PARTNERS INC ↗
- Who funds ROOT NS INC ↗
The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.
Open a dossier: Essex County Community Foundation Inc · Eastern Bank Foundation · Institution for Savings in Newburyport & Its Vicinity Charitable Foundation Inc · People's United Community Foundation of Eastern Massachusetts Inc · Van Otterloo Family Foundation · Salem Five Charitable Foundation Inc · Cummings Foundation Grants Inc (Fka Oneworld Boston Inc) · Boston Foundation Inc · United Way Of Massachusetts Bay Inc · Leslie S & Marcia C Ray Foundation Inc · Rockland Trust - East Boston Savings Bank Foundation Inc · Amelia Peabody Charitable Fund Trust
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.
Government reliance of your grantees
Every dot is one organization Bertolon Family Foundation funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal, a single department, or state — and drag the year to watch it move.
- Cape Abilities Inc — 81% of income from government
- Plummer Youth Promise Inc — 64% of income from government
- Root Ns Inc — 26% of income from government
- Care Dimensions Inc — 14% of income from government
- Wellspring House Inc — 9% of income from government
- Ymca of the North Shore Inc — 6% of income from government
- Boys & Girls Club of Greater Salem Inc — 4% of income from government
- Montserrat College of Art Inc — 3% of income from government
- Cabot Performing Arts Center Inc — 3% of income from government
- The Trustees of Reservations — 2% of income from government
- Essex County Community Foundation Inc — 2% of income from government
- Special Olympics Massachusetts Inc — 1% of income from government
- Wgbh Educational Foundation — 1% of income from government
- Animal Rescue League of Boston — 0% of income from government
- Wounded Warrior Project Inc — 0% of income from government
Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.