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Massachusetts · Private foundation

Bertolon Family Foundation

Its FY2025 filing reports that it accepted unsolicited grant applications.

$308k
Granted FY2025(still arriving)
24
Grants FY2025
23
Organizations funded FY2024
26%
First-time grantees FY2024
Read the full brief
Median grant, FY2025
$1,000
Largest grant, FY2025
$250,000
Organizations funded a year
17 to 29
FY2018 to FY2024
States reached, FY2025
4
Total assets, FY2025
$5.0M
Applications
Takes unsolicited applications
Per its most recent filing; check its own site

How open it is to new grantees

In FY2024, 26% of the organizations Bertolon Family Foundation funded were first-time grantees, receiving 32% of its grant dollars.

New vs renewed · share of each year

In FY2024, 68% of grant dollars renewed an existing relationship; $507k went to new ones.

50%100%’18’19’20’21’22’23’24
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’18’19’20’21’22’23’24
Human ServicesHealthArts & CultureEducationHousing & ShelterFood & NutritionOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2025still arriving24$308k33%
FY202423$1.6M26%
FY202320$289k15%
FY202229$317k24%
FY202117$581k12%
FY202027$95k33%
FY201925$570k36%
FY201824$476k50%
99% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2025.

Education$2.1MHealth$735kArts & Culture$607kHuman Services$557kReligion$67kYouth Development$55kEnvironment$13kPhilanthropy$13kOther$0

Where its grants go

Grant dollars by states, across the years we hold.

Which US states its grants reach

NH
IL
MI
NY
MA
IA
TN
TX
FL

Top grantees

Largest recipients by total granted, FY2017 to FY2025, and the share of each one’s budget the grants supplied at peak.

GranteeTotal grantedYearsShare of their budget
North Shore Community College Foundation Inc$2,015,000636%
Cabot Performing Arts Center Inc$580,00075%
Beverly Bootstraps Community Services I$520,000811%
Care Dimensions Inc$115,10030%
Second Congregational Church$57,2008n/a
Boys & Girls Club of Greater Salem Inc$25,00050%
The Pingree School Inc$17,50060%
Change Is Simple Inc$10,50080%
Salem State University Alumni Association and Foundation Inc$10,10010%
First Baptist Church of Sutherland Springs$10,0001n/a
Show all 45 grantees
All grantees of Bertolon Family Foundation by total granted
GranteeTotal grantedYearsShare of their budget
North Shore Community College Foundation Inc$2,015,000636%
Cabot Performing Arts Center Inc$580,00075%
Beverly Bootstraps Community Services I$520,000811%
Care Dimensions Inc$115,10030%
Second Congregational Church$57,2008n/a
Boys & Girls Club of Greater Salem Inc$25,00050%
The Pingree School Inc$17,50060%
Change Is Simple Inc$10,50080%
Salem State University Alumni Association and Foundation Inc$10,10010%
First Baptist Church of Sutherland Springs$10,0001n/a
Catholic Charitable Bureau of the Archdiocese of Boston Inc$10,00010%
Cape Abilities Inc$8,00080%
Beverly Children's Learning Center Inc$7,00070%
Plummer Youth Promise Inc$7,00070%
Wellspring House Inc$6,00060%
Harwich - Dennis Rotary Club Inc$6,00029%
YMCA of the North Shore Inc$5,00010%
Harborlight Community Partners Inc$5,00040%
Mass General Brigham Incorporated$3,5002n/a
Root Ns Inc$3,00030%
The Trustees of Reservations$2,66060%
Jacob Sears Memorial Library Corporation$2,00041%
Montserrat College Of Art Inc$2,00010%
Dennis Yacht Club Inc$2,00011%
St Rock Haiti Foundation LTD$1,00010%
Hellenic Women's Club Inc$1,0001n/a
Smile Train Inc$1,00010%
Village Improvement Society of Dennis$50011%
Pancreatic Cancer Action Network Inc$50010%
Beverly Police Benevolent Association$50011%
Wounded Warrior Project Inc$20010%
National Kidney Foundation Inc$20010%
Cops for Kids With Cancer Inc$20010%
Parkinson's Foundation Inc$20010%
The Tanzanian Childrens Fund Inc$2001n/a
WGBH Educational Foundation$17010%
St Jude Children's Research Hospital Inc$15010%
Apostolic Christian Restmor Inc$10010%
Animal Rescue League of Boston$1001n/a
American Heart Association Inc$10010%
Special Olympics Massachusetts Inc$10010%
The Brooklyn Institute of Arts and Sciences$10010%
American Foundation for Suicide Prevention$10010%
Compassionate Care ALS Inc$10010%
Alexia Foundation Inc$1001n/a

What it could do for these grantees

Plus 40 recipients with no EIN on record ($860k), not named here.

Where it is load-bearing

Bertolon Family Foundation supplied at least a quarter of the budget for 1 of its grantees at some point. The chart plots its 38 largest grantees; load-bearing ones sit top left.

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetNorth Shore Community College Foundation Inc: $2,015,000 over 6y, 36% of budgetCabot Performing Arts Center Inc: $580,000 over 7y, 4.7% of budgetBeverly Bootstraps Community Services I: $520,000 over 8y, 11% of budgetCare Dimensions Inc: $115,100 over 3y, 0.1% of budgetBoys & Girls Club of Greater Salem Inc: $25,000 over 5y, 0.5% of budgetThe Pingree School Inc: $17,500 over 6y, 0.0% of budgetChange Is Simple Inc: $10,500 over 8y, 0.3% of budgetSalem State University Alumni Association and Foundation Inc: $10,100 over 1y, 0.1% of budgetCatholic Charitable Bureau of the Archdiocese of Boston Inc: $10,000 over 1y, 0.0% of budgetCape Abilities Inc: $8,000 over 8y, 0.0% of budgetBeverly Children's Learning Center Inc: $7,000 over 7y, 0.0% of budgetPlummer Youth Promise Inc: $7,000 over 7y, 0.0% of budgetWellspring House Inc: $6,000 over 6y, 0.1% of budgetHarwich - Dennis Rotary Club Inc: $6,000 over 2y, 8.5% of budgetYMCA of the North Shore Inc: $5,000 over 1y, 0.0% of budgetHarborlight Community Partners Inc: $5,000 over 4y, 0.1% of budgetRoot Ns Inc: $3,000 over 3y, 0.1% of budgetThe Trustees of Reservations: $2,660 over 6y, 0.0% of budgetJacob Sears Memorial Library Corporation: $2,000 over 4y, 0.5% of budgetMontserrat College Of Art Inc: $2,000 over 1y, 0.0% of budgetDennis Yacht Club Inc: $2,000 over 1y, 0.5% of budgetSt Rock Haiti Foundation LTD: $1,000 over 1y, 0.1% of budgetSmile Train Inc: $1,000 over 1y, 0.0% of budgetVillage Improvement Society of Dennis: $500 over 1y, 1.0% of budgetPancreatic Cancer Action Network Inc: $500 over 1y, 0.0% of budgetBeverly Police Benevolent Association: $500 over 1y, 0.5% of budgetWounded Warrior Project Inc: $200 over 1y, 0.0% of budgetNational Kidney Foundation Inc: $200 over 1y, 0.0% of budgetCops for Kids With Cancer Inc: $200 over 1y, 0.0% of budgetParkinson's Foundation Inc: $200 over 1y, 0.0% of budgetWGBH Educational Foundation: $170 over 1y, 0.0% of budgetSt Jude Children's Research Hospital Inc: $150 over 1y, 0.0% of budgetApostolic Christian Restmor Inc: $100 over 1y, 0.0% of budgetAmerican Heart Association Inc: $100 over 1y, 0.0% of budgetSpecial Olympics Massachusetts Inc: $100 over 1y, 0.0% of budgetThe Brooklyn Institute of Arts and Sciences: $100 over 1y, 0.0% of budgetAmerican Foundation for Suicide Prevention: $100 over 1y, 0.0% of budgetCompassionate Care ALS Inc: $100 over 1y, 0.0% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 38.

Nonprofits that may fit its grantmaking

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Essex County Community Foundation IncMA29.7× affinity12 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

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

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

Compare Bertolon Family Foundation with peer funders

About Bertolon Family Foundation

How much does Bertolon Family Foundation give?
Bertolon Family Foundation reported 24 grants totaling $307,625 in its FY2025 IRS filing. It funded between 17 and 29 organizations a year over FY2018 to FY2024.
What does Bertolon Family Foundation fund?
By grant dollars over FY2017 to FY2025, its largest causes are Education (49%), Health (17%), Arts & Culture (14%).
Who are Bertolon Family Foundation's largest grantees?
By total granted over FY2017 to FY2025: North Shore Community College Foundation Inc ($2.0M), Cabot Performing Arts Center Inc ($580k), Beverly Bootstraps Community Services I ($520k).
Does Bertolon Family Foundation fund new organizations?
In FY2024, 26% of the organizations it funded were first-time grantees.
Does Bertolon Family Foundation accept unsolicited applications?
Its most recent filing reports that it accepts unsolicited grant applications.
Which funders back the same organizations as Bertolon Family Foundation?
Its strongest co-funders, measured against what their size predicts, include Essex County Community Foundation Inc, Eastern Bank Foundation, Institution for Savings in Newburyport & Its Vicinity Charitable Foundation Inc.
Where is Bertolon Family Foundation based?
Bertolon Family Foundation is based in MA.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 87 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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