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Bertolon Family Foundation at a glance

· Private foundation

Bertolon Family Foundation

Its FY2025 filing reports that it accepted unsolicited grant applications.

$308k
Granted FY2025still arriving
24
Grants FY2025still arriving
4
States reached
$250k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
0199% 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
02FY2025 · 24 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k21 grants · $38k
  • $10k–50k2 grants · $20k
  • $250k+1 grant · $250k
$1,000
Median grant
4
States reached
$5.0M
Total assets
Largest grants
RecipientAmount
NORTH SHORE COMMUNITY COLLEGE FOUNDATION$250,000
THE CAPE PLAYHOUSE$10,000
THE CABOT PERFORMING ARTS CENTER$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
THE SALVATION ARMY$1,000
WINSLOW ANIMAL FARM SANCTUARY$1,000
BEVERLY CHILDREN'S LEARNING CTR$1,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its 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. Its grants skew toward lower-need ZIPs.

area typical 11%WELLSPRING HOUSE INC: $2k → 10%WOUNDED WARRIOR PROJECT: $200 → 14%WELLSPRING HOUSE INC: $1k → 10%WELLSPRING HOUSE INC: $1k → 10%THE TANZANIAN CHILDREN'S FUND: $200 → 8%WELLSPRING HOUSE INC: $1k → 10%WELLSPRING HOUSE INC: $1k → 10%WELLSPRING HOUSE INC: $500 → 10%CAPE ABILITIES: $1k → 8%CAPE ABILITIES: $1k → 8%CAPE ABILITIES: $1k → 8%CAPE ABILITIES: $1k → 8%CAPE ABILITIES: $1k → 8%CAPE ABILITIES: $1k → 8%CAPE ABILITIES: $1k → 8%CAPE ABILITIES: $1k → 8%YMCA OF THE NORTH SHORE: $5k → 10%BEVERLY CHILDRENS LEARNING CENTER: $1k → 10%BEVERLY CHILDREN'S LEARNING CTR: $1k → 10%BEVERLY CHILDREN'S LEARNING CTR: $1k → 10%BEVERLY CHILDRENS LEARNING CENTER: $1k → 10%THE BEVERLY CHILDREN'S LEARNING CENTER: $1k → 10%THE BEVERLY CHILDREN'S LEARNING CENTER: $1k → 10%BEVERLY CHILDRENS LEARNING CENTER: $1k → 10%PLUMMER YOUTH PROMISE: $1k → 10%PLUMMER YOUTH PROMISE: $1k → 10%PLUMMER YOUTH PROMISE: $1k → 10%PLUMMER YOUTH PROMISE: $1k → 10%PLUMMER YOUTH PROMISE: $1k → 10%PLUMMER YOUTH PROMISE: $1k → 10%PLUMMER YOUTH PROMISE: $1k → 10%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.

Which US states its grants reach

NH
IL
MI
NY
MA
IA
TN
TX
FL
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

83%of every dollar goes to organizations it has funded before.
$3.6M · 36 repeat orgs$729k to everyone else

Grantees it renews have grown median revenue +50% since the first grant, against +29% for those 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

Re-uppedFunded once

Organizations

36
41

Total granted

$3.6M
$721k

Median revenue growth · since first grant

+50%
+29%

Still filing today

44%
49%

New vs renewed · share of each year

In FY2025, 97% of grant dollars renewed an existing relationship; $8k went to new ones.

50%100%’17’18’19’20’21’22’23’24’25
RenewedFirst-time

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

’17’18’19’20’21’22’23’24’25
Human ServicesHealthEducationArts & CultureRecreation & SportsEnvironmentOther
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.

Backed again, and grew

  • CABOT PERFORMING ARTS CENTER INC
    7× · 2018–2025 · $580k · revenue +43%
  • BEVERLY BOOTSTRAPS COMMUNITY SERVICES I
    8× · 2017–2025 · $520k · revenue +118%
  • Care Dimensions Inc
    3× · 2017–2019 · $115k · revenue +22%

Funded once

  • ME
    MASS EYE & EAR
    one grant, 2024 · $500k
  • IG
    Individual grant recipient
    one grant, 2018 · $100k
  • NS
    NORTH SHORE COMMUNITY COLLEGE
    one grant, 2017 · $25k
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Boston Architectural College

The bac is committed to provide excellence in design education grounded in practice and accessible to diverse communities.

—
2
Northeast College of Health Sciences

Northeast college of health sciences (the college) is committed to academic excellence, leadership, and professional best practices in the health sciences.

Education
3
Children's Hospital Corporation

Provider of pediatric healthcare, education, research & community service

Health
4
Brighton Marine Inc

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.

Health
5
Massachusetts Higher Education Assistance Corporation

The organization's primary exempt purpose is to provide access to and conduct activities in furtherance of higher education.

—
6
Dean College

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,…

Education
7
Massachusetts Institute of Technology

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.

Education
8
Saint Anselm College

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…

Education
9
Mass General Brigham Incorporated & Affiliates Group Return

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.

Health
10
Commonwealth Care Alliance Inc

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.

Health
11
President and Trustees of Bates College

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…

Education
12
Mcphs University

Mcphs university prepares students for careers in health care through teaching, scholarship, research, professional service and community engagement.

Education
How this is measured
The grantee most central to the portfolio’s shape is Special Olympics Massachusetts Inc; 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.
04the grantee network

44 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 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.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

1
Load-bearing (≥25% of a budget)
9
Early backer (in before they grew)
44/44
Grantees still filing
36/44
Grew since first funded

Where the money sits, by cause and then by grantee

North Shore Community College Foundation Inc: $2,015,000 · EducationNorth Shore Community College Foundation Inc+5 more: $33,100 · EducationMASS EYE & EAR: $500,000 · OtherMASS EYE & EARCare Dimensions Inc: $115,100 · OtherCare Dimensions IncIndividual grant recipient: $100,000 · OtherIndividual grant recipientSECOND CONGREGATIONAL CHURCH: $57,200 · OtherCAPE COD HEALTHCARE FOUNDATION: $47,500 · OtherBEVERLY HOSPITAL: $40,000 · Other+58 more: $223,657 · Other+58 moreCABOT PERFORMING ARTS CENTER INC: $580,000 · Arts & CultureCABOT PERFORMIN…+2 more: $270 · Arts & CultureBEVERLY BOOTSTRAPS COMMUNITY SERVICES I: $520,000 · Community ImprovementBEVERLY BOOTS…CAPE ABILITIES INC: $8,000 · Human ServicesBEVERLY CHILDREN'S LEARNING CENTER INC: $7,000 · Human ServicesPLUMMER YOUTH PROMISE INC: $7,000 · Human ServicesWELLSPRING HOUSE INC: $6,000 · Human ServicesYMCA OF THE NORTH SHORE INC: $5,000 · Human Services+3 more: $500 · Human ServicesBOYS & GIRLS CLUB OF GREATER SALEM INC: $25,000 · Recreation & Sports+2 more: $200 · Recreation & SportsCHANGE IS SIMPLE INC: $10,500 · EnvironmentTHE TRUSTEES OF RESERVATIONS: $2,660 · Environment
Education$2,048,100Other$1,083,457Arts & Culture$580,270Community Improvement$520,000Human Services$33,500Recreation & Sports$25,200Environment$13,160

Each grantee by its size and the funder’s share of it; top left is load-bearing

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 budgetESSEX COUNTY COMMUNITY FOUNDATION INC: $6,000 over 6y, 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 budgetHILLSDALE COLLEGE: $1,500 over 1y, 0.0% 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
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, 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 ESSEX COUNTY COMMUNITY FOUNDATION INC ↗
  • Who funds WELLSPRING HOUSE 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 ↗

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 Communit…Eastern Bank Foundati…Institution for Savin…People's United Commu…Van Otterloo Family F…Salem Five Charitable…Cummings Foundation G…Boston Foundation IncUnited Way Of Massach…Leslie S & Marcia C R…Rockland Trust - East…Amelia Peabody Charit…
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.

How much its grantees rely on government

Each dot is one organization Bertolon Family Foundation funds: left to right is the share of its income from government, bottom to top the share from Bertolon Family Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 120%3%10%23%40%funder's share of their income ↑0%23%45%68%90%share of the org’s income from government →median 3%
  • 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
no gov moneyreceives it· size = income
12get no government money at all
5report government grants on their 990 we could not trace to a source (not plotted)
2rely on government for over half their income
⤢ axis zoomed · 0–90%
typical government reliance, FY20–25
How this is measured
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 a grant caused the public funding. Coverage is precision-first, a floor rather than 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 to 24 months.

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

Play a game based on Bertolon Family’s filings →

More from the funding graph

The unnamed billions
grants reported with no recipient in the public record
The regranting layer
51% of grant dollars land in the regranting layer
The DAF merry-go-round
$9.7B circulates between donor-advised funds
The endowment market
who holds foundation money, and what just moved
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home