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Private Foundation · MA

Bertolon Family Foundation Tr

Boston, MA  ·  EIN 046917944  ·  Website (ProPublica) ↗  ·  990s on ProPublica ↗

Assets

$5.3M

Total Giving

$1.3M

Grants on File

97

Average Grant

$13K

Giving Radius

Where Bertolon Family Foundation Tr Has Given

AK — no grants on file AL — no grants on file AR — no grants on file AZ — no grants on file CA — no grants on file CO — no grants on file CT — no grants on file DC — no grants on file DE — no grants on file FL — $200 across 1 grant GA — no grants on file HI — no grants on file IA — no grants on file ID — no grants on file IL — no grants on file IN — no grants on file KS — no grants on file KY — no grants on file LA — no grants on file MA — $1.3M across 90 grants MD — no grants on file ME — no grants on file MI — $2K across 1 grant MN — no grants on file MO — no grants on file MS — no grants on file MT — no grants on file NC — no grants on file ND — no grants on file NE — no grants on file NH — $10K across 1 grant NJ — no grants on file NM — no grants on file NV — no grants on file NY — $1K across 1 grant OH — no grants on file OK — no grants on file OR — no grants on file PA — no grants on file RI — no grants on file SC — no grants on file SD — no grants on file TN — $150 across 1 grant TX — $1K across 2 grants UT — no grants on file VA — no grants on file VT — no grants on file WA — no grants on file WI — no grants on file WV — no grants on file WY — no grants on file
Historical grants to 51 recipients across 7 states. Top concentrations: DANVERS ($1.1M, 9 grants), BEVERLY ($90K, 24 grants), SALEM ($40K, 14 grants), BOSTON ($29K, 12 grants), HYANNIS ($24K, 8 grants).

Section I

How to Apply

To be determined.

On Unsolicited Proposals yes

Restrictions

None

Section IV

Recent Grants

Recipient Amount Year
Salem State University $10K 2020
The Trustees of Reservations $165 2020
Girl Scout Troop 233 $1K 2020
Roots Ns INC $1K 2020
The Cabot Peforming Arts Center $10K 2020
Beverly Hospital $5K 2020
Catholic Charities Boston $10K 2020
Franciscan's Childrens $1K 2020
Jacob Sears Memorial Library $500 2020
Plummer Youth Promise $1K 2020
Salvation Army Holiday Fund $1K 2020
Second Congregational Church $7K 2020
Beverly Bootstraps Community Services $2K 2020
Beverly Childrens Learning Center $1K 2020
Cape Abilities $1K 2020
Cape Cod Healthcare Foundation $5K 2020
Change in Simple $2K 2020
Essex County Community Foundation $1K 2020
Harborlight Community Partners $1K 2020
Healing Abuse Working for Change (Hawc) $1K 2020
Mass Advocates for Nursing $5K 2020
Pingree School $2K 2020
Bc High Annual Fund $10K 2020
Boys & Girls Club $10K 2020
The Woman's Fund of Essex County $1K 2020

Page 1 of 4 · 97 total

Section VI

Filing History

Year-by-year financial summary from IRS 990-PF filings. Total assets and qualifying distributions show the foundation's growth and giving trajectory.

Year Total Assets Qualifying Distributions Total Revenue Total Expenses
2023 $4.8M $410K $1.3M $293K
2022 $3.7M $423K $-239,580 $426K
2021 $4.4M $353K $2.8M $641K
2020 $2.2M $219K $238K $107K
2019 $2.1M $129K $129K $577K
2015 $7K $661 $94K $91K
2014 $3K $1K $50K $67K
2013 $20K $1K $386K $381K
2012 $15K $1K $75K $89K
2011 $29K $2K $150K $154K

Section VII

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