Bertolon Family Foundation
Boston, MA · EIN 04-6917944. Reported 93 grants totalling $2,760,877 to 50 organizations across tax years 2021-2024. This foundation did not tell the IRS it funds only preselected organizations.
Does this foundation accept applications?
Yes -- on its own tax return. Form 990-PF asks every private foundation whether it makes grants only to organizations it selects itself. Of the 91,758 foundations in our data that made a grant and answered, 78% said yes -- and applying to those is wasted effort. Bertolon Family Foundation did not check that box on its most recent filing, which puts it in the minority that is at least open to being approached.
How big are its grants?
The median grant is $1,000. Half of everything it gave fell between $1,000 and $4,000; the smallest was $100 and the largest $545,640. If you are asking for materially more than the top of that range, you are asking the wrong foundation.
Every organization it funded
This is the complete list from its filings, largest first. Years funded is the number of separate tax years in which the organization received money -- more than one means a real relationship rather than a one-off.
| Organization | Location | Total received | Grants | Years funded | Last |
|---|---|---|---|---|---|
| North Shore Community College Foundation | Danvers, MA | $1,310,640 | 4 | 4 | 2024 |
| Beverly Bootstraps | Beverly, MA | $502,500 | 1 | 1 | 2024 |
| Mass Eye & Ear | Boston, MA | $500,000 | 1 | 1 | 2024 |
| The Cabot Performing Arts Center | Beverly, MA | $290,000 | 3 | 3 | 2024 |
| Cape Cod Healthcare Foundation | Hyannis, MA | $20,000 | 4 | 4 | 2024 |
| Second Congregational Church | Beverly, MA | $17,000 | 4 | 4 | 2024 |
| Beverly Hospital | Beverly, MA | $15,000 | 3 | 3 | 2024 |
| Boys and Girl Club of Greater Salem | Salem, MA | $15,000 | 3 | 3 | 2024 |
| The Cape Playhouse | Dennis, MA | $12,000 | 2 | 2 | 2024 |
| Salem State University | Salem, MA | $10,000 | 1 | 1 | 2021 |
| Pingree School | South Hamilton, MA | $7,500 | 3 | 3 | 2024 |
| Beverly Bootstraps Community Services | Beverly, MA | $5,000 | 2 | 2 | 2022 |
| Eileen's House | Boston, MA | $5,000 | 1 | 1 | 2024 |
| Cape Abilities | Hyannis, MA | $4,000 | 4 | 4 | 2024 |
| Plummer Youth Promise | Salem, MA | $4,000 | 4 | 4 | 2024 |
| Winslow Animal Farm Sanctuary | Norton, MA | $4,000 | 3 | 3 | 2024 |
| Essex County Community Foundation | Beverly, MA | $3,000 | 3 | 3 | 2024 |
| Franciscan Childrens | Brighton, MA | $3,000 | 2 | 2 | 2023 |
| The Salvation Army | Beverly, MA | $3,000 | 3 | 3 | 2024 |
| Beverly Childrens Learning Center | Beverly, MA | $2,000 | 2 | 2 | 2022 |
| Change in Simple | Beverly, MA | $2,000 | 2 | 2 | 2022 |
| Change Is Simple | Beverly, MA | $2,000 | 1 | 1 | 2024 |
| Montserrat College of Art | Beverly, MA | $2,000 | 1 | 1 | 2021 |
| Roots Ns Inc | Salem, MA | $2,000 | 2 | 2 | 2022 |
| The Womens Fund of Essex County | Beverly, MA | $2,000 | 2 | 2 | 2024 |
| Wellspring House Inc | Gloucester, MA | $2,000 | 2 | 2 | 2023 |
| Hillsdale College | Hillsdale, MI | $1,500 | 1 | 1 | 2021 |
| The Trustees of Reservations | Boston, MA | $1,165 | 2 | 2 | 2022 |
| Beverly Children's Learning Ctr | Beverly, MA | $1,000 | 1 | 1 | 2024 |
| Girl Scout Troop 233 | Boston, MA | $1,000 | 1 | 1 | 2021 |
| Harborlight Community Partners | Gloucester, MA | $1,000 | 1 | 1 | 2022 |
| Harwich Dennis Rotary Club | South Dennis, MA | $1,000 | 1 | 1 | 2022 |
| Hawc | Salem, MA | $1,000 | 1 | 1 | 2022 |
| Smile Train | New York, NY | $1,000 | 1 | 1 | 2021 |
| St Rock Haiti Foundation | Milton, MA | $1,000 | 1 | 1 | 2023 |
| Susan G Komen for the Cure | Dallas, TX | $1,000 | 2 | 2 | 2023 |
| The Trustees - 1891 Society | Boston, MA | $1,000 | 1 | 1 | 2024 |
| The Woman's Fund of Essex County | Danvers, MA | $1,000 | 1 | 1 | 2021 |
| Jacob Sears Memorial Library | East Dennis, MA | $500 | 1 | 1 | 2021 |
| Mass General Brigham | Boston, MA | $500 | 1 | 1 | 2022 |
| The Village Improvement Society of Dennis | Dennis, MA | $500 | 1 | 1 | 2022 |
| WGBH | Boston, MA | $422 | 3 | 3 | 2024 |
| Dennis Memorial Library | Dennis, MA | $300 | 3 | 3 | 2023 |
| Alzheimers Association | Newton, MA | $250 | 1 | 1 | 2023 |
| Michael Cassidy Memorial Scholarship Fund | Hampton, NH | $250 | 1 | 1 | 2024 |
| Cops for Kids With Cancer | Braintree, MA | $200 | 1 | 1 | 2022 |
| The Parkinson's Foundation | New York, NY | $200 | 1 | 1 | 2024 |
| Wounded Warrior Project | Jacksonville, FL | $200 | 1 | 1 | 2023 |
| St Jude Children's Research Hospital | Memphis, TN | $150 | 1 | 1 | 2023 |
| American Heart Association | Dallas, TX | $100 | 1 | 1 | 2024 |
24 of 50 (48%) received money in more than one year over the 4 years we hold.
Measured the way we measure every foundation -- what share of one year's grantees are funded again the next -- this one retains 60%, across 3 year-to-year transitions. The median foundation retains about 67%, so this one is about typical. A high number means its list is close to settled and a newcomer has to displace someone; a low one means it is still moving money around, which is where an opening is.
What the money was for
Taken verbatim from the purpose field of its filings. This is the closest thing to a statement of what this foundation cares about, in its own words.
- The Cape Playhouse
GENERAL OPERATING SUPPORTY - Second Congregational Church
SUPPORT CHURCH AND ITS MISSIONS - Cape Cod Healthcare Foundation
PRESERVE HIGH STANDARDS OF HEALTHCARE EXCELLENCE ON CAPE COD - Beverly Bootstraps Community Services
FOOD PANTRY; CAPITAL CAMPAIGN - Beverly Children's Learning Ctr
BEVERLY CHILDREN'S LEARNING CTR - Essex County Community Foundation
SUPPORT LOCAL PHILANTHROPY TO STRENGTHEN NONPROFIT ORGANIZATIONS IN ESSEX COUNTY
What kind of organizations it funds
By the recipient's own IRS classification, for the 45 grants where we could identify the organization. These are assigned categories, not our guesses.
Giving by year
| Tax year | Grants | Total | Median grant |
|---|---|---|---|
| 2021 | 19 | $583,405 | $1,000 |
| 2022 | 30 | $318,470 | $1,000 |
| 2023 | 20 | $289,326 | $1,000 |
| 2024 | 24 | $1,569,676 | $2,000 |
Tax years, not calendar years, and the most recent year is usually incomplete -- filings arrive about a year late, so a low final year means late paperwork rather than a foundation winding down.
Where its money goes
Foundations concentrate geographically far more than their mission statements suggest. 100% of this one's giving went to organizations in Massachusetts. If you are outside its footprint, that matters more than how well your programme fits.
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Funders that support the same organizations
These funders gave to organizations this one also funded -- some private foundations, some community foundations and other grantmaking charities. Shared grantees are the strongest available signal that two funders have overlapping priorities, and a funder already backing your peers is a far warmer prospect than one that merely lists your cause.
How to approach this foundation
- Check you are its size. The median grant is $1,000. Asking for ten times that is the most common way small organizations waste a submission.
- Check you are in its geography. Its giving is concentrated in Massachusetts.
- Read the recipient list above for organizations like yours. If nothing on it resembles your work, that is a real answer, and a cheap one to get.
- Look up the current filing before writing. The 990-PF names the foundation's officers and, where one exists, its application procedure. We link it below.
Related guides
Where these numbers come from
Everything above is taken from Bertolon Family Foundation's own Form 990-PF filings, which the IRS publishes in bulk. We used 4 returns (tax years 2021-2024). Nothing here is scraped, inferred, or estimated.
Address of record on the latest return: 80 City Square, Boston, MA, 02129. This is the address the foundation gave the IRS; many small foundations file through an accountant or a bank trust department, so it may not be where post to a programme officer should go.
EIN 04-6917944 · See the original filings on ProPublica · How we build this
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