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Foundation Lookup

Form 990-PFTax year 2025EIN 04-6917944

Bertolon Family Foundation

A private foundation in Wenham, MA. Its return for tax year 2025 lists 24 grants and $307,625 paid in grants.

See which foundations fund work like yours Matching by cause, place and grant size

Tax year 2025 (period ending Dec 31, 2025), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Accepts applications

The return gives an application contact and rules, as below.

Contact person
On file
Phone
On file
Mailing address
On file
Form and materials
On file
Deadlines
None
Restrictions
None

Contact person, phone, mailing address and application materials on file. See them with a plan.

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Assets and giving by year

8 returns on file
Grants paid by tax year. The latest year is in blue.

  • Tax year 2025

    $307,625

    Grants listed
    24
    Assets, end of year
    $5,012,092

  • Tax year 2024

    $1,569,676

    Grants listed
    24
    Assets, end of year
    $5,294,758

  • Tax year 2023

    $289,326

    Grants listed
    20
    Assets, end of year
    $4,798,702

  • Tax year 2022

    $318,470

    Grants listed
    30
    Assets, end of year
    $3,743,704

  • Tax year 2021

    $583,405

    Grants listed
    19
    Assets, end of year
    $4,409,754

  • Tax year 2020

    $96,335

    Grants listed
    28
    Assets, end of year
    $2,214,641

  • Tax year 2019

    $570,995

    Grants listed
    26
    Assets, end of year
    $2,070,473

  • Tax year 2018

    $476,520

    Grants listed
    25
    Assets, end of year
    $2,518,674

Grants paid in 2025

24 grants, largest first

As listed on the return.

  1. North Shore Community College FoundationDanvers, MA

    General operating support

    $250,000
  2. The Cabot Performing Arts CenterBeverly, MA

    General operating support

    $10,000
  3. The Cape PlayhouseDennis, MA

    General operating support

    $10,000
  4. Beverly HospitalBeverly, MA

    General operating support

    $5,000
  5. Boys and Girl Club of Greater SalemSalem, MA

    General operating support

    $5,000
  6. Cape Cod Healthcare FoundationHyannis, MA

    Preserve high standards of healthcare excellence on cape cod

    $5,000
  7. Harwich-Dennis Rotary ClubSouth Dennis, MA

    General operating support

    $5,000
  8. YMCA of the North ShoreBeverly, MA

    General operating support

    $5,000
  9. Beverly BootstrapsBeverly, MA

    General operating support

    $2,500
  10. Beverly Children's Learning CtrBeverly, MA

    Beverly children's learning CTR

    $1,000
  11. Cape AbilitiesHyannis, MA

    General operating support

    $1,000
  12. Change Is SimpleBeverly, MA

    General operating support

    $1,000
  13. Mass General Brigham Cancer CenterDanvers, MA

    General operating support

    $1,000
  14. Plummer Youth PromiseSalem, MA

    General operating support

    $1,000
  15. The Salvation ArmyBeverly, MA

    General operating support

    $1,000
  16. The Trustees of ReservationsBoston, MA

    General operating support

    $1,000
  17. Winslow Animal Farm SanctuaryNorton, MA

    General operating support

    $1,000
  18. Beverly Police Benevolent AssociationBeverly, MA

    General operating support

    $500
  19. Lake Sunapee Visit Nurses AssociationNew London, NH

    General operating support

    $500
  20. Pancreatic Cancer Action NetworkEl Segundo, CA

    General operating support

    $500
  21. National Kidney FoundationNew York, NY

    General operating support

    $200
  22. The Tanzanian Children's FundCambridge, MA

    General operating support

    $200
  23. WGBHBoston, MA

    General operating support

    $125
  24. Animal Rescue League of BostonBrewster, MA

    General operating support

    $100

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Education1 grant $250,00093% of the total
  2. Arts and culture1 grant $10,0004% of the total
  3. Human services4 grants $7,2003% of the total
  4. Environment2 grants $2,000<1% of the total
  5. Health2 grants $700<1% of the total

By State

Grants to organizations with a US address, latest year.

  1. Massachusetts21 grants $306,425
  2. Iowa1 grant $500
  3. New Hampshire1 grant $500
  4. New York1 grant $200

Officers, directors and trustees

2 people as filed

As filed on the return, with average hours per week and pay from the foundation.

  • Henry J Bertolon JrTRUSTEE Hours 1Pay $0
  • Donna BertolonTRUSTEE Hours 1Pay $50,000

The return

More foundations

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Same main cause (education), giving between a quarter and four times this foundation’s where possible, nearby first.

  1. Thomas H and Nancy A Conway Charitable TrustBoston, MA 5 grants Preselected only $305,000 giving
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