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Private foundation (trust)EIN 046917944Est. 2000-08

BERTOLON FAMILY FOUNDATION

BOSTON, MA 02129

Accepts unsolicited proposals

Total Assets

$11.2M

FY 2024

Annual Giving

$1.6M

FY 2024

Grants Made

24

FY 2024

Avg Grant

$65K

FY 2024

Grant Range

$100–$503K

Typical

Deadlines

Open / rolling

Applications

Focus Areas

PhilanthropyVoluntarism & Grantmaking Foundations

Financial Snapshot

2024 filing

Total Revenue

$2.2M

Total Expenses

$1.7M

Qualifying Distributions

$1.6M

Distributable Amount

$461K

Min. Investment Return

$478K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

24 grants

Grant sizes from minimum $100 through median $2K to maximum $503K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

5 years

Giving over time from 2020 to 2024. Peak $1.6M in 2024. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

121 grants

NORTH SHORE COMMUNITY COLLEGE FOUNDATION
$1.3M
4 grants
BEVERLY BOOTSTRAPS
$503K
1 grant
MASS EYE & EAR
$500K
1 grant
THE CABOT PERFORMING ARTS CENTER
$290K
3 grants
CAPE COD HEALTHCARE FOUNDATION
$25K
5 grants
SECOND CONGREGATIONAL CHURCH
$24K
5 grants
BEVERLY HOSPITAL
$20K
4 grants
SALEM STATE UNIVERSITY
$20K
2 grants

Grant Size Distribution

121 grants

<$10K
114
grants
$10–50K
$50–250K
2
grants
$250K–1M
5
grants
$1–5M
$5M+

Geographic Focus

7 states

Massachusetts
$2.8M
99% of total
New Hampshire
$10K
0% of total
Michigan
$2K
0% of total
New York
$1K
0% of total
Texas
$1K
0% of total
Florida
$200
0% of total
Tennessee
$150
0% of total

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BERTOLON FAMILY FOUNDATION — Grants, Financials & Contact | Grantivo