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Bertolon Family Foundation Trust is a private trust based in BOSTON, MA. The foundation received its IRS ruling in 2000. The principal officer is Les Vitale. It holds total assets of $5.3M. Annual income is reported at $2.2M. Total assets have grown from $29K in 2011 to $5.3M in 2024. The foundation is governed by 2 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. Tax records are available from 2015 to 2024. Grantmaking is concentrated in Massachusetts. According to available records, Bertolon Family Foundation Trust has made 49 grants totaling $902K, with a median grant of $1K. Annual giving has decreased from $583K in 2021 to $318K in 2022. Individual grants have ranged from $100 to $546K, with an average award of $18K. The foundation has supported 37 unique organizations. The foundation primarily supports organizations in Massachusetts, Michigan, New York, which account for 98% of all grants. Grantmaking reaches organizations across 4 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$165
Median Grant
$1K
Average Grant
$3K
Largest Grant
$10K
Based on 28 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Bertolon Family Foundation Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 49 grants. Its grantmaking reaches organizations primarily in MA, MI, NY.
Bertolon Family Foundation Trust has distributed a total of $902K across 49 grants. The median grant size is $1K, with an average of $18K. Individual grants have ranged from $100 to $546K.
Bertolon Family Foundation Trust is a private foundation. To inquire about grants, you can look up the foundation using their EIN (046917944) on GuideStar or contact them directly. Many private foundations have specific application processes that may not be publicly listed.
Bertolon Family Foundation Trust is headquartered in BOSTON, MA. While based in MA, the foundation distributes grants to organizations across 4 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Henry J Bertolon Jr | TRUSTEE | $0 | $0 | N/A |
| Donna Bertolon | TRUSTEE | $0 | $0 | N/A |
Total Giving
N/A
Total Assets
$5.3M
Fair Market Value
N/A
Net Worth
$5.3M
Grants Paid
N/A
Contributions
N/A
Net Investment Income
N/A
Distribution Amount
N/A
Total Grants
49
Total Giving
$902K
Average Grant
$18K
Median Grant
$1K
Unique Recipients
37
Most Common Grant
$1K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| North Shore Community College FoundationGENERAL OPERATING SUPPORT | Danvers, MA | $265K | 2022 |
| The Cabot Performing Arts CenterGENERAL OPERATING SUPPORT | Beverly, MA | $10K | 2022 |
| Cape Cod Healthcare FoundationPRESERVE HIGH STANDARDS OF HEALTHCARE EXCELLENCE ON CAPE COD | Hyannis, MA | $5K | 2022 |
| Beverly HospitalGENERAL OPERATING SUPPORT | Beverly, MA | $5K | 2022 |
| Boys And Girl Club Of Greater SalemGENERAL OPERATING SUPPORT | Salem, MA | $5K | 2022 |
| Second Congregational ChurchSUPPORT CHURCH AND ITS MISSIONS | Beverly, MA | $4K | 2022 |
| Beverly Bootstraps Community ServicesFOOD PANTRY; CAPITAL CAMPAIGN | Beverly, MA | $3K | 2022 |
| Pingree SchoolGENERAL OPERATING SUPPORT | South Hamilton, MA | $3K | 2022 |
| The Cape PlayhouseGENERAL OPERATING SUPPORT | Dennis, MA | $2K | 2022 |
| Wellspring House IncGENERAL OPERATING SUPPORT | Gloucester, MA | $2K | 2022 |
| Franciscan ChildrensGENERAL OPERATING SUPPORT | Brighton, MA | $1K | 2022 |
| Harborlight Community PartnersGENERAL OPERATING SUPPORT | Gloucester, MA | $1K | 2022 |
| Beverly Childrens Learning CenterGENERAL OPERATING SUPPORT | Beverly, MA | $1K | 2022 |
| Cape AbilitiesGENERAL OPERATING SUPPORT | Hyannis, MA | $1K | 2022 |
| Change In SimpleGENERAL OPERATING SUPPORT | Beverly, MA | $1K | 2022 |
| Essex County Community FoundationSUPPORT LOCAL PHILANTHROPY TO STRENGTHEN NONPROFIT ORGANIZATIONS IN ESSEX COUNTY | Danvers, MA | $1K | 2022 |
| Harwich Dennis Rotary ClubGENERAL OPERATING SUPPORT | South Dennis, MA | $1K | 2022 |
| HawcGENRAL OPERATING SUPPORT | Salem, MA | $1K | 2022 |
| Plummer Youth PromiseGENERAL OPERATING SUPPORT | Salem, MA | $1K | 2022 |
| Roots Ns IncGENERAL OPERATING SUPPORT | Salem, MA | $1K | 2022 |
| The Salvation ArmyGENERAL OPERATING SUPPORT | Beverly, MA | $1K | 2022 |
| The Trustees Of ReservationsGENERAL OPERATING SUPPORT | Boston, MA | $1K | 2022 |
| The Womens Fund Of Essex CountyPROVIDE SUPPORT FOR WOMEN AND GIRLS IN NEED | Danvers, MA | $1K | 2022 |
| Winslow Animal Farm SanctuaryGENERAL OPERATING SUPPORT | Norton, MA | $1K | 2022 |
| The Village Improvement Society Of DennisGENERAL OPERATING SUPPORT | Dennis, MA | $500 | 2022 |
| Mass General BrighamGENERAL OPERATING SUPPORT | Boston, MA | $500 | 2022 |
| Susan G Komen For The CureGENERAL OPERATING SUPPORT | Dallas, TX | $500 | 2022 |
| Cops For Kids With CancerGENERAL OPERATING SUPPORT | Braintree, MA | $200 | 2022 |
| WgbhGENERAL OPERATING SUPPORT | Boston, MA | $170 | 2022 |
| Dennis Memorial LibraryGENERAL OPERATING SUPPORT | Dennis, MA | $100 | 2022 |
| Salem State UniversityGENERAL OPERATING SUPPORT | Salem, MA | $10K | 2021 |
| Montserrat College Of ArtGENERAL OPERATING SUPPORT | Beverly, MA | $2K | 2021 |
| Hillsdale CollegeGENERAL OPERATING SUPPORT | Hillsdale, MI | $2K | 2021 |
| The Woman'S Fund Of Essex CountyPROVIDE SUPPORT FOR WOMEN AND GIRLS IN NEED | Danvers, MA | $1K | 2021 |
| Smile TrainGENERAL OPERATING SUPPORT | New York, NY | $1K | 2021 |
| Girl Scout Troop 233GENERAL OPERATING SUPPORT | Boston, MA | $1K | 2021 |
| Jacob Sears Memorial LibraryGENERAL OPERATING SUPPORT | East Dennis, MA | $500 | 2021 |