Bertolon Family Foundation Tr
- Assets
- $3.7m
- Revenue
- -$239.6k
- Investments
- $3.4m
- Employees
- 0
- Location
- Boston, MA
- Founding
- 08/2000
- Data as of
- 12/2022
- EIN
- 04-6917944
Organization Overview
Bertolon Family Foundation Tr is located in Boston, MA. The organization was established in 2000. According to its NTEE Classification (T90) the organization is classified as: Named Trusts N.E.C., under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Bertolon Family Foundation Tr is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
Since 2014, Bertolon Family Foundation Tr has awarded 237 individual grants totaling $2,376,655. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2022
Describe the Organization's Program Activity:
Part 3 - Line 4a
NONE
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Henry J Bertolon Jr Trustee | 1 | $100,000 | |
Donna Bertolon Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $63,051 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | -$302,631 |
| Capital Gain Net Income | $74,270 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | -$239,580 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $100,000 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $0 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $8,000 |
| Total operating and administrative expenses | $108,000 |
| Contributions, gifts, grants paid | $318,470 |
| Total expenses and disbursements | $426,470 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | -$1 |
| Savings and temporary cash investments | $368,582 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $3,743,704 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Bertolon Family Foundation Tr has awarded $318,470 in support to 30 organizations.
| Grant Recipient | Amount |
|---|---|
BEVERLY BOOTSTRAPS COMMUNITY SERVICES PURPOSE: FOOD PANTRY; CAPITAL CAMPAIGN | $2,500 |
BEVERLY HOSPITAL PURPOSE: GENERAL OPERATING SUPPORT | $5,000 |
BEVERLY CHILDRENS LEARNING CENTER PURPOSE: GENERAL OPERATING SUPPORT | $1,000 |
BOYS AND GIRL CLUB OF GREATER SALEM PURPOSE: GENERAL OPERATING SUPPORT | $5,000 |
CAPE ABILITIES PURPOSE: GENERAL OPERATING SUPPORT | $1,000 |
CAPE COD HEALTHCARE FOUNDATION PURPOSE: PRESERVE HIGH STANDARDS OF HEALTHCARE EXCELLENCE ON CAPE COD | $5,000 |