BERGERON FAMILY FOUNDATIONS
Cite this
Plain text BERGERON FAMILY FOUNDATIONS. Strategy Studio, nonprofit organization profile, tax years 2019–2025. https://strategystudio.org/org/030370623. Retrieved 2026-10-20.
APA Strategy Studio. (n.d.). BERGERON FAMILY FOUNDATIONS [Nonprofit organization profile; tax years 2019–2025]. Retrieved October 20, 2026, from https://strategystudio.org/org/030370623
MLA “BERGERON FAMILY FOUNDATIONS.” Strategy Studio, tax years 2019–2025, https://strategystudio.org/org/030370623. Accessed 20 Oct. 2026.
Retrieved 2026-10-20; covers tax years 2019–2025. Data: Strategy Studio, CC BY 4.0.
2025 · Form 990PF · revenue $173K · expenses $126K · assets $2.0M
- EIN
- 03-0370623
- Address
- PO BOX 920135, NEEDHAM, MA 02492-0002
- NTEE code
- T20
- Subsection
- 501(c)(3)
- Ruling year
- 2001
- Cross-check
- ProPublica Nonprofit Explorer
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
None of the 6 people listed on these returns reported compensation from the organization. They are listed below.
Officers and directors, no compensation reported
6 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Jane B Guyette | TRUSTEE - AS REQUIRED | 2019-2025 | 0 | $0 reported | 1 |
| Jay Bergeron | TRUSTEE - AS REQUIRED | 2019-2025 | 0 | $0 reported | 1 |
| Matthew Bergeron | TRUSTEE - AS REQUIRED | 2023-2025 | 0 | $0 reported | 1 |
| Jennifer Carlson | TRUSTEE - AS REQUIRED | 2023-2025 | 0 | $0 reported | 1 |
| Paul U Bergeron (former) | TRUSTEE - AS REQUIRED | 2019-2022 | 0 | $0 reported | 1 |
| John J Bergeron (former) | TRUSTEE - AS REQUIRED | 2019-2022 | 0 | $0 reported | 1 |
People by year
2025 · 4 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JANE B GUYETTE | TRUSTEE - AS REQUIRED | 0 | $0 | - | $0 | $0 | 1 |
| JAY BERGERON | TRUSTEE - AS REQUIRED | 0 | $0 | - | $0 | $0 | 1 |
| MATTHEW BERGERON | TRUSTEE - AS REQUIRED | 0 | $0 | - | $0 | $0 | 1 |
| JENNIFER CARLSON | TRUSTEE - AS REQUIRED | 0 | $0 | - | $0 | $0 | 1 |
2024 · 4 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JANE B GUYETTE | TRUSTEE - AS REQUIRED | 0 | $0 | - | $0 | $0 | 1 |
| JAY BERGERON | TRUSTEE - AS REQUIRED | 0 | $0 | - | $0 | $0 | 1 |
| MATTHEW BERGERON | TRUSTEE - AS REQUIRED | 0 | $0 | - | $0 | $0 | 1 |
| JENNIFER CARLSON | TRUSTEE - AS REQUIRED | 0 | $0 | - | $0 | $0 | 1 |
2023 · 4 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JANE B GUYETTE | TRUSTEE - AS REQUIRED | 0 | $0 | - | $0 | $0 | 1 |
| JAY BERGERON | TRUSTEE - AS REQUIRED | 0 | $0 | - | $0 | $0 | 1 |
| MATTHEW BERGERON | TRUSTEE - AS REQUIRED | 0 | $0 | - | $0 | $0 | 1 |
| JENNIFER CARLSON | TRUSTEE - AS REQUIRED | 0 | $0 | - | $0 | $0 | 1 |
2022 · 4 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PAUL U BERGERON | TRUSTEE - AS REQUIRED | 0 | $0 | - | $0 | $0 | 1 |
| JOHN J BERGERON | TRUSTEE - AS REQUIRED | 0 | $0 | - | $0 | $0 | 1 |
| JANE B GUYETTE | TRUSTEE - AS REQUIRED | 0 | $0 | - | $0 | $0 | 1 |
| JAY BERGERON | TRUSTEE - AS REQUIRED | 0 | $0 | - | $0 | $0 | 1 |
2021 · 4 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PAUL U BERGERON | TRUSTEE - AS REQUIRED | 0 | $0 | - | $0 | $0 | 1 |
| JOHN J BERGERON | TRUSTEE - AS REQUIRED | 0 | $0 | - | $0 | $0 | 1 |
| JANE B GUYETTE | TRUSTEE - AS REQUIRED | 0 | $0 | - | $0 | $0 | 1 |
| JAY BERGERON | TRUSTEE - AS REQUIRED | 0 | $0 | - | $0 | $0 | 1 |
2020 · 4 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PAUL U BERGERON | TRUSTEE - AS REQUIRED | 0 | $0 | - | $0 | $0 | 1 |
| JOHN J BERGERON | TRUSTEE - AS REQUIRED | 0 | $0 | - | $0 | $0 | 1 |
| JANE B GUYETTE | TRUSTEE - AS REQUIRED | 0 | $0 | - | $0 | $0 | 1 |
| JAY BERGERON | TRUSTEE - AS REQUIRED | 0 | $0 | - | $0 | $0 | 1 |
2019 · 4 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PAUL U BERGERON | TRUSTEE - AS REQUIRED | 0 | $0 | - | $0 | $0 | 1 |
| JOHN J BERGERON | TRUSTEE - AS REQUIRED | 0 | $0 | - | $0 | $0 | 1 |
| JANE B GUYETTE | TRUSTEE - AS REQUIRED | 0 | $0 | - | $0 | $0 | 1 |
| JAY BERGERON | TRUSTEE - AS REQUIRED | 0 | $0 | - | $0 | $0 | 1 |
Highest-paid independent contractors
No independent contractors reported.
Who the money went to
Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.
2025 · 29 grants to organizations · $95K
2024 · 32 grants to organizations · $137K
2023 · 36 grants to organizations · $137K
2022 · 37 grants to organizations · $138K
2021 · 35 grants to organizations · $213K
2020 · 23 grants to organizations · $209K
2019 · 27 grants to organizations · $124K
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
Who gave
No contributors are listed on Schedule B in the e-filed returns we have for this organization.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2025 · Form 990PF | ||||||||
| $172,813 | $126,416 | $1,982,366 | $1,982,366 | - | - | $0 | - | - |
| 2024 · Form 990PF | ||||||||
| $177,118 | $164,227 | $1,935,969 | $1,935,969 | $0 | - | $0 | - | - |
| 2023 · Form 990PF | ||||||||
| $41,412 | $161,740 | $1,923,078 | $1,923,078 | $0 | - | $0 | - | - |
| 2022 · Form 990PF | ||||||||
| $83,677 | $177,053 | $2,043,406 | $2,043,406 | $0 | - | $0 | - | - |
| 2021 · Form 990PF | ||||||||
| $543,043 | $245,782 | $2,136,782 | $2,136,782 | $0 | - | $0 | - | - |
| 2020 · Form 990PF | ||||||||
| $265,144 | $237,188 | $1,839,521 | $1,839,521 | $0 | - | $0 | - | - |
| 2019 · Form 990PF | ||||||||
| $99,589 | $151,983 | $1,811,565 | $1,811,565 | $0 | - | $0 | - | - |
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
Similar organizations
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| DAGGETT FAMILY FOUNDATION | MA | T20 | $180,663 | $138,269 | DIRECTOR & P | $0 | Same NTEE code T20, revenue within 2x, same state, similar name |
| WERLER FAMILY CHARITABLE FOUNDATION | MA | T20 | $166,532 | $163,150 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, same state |
| DOBBINS FOUNDATION | MA | T20 | $176,512 | $170,862 | Director | $18,000 | Same NTEE code T20, revenue within 2x, same state |
| RICHARD & CAROL SAIVETZ FAMILY FOUNDATION | MA | T20 | $177,929 | $38,261 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, same state |
| HYMAN FAMILY CHARITABLE FOUNDATION TRUST | MA | T20 | $180,002 | $205,775 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, same state |
| HELGESON FAM FOUNDATION TR | MA | T20 | $167,868 | $411,022 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, same state |
| GREEN LEAF FOUNDATION | MA | T20 | $164,400 | $95,151 | TRUSTEE | $3,590 | Same NTEE code T20, revenue within 2x, same state |
| ACTION AND TRUTH FOUNDATION | MA | T20 | $172,000 | $169,285 | Trustee | $0 | Same NTEE code T20, revenue within 2x, same state |
| HELEN A NIGRO FOUNDATION | MA | T20 | $168,074 | $83,040 | TRUSTEE/DIRECTOR | $0 | Same NTEE code T20, revenue within 2x, same state |
| THE PEGASUS SPRINGS FOUNDATION INC | MA | T20 | $179,525 | $261,684 | President | $0 | Same NTEE code T20, revenue within 2x, same state |
| HARRIET H NICOL CHARITABLE FOUNDATION | MA | T20 | $175,448 | $251,489 | TRUSTEE | $15,360 | Same NTEE code T20, revenue within 2x, same state |
| KATHERINE U & RONALD W TAKVORIAN CHARITABLE FOUNDATION | MA | T20 | $183,114 | $125,017 | DIRECTOR | $0 | Same NTEE code T20, revenue within 2x, same state |
| THE MARGARET STEWART LINDSAY FOUNDATION OF 1989 | MA | T20 | $176,983 | $411,761 | TRUSTEE | $30,000 | Same NTEE code T20, revenue within 2x, same state |
| PATRICIA KENNEDY ISSARESCU CHARITABLE FOUNDATION 2014 | MA | T20 | $171,656 | $161,079 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, same state |
| QUIGLEY AND HEFFERNAN FAMILY CHARITABLE TRUST | MA | T20 | $171,675 | $244,381 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, same state |
| TAUNTON POLICE PATROLMANS ASSOCIATION | MA | T20 | $170,905 | $135,908 | TREASURER | $0 | Same NTEE code T20, revenue within 2x, same state |
| ALDEN N YOUNG TRUST FUND | MA | T20 | $167,393 | $235,841 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, same state |
| MARGARET M COLLINS CHARITABLE TR | MA | T20 | $182,761 | $170,555 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, same state |
| SIMONS FAMILY FOUNDATION | TX | T20 | $173,391 | $67,854 | DIRECTOR/SECRETARY | $0 | Same NTEE code T20, revenue within 2x, similar name |
| BELLOWE FAMILY FOUNDATION | CA | T20 | $166,595 | $102,998 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, similar name |
| NELSONS FAMILY FOUNDATION | CT | T20 | $165,793 | $125,054 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, similar name |
| DON FAMILY FOUNDATION | IL | T20 | $168,112 | $60,572 | PRESIDENT, TREASURER AND DIRECTOR | $0 | Same NTEE code T20, revenue within 2x, similar name |
| KOS FAMILY FOUNDATION | CA | T20 | $180,069 | $114,766 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, similar name |
| HSI FAMILY FOUNDATION | CA | T20 | $165,570 | $136,207 | Director | $0 | Same NTEE code T20, revenue within 2x, similar name |
| BREZZO FAMILY FOUNDATION | CA | T20 | $172,176 | $128,617 | CFO | $0 | Same NTEE code T20, revenue within 2x, similar name |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2025 · Form 990PF · $126,416 spent · pay $0 · grants $95,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $95,000 | 75.1% | |
| Fees: other professional | $24,256 | 19.2% | |
| Taxes | $3,563 | 2.8% | |
| Fees: accounting | $2,625 | 2.1% | |
| Other expenses | $972 | 0.8% | |
| Total | $126,416 | 100% |
2024 · Form 990PF · $164,227 spent · pay $0 · grants $137,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $137,000 | 83.4% | |
| Fees: other professional | $23,420 | 14.3% | |
| Fees: accounting | $2,500 | 1.5% | |
| Other expenses | $1,007 | 0.6% | |
| Taxes | $300 | 0.2% | |
| Total | $164,227 | 100% |
2023 · Form 990PF · $161,740 spent · pay $0 · grants $137,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $137,000 | 84.7% | |
| Fees: other professional | $21,730 | 13.4% | |
| Fees: accounting | $2,375 | 1.5% | |
| Other expenses | $592 | 0.4% | |
| Taxes | $43 | 0.0% | |
| Total | $161,740 | 100% |
2022 · Form 990PF · $177,053 spent · pay $0 · grants $138,500 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $138,500 | 78.2% | |
| Fees: other professional | $24,372 | 13.8% | |
| Taxes | $11,071 | 6.3% | |
| Fees: accounting | $2,190 | 1.2% | |
| Other expenses | $920 | 0.5% | |
| Total | $177,053 | 100% |
2021 · Form 990PF · $245,782 spent · pay $0 · grants $213,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $213,000 | 86.7% | |
| Fees: other professional | $25,204 | 10.3% | |
| Taxes | $5,263 | 2.1% | |
| Fees: accounting | $1,805 | 0.7% | |
| Other expenses | $510 | 0.2% | |
| Total | $245,782 | 100% |
2020 · Form 990PF · $237,188 spent · pay $0 · grants $209,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $209,000 | 88.1% | |
| Fees: other professional | $25,498 | 10.8% | |
| Fees: accounting | $1,705 | 0.7% | |
| Taxes | $699 | 0.3% | |
| Other expenses | $286 | 0.1% | |
| Total | $237,188 | 100% |
2019 · Form 990PF · $151,983 spent · pay $0 · grants $124,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $124,000 | 81.6% | |
| Fees: other professional | $23,871 | 15.7% | |
| Taxes | $1,717 | 1.1% | |
| Fees: accounting | $1,630 | 1.1% | |
| Other expenses | $765 | 0.5% | |
| Total | $151,983 | 100% |