STRATEGY STUDIO / PUBLIC DATA EXPLORER

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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Jane B Guyette TRUSTEE - AS REQUIRED2019-2025 0 $0 reported 1
Jay Bergeron TRUSTEE - AS REQUIRED2019-2025 0 $0 reported 1
Matthew Bergeron TRUSTEE - AS REQUIRED2023-2025 0 $0 reported 1
Jennifer Carlson TRUSTEE - AS REQUIRED2023-2025 0 $0 reported 1
Paul U Bergeron (former) TRUSTEE - AS REQUIRED2019-2022 0 $0 reported 1
John J Bergeron (former) TRUSTEE - AS REQUIRED2019-2022 0 $0 reported 1

People by year

2025 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JANE B GUYETTE TRUSTEE - AS REQUIRED0 $0-$0 $01
JAY BERGERON TRUSTEE - AS REQUIRED0 $0-$0 $01
MATTHEW BERGERON TRUSTEE - AS REQUIRED0 $0-$0 $01
JENNIFER CARLSON TRUSTEE - AS REQUIRED0 $0-$0 $01
2024 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JANE B GUYETTE TRUSTEE - AS REQUIRED0 $0-$0 $01
JAY BERGERON TRUSTEE - AS REQUIRED0 $0-$0 $01
MATTHEW BERGERON TRUSTEE - AS REQUIRED0 $0-$0 $01
JENNIFER CARLSON TRUSTEE - AS REQUIRED0 $0-$0 $01
2023 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JANE B GUYETTE TRUSTEE - AS REQUIRED0 $0-$0 $01
JAY BERGERON TRUSTEE - AS REQUIRED0 $0-$0 $01
MATTHEW BERGERON TRUSTEE - AS REQUIRED0 $0-$0 $01
JENNIFER CARLSON TRUSTEE - AS REQUIRED0 $0-$0 $01
2022 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PAUL U BERGERON TRUSTEE - AS REQUIRED0 $0-$0 $01
JOHN J BERGERON TRUSTEE - AS REQUIRED0 $0-$0 $01
JANE B GUYETTE TRUSTEE - AS REQUIRED0 $0-$0 $01
JAY BERGERON TRUSTEE - AS REQUIRED0 $0-$0 $01
2021 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PAUL U BERGERON TRUSTEE - AS REQUIRED0 $0-$0 $01
JOHN J BERGERON TRUSTEE - AS REQUIRED0 $0-$0 $01
JANE B GUYETTE TRUSTEE - AS REQUIRED0 $0-$0 $01
JAY BERGERON TRUSTEE - AS REQUIRED0 $0-$0 $01
2020 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PAUL U BERGERON TRUSTEE - AS REQUIRED0 $0-$0 $01
JOHN J BERGERON TRUSTEE - AS REQUIRED0 $0-$0 $01
JANE B GUYETTE TRUSTEE - AS REQUIRED0 $0-$0 $01
JAY BERGERON TRUSTEE - AS REQUIRED0 $0-$0 $01
2019 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PAUL U BERGERON TRUSTEE - AS REQUIRED0 $0-$0 $01
JOHN J BERGERON TRUSTEE - AS REQUIRED0 $0-$0 $01
JANE B GUYETTE TRUSTEE - AS REQUIRED0 $0-$0 $01
JAY BERGERON TRUSTEE - AS REQUIRED0 $0-$0 $01

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.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2025 · Form 990PF period ending 2025-12-31 · view filing · original 990 ↗
$172,813$126,416 $1,982,366$1,982,366 -- $0--
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$177,118$164,227 $1,935,969$1,935,969 $0- $0--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$41,412$161,740 $1,923,078$1,923,078 $0- $0--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$83,677$177,053 $2,043,406$2,043,406 $0- $0--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$543,043$245,782 $2,136,782$2,136,782 $0- $0--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$265,144$237,188 $1,839,521$1,839,521 $0- $0--
2019 · Form 990PF period ending 2019-12-31 · view filing · original 990 ↗
$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)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
DAGGETT FAMILY FOUNDATIONMAT20 $180,663$138,269 DIRECTOR & P$0 Same NTEE code T20, revenue within 2x, same state, similar name
WERLER FAMILY CHARITABLE FOUNDATIONMAT20 $166,532$163,150 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
DOBBINS FOUNDATIONMAT20 $176,512$170,862 Director$18,000 Same NTEE code T20, revenue within 2x, same state
RICHARD & CAROL SAIVETZ FAMILY FOUNDATIONMAT20 $177,929$38,261 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
HYMAN FAMILY CHARITABLE FOUNDATION TRUSTMAT20 $180,002$205,775 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
HELGESON FAM FOUNDATION TRMAT20 $167,868$411,022 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
GREEN LEAF FOUNDATIONMAT20 $164,400$95,151 TRUSTEE$3,590 Same NTEE code T20, revenue within 2x, same state
ACTION AND TRUTH FOUNDATIONMAT20 $172,000$169,285 Trustee$0 Same NTEE code T20, revenue within 2x, same state
HELEN A NIGRO FOUNDATIONMAT20 $168,074$83,040 TRUSTEE/DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state
THE PEGASUS SPRINGS FOUNDATION INCMAT20 $179,525$261,684 President$0 Same NTEE code T20, revenue within 2x, same state
HARRIET H NICOL CHARITABLE FOUNDATIONMAT20 $175,448$251,489 TRUSTEE$15,360 Same NTEE code T20, revenue within 2x, same state
KATHERINE U & RONALD W TAKVORIAN CHARITABLE FOUNDATIONMAT20 $183,114$125,017 DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state
THE MARGARET STEWART LINDSAY FOUNDATION OF 1989MAT20 $176,983$411,761 TRUSTEE$30,000 Same NTEE code T20, revenue within 2x, same state
PATRICIA KENNEDY ISSARESCU CHARITABLE FOUNDATION 2014MAT20 $171,656$161,079 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
QUIGLEY AND HEFFERNAN FAMILY CHARITABLE TRUSTMAT20 $171,675$244,381 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
TAUNTON POLICE PATROLMANS ASSOCIATIONMAT20 $170,905$135,908 TREASURER$0 Same NTEE code T20, revenue within 2x, same state
ALDEN N YOUNG TRUST FUNDMAT20 $167,393$235,841 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
MARGARET M COLLINS CHARITABLE TRMAT20 $182,761$170,555 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
SIMONS FAMILY FOUNDATIONTXT20 $173,391$67,854 DIRECTOR/SECRETARY$0 Same NTEE code T20, revenue within 2x, similar name
BELLOWE FAMILY FOUNDATIONCAT20 $166,595$102,998 PRESIDENT$0 Same NTEE code T20, revenue within 2x, similar name
NELSONS FAMILY FOUNDATIONCTT20 $165,793$125,054 TRUSTEE$0 Same NTEE code T20, revenue within 2x, similar name
DON FAMILY FOUNDATIONILT20 $168,112$60,572 PRESIDENT, TREASURER AND DIRECTOR$0 Same NTEE code T20, revenue within 2x, similar name
KOS FAMILY FOUNDATIONCAT20 $180,069$114,766 TRUSTEE$0 Same NTEE code T20, revenue within 2x, similar name
HSI FAMILY FOUNDATIONCAT20 $165,570$136,207 Director$0 Same NTEE code T20, revenue within 2x, similar name
BREZZO FAMILY FOUNDATIONCAT20 $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).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
HOBAN FAMILY CHARITABLE FOUNDATION Private foundation$159,50010 12016–2022 WOOD FAMILY FOUNDATION
THE HARRY & JEANETTE WEINBERG FOUNDATION INC Private foundation$100,0002 12020–2021 WOOD FAMILY FOUNDATION
LEFKOFSKY FAMILY FOUNDATION Private foundation$55,0002 12018–2019 WOOD FAMILY FOUNDATION
JPMORGAN CHASE FOUNDATION Private foundation$27,70112 12012–2024 WOOD FAMILY FOUNDATION
DRAPER AND KRAMER FOUNDATION Private foundation$17,5333 12015–2020 WOOD FAMILY FOUNDATION
BANK OF AMERICA CHARITABLE FOUNDATION INC Private foundation$16,2556 12012–2019 WOOD FAMILY FOUNDATION
KATTEN MUCHIN ROSENMAN FOUNDATION INC Private foundation$10,0001 12022–2022 WOOD FAMILY FOUNDATION
TAMPICO FOUNDATION Private foundation$10,0001 12017–2017 WOOD FAMILY FOUNDATION
GRACE K AND WESLEY S ALPERT CHARITABLE FOUNDATION Private foundation$10,0001 12021–2021 WOOD FAMILY FOUNDATION
YAGAN FAMILY FOUNDATION Private foundation$10,0003 12018–2020 WOOD FAMILY FOUNDATION
UNITED WAY OF SOUTHERN NEVADA INC DAF sponsor$9,4731 12015–2015 JACKSON FAMILY FOUNDATION
NEW FRONTIERS FOUNDATION Private foundation$7,0003 12014–2016 WOOD FAMILY FOUNDATION
MILLS FAMILY FOUNDATION Private foundation$2,5001 12019–2019 WOOD FAMILY FOUNDATION
ALLSTATE FOUNDATION Private foundation$2,0003 12021–2022 WOOD FAMILY FOUNDATION
MARK S FELDSTEIN PRIVATE FOUNDATION Private foundation$5001 12022–2022 WOOD FAMILY FOUNDATION

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
LineAs describedTotalShare
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$126,416100%

View the filing

2024 · Form 990PF · $164,227 spent · pay $0 · grants $137,000 · events $0
LineAs describedTotalShare
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$164,227100%

View the filing

2023 · Form 990PF · $161,740 spent · pay $0 · grants $137,000 · events $0
LineAs describedTotalShare
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$161,740100%

View the filing

2022 · Form 990PF · $177,053 spent · pay $0 · grants $138,500 · events $0
LineAs describedTotalShare
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$177,053100%

View the filing

2021 · Form 990PF · $245,782 spent · pay $0 · grants $213,000 · events $0
LineAs describedTotalShare
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$245,782100%

View the filing

2020 · Form 990PF · $237,188 spent · pay $0 · grants $209,000 · events $0
LineAs describedTotalShare
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$237,188100%

View the filing

2019 · Form 990PF · $151,983 spent · pay $0 · grants $124,000 · events $0
LineAs describedTotalShare
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$151,983100%

View the filing