Private foundation
B J BERTRAM FOUNDATION INCORPORATED
DANBURY, CTEIN
Can I apply?
The funder's latest Form 990-PF says it accepts applications. Read the instructions below before you write.
- How to apply
- Deadlines
Private foundation
DANBURY, CTEIN
The funder's latest Form 990-PF says it accepts applications. Read the instructions below before you write.
Application policy: Accepts applications, as stated on the FY2024 return.
Application guidance comes from the funder's own Form 990-PF, Part XV (the section where a private foundation says how to apply), shown as filed. It is the funder's words, not ours. These fields are free text and the IRS form cuts them short. Filers sometimes put whole sentences in the contact-name box. Shown exactly as filed.
Giving by year
Total assets by year
| Year | Form | Revenue | Expenses | Giving | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2024 | 990-PF | $26,661 | $19,198 | $18,812 | $702,099 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
Recipient focus areas
Where recipients are
Based on the 17% of grant rows we could match to an organization record. The rest stay as reported. The IRS assigns the NTEE category when it grants exemption. It often reflects the original filing, not today's giving.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| MARQUETTE HIGH SCHOOLCHESTERFIELD, MO | EDUCATIONAL | $10,000 | 2023 | |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Barry J Bertram | PRES./DIR. | 2.00 | $0 |
| Fouad M Hassan | V.P./DIR. | 2.00 | $0 |
| Rex E Gustafson | TREAS./DIR. | 2.00 | $0 |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| $702,099 |
| FY2023 | 990-PF | $24,078 | $23,982 | $23,982 | $705,812 | $705,812 |
| FY2022 | 990-PF | $17,503 | $15,655 | $15,255 | $721,662 | $721,262 |
| FY2021 | 990-PF | $17,089 | $30,174 | $28,452 | $729,154 | $729,154 |
| FY2020 | 990-PF | $25,120 | $29,321 | $26,780 | $736,735 | $736,735 |
| FY2019 | 990-PF | $32,425 | $34,725 | $34,675 | $840,547 | $840,547 |
| EDUCATIONAL |
| $10,000 |
| 2020 |
| MARQUETTE HIGH SCHOOLCHESTERFIELD, MO | EDUCATIONAL | $10,000 | 2024 |
| MARQUETTE UNIVERSITYMILWAUKEE, WI | EDUCATIONAL | $10,000 | 2022 |
| CT INSTITUTE FOUNDATIONDANBURY, CT | EDUCATIONAL | $10,000 | 2021 |
| MARQUETTE UNIVERSITYMILWAUKEE, WI | EDUCATIONAL | $10,000 | 2019 |
| HELP RECOVERYMADISON, WI | EDUCATIONAL | $10,000 | 2021 |
| HOUSE OF MERCYFEDERAL WAY, WA | EDUCATIONAL | $10,000 | 2019 |
| LITERACY VOLUNTEERSWATERBURY, CT | EDUCATIONAL | $6,000 | 2024 |
| MOUNT ST MARYFREDERICK, MD | EDUCATIONAL | $5,000 | 2021 |
| HACKERSPACEDANBURY, CT | EDUCATIONAL | $5,000 | 2020 |
| PETER MCDONALD ENDOWMENT FUND | EDUCATIONAL | $5,000 | 2023 |
| PROMISEKBRIDGEWATER, CT | EDUCATIONAL | $3,000 | 2020 |
| LITERACY VOLUNTEERSWATERBURY, CT | EDUCATIONAL | $2,543 | 2020 |
| LITERACY VOLUNTEERSWATERBURY, CT | EDUCATIONAL | $2,000 | 2022 |
| JUDICIAL WATCHWASHINGTON, DC | EDUCATIONAL | $2,000 | 2019 |
| LITERACY VOLUNTEERSWATERBURY, CT | EDUCATIONAL | $2,000 | 2023 |
| CT FOOD BANKWALLINGFORD, CT | EDUCATIONAL | $1,080 | 2020 |
| ELLSWORTH AVENUE SCHOOLDANBURY, CT | EDUCATIONAL | $1,069 | 2023 |
| ST JUDEMemphis, TN | EDUCATIONAL | $1,050 | 2020 |
| BRIDGEWATER SCHOLARSHIPBRIDGEWATER, VA | EDUCATIONAL | $1,000 | 2020 |
| LITERACY VOLUNTEERSWATERBURY, CT | EDUCATIONAL | $1,000 | 2021 |
| JUDICIAL WATCHWASHINGTON, DC | EDUCATIONAL | $1,000 | 2024 |
| MOUNT ST MARYNEWBURGH, NY | EDUCATIONAL | $1,000 | 2019 |
| JUDICIAL WATCHWASHINGTON, DC | EDUCATIONAL | $1,000 | 2022 |
Nearest by size, location and giving pattern in the database. Geography weighs heavily. Treat it as a starting list, not a ranking of fit.
Form 990-PF · FY2023 · period ending Dec 31, 2023IRS bulk XML
Filing id 202403209349104060
Form 990-PF · FY2022 · period ending Dec 31, 2022
Filing id 202313189349102881
Form 990-PF · FY2021 · period ending Dec 31, 2021
Filing id 202233189349101763
Form 990-PF · FY2020 · period ending Dec 31, 2020
Filing id 202113169349103666
Form 990-PF · FY2019 · period ending Dec 31, 2019
Filing id 202023179349101732
Form 990-PF · FY2015 · period ending Dec 31, 2015
Filing id 201642959349100204
IRS filings are the source for every fact on this page. Nothing a model writes is ever a source; it can only point at a row here.