Bj Bertram Foundation Inc
Bj Bertram Foundation Inc is a private foundation, based in DANBURY, CT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $702K in total assets. In 2024, it awarded 22 grants totaling $19K. Net investment income was $26K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$702K
-0.5% YoY
Annual Giving
$19K
-21.4% YoY
Grant Count
22
-12.0% YoY
Avg Grant Size
$855.091
-10.7% YoY
Under IRS private-foundation payout rules, Bj Bertram Foundation Inc reported a distributable amount of $35K for 2024 — the minimum it must pay out in qualifying distributions.
About Bj Bertram Foundation Inc
Based on IRS filings
Bj Bertram Foundation Inc is a private foundation, based in DANBURY, CT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $702K in total assets. In 2024, it awarded 22 grants totaling $19K. Net investment income was $26K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $702,099 | $705,812 | $721,662 |
| Revenue | $26,661 | $24,078 | $17,503 |
| Expenses | $19,198 | $23,982 | $15,655 |
| Qualifying Distributions | $18,812 | $23,982 | $15,255 |
| Net Investment Income | $26,275 | — | $17,053 |
| Distributable Amount | $34,555 | $34,968 | $32,255 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
103 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Marquette High School ($10,000), Literacy Volunteers ($6,000), Judicial Watch ($1,000).
| Recipient | Purpose | Amount |
|---|---|---|
| JUDICIAL WATCH WASHINGTON, DC | EDUCATIONAL | $1,000 |
| ASPCA NEW YORK, NY | EDUCATIONAL | $20 |
| LITERACY VOLUNTEERS WATERBURY, CT | EDUCATIONAL | $6,000 |
| AMERICAN HEART ASSOCIATION DALAS, TX | EDUCATIONAL | $20 |
| NATIONAL LAW ENFORCEMENT NEW YORK, NY | EDUCATIONAL | $100 |
| BOYSTOWN BOYS TOWN, NE | EDUCATIONAL | $126 |
| FEEDING AMERICA CHICAGO, IL | EDUCATIONAL | $18 |
| CHRISTIAN RELIEF AMARILLO, TX | EDUCATIONAL | $18 |
| Shriners TAMPA, FL | EDUCATIONAL | $25 |
| ST JOSEPH INDIAN SCHOOL CHAMBERLAIN, SD | EDUCATIONAL | $198 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BARRY J BERTRAM | PRES./DIR. | 2 | — |
| FOUAD M HASSAN | V.P./DIR. | 2 | — |
| REX E GUSTAFSON | TREAS./DIR. | 2 | — |
Frequently Asked Questions
How large is Bj Bertram Foundation Inc?
As of 2024, Bj Bertram Foundation Inc holds $702K in total assets with $27K in annual revenue. It awarded 22 grants totaling $19K in 2024.
Where does Bj Bertram Foundation Inc operate?
Bj Bertram Foundation Inc has awarded grants in California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Illinois, Kansas, Massachusetts, Maryland, Michigan, Missouri, Montana, Nebraska, New Mexico, New York, South Carolina, South Dakota, Tennessee, Texas, Virginia, Wisconsin.
What size grants does Bj Bertram Foundation Inc award?
In 2024, Bj Bertram Foundation Inc awarded 22 grants totaling $19K — an average of about $855.091 per grant, based on its IRS Form 990 filings.
How much is Bj Bertram Foundation Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Bj Bertram Foundation Inc reported a distributable amount of $35K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Bj Bertram Foundation Inc's EIN?
Bj Bertram Foundation Inc's EIN (Employer Identification Number) is 06-1188128. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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