BJ Bertram Foundation Inc
BJ Bertram Foundation Inc is a private foundation based in Danbury, Connecticut. Its 2024 filing lists 22 grants totaling $18,812, each with an educational purpose.
BJ Bertram Foundation Inc at a glance
In short: BJ Bertram Foundation Inc gave $19K across 22 grants in 2024 (avg $855.091), mostly in Missouri. 52% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $18,812
- -21.4% vs 2023
- Grants made (2024)
- 22
- -12.0% vs 2023
- Average grant
- $855
- -10.7% vs 2023
- Median grant
- $68
- Total assets
- $702,099
- -0.5% vs 2023
- New grantees (estimate)
- 52% first-time grantees (11 of 21, 2024; small sample)
- Primary geography
- Missouri (53% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to BJ Bertram Foundation Inc
- How to Apply
-
The filing states that no special forms are required and that there are no restrictions on awards if government requirements are met. It lists the foundation as the point of contact.
- Review Cycle
- No deadlines are stated on the filing.
- Deadline
- No deadlines are stated on the filing.
- Contact
Application contact: Barry J Bertram Foundation Inc
Mailing address: 50 Newtown Road, Danbury, CT 06810
Phone: (203) 748-5100
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who BJ Bertram Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Marquette High School ($10K). Together the top 10 received $18K.
Grant Size Distribution
103 grants across all recorded years
The most common grant size was under $50K: 103 grants of 103 (100%).
Geographic Focus
Where this funder awards grants
In 2024, Missouri received 53% of grant dollars and Connecticut received 35%. The remaining reported shares were 5% for Washington, D.C.; 2% for Virginia; and 1% for South Dakota.
Grant Distribution by State
Share of 2024 grant dollars across all 22 itemized grants.
States
Cities
Is BJ Bertram Foundation Inc open to new grantees?
52%
first-time grantees, 2024
In 2024, 11 of 21 grantees (52%) were first-time recipients. With only 21 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. First grants averaged $104; repeat grants $2K. How we count
Medians: $25 first-time, $113 repeat.
- 48% of 2024 grantees were also funded in 2023. Method
- Giving fell 34% from 2021 to 2024. Method
- In 2024 it paid out 54% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $15K (2022) to $28K (2021). In 2024 it made 22 grants totaling $19K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Marquette High School Chesterfield, MO | Educational | $10,000 |
| Literacy Volunteers Waterbury, CT | Educational | $6,000 |
| Judicial Watch Washington, DC | Educational | $1,000 |
| Give Local Waterbury, CT | Educational | $523 |
| Leldf Alexandria, VA | Educational | $200 |
| St Joseph Indian School Chamberlain, SD | Educational | $198 |
| St Labre Indian School Ashland, MT | Educational | $145 |
| Boystown Boys Town, NE | Educational | $126 |
| Usdsa Wichita, KS | Educational | $125 |
| National Law Enforcement New York, NY | Educational | $100 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $702,099 | $26,661 | $19,198 | $18,812 | 22 | $18,812 | $26,275 | $34,555 |
| 2023 | $705,812 | $24,078 | $23,982 | $23,932 | 25 | $23,982 | — | $34,968 |
| 2022 | $721,662 | $17,503 | $15,655 | $15,205 | 15 | $15,255 | $17,053 | $32,255 |
| 2021 | $729,154 | $17,089 | $30,174 | $28,402 | 15 | $28,452 | $20,870 | $35,808 |
| 2020 | $736,735 | $25,120 | $29,321 | $26,780 | 26 | — | $22,579 | $37,579 |
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.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. The purposes listed for its 2024 grants are educational. Its grantees describe a range of missions: Judicial Watch says it promotes government integrity, transparency, accountability, and fidelity to the rule of law; the American Diabetes Association says it works to prevent and cure diabetes and improve the lives of people affected by it; and Disabled American Veterans says it assists disabled veterans and their dependents and fosters fellowship among disabled veterans.
Other 2024 grantees describe missions that include promoting longer, healthier lives (American Heart Association) and advancing equitable access to nutritious food (Feeding America).
Grantmaking
In 2024, the foundation gave $18,812 through 22 grants. Grant amounts ranged from $15 to $10,000, with a median grant of $68. The largest grants were $10,000 to Marquette High School in Chesterfield, Missouri, and $6,000 to Literacy Volunteers in Waterbury, Connecticut. Other notable grants included $1,000 to Judicial Watch in Washington, D.C., and $523 to Give Local in Waterbury, Connecticut.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Barry J. Bertram as president and director, Fouad M. Hassan as vice president and director, and Rex E. Gustafson as treasurer and director.
BJ Bertram Foundation Inc is led by Barry J. Bertram, President & Director on every filing since 2020; none of the 3 officers listed in 2024 report compensation.
Officers on the 2024 filing
Barry J. Bertram
President & Director
On filings since 2020
2 hrs/week
No compensation reported
Fouad M. Hassan
V.p. & Director
On filings since 2020
2 hrs/week
No compensation reported
Rex E. Gustafson
Treasurer & Director
On filings since 2020
2 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about BJ Bertram Foundation Inc
How much does BJ Bertram Foundation Inc give each year?
BJ Bertram Foundation Inc gave $19K across 22 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $24K across 25 grants.
What is BJ Bertram Foundation Inc's typical grant size?
BJ Bertram Foundation Inc's median grant in 2024 was $68, and its average grant was $855, across 22 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from BJ Bertram Foundation Inc that year got $104 on average.
Where does BJ Bertram Foundation Inc give grants?
BJ Bertram Foundation Inc gives mostly in Missouri: 53% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were Connecticut (35%) and District of Columbia (5%). The most frequent recipient cities were Arlington, VA (3 grants), Waterbury, CT (2 grants) and New York, NY (2 grants).
Does BJ Bertram Foundation Inc give general operating support?
Not in 2024: none of the 22 grants with a stated purpose on BJ Bertram Foundation Inc's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Educational" (22 grants).
Who are BJ Bertram Foundation Inc's largest grantees?
BJ Bertram Foundation Inc's largest 2024 grantees include Marquette High School ($10,000), Literacy Volunteers ($6,000) and Judicial Watch ($1,000), according to its 2024 IRS Form 990-PF. Together they received 90% of its itemized 2024 grant dollars.
How large is BJ Bertram Foundation Inc?
BJ Bertram Foundation Inc reported $702K in total assets on its 2024 IRS Form 990-PF. It paid out $19K in qualifying distributions that year, against a required minimum of $35K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does BJ Bertram Foundation Inc fund?
No mission statement for the foundation is provided. The purposes listed for its 2024 grants are educational. See mission & focus areas ↑
How do I apply for a grant from BJ Bertram Foundation Inc?
The filing states that no special forms are required and that there are no restrictions on awards if government requirements are met. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from BJ Bertram Foundation Inc's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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