Roger J Bertrand Scholarship Fund
Roger J Bertrand Scholarship Fund is a private foundation, based in West Warwick, RI. IRS filing data is available from 2020 through 2024. Net investment income was $14K.
Roger J Bertrand Scholarship Fund at a glance
- Revenue (2024)
- $14,101
- -69.3% vs 2023
- Net investment income (2024)
- $14,101
- -69.3% vs 2023
- Expenses (2024)
- $6,950
- -86.5% vs 2023
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Roger J Bertrand Scholarship Fund funds
How this funder distributes its grants
Grant Size Distribution
20 grants across all recorded years
The most common grant size was under $50K: 20 grants of 20 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
How Roger J Bertrand Scholarship Fund gives
- Giving fell 24% from 2020 to 2023. Method
- In 2023 it paid out 76% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2023, annual grant giving ranged from $48K (2023) to $102K (2022). In 2023 it made 4 grants totaling $48K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Blessed Sacrament School Providence, RI | Education | $19,200 |
| Bishop McVinney Regional School Providence, RI | Education | $9,600 |
| St Joseph School West Warwick, RI | Education | $9,600 |
| St Paul School Providence, RI | Education | $9,600 |
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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 | — | $14,101 | $6,950 | — | — | — | $14,101 | $20,571 |
| 2023 | $1,110,750 | $45,941 | $51,383 | $48,000 | 4 | $48,000 | $45,941 | $63,006 |
| 2022 | $1,116,192 | $17,481 | $105,375 | $102,000 | 6 | $102,000 | $22,171 | $67,679 |
| 2021 | $1,204,086 | $22,344 | $73,256 | $68,000 | 5 | $68,000 | $21,632 | $71,903 |
| 2020 | $1,254,998 | $87,813 | $70,718 | $63,000 | 5 | — | $35,174 | $2,317 |
Under IRS private-foundation payout rules, Roger J Bertrand Scholarship Fund reported a distributable amount of $21K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Roger J Bertrand Scholarship Fund is led by Normand Plante, Trustee on every filing since 2020 — the only officer listed, and uncompensated.
Officers on the 2024 filing
Normand Plante
Trustee
On filings since 2020
5 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 Roger J Bertrand Scholarship Fund
Where does Roger J Bertrand Scholarship Fund operate?
Roger J Bertrand Scholarship Fund has awarded grants in Rhode Island.
How much is Roger J Bertrand Scholarship Fund required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Roger J Bertrand Scholarship Fund reported a distributable amount of $21K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Roger J Bertrand Scholarship Fund's EIN?
Roger J Bertrand Scholarship Fund's EIN (Employer Identification Number) is 05-0514066. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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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