Roger J Bertrand Scholarship Fund
Roger J Bertrand Scholarship Fund is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WEST WARWICK, RI. IRS filing data is available from 2020 through 2024. Net investment income was $14K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
—
-100.0% YoY
Revenue
$14K
-69.3% YoY
Net Investment Income
$14K
-69.3% YoY
Expenses
$7K
-86.5% YoY
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.
About Roger J Bertrand Scholarship Fund
Based on IRS filings
Roger J Bertrand Scholarship Fund is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WEST WARWICK, RI. IRS filing data is available from 2020 through 2024. Net investment income was $14K.
Focus Areas
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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 | — | $1,110,750 | $1,116,192 |
| Revenue | $14,101 | $45,941 | $17,481 |
| Expenses | $6,950 | $51,383 | $105,375 |
| Qualifying Distributions | — | $48,000 | $102,000 |
| Net Investment Income | $14,101 | $45,941 | $22,171 |
| Distributable Amount | $20,571 | $63,006 | $67,679 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 0 recipients in 2024
Grant Size Distribution
20 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for 2024.
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| NORMAND PLANTE | TRUSTEE | 5 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Roger J Bertrand Scholarship Fund?
Roger J Bertrand Scholarship Fund is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in WEST WARWICK, RI. It holds — in total assets as of 2024.
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.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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