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B J Bertram Foundation Incorporated is a private corporation based in DANBURY, CT. The foundation received its IRS ruling in 1988. It holds total assets of $702K. Annual income is reported at $27K. Total assets have grown from $336K in 2011 to $702K in 2024. The foundation is governed by 3 officers and trustees. Tax records are available from 2015 to 2024. The foundation primarily funds organizations in Connecticut and Maryland. According to available records, B J Bertram Foundation Incorporated has made 55 grants totaling $54K, with a median grant of $135. Annual giving has decreased from $30K in 2022 to $24K in 2023. Individual grants have ranged from N/A to $10K, with an average award of $988.036. The foundation has supported 32 unique organizations. The foundation primarily supports organizations in Wisconsin, Connecticut, Missouri, which account for 35% of all grants. Grantmaking reaches organizations across 14 states. Contributions to this foundation are tax-deductible.
Smallest Grant
N/A
Median Grant
$196
Average Grant
$2K
Largest Grant
$10K
Based on 15 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
B J Bertram Foundation Incorporated is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 55 grants. Its grantmaking reaches organizations primarily in WI, CT, MO.
B J Bertram Foundation Incorporated has distributed a total of $54K across 55 grants. The median grant size is $135, with an average of $988.036. Individual grants have ranged from N/A to $10K.
The application deadline is NO DEADLINES. No restrictions if government requirements are met.
B J Bertram Foundation Incorporated is headquartered in DANBURY, CT. While based in CT, the foundation distributes grants to organizations across 14 states.
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| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Barry J Bertram | PRES./DIR. | $0 | $0 | N/A |
| Fouad M Hassan | V.P./DIR. | $0 | $0 | N/A |
| Rex E Gustafson | TREAS./DIR. | $0 | $0 | N/A |
Total Giving
N/A
Total Assets
$702K
Fair Market Value
N/A
Net Worth
$702K
Grants Paid
N/A
Contributions
N/A
Net Investment Income
N/A
Distribution Amount
N/A
Total Grants
55
Total Giving
$54K
Average Grant
$988.036
Median Grant
$135
Unique Recipients
32
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Wellspring FoundationEDUCATIONAL | Bethlehem, CT | $1K | 2023 |
| Disabled American VeteransEDUCATIONAL | Danbury, CT | N/A | 2023 |
| American Diabetes AssociationEDUCATIONAL | Arlington, VA | N/A | 2023 |
| American Cancer SocietyEDUCATIONAL | Hagerstown, MD | $250 | 2022 |
| Marquette High SchoolEDUCATIONAL | Chesterfield, MO | $10K | 2023 |
| Peter Mcdonald Endowment FundEDUCATIONAL | — | $5K | 2023 |
| Literacy VolunteersEDUCATIONAL | Waterbury, CT | $2K | 2023 |
| Ellsworth Avenue SchoolEDUCATIONAL | Danbury, CT | $1K | 2023 |
| Bridgewater LibraryEDUCATIONAL | Bridgewater, CT | $1K | 2023 |
| Judicial WatchEDUCATIONAL | Washington, DC | $1K | 2023 |
| Bridgewater ScholarshipEDUCATIONAL | Bridgewater, CT | $1K | 2023 |
| Scotty FundEDUCATIONAL | Bethel, CT | $259 | 2023 |
| Hillsdale CollegeEDUCATIONAL | Hillsdale, MI | $250 | 2023 |
| Community Action FundEDUCATIONAL | Danbury, CT | $250 | 2023 |
| St Joseph Indian SchoolEDUCATIONAL | Chamberlain, SD | $191 | 2023 |
| BoystownEDUCATIONAL | Boys Town, NE | $170 | 2023 |
| VfwEDUCATIONAL | Newtown, CT | $163 | 2023 |
| Marine Corps FoundationEDUCATIONAL | Quantico, VA | $150 | 2023 |
| National Law EnforcementEDUCATIONAL | New York, NY | $125 | 2023 |
| National Federation Of The BlindEDUCATIONAL | Baltimore, MD | N/A | 2023 |
| St JudeEDUCATIONAL | Memphis, TN | N/A | 2023 |
| Doctors Without BordersEDUCATIONAL | Hagerstown, MD | N/A | 2023 |
| Tunnel To TowersEDUCATIONAL | Staten Island, NY | N/A | 2023 |
| March Of DimesEDUCATIONAL | Fairfield, CT | N/A | 2023 |
| Habitat For HumanityEDUCATIONAL | Americus, GA | N/A | 2023 |
| St Bonaventure Indian MissionEDUCATIONAL | Thoreau, NM | N/A | 2023 |
| Marquette UniversityEDUCATIONAL | Milwaukee, WI | $10K | 2022 |
| Burnham LibraryEDUCATIONAL | Bridgewater, CT | $1K | 2022 |
| National Fallen FirefightersEDUCATIONAL | Emmitsburg, MD | $454 | 2022 |
| Toys For TotsEDUCATIONAL | Triangle, VA | N/A | 2022 |