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Nonprofit · EIN 04-2751060

BERTRAM A DRUKER CHARITABLE FOUNDATION

Tax-exempt · BOSTON, MA 02109

Financials

$892K$795K2022$824K$702K2023$909K$659K2024
Revenue Expenses · by fiscal year end
Financials of BERTRAM A DRUKER CHARITABLE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990-PF$909,247$659,299$249,948$8,983,244$0$8,983,244
September 30, 2024990-PF$824,197$702,323$121,874$8,735,513$0$8,735,513
September 30, 2023990-PF$892,403$794,536$97,867$8,608,305$0$8,608,305
Financial details: 990-PF for the year ended September 30, 2025

Revenue

Dividends
$356,056
Interest
$16,489
Net gain from sales of assets
$536,702

Expenses

Grants and similar amounts paid
$575,000
Disbursements for charitable purposes
$604,081
Excise tax on investment income
$11,948

Balance sheet and other

Total assets, start of year
$8,735,513
Total assets, end of year
$8,983,244
Total liabilities, end of year
$0
Net assets, end of year
$8,983,244
Fair market value of assets
$14,299,346
Qualifying distributions
$604,081
Net investment income
$906,871

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended September 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
RONALD M DRUKER
C/O GOULSTON1 POST OFFICE SQFL 25, BOSTON, MA 02109
TRUSTEE0$0
ALAN W ROTTENBERG
C/O GOULSTON1 POST OFFICE SQFL 25, BOSTON, MA 02109
TRUSTEE0$0
ANDREW D ROTHSTEIN
C/O GOULSTON1 POST OFFICE SQFL 25, BOSTON, MA 02109
TRUSTEE0$0
KIMBERLY DRUKER STOCKWELL
C/O GOULSTON1 POST OFFICE SQFL 25, BOSTON, MA 02109
TRUSTEE0$0
DANIEL E ROTTENBERG
C/O GOULSTON1 POST OFFICE SQFL 25, BOSTON, MA 02109
TRUSTEE0$0
JULIA R DRUKER
C/O GOULSTON1 POST OFFICE SQFL 25, BOSTON, MA 02109
TRUSTEE0$0
990-PF for the year ended September 30, 2024: 6 people
NameTitleHours / weekCompensation
RONALD M DRUKER
C/O GOULSTON1 POST OFFICE SQFL 25, BOSTON, MA 02109
TRUSTEE0$0
ALAN W ROTTENBERG
C/O GOULSTON1 POST OFFICE SQFL 25, BOSTON, MA 02109
TRUSTEE0$0
ANDREW D ROTHSTEIN
C/O GOULSTON1 POST OFFICE SQFL 25, BOSTON, MA 02109
TRUSTEE0$0
KIMBERLY DRUKER STOCKWELL
C/O GOULSTON1 POST OFFICE SQFL 25, BOSTON, MA 02109
TRUSTEE0$0
DANIEL E ROTTENBERG
C/O GOULSTON1 POST OFFICE SQFL 25, BOSTON, MA 02109
TRUSTEE0$0
JULIA R DRUKER
C/O GOULSTON1 POST OFFICE SQFL 25, BOSTON, MA 02109
TRUSTEE0$0
990-PF for the year ended September 30, 2023: 6 people
NameTitleHours / weekCompensation
RONALD M DRUKER
C/O GOULSTON1 POST OFFICE SQFL 25, BOSTON, MA 02109
TRUSTEE0$0
ALAN W ROTTENBERG
C/O GOULSTON1 POST OFFICE SQFL 25, BOSTON, MA 02109
TRUSTEE0$0
ANDREW D ROTHSTEIN
C/O GOULSTON1 POST OFFICE SQFL 25, BOSTON, MA 02109
TRUSTEE0$0
KIMBERLY DRUKER STOCKWELL
C/O GOULSTON1 POST OFFICE SQFL 25, BOSTON, MA 02109
TRUSTEE0$0
DANIEL E ROTTENBERG
C/O GOULSTON1 POST OFFICE SQFL 25, BOSTON, MA 02109
TRUSTEE0$0
JULIA R DRUKER
C/O GOULSTON1 POST OFFICE SQFL 25, BOSTON, MA 02109
TRUSTEE0$0

Address and contacts

Address (IRS master file)
1 POST OFFICE SQ FL 25, BOSTON, MA 02109-2115
In care of
% GOULSTON & STORRS
Signed the 990-PF
ANDREW D ROTHSTEIN, TRUSTEE
Phone
(617) 482-1776
Return prepared by
GOULSTON & STORRS PC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 15, 2027Not due yet
2024September 30, 2025February 16, 2026990-PF on file
2023September 30, 2024February 17, 2025990-PF on file

IRS record

EIN
04-2751060
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1982
Accounting year ends
September
Files
Form 990-PF
Assets (IRS master file)
$8,983,244
Income (IRS master file)
$3,112,756

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFSeptember 2025$909,247$659,299$8,983,244XML
990-PFSeptember 2024$824,197$702,323$8,735,513XML
990-PFSeptember 2023$892,403$794,536$8,608,305XML
990-PFSeptember 2022–––IRS
990-PFSeptember 2021–––IRS
990-PFSeptember 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-2751060).

Questions about BERTRAM A DRUKER CHARITABLE FOUNDATION

What is the EIN of BERTRAM A DRUKER CHARITABLE FOUNDATION?
The employer identification number (EIN) of BERTRAM A DRUKER CHARITABLE FOUNDATION is 04-2751060.
Is BERTRAM A DRUKER CHARITABLE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1982.
Are donations to BERTRAM A DRUKER CHARITABLE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BERTRAM A DRUKER CHARITABLE FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of BERTRAM A DRUKER CHARITABLE FOUNDATION due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did BERTRAM A DRUKER CHARITABLE FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended September 2025.
Who are the officers and directors of BERTRAM A DRUKER CHARITABLE FOUNDATION?
The 990-PF for the year ended September 30, 2025 lists 6 people; 0 received compensation from the organization.
How much revenue does BERTRAM A DRUKER CHARITABLE FOUNDATION have?
On its 990-PF for the year ended September 30, 2025 it reported revenue of $909,247, expenses of $659,299 and total assets of $8,983,244 at year end.

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