Nonprofit · EIN 06-1188128
B J BERTRAM FOUNDATION INCORPORATED
Tax-exempt · DANBURY, CT 06810
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $26,661 | $19,198 | $7,463 | $702,099 | $0 | $702,099 |
| December 31, 2023 | 990-PF | $24,078 | $23,982 | $96 | $705,812 | $0 | $705,812 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $161
- Interest
- $26,500
Expenses
- Grants and similar amounts paid
- $18,812
- Disbursements for charitable purposes
- $18,812
- Excise tax on investment income
- $365
Balance sheet and other
- Total assets, start of year
- $705,812
- Total assets, end of year
- $702,099
- Total liabilities, end of year
- $0
- Net assets, end of year
- $702,099
- Fair market value of assets
- $719,969
- Qualifying distributions
- $18,812
- Net investment income
- $26,661
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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BARRY J BERTRAM B, BRIDGEWATER, CT 06752 | PRES./DIR. | 2 | $0 |
| FOUAD M HASSAN 111 DEEPWOOD DRIVE, GUILFORD, CT 06437 | V.P./DIR. | 2 | $0 |
| REX E GUSTAFSON ST, RIDGEFIELD, CT 06877 | TREAS./DIR. | 2 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BARRY J BERTRAM B, BRIDGEWATER, CT 06752 | PRES./DIR. | 2 | $0 |
| FOUAD M HASSAN 111 DEEPWOOD DRIVE, GUILFORD, CT 06437 | V.P./DIR. | 2 | $0 |
| REX E GUSTAFSON ST, RIDGEFIELD, CT 06877 | TREAS./DIR. | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 50 NEWTOWN RD, DANBURY, CT 06810-6235
- Signed the 990-PF
- FOUAD M HASSAN, DIRECTOR
- Phone
- (203) 929-6371
- Return prepared by
- RITCH GREENBERG & HASSANS CPAS
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 06-1188128
- 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
- 1988
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $702,099
- Income (IRS master file)
- $26,661
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $26,661 | $19,198 | $702,099 | IRS |
| 990-PF | December 2023 | $24,078 | $23,982 | $705,812 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 06-1188128).
Questions about B J BERTRAM FOUNDATION INCORPORATED
- What is the EIN of B J BERTRAM FOUNDATION INCORPORATED?
- The employer identification number (EIN) of B J BERTRAM FOUNDATION INCORPORATED is 06-1188128.
- Is B J BERTRAM FOUNDATION INCORPORATED tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
- Are donations to B J BERTRAM FOUNDATION INCORPORATED tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does B J BERTRAM FOUNDATION INCORPORATED file?
- Form 990-PF. Private foundations file every year.
- When is the next return of B J BERTRAM FOUNDATION INCORPORATED due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did B J BERTRAM FOUNDATION INCORPORATED last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of B J BERTRAM FOUNDATION INCORPORATED?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does B J BERTRAM FOUNDATION INCORPORATED have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $26,661, expenses of $19,198 and total assets of $702,099 at year end.
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