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Nonprofit · EIN 36-3993400

BERTRAM W COLTMAN JR FOUNDATION

Tax-exempt · PORTLAND, OR 97229

Financials

$12K$23K2023$10K$9882024
Revenue Expenses · by fiscal year end
Financials of BERTRAM W COLTMAN JR FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$9,624$988$8,636$292,514$15$292,499
December 31, 2023990-PF$12,401$22,500-$10,099$283,878$15$283,863
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$7,546
Interest
$2,080
Net gain from sales of assets
-$2

Expenses

Grants and similar amounts paid
$0
Excise tax on investment income
$134

Balance sheet and other

Total assets, start of year
$283,878
Total assets, end of year
$292,514
Total liabilities, end of year
$15
Net assets, end of year
$292,499
Net investment income
$9,626

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.

NameTitleHours / weekCompensation
Rudyard Coltman
8336 NW Thompson Road, Portland, OR 97229
President2$0
Bertram W Coltman III
1823 NW Avondale Court, Portland, OR 97229
Vice President2$0
Milenka Coltman
1823 NW Avondale Court, Portland, OR 97229
Director0$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
Rudyard Coltman
8336 NW Thompson Road, Portland, OR 97229
President2$0
Bertram W Coltman III
1823 NW Avondale Court, Portland, OR 97229
Vice President2$0
Milenka Coltman
1823 NW Avondale Court, Portland, OR 97229
Director0$0

Address and contacts

Address (IRS master file)
1823 NW AVONDALE CT, PORTLAND, OR 97229-9355
In care of
% BERTRAM COLTMAN III
Signed the 990-PF
Bertram W Coltman III, Vice President
Phone
(503) 754-1224
Return prepared by
BRAY & ASSOCIATES NORTHWEST LLC

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
36-3993400
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
1995
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$292,514
Income (IRS master file)
$54,659

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$9,624$988$292,514XML
990-PFDecember 2023$12,401$22,500$283,878XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 2017–––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 36-3993400).

Questions about BERTRAM W COLTMAN JR FOUNDATION

What is the EIN of BERTRAM W COLTMAN JR FOUNDATION?
The employer identification number (EIN) of BERTRAM W COLTMAN JR FOUNDATION is 36-3993400.
Is BERTRAM W COLTMAN JR FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
Are donations to BERTRAM W COLTMAN JR FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BERTRAM W COLTMAN JR FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of BERTRAM W COLTMAN JR FOUNDATION 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 BERTRAM W COLTMAN JR FOUNDATION 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 BERTRAM W COLTMAN JR FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
How much revenue does BERTRAM W COLTMAN JR FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $9,624, expenses of $988 and total assets of $292,514 at year end.

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