Funder DirectoryBJ BERTRAM FOUNDATION INC
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Private foundation (trust)EIN 061188128Est. 1988-07

BJ BERTRAM FOUNDATION INC

DANBURY, CT 06810

Accepts unsolicited proposals

Total Assets

$698K

FY 2023

Annual Giving

$24K

FY 2023

Grants Made

25

FY 2023

Avg Grant

$957

FY 2023

Grant Range

$12–$10K

Typical

Deadlines

No deadlines

Applications

Financial Snapshot

2023 filing

Total Revenue

$24K

Total Expenses

$24K

Qualifying Distributions

$24K

Distributable Amount

$35K

Min. Investment Return

$35K

Undistributed Income

$11K

Payout rate 69%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.69%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

25 grants

Grant sizes from minimum $12 through median $170 to maximum $10K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

3 years

Giving over time from 2020 to 2023. Peak $27K in 2020. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

66 grants

MARQUETTE UNIVERSITY
$20K
2 grants
MARQUETTE HIGH SCHOOL
$10K
1 grant
LITERACY VOLUNTEERS
$7K
3 grants
PETER MCDONALD ENDOWMENT FUND
$5K
1 grant
HACKERSPACE
$5K
1 grant
JUDICIAL WATCH
$3K
3 grants
PROMISEK
$3K
1 grant
BRIDGEWATER SCHOLARSHIP
$2K
2 grants

Grant Size Distribution

66 grants

<$10K
66
grants
$10–50K
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

19 states

Connecticut
$23K
37% of total
Wisconsin
$20K
33% of total
Missouri
$10K
16% of total
District of Columbia
$3K
5% of total
Virginia
$1K
2% of total
Tennessee
$1K
2% of total
Maryland
$876
1% of total
New York
$323
1% of total
South Dakota
$266
0% of total
Michigan
$250
0% of total

+9 more states

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BJ BERTRAM FOUNDATION INC — Grants, Financials & Contact | Grantivo