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B J Bertram Foundation Incorporated

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$17.5k (2022)

Expenses
$15.7k (2022)

Total Assets
$722k (2022)

Total Liabilities
$400 (2022)

Years with missing data
Source: Form 990 tax filings from 2011 to 2022

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$17,503
Expenses
$15,655
Net Income
$1,848
Net Assets
$721,262
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $50
0.3%
Interest Revenue $15,502
88.6%
Dividends $1,951
11.1%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $15,255
97.4%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $721,662
Total Liabilities $400
Net Assets $721,262
Compensation
Key Employees and Officers Compensation Other
Barry J Bertram (Pres./Dir.) $0 $0
Fouad M Hassan (V.P./Dir.) $0 $0
Rex E Gustafson (Treas./Dir.) $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$17,089
Expenses
$30,174
Net Income
-$13,085
Net Assets
$729,154
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $16,669
97.5%
Dividends $0
Sales of Assets $0
Other Income $420
2.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $28,452
94.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $729,154
Total Liabilities $0
Net Assets $729,154
Compensation
Key Employees and Officers Compensation Other
Barry J Bertram (Pres./Dir.) $0 $0
Fouad M Hassan (V.P./Dir.) $0 $0
Rex E Gustafson (Treas./Dir.) $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$25,120
Expenses
$29,321
Net Income
-$4,201
Net Assets
$736,734
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $25,120
100%
Dividends $0
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $26,780
91.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $736,735
Total Liabilities $1
Net Assets $736,734
Compensation
Key Employees and Officers Compensation Other
Barry J Bertram (Pres./Dir.) $0 $0
Fouad M Hassan (V.P./Dir.) $0 $0
Rex E Gustafson (Treas./Dir.) $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$32,425
Expenses
$34,725
Net Income
-$2,300
Net Assets
$840,546
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $27,529
84.9%
Dividends $4,896
15.1%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $34,675
99.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $840,547
Total Liabilities $1
Net Assets $840,546
Compensation
Key Employees and Officers Compensation Other
Barry J Bertram (Pres./Dir.) $0 $0
Fouad M Hassan (V.P./Dir.) $0 $0
Rex E Gustafson (Treas./Dir.) $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$32,684
Expenses
$40,808
Net Income
-$8,124
Net Assets
$810,471
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $10,000
30.6%
Interest Revenue $11,070
33.9%
Dividends $11,614
35.5%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $40,787
99.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $810,471
Total Liabilities $0
Net Assets $810,471

Document Links

Fiscal Year Ending Dec.
2017

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2016

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$15,399
Expenses
$32,889
Net Income
-$17,490
Net Assets
$855,024
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $7,859
51.0%
Dividends $7,355
47.8%
Sales of Assets $0
Other Income $185
1.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $31,975
97.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $855,024
Total Liabilities $0
Net Assets $855,024
Compensation
Key Employees and Officers Compensation Other
Barry J Bertram (Pres./Dir.) $0 $0
Fouad M Hassan (V.P./Dir.) $0 $0
Rex E Gustafson (Treas./Dir.) $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$10,735
Expenses
$46,756
Net Income
-$36,021
Net Assets
$878,515
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $5,280
49.2%
Dividends $5,441
50.7%
Sales of Assets $0
Other Income $14
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $46,600
99.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $878,529
Total Liabilities $14
Net Assets $878,515

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$10,911
Expenses
$34,600
Net Income
-$23,689
Net Assets
$312,963
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $6,042
55.4%
Dividends $4,869
44.6%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $26,600
76.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $312,963
Total Liabilities $0
Net Assets $312,963

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$15,669
Expenses
$12,000
Net Income
$3,669
Net Assets
$326,552
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $6,648
42.4%
Dividends $9,021
57.6%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $11,700
97.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $326,552
Total Liabilities $0
Net Assets $326,552

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$12,071
Expenses
$13,699
Net Income
-$1,628
Net Assets
$335,914
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $7,091
58.7%
Dividends $4,980
41.3%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $12,707
92.8%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $335,915
Total Liabilities $1
Net Assets $335,914

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
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  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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