Bertram D Blaisdell Ins Tr

Dallas, TX
EIN: 91-1863880

Type of Nonprofit

Designated as a 4947(a)(1) Non-exempt charitable trusts.

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.
2024

Revenue

$44,461

Expenses

$29,936

Net Income

$14,525

Net Assets

$407,921

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,025	27.0%
Sales of Assets	$32,436	73.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,651	79.0%
Compensation of Officers*	$7,790	26.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$407,921
Total Liabilities	$0
Net Assets	$407,921

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$7,790	$0

990-PF

Filed on April 10, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2023

Revenue

$15,521

Expenses

$28,136

Net Income

-$12,615

Net Assets

$393,812

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,868	70.0%
Sales of Assets	$3,496	22.5%
Other Income	$1,157	7.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$22,547	80.1%
Compensation of Officers*	$7,128	25.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$393,812
Total Liabilities	$0
Net Assets	$393,812

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$7,128	$0

990-PF

Filed on April 16, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

-$9,617

Expenses

$32,489

Net Income

-$42,106

Net Assets

$406,579

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$8,584
Sales of Assets	-$18,201
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,886	76.6%
Compensation of Officers*	$7,047	21.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$406,579
Total Liabilities	$0
Net Assets	$406,579

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$7,047	$0

990-PF

Filed on April 11, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$95,609

Expenses

$28,063

Net Income

$67,546

Net Assets

$448,706

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,218	9.6%
Sales of Assets	$86,391	90.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,533	76.7%
Compensation of Officers*	$7,369	26.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$448,706
Total Liabilities	$0
Net Assets	$448,706

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$7,369	$0

990-PF

Filed on April 6, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$37,043

Expenses

$26,295

Net Income

$10,748

Net Assets

$380,695

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,401	20.0%
Sales of Assets	$29,492	79.6%
Other Income	$150	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,016	79.9%
Compensation of Officers*	$6,953	26.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$380,696
Total Liabilities	$1
Net Assets	$380,695

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$6,953	$0

990-PF

Filed on March 31, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$23,171

Expenses

$26,595

Net Income

-$3,424

Net Assets

$369,927

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,917	42.8%
Sales of Assets	$13,254	57.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,044	79.1%
Compensation of Officers*	$6,959	26.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$369,928
Total Liabilities	$1
Net Assets	$369,927

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$6,959	$0

990-PF

Filed on April 2, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$34,353

Expenses

$26,840

Net Income

$7,513

Net Assets

$376,040

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$8,497	24.7%
Sales of Assets	$25,856	75.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,164	75.1%
Compensation of Officers*	$6,925	25.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$376,040
Total Liabilities	$0
Net Assets	$376,040

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$6,925	$0

990-PF

Filed on April 24, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$40,550

Expenses

$25,082

Net Income

$15,468

Net Assets

$367,884

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$8,222	20.3%
Sales of Assets	$32,278	79.6%
Other Income	$50	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$19,803	79.0%
Compensation of Officers*	$6,920	27.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$367,884
Total Liabilities	$0
Net Assets	$367,884

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$6,920	$0

990-PF

Filed on April 26, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$1,914

Expenses

$25,250

Net Income

-$23,336

Net Assets

$357,066

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$8,216	> 100%
Sales of Assets	-$6,302
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$19,810	78.5%
Compensation of Officers*	$6,938	27.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$357,066
Total Liabilities	$0
Net Assets	$357,066

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$6,938	$0

990-PF

Filed on April 14, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$15,455

Expenses

$25,676

Net Income

-$10,221

Net Assets

$384,088

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,624	62.3%
Sales of Assets	$5,646	36.5%
Other Income	$185	1.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,161	82.4%
Compensation of Officers*	$6,940	27.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$384,088
Total Liabilities	$0
Net Assets	$384,088

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$6,940	$0

990-PF

Filed on April 7, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$13,224

Expenses

$26,107

Net Income

-$12,883

Net Assets

$395,039

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,098	68.8%
Sales of Assets	$4,096	31.0%
Other Income	$30	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,610	82.8%
Compensation of Officers*	$7,062	27.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$395,039
Total Liabilities	$0
Net Assets	$395,039

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$7,062	$0

990-PF

Filed on May 5, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$22,453

Expenses

$26,534

Net Income

-$4,081

Net Assets

$401,268

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,593	42.7%
Sales of Assets	$12,929	57.6%
Other Income	-$69

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,112	79.6%
Compensation of Officers*	$7,068	26.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$401,268
Total Liabilities	$0
Net Assets	$401,268

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$40,137

Expenses

$24,415

Net Income

$15,722

Net Assets

$405,998

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,629	24.0%
Sales of Assets	$30,500	76.0%
Other Income	$8	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,095	82.3%
Compensation of Officers*	$5,539	22.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$405,998
Total Liabilities	$0
Net Assets	$405,998

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$31,299

Expenses

$21,636

Net Income

$9,663

Net Assets

$389,817

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$15,848	50.6%
Sales of Assets	$15,451	49.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,971	83.1%
Compensation of Officers*	$5,227	24.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$389,817
Total Liabilities	$0
Net Assets	$389,817

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 »

Get the Data

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.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
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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Updated April 20, 2026

Bertram D Blaisdell Ins Tr

Organization summary

Type of Nonprofit

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

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2006

Fiscal Year Ending Dec.
2005

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2004

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2003

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2002

Fiscal Year Ending Dec.
2001