The H G Bertram Foundation
Private foundation · Toronto, Ontario · BN 119237550RR0001 · Foundations Advancing Education
Source: T3010 return, FPE 2024-12-31. Split of total expenditures ($834,707) as filed with the CRA.
The H G Bertram Foundation is a private foundation based in Toronto, Ontario, classified by the CRA under foundations advancing education. In its fiscal year ending December 31, 2024, it reported $984K in revenue and $835K in expenditures.
Compared with 1,764 education charities of similar size, its share of spending on mission — charitable programs plus grants to other charities — ranked above 63% of peers.
As a grantmaker, it reported gifts to 12 qualified donees totalling $742K in 2024, the largest being $315K to Dundas Historical Society Museum. Revenue has grown substantially over its filings on record here, from $447K in 2020 to $984K in 2024. Its filed list of directors and trustees shows 1 name.
In its own words
The foundation was established by a trust for the purpose of providing financial assistance to charitable organizations incorporated in ontario with specific preferences to those operating in and about dundas ontario.
Ongoing-program description from its T3010 filing, verbatim.
The ledger, 2020–2024
| Year | Revenue | Spending | Programs | Fundraising | Gifts out | Net assets |
|---|---|---|---|---|---|---|
| 2024 | $984K | $835K | — | — | $742K | $9.1M |
| 2023 | $660K | $532K | — | — | $442K | $9M |
| 2022 | $1.1M | $515K | — | — | $424K | $8.8M |
| 2021 | $611K | $516K | — | — | $398K | $8.3M |
| 2020 | $447K | $457K | — | — | $382K | $8.2M |
Revenue printed in red where the year ran a deficit. Fiscal years by period end.
Money between charities, 2024
Granted $742K to 12 qualified donees:
- Dundas Historical Society Museum$315K
- ST. Paul's United Church$100K
- Hamilton Health Sciences Foundation$50K
- Hamilton Public Library Board$50K
- ST. Joseph's Villa Foundation Dundas$50K
- The Art Gallery of Hamilton$35K
- McMaster University$30K
- Queen's University at Kingston$30K
- March of Dimes Canada Non-Profit Housing Corporation$30K
- Dundas Youth Chaplaincy$25K
- Dundas Valley School of Art$20K
- Dundas Art and Craft Association$7,065
As reported on the donors’ own T3010 qualified-donee schedules.
Directors & trustees (2024)
Royal Trust Corporation (trustee).
As listed on its 2024 return.
Check the source
Every figure on this page is from The H G Bertram Foundation’s own T3010 filings, published by the Canada Revenue Agency. Verify against the CRA’s charities listing (search BN 119237550RR0001), or read how we compute the receipt.