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.
Private foundation — endowment and payout, December 31, 2024
- Investment income$393,558
- Other income$6,686
This ratio is gifts made divided by total assets at year end. It is not the CRA disbursement quota, which is calculated on the average value of property not used in charitable activities and cannot be derived from these filings.
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.