Bertram Development Company Inc
Bertram Development Company Inc is a private foundation, based in BERTRAM, TX. IRS filing data is available from 2020 through 2023. As of 2023, the organization holds $1.0M in total assets. In 2023, it awarded 12 grants totaling $41K. Net investment income was $10K.
Financial Overview
From 2023 IRS Form 990-PF · View filing
Total Assets
$1.0M
-4.5% YoY
Annual Giving
$41K
+49.1% YoY
Grant Count
12
+0.0% YoY
Avg Grant Size
$3K
+49.1% YoY
Under IRS private-foundation payout rules, Bertram Development Company Inc reported a distributable amount of $39K for 2023 — the minimum it must pay out in qualifying distributions.
About Bertram Development Company Inc
Based on IRS filings
Bertram Development Company Inc is a private foundation, based in BERTRAM, TX. IRS filing data is available from 2020 through 2023. As of 2023, the organization holds $1.0M in total assets. In 2023, it awarded 12 grants totaling $41K. Net investment income was $10K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2023 | 2022 | 2021 |
|---|---|---|---|
| Total Assets | $1,039,895 | $1,088,393 | $1,127,418 |
| Revenue | $10,962 | $6,278 | $8,507 |
| Expenses | $59,460 | $45,303 | $33,933 |
| Qualifying Distributions | $47,271 | $30,638 | $16,196 |
| Net Investment Income | $10,364 | $6,162 | $8,330 |
| Distributable Amount | $38,559 | $43,595 | $41,016 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2023
Grant Size Distribution
41 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2023 grants, the largest include Burnet County FFA & 4H Livestock Show Association ($13,366), Bertram Community Center ($13,299), Bertram Community Activities ($2,348).
| Recipient | Purpose | Amount |
|---|---|---|
| Burnet County FFA & 4H Livestock Show Association Burnet, TX | Donation | $13,366 |
| Bertram Community Activities Bertram, TX | Provide supportfor various community activities. | $2,348 |
| Caitlynne Graves Liberty Hill, TX | Scholarship | $1,250 |
| Alex Holman Bertram, TX | Scholarship | $1,250 |
| Bertram Community Center Bertram, TX | Provide a locationfor non-profitorganizations to meet | $13,299 |
| Bertram Elementary Bertram, TX | Supplies and activitiesfor Bertram elementary school | $2,000 |
| Veterans Memorial Bertram, TX | Maintenance forlocal veterans memorial | $1,500 |
| Brice Duke Bertram, TX | Scholarship | $1,250 |
| Jackson Crawford Bertram, TX | Scholarship | $1,250 |
| Katelyn Moore Bertram, TX | Scholarship | $1,250 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2023 IRS filing
From 2023 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Shipp Cheryl | President | 1 | — |
| Shipp Kimberly | Secretary | 1 | — |
| Taylor Justin | Vice President | 1 | — |
| Wiley Helen | Treasurer | 1 | — |
| Barton Beth | Director | 1 | — |
| Taylor Justin | Director | 1 | — |
Frequently Asked Questions
How large is Bertram Development Company Inc?
As of 2023, Bertram Development Company Inc holds $1.0M in total assets with $11K in annual revenue. It awarded 12 grants totaling $41K in 2023.
Where does Bertram Development Company Inc operate?
Bertram Development Company Inc has awarded grants in Texas.
What size grants does Bertram Development Company Inc award?
In 2023, Bertram Development Company Inc awarded 12 grants totaling $41K — an average of about $3K per grant, based on its IRS Form 990 filings.
How much is Bertram Development Company Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2023, Bertram Development Company Inc reported a distributable amount of $39K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Bertram Development Company Inc's EIN?
Bertram Development Company Inc's EIN (Employer Identification Number) is 74-1727344. IRS Form 990 filing data is available on this page for 2020–2023.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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