Bertram Development Company Inc
Bertram Development Company Inc is a private foundation based in Bertram, Texas. Its 2024 filing reports grants to Texas recipients for scholarships and community activities, including support for local organizations and facilities.
Bertram Development Company Inc at a glance
In short: Bertram Development Company Inc gave $39K across 13 grants in 2024 (avg $3K), mostly in Texas. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $38,938
- -5.6% vs 2023
- Grants made (2024)
- 13
- +8.3% vs 2023
- Average grant
- $2,995
- -12.9% vs 2023
- Median grant
- $1,843
- Total assets
- $1,004,467
- -3.4% vs 2023
- Primary geography
- Texas (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
How to apply to Bertram Development Company Inc
- Review Cycle
- The scholarship deadline is provided by Burnet High School.
- Deadline
- The scholarship deadline is provided by Burnet High School.
- Contact
Application contact: Bertram Development Company Inc
Mailing address: PO Box 662, Bertram, TX 78605
Phone: (512) 355-2615
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Bertram Development Company Inc funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2024
The largest 2024 recipient was Burnet County FFA & 4H Livestock Show Association ($6K). Together the top 5 received $15K.
Organizations only. It also paid 8 individual scholarships ($23,750), which are not listed by name.
Grant Size Distribution
54 grants across all recorded years
The most common grant size was under $50K: 54 grants of 54 (100%).
Geographic Focus
Where this funder awards grants
The foundation’s 2024 grants all went to recipients in Texas. Its filing describes awards as benefiting Bertram-area residents.
Grant Distribution by State
Share of 2024 grant dollars across all 13 itemized grants.
States
Cities
How Bertram Development Company Inc gives
- Giving grew 214% from 2021 to 2024. Method
- In 2024 it paid out 15% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $12K (2021) to $41K (2023). In 2024 it made 13 grants totaling $39K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Burnet County FFA & 4H Livestock Show Association Burnet, TX | Donation | $6,275 |
| 8 individual scholarships Recipients not named | — | $23,750 |
| Veterans Memorial Bertram, TX | Maintenance forlocal veterans memorial | $4,750 |
| Bertram Community Center Bertram, TX | Provide a locationfor non-profitorganizations to meet | $1,843 |
| Bertram Elementary Bertram, TX | Supplies and activitiesfor Bertram elementary school | $1,620 |
| Bertram Community Activities Bertram, TX | Provide supportfor various community activities. | $700 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $1,004,467 | $21,442 | $56,870 | $38,938 | 13 | $6,040 | $20,598 | $40,621 |
| 2023 | $1,039,895 | $10,962 | $59,460 | $41,263 | 12 | $47,271 | $10,364 | $38,559 |
| 2022 | $1,088,393 | $6,278 | $45,303 | $27,672 | 12 | $30,638 | $6,162 | $43,595 |
| 2021 | $1,127,418 | $8,507 | $33,933 | $12,402 | 6 | $16,196 | $8,330 | $41,016 |
| 2020 | $1,152,844 | $12,987 | $46,363 | $25,880 | 11 | — | $12,719 | $41,526 |
Under IRS private-foundation payout rules, Bertram Development Company Inc reported a distributable amount of $41K for 2024 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
The foundation’s 2023 filing describes support for a community center used by local nonprofit organizations, scholarships for graduating seniors from the Bertram area, and support for Bertram-area children participating in Burnet County 4-H and FFA programs.
The Burnet County FFA and 4H Livestock Show Association, which received a grant in 2024, describes its mission as providing a stock show and premium livestock auction for the youth of Burnet County, Texas.
Grantmaking
In 2024, the foundation made 13 grants totaling $38,938. Grants ranged from $700 to $6,275, with a median of $1,843. The largest listed grant was $6,275 to Burnet County FFA & 4H Livestock Show Association. Other notable grants included $4,750 for maintenance of the Bertram veterans memorial and $1,843 to the Bertram Community Center to provide a meeting location for nonprofit organizations. The filing also lists scholarships to individual recipients.
The foundation states that it does not restrict giving to preselected organizations. Its filing says to contact the foundation about requests. Scholarship applicants should use the form provided by Burnet High School; other requests should be made by letter. Awards are restricted to the benefit of Bertram-area residents.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Cheryl Shipp as president, Kimberly Shipp as secretary, Justin Taylor as vice president, Helen Wiley as treasurer, and Beth Barton as director.
Bertram Development Company Inc is led by Shipp Cheryl, President since 2022 (on filings since 2020); none of the 5 officers listed in 2024 report compensation.
Officers on the 2024 filing
Shipp Cheryl
President
Secretary → President, 2022
On filings since 2020
1 hr/week
No compensation reported
Barton Beth
Director
On filings since 2020
1 hr/week
No compensation reported
Shipp Kimberly
Secretary
Director → Secretary, 2022
On filings since 2020
1 hr/week
No compensation reported
Taylor Justin
Vice President
Director → Vice President & Director, 2022
Vice President & Director → Vice President, 2024
On filings since 2020
1 hr/week
No compensation reported
Wiley Helen
Treasurer
Director → Treasurer, 2022
On filings since 2020
1 hr/week
No compensation reported
Former officers (1)
- Former: Taylor Gene (2020–2021) — President
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Bertram Development Company Inc
How much does Bertram Development Company Inc give each year?
Bertram Development Company Inc gave $39K across 13 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $41K across 12 grants.
What is Bertram Development Company Inc's typical grant size?
Bertram Development Company Inc's median grant in 2024 was $1,843, and its average grant was $2,995, across 13 grants on its 2024 IRS Form 990-PF.
Where does Bertram Development Company Inc give grants?
Bertram Development Company Inc gives mostly in Texas: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Bertram, TX (4 grants).
Does Bertram Development Company Inc give general operating support?
Not in 2024: none of the 13 grants with a stated purpose on Bertram Development Company Inc's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarship" (8 grants).
Who are Bertram Development Company Inc's largest grantees?
Bertram Development Company Inc's largest 2024 grantees include Burnet County FFA & 4H Livestock Show Association ($6,275), Veterans Memorial ($4,750) and Bertram Community Center ($1,843), according to its 2024 IRS Form 990-PF. It also paid 8 individual scholarships ($23,750), which are not listed by name. Together they received 33% of its itemized 2024 grant dollars.
How large is Bertram Development Company Inc?
Bertram Development Company Inc reported $1.0M in total assets on its 2024 IRS Form 990-PF. It paid out $6K in qualifying distributions that year, against a required minimum of $41K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Bertram Development Company Inc fund?
The foundation’s 2023 filing describes support for a community center used by local nonprofit organizations, scholarships for graduating seniors from the Bertram area, and support for Bertram-area children participating in Burnet County 4-H and FFA programs. See mission & focus areas ↑
How do I apply for a grant from Bertram Development Company Inc?
Bertram Development Company Inc has no public application process in the sources Grantable reviewed. Contact the foundation directly before submitting a request.
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 2020–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 12, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 15, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 14, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 15, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS February 2, 2026)
- IRS filings on file for fiscal years 2020–2024
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