Bertram Economic Development

BERTRAM, TX EIN: 33-1019490 Website

THE ORGANIZATION WAS CREATED BY THE CITY OF BERTRAM, TEXAS IN ORDER TO FUND AND DIRECT ECONOMIC DEVELOPMENT PROJECTS INCLUDING TO EXPAND COMMERCIAL TAX REVENUE AND NEW CAPITAL INVESTMETNS IN THE CITY. THESE PROJECTS INCLUDE QUALITY OF LIFE IMPROVEMENTS AS WELL AS PROJECTS INTENDED TO ATTRACT AND RETAIN PRIMARY EMPLOYERS FOR THE CITY OF BERTRAM AND TO MAINTAIN QUALITY FOR EXISTING BUSINESSES.

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

$807K

+20.1% YoY

Annual Giving

-100.0% YoY

Grant Count

0

-100.0% YoY

Avg Grant Size

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$53K$106K$159K$213K20202021202220232024
Metric202420232022
Total Assets$806,848$672,092$547,398
Revenue$193,284$161,471$172,868
Expenses$58,527$40,097$32,744
Qualifying Distributions
Net Investment Income$26,923$9,736$51,586
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$13K$26K$40K$53K3 grants20201 grants20212 grants20221 grants20230 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 0 recipients in 2024

Grant Size Distribution

7 grants across all recorded years

7<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Bertram Economic Development fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
LORI RINGSTAFFPRESIDENT1
EVAN MILLIORNVICE-PRESIDENT1
KATY DUKETREASURER/SECRETARY1
RACHEL PARKSDIRECTOR1
JIM CLARKEDIRECTOR1
AMIE EGBERTDIRECTOR1
ANN BROCKALTERNATE DIRECTOR1
DEANNE FISHERDIRECTOR1
JAMES PREDMOREALTERNATE DIRECTOR1

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

1states

States

Cities

AustinBertramBertrramBulverde

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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