Bertram Economic Development
The organization was created by the city of bertram, Texas in order to fund the economic development projects within 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.
Bertram Economic Development at a glance
In short: Bertram Economic Development gave $26K across 3 grants in 2025 (avg $9K), mostly in Texas. Source: 2025 IRS Form 990.
- Annual giving (2025)
- $25,900
- +1120.0% vs 2024
- Grants made (2025)
- 3
- Average grant
- $8,633
- Median grant
- $8,000
- Total assets
- $929,239
- +15.2% vs 2024
- Primary geography
- Texas (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026.
How to apply to Bertram Economic Development
Open Grants
6 open opportunities from Bertram Economic Development
Bertram EDC Business Improvement Grant
Bertram Economic Development
Amount
Varies
Deadline
Rolling
Bertram EDC Demolition Grant
Bertram Economic Development
Amount
Varies
Deadline
Rolling
Bertram EDC Matching Sign Grant
Bertram Economic Development
Amount
Varies
Deadline
Rolling
Who Bertram Economic Development funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Bertram Community Cupboard ($10K). Together the top 3 received $26K.
Grant Size Distribution
7 grants across all recorded years
The most common grant size was under $50K: 7 grants of 7 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
How Bertram Economic Development gives
- Giving held roughly steady from 2022 to 2025 (+18%). Method
From the foundation's IRS Form 990 filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $2K (2024) to $53K (2020). In 2025 it made 3 grants totaling $26K.
Hatched bars: grants paid as reported on the IRS filing, which lists no individual grants for that year.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Bertram Community Cupboard Bertram, TX | Community Development Projects | $9,900 |
| Bertram Library Thrift Store Bertram, TX | Community Development Projects | $8,000 |
| South Gabriel Investments New Braunfels, TX | Community Development Projects | $8,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $929,239 | $205,516 | $83,125 | $25,900 | 3 | $28,403 |
| 2024 | $806,848 | $193,284 | $58,527 | $2,123 | Total only | $26,923 |
| 2023 | $672,092 | $161,471 | $40,097 | $8,000 | 1 | $9,736 |
| 2022 | $547,398 | $172,868 | $32,744 | $21,866 | 2 | $51,586 |
| 2021 | $407,274 | $104,711 | $13,348 | $8,000 | 1 | $1,345 |
| 2020 | $315,911 | $92,624 | $62,498 | $52,799 | 3 | $1,488 |
"Total only": grants paid as reported on the IRS filing, which lists no individual grants for that year.
About Bertram Economic Development
Based on IRS filings
Bertram Economic Development is a public charity focused on Community Improvement & Capacity Building, based in Bertram, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $929K in total assets. In 2025, it awarded 3 grants totaling $26K. Net investment income was $28K.
Focus Areas
Leadership & Key People
Officers and directors from IRS filings
Bertram Economic Development is led by Katy Duke, President since 2025 (on filings since 2020); none of the 9 officers listed in 2025 report compensation.
Officers on the 2025 filing
Katy Duke
President
Treasurer → Treasurer & Secretary, 2024
Treasurer & Secretary → President, 2025
On filings since 2020
2 hrs/week
No compensation reported
Rachel Parks
Director
Alternate → Director, 2022
On filings since 2020
1 hr/week
No compensation reported
Deanne Fisher
Director
On filings since 2023
1 hr/week
No compensation reported
James Clark
Director
On filings since 2023
1 hr/week
No compensation reported
James Predmore
Director
Alternate Director → Director, 2025
On filings since 2024
1 hr/week
No compensation reported
Evan Milliorn
Vice President
Director → Vice President, 2022
On filings since 2021
1 hr/week
No compensation reported
C. Y. Ingham
Treasurer
New on the 2025 filing
1 hr/week
No compensation reported
Georgina Hernandez
Alternate & Secretary
New on the 2025 filing
1 hr/week
No compensation reported
Leland Raiford
Alternate
New on the 2025 filing
1 hr/week
No compensation reported
Former officers (12)
- Former: Lori Ringstaff (2020–2024) — President
- Former: Ann Brock (2021–2024) — Alternate Director
- Former: Amie Egbert (2022–2024) — Director
- Former: Jim Clarke (2022–2024) — Director
- Former: Andrew Brandt (2021–2022) — Cirector
- Former: Danny Floyd (2021) — Vice President
- Former: Jean Worrell (2021) — Alternate
- Former: April Baladez (2020) — Director
- Former: David Custer (2020) — President
- Former: Otis Maclay (2020) — Director
- Former: Roxanne Rios (2020) — Director
- Former: Zane McCarntney (2020) — Treasurer
Data from IRS Form 990 filings, 2020–2025. "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 Economic Development
How much does Bertram Economic Development give each year?
Bertram Economic Development gave $26K across 3 grants in 2025, according to its 2025 IRS Form 990. In 2024 it reported $2K in grants paid.
What is Bertram Economic Development's typical grant size?
Bertram Economic Development's median grant in 2025 was $8,000, and its average grant was $8,633, across 3 grants on its 2025 IRS Form 990.
Where does Bertram Economic Development give grants?
Bertram Economic Development gives mostly in Texas: 100% of the grant dollars itemized on its 2025 IRS Form 990 went to recipients there. The most frequent recipient cities were Bertram, TX (2 grants).
Does Bertram Economic Development give general operating support?
Not in 2025: none of the 3 grants with a stated purpose on Bertram Economic Development's 2025 IRS Form 990 were described as general or operating support. Recurring purposes include "Community Development Projects" (3 grants).
How large is Bertram Economic Development?
Bertram Economic Development reported $929K in total assets on its 2025 IRS Form 990. Its revenue that year was $206K.
What is Bertram Economic Development?
Bertram Economic Development is a public charity focused on Community Improvement & Capacity Building, based in Bertram, TX. It holds $929K in total assets as of 2025.
What is Bertram Economic Development's EIN?
Bertram Economic Development's EIN (Employer Identification Number) is 33-1019490. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2024 (received by the IRS March 7, 2025)
- Added Form 990 for fiscal year 2025 (received by the IRS May 22, 2026)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in Bertram Economic Development's focus areas in our free grants database
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Bertram Economic Development down — hundreds of funders to go?