The Bamberger Foundation
The Bamberger Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Johnson City, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $3.8M in total assets. In 2025, it awarded 21 grants totaling $106K. Net investment income was $1.5M.
Key facts about The Bamberger Foundation
In short: The Bamberger Foundation gave $106K across 21 grants in 2025 (avg $5K), mostly in Texas. 32% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 74-2729929
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $106,341
- Grants made (2025)
- 21
- Average grant
- $5,064
- Median grant
- $2,000
- New grantees (estimate)
- 32% first-time grantees (6 of 19, 2025)
- Total assets
- $3,776,310
- Primary geography
- Texas (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$3.8M
+463.1% YoY
Annual Giving
$106K
+33.9% YoY
Grant Count
21
+10.5% YoY
Avg Grant Size
$5K
+21.2% YoY
Under IRS private-foundation payout rules, The Bamberger Foundation reported a distributable amount of $98K for 2025 — the minimum it must pay out in qualifying distributions.
Is The Bamberger Foundation open to new grantees?
32%
first-time grantees, 2025
In 2025, 6 of 19 grantees (32%) were first-time recipients. First grants averaged $10K; repeat grants $4K. How we count
Medians: $9K first-time, $2K repeat.
- 63% of 2025 grantees were also funded in 2024. Method
- Giving grew 520% from 2022 to 2025. Method
- In 2025 it paid out 109% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 21 itemized 2025 grant dollars.
States
Cities
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 2025
Grant Size Distribution
87 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Gathering Place San Antonio, TX | Education and Field Trips | $19,060 |
| Heritage Elementary School San Antonio, TX | Children Education and Field Trips | $15,810 |
| TriPoint Academy San Antonio, TX | Education and Field Trips | $12,656 |
| Julian C Gallardo Elementary School San Antonio, TX | Education Assistance | $8,015 |
| Pearce Elementary School San Antonio, TX | Education and Field Trips | $8,015 |
| Freedom Elementary School San Antonio, TX | Education and Science Field Trips | $8,015 |
| Candlewood Elementary School San Antonio, TX | Education Assistance | $7,510 |
| The Twin Sisters Dance Hall Blanco, TX | Historic Preservation | $5,000 |
| Lochte Feed General Store Fredericksburg, TX | Disaster Assistance Recovery of Crabapple Fire | $5,000 |
| Charles August Elementary San Antonio, TX | Education and Field Trips | $4,760 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $3,776,310 | $670,631 | $707,353 |
| Revenue | $4,362,711 | $75,169 | $-8,380 |
| Expenses | $151,897 | $111,891 | $99,046 |
| Qualifying Distributions | $106,341 | $79,397 | $74,425 |
| Net Investment Income | $1,507,814 | $51,330 | $5,926 |
| Distributable Amount | $97,915 | $33,220 | $35,038 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS March 9, 2022)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS October 4, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS June 13, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 22, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS August 4, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 22, 2026)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS March 9, 2022)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS October 4, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS June 13, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 22, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS August 4, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 22, 2026)
Leadership & Key People
Officers and directors from IRS filings
The Bamberger Foundation is led by Lois J Sturm, President since 2024 (on filings since 2020); 1 of 7 officers listed in 2025 is compensated.
Officers on the 2025 filing
Lois J Sturm
President
Secretary & Director → Secretary, 2021
Secretary → President, 2024
On filings since 2020
8 hrs/week
$3K (2020) → $14K (2025)
Douglas J Bamberger
Director
On filings since 2020
1 hr/week
No compensation reported
Ernest A Sessums III
Director
President & Director → President, 2021
President → Director, 2024
On filings since 2020
1 hr/week
No compensation reported
J David Bamberger
Director & Secretary
Director → Director & Secretary, 2024
On filings since 2020
1 hr/week
No compensation reported
Randy Lenz
Director
New on the 2025 filing
1 hr/week
No compensation reported
David K Bamberger
Secretary
Treasurer & Director → Treasurer, 2021
Treasurer → Secretary, 2025
On filings since 2020
1 hr/week
No compensation reported
Dax A Bamberger
Vice President
Vice President & Director → Vice President, 2021
On filings since 2020
1 hr/week
No compensation reported
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.
Compensation Overview
From 2025 IRS filing
Frequently asked questions about The Bamberger Foundation
How much does The Bamberger Foundation give each year?
The Bamberger Foundation gave $106K across 21 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $79K across 19 grants.
What is The Bamberger Foundation's typical grant size?
The Bamberger Foundation's median grant in 2025 was $2,000, and its average grant was $5,064, across 21 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from The Bamberger Foundation that year got $10K on average.
Where does The Bamberger Foundation give grants?
The Bamberger Foundation gives mostly in Texas: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were San Antonio, TX (8 grants), Blanco, TX (4 grants) and Johnson City, TX (3 grants).
Does The Bamberger Foundation give general operating support?
Not in 2025: none of the 21 grants with a stated purpose on The Bamberger Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Education and Training" (5 grants) and "Education and Field Trips" (4 grants).
Who are The Bamberger Foundation's largest grantees?
The Bamberger Foundation's largest 2025 grantees include The Gathering Place ($19,060), Heritage Elementary School ($15,810) and TriPoint Academy ($12,656), according to its 2025 IRS Form 990-PF. Together they received 45% of its itemized 2025 grant dollars.
How large is The Bamberger Foundation?
The Bamberger Foundation reported $3.8M in total assets on its 2025 IRS Form 990-PF. It paid out $106K in qualifying distributions that year, against a required minimum of $98K (roughly 5% of its investment assets).
What is The Bamberger Foundation?
The Bamberger Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Johnson City, TX. It holds $3.8M in total assets as of 2025.
What is The Bamberger Foundation's EIN?
The Bamberger Foundation's EIN (Employer Identification Number) is 74-2729929. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching The Bamberger Foundation by hand.
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