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Nonprofit · EIN 74-2729929

BAMBERGER FOUNDATION

Tax-exempt · JOHNSON CITY, TX 78636

Financials

−$8K$99K2022$75K$112K2023$4.4M$152K2024
Revenue Expenses · by fiscal year end
Financials of BAMBERGER FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
November 30, 2025990-PF$4,362,711$151,897$4,210,814$3,776,310$0$3,776,310
November 30, 2024990-PF$75,169$111,891-$36,722$670,631$0$670,631
November 30, 2023990-PF-$8,380$99,046-$107,426$707,353$0$707,353
Financial details: 990-PF for the year ended November 30, 2025

Revenue

Contributions, gifts and grants
$2,821,559
Dividends
$57,593
Net gain from sales of assets
$1,483,559

Expenses

Grants and similar amounts paid
$106,341
Compensation of officers, directors and key employees
$14,426
Salaries, compensation and benefits (total)
$0
Disbursements for charitable purposes
$106,341
Excise tax on investment income
$20,959

Balance sheet and other

Total assets, start of year
$670,631
Total assets, end of year
$3,776,310
Total liabilities, end of year
$0
Net assets, end of year
$3,776,310
Fair market value of assets
$3,776,310
Qualifying distributions
$106,341
Net investment income
$1,541,152

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended November 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
Lois J Sturm
106 Diamond X Drive, Johnson City, TX 78636
President8$14,425
J David Bamberger
2341 Blue Ridge Dr, Johnson City, TX 78636
Director and Sec1$0
Ernest A Sessums III
26634 Harmony Hills, San Antonio, TX 78260
Director1$0
Dax Bamberger
19210 Brannan Bluff, San Antonio, TX 78258
Vice President1$0
David K Bamberger
13735 Morningbluff Drive, San Antonio, TX 78216
Secretary1$0
Douglas J Bamberger
P O Box238, Blanco, TX 78606
Director1$0
Randy Lenz
2444 Miller Creek Loop, Johnson City, TX 78636
Director1$0
990-PF for the year ended November 30, 2024: 6 people
NameTitleHours / weekCompensation
Lois J Sturm
106 Diamond X, Johnson City, TX 78636
President8$14,425
J David Bamberger
2341 Blue Ridge Dr, Johnson City, TX 78636
Director and Sec1$0
Ernest A Sessums
26634 Harmony Bluff, San Antonio, TX 78260
Director1$0
Dax Bamberger
19210 Brannan Bluff, San Antonio, TX 78258
Vice President1$0
David K Bamberger
13735 Morning Bluff, San Antonio, TX 78216
Treasurer1$0
Douglas J Bamberger
P O Box238, Blanco, TX 78606
Director1$0
990-PF for the year ended November 30, 2023: 6 people
NameTitleHours / weekCompensation
Lois J Sturm
106 Diamond X, Johnson City, TX 78636
Secretary8$14,668
J David Bamberger
2341 Blue Ridge Dr, Johnson City, TX 78636
Director1$0
Ernest A Sessums
26634 Harmony Bluff, San Antonio, TX 78260
President1$0
Dax Bamberger
19210 Brannan Bluff, San Antonio, TX 78258
Vice President1$0
David K Bamberger
13735 Morning Bluff, San Antonio, TX 78216
Treasurer1$0
Douglas J Bamberger
P O Box238, Blanco, TX 78606
Director1$0

Address and contacts

Address (IRS master file)
PO BOX 1917, JOHNSON CITY, TX 78636-1917
In care of
% LOIS STURM
Signed the 990-PF
Lois Sturm, President
Phone
(830) 330-1018

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in November, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2024November 30, 2025April 15, 2026990-PF on file
2023November 30, 2024April 15, 2025990-PF on file
2022November 30, 2023April 15, 2024990-PF on file

IRS record

EIN
74-2729929
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1996
Accounting year ends
November
Files
Form 990-PF
Assets (IRS master file)
$3,776,310
Income (IRS master file)
$5,579,218

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFNovember 2025$4,362,711$151,897$3,776,310IRS
990-PFNovember 2024$75,169$111,891$670,631XML
990-PFNovember 2023-$8,380$99,046$707,353XML
990-PFNovember 2022–––IRS
990-PFNovember 2021–––IRS
990-PFNovember 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 74-2729929).

Questions about BAMBERGER FOUNDATION

What is the EIN of BAMBERGER FOUNDATION?
The employer identification number (EIN) of BAMBERGER FOUNDATION is 74-2729929.
Is BAMBERGER FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
Are donations to BAMBERGER FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BAMBERGER FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of BAMBERGER FOUNDATION due?
The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did BAMBERGER FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended November 2025.
Who are the officers and directors of BAMBERGER FOUNDATION?
The 990-PF for the year ended November 30, 2025 lists 7 people; 1 received compensation from the organization, the highest $14,425 (Lois J Sturm, President).
How much revenue does BAMBERGER FOUNDATION have?
On its 990-PF for the year ended November 30, 2025 it reported revenue of $4,362,711, expenses of $151,897 and total assets of $3,776,310 at year end.

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