Nonprofit · EIN 25-6081515
BERTHA A GOETTER MEMORIAL CHARITABLE TRUST
Tax-exempt · BELGRADE, MT 59714
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $11,770 | $10,635 | $1,135 | $188,484 | $0 | $188,484 |
| December 31, 2024 | 990-PF | $12,957 | $8,277 | $4,680 | $179,060 | $0 | $179,060 |
| December 31, 2023 | 990-PF | $132 | $4,292 | -$4,160 | $171,582 | $0 | $171,582 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $4,694
- Net gain from sales of assets
- $7,076
Expenses
- Grants and similar amounts paid
- $9,800
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $10,575
- Excise tax on investment income
- $163
Balance sheet and other
- Total assets, start of year
- $179,060
- Total assets, end of year
- $188,484
- Total liabilities, end of year
- $0
- Net assets, end of year
- $188,484
- Fair market value of assets
- $188,484
- Qualifying distributions
- $10,575
- Net investment income
- $11,770
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN W SHEPPARD 475 PHEASANT LN, BELGRADE, MT 59714 | TRUSTEE | 2 | $0 |
| LINDA SIPPL 475 PHEASANT LN, BELGRADE, MT 59714 | TRUSTEE | 2 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN W SHEPPARD 475 PHEASANT LN, BELGRADE, MT 59714 | TRUSTEE | 2 | $0 |
| LINDA SIPPL 475 PHEASANT LN, BELGRADE, MT 59714 | TRUSTEE | 2 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN W SHEPPARD 475 PHEASANT LN, BELGRADE, MT 59714 | TRUSTEE | 2 | $0 |
| LINDA SIPPL 475 PHEASANT LN, BELGRADE, MT 59714 | TRUSTEE | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 475 PHEASANT LN, BELGRADE, MT 59714-7115
- In care of
- % JOHN SHEPPARD
- Mailing address (990-N for 2011)
- 880 Dogwood Lane, Hermitage PA 16148
- Principal officer (990-N for 2011)
- Harry Sheppard, 880 Dogwood Lane, Hermitage PA 16148
- Signed the 990-PF
- JOHN SHEPPARD, TRUSTEE
- Phone
- (724) 981-1111
- Return prepared by
- HILL BARTH & KING LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 25-6081515
- 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
- 1967
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $188,484
- Income (IRS master file)
- $145,264
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $11,770 | $10,635 | $188,484 | IRS |
| 990-PF | December 2024 | $12,957 | $8,277 | $179,060 | IRS |
| 990-PF | December 2023 | $132 | $4,292 | $171,582 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-N for 2011 Officer: Harry Sheppard | December 31, 2011 | ≤ $50,000 receipts | – | – | e-Postcard |
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 25-6081515).
Questions about BERTHA A GOETTER MEMORIAL CHARITABLE TRUST
- What is the EIN of BERTHA A GOETTER MEMORIAL CHARITABLE TRUST?
- The employer identification number (EIN) of BERTHA A GOETTER MEMORIAL CHARITABLE TRUST is 25-6081515.
- Is BERTHA A GOETTER MEMORIAL CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1967.
- Are donations to BERTHA A GOETTER MEMORIAL CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BERTHA A GOETTER MEMORIAL CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BERTHA A GOETTER MEMORIAL CHARITABLE TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BERTHA A GOETTER MEMORIAL CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who is the principal officer of BERTHA A GOETTER MEMORIAL CHARITABLE TRUST?
- The 990-N for 2011 names Harry Sheppard.
- Who are the officers and directors of BERTHA A GOETTER MEMORIAL CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does BERTHA A GOETTER MEMORIAL CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $11,770, expenses of $10,635 and total assets of $188,484 at year end.
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