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Nonprofit · EIN 45-0427503

JULIUS AND BERTHA ORTH FOUNDATION

Tax-exempt · ROSEMOUNT, MN 55068

Financials

$20K$42K2023$30K$50K2024$71K$52K2025
Revenue Expenses · by fiscal year end
Financials of JULIUS AND BERTHA ORTH FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
March 31, 2026990-PF$71,485$52,046$19,439$591,992$0$591,992
March 31, 2025990-PF$29,858$49,702-$19,844$584,179$0$584,179
March 31, 2024990-PF$20,158$41,701-$21,543$617,105$1,139$615,966
Financial details: 990-PF for the year ended March 31, 2026

Revenue

Dividends
$9,559
Net rental income
$3,775
Net gain from sales of assets
$57,576

Expenses

Grants and similar amounts paid
$30,000
Compensation of officers, directors and key employees
$925
Disbursements for charitable purposes
$33,356
Excise tax on investment income
$834

Balance sheet and other

Total assets, start of year
$584,179
Total assets, end of year
$591,992
Total liabilities, end of year
$0
Net assets, end of year
$591,992
Fair market value of assets
$591,992
Qualifying distributions
$33,356
Net investment income
$71,485

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 March 31, 2026, highest compensation first.

NameTitleHours / weekCompensation
FAYE HARRISON
PO BOX 90, ROSEMOUNT, MN 55068
DIRECTOR1$185
FAITH FITZGERALD-MICHAELSON
PO BOX 90, ROSEMOUNT, MN 55068
DIRECTOR1$185
DARELL HERMAN
PO BOX 90, ROSEMOUNT, MN 55068
DIRECTOR1$185
CHARLES GALLOWAY
PO BOX 90, ROSEMOUNT, MN 55068
DIRECTOR1$185
MAYNARD BLOHN
PO BOX 90, ROSEMOUNT, MN 55068
DIRECTOR1$185
990-PF for the year ended March 31, 2025: 6 people
NameTitleHours / weekCompensation
GERALD BIEBER
PO BOX 90, ROSEMOUNT, MN 55068
DIRECTOR1$100
FAYE HARRISON
PO BOX 90, ROSEMOUNT, MN 55068
DIRECTOR1$100
FAITH FITZGERALD-MICHAELSON
PO BOX 90, ROSEMOUNT, MN 55068
DIRECTOR1$100
DARELL HERMAN
PO BOX 90, ROSEMOUNT, MN 55068
DIRECTOR1$100
CHARLES GALLOWAY
PO BOX 90, ROSEMOUNT, MN 55068
DIRECTOR1$100
MAYNARD BLOHN
PO BOX 90, ROSEMOUNT, MN 55068
DIRECTOR1$100
990-PF for the year ended March 31, 2024: 6 people
NameTitleHours / weekCompensation
GERALD BIEBER
PO BOX 90, ROSEMOUNT, MN 55068
DIRECTOR1$100
FAYE HARRISON
PO BOX 90, ROSEMOUNT, MN 55068
DIRECTOR1$100
FAITH FITZGERALD-MICHAELSON
PO BOX 90, ROSEMOUNT, MN 55068
DIRECTOR1$100
DARELL HERMAN
PO BOX 90, ROSEMOUNT, MN 55068
DIRECTOR1$100
CHARLES GALLOWAY
PO BOX 90, ROSEMOUNT, MN 55068
DIRECTOR1$100
MAYNARD BLOHN STARTED MID YEAR
PO BOX 90, ROSEMOUNT, MN 55068
DIRECTOR1$100

Address and contacts

Address (IRS master file)
PO BOX 90, ROSEMOUNT, MN 55068-0090
In care of
% TRUST CENTERS
Signed the 990-PF
FAYE HARRISON, DIRECTOR
Phone
(952) 432-0515
Return prepared by
BRADY MARTZ PLLC

What it must file and when

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

Tax yearYear endedDueIRS public records
2025March 31, 2026August 17, 2026990-PF on file
2024March 31, 2025August 15, 2025990-PF on file
2023March 31, 2024August 15, 2024990-PF on file

IRS record

EIN
45-0427503
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
1993
Accounting year ends
March
Files
Form 990-PF
Category (NTEE)
Environment (C30Z)
Assets (IRS master file)
$591,992
Income (IRS master file)
$226,126

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFMarch 2026$71,485$52,046$591,992XML
990-PFMarch 2025$29,858$49,702$584,179XML
990-PFMarch 2024$20,158$41,701$617,105XML
990-PFMarch 2023–––IRS
990-PFMarch 2022–––IRS
990-PFMarch 2021–––IRS
990-PFMarch 2019–––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 45-0427503).

Questions about JULIUS AND BERTHA ORTH FOUNDATION

What is the EIN of JULIUS AND BERTHA ORTH FOUNDATION?
The employer identification number (EIN) of JULIUS AND BERTHA ORTH FOUNDATION is 45-0427503.
Is JULIUS AND BERTHA ORTH FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
Are donations to JULIUS AND BERTHA ORTH FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JULIUS AND BERTHA ORTH FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of JULIUS AND BERTHA ORTH FOUNDATION due?
The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JULIUS AND BERTHA ORTH FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended March 2026.
Who are the officers and directors of JULIUS AND BERTHA ORTH FOUNDATION?
The 990-PF for the year ended March 31, 2026 lists 5 people; 5 received compensation from the organization, the highest $185 (FAYE HARRISON, DIRECTOR).
How much revenue does JULIUS AND BERTHA ORTH FOUNDATION have?
On its 990-PF for the year ended March 31, 2026 it reported revenue of $71,485, expenses of $52,046 and total assets of $591,992 at year end.

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