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Nonprofit · EIN 45-6921240

B D CHARITABLE TR

Also known as DOERRING BRET TTEE

Tax-exempt · NEWTON, IA 50208

Financials

$65K$262K2023$177K$89K2024$217K$151K2025
Revenue Expenses · by fiscal year end
Financials of B D CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$216,510$151,275$65,235$1,907,961$0$1,907,961
December 31, 2024990-PF$177,280$88,501$88,779$1,842,726$0$1,842,726
December 31, 2023990-PF$65,128$261,866-$196,738$1,753,845$0$1,753,845
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$35,245
Net gain from sales of assets
$181,265

Expenses

Grants and similar amounts paid
$145,375
Disbursements for charitable purposes
$145,375
Excise tax on investment income
$2,927

Balance sheet and other

Total assets, start of year
$1,842,726
Total assets, end of year
$1,907,961
Total liabilities, end of year
$0
Net assets, end of year
$1,907,961
Fair market value of assets
$2,329,179
Qualifying distributions
$145,375
Net investment income
$216,510

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.

NameTitleHours / weekCompensation
BRET DOERRING
915 SOUTH 5TH AVENUE W, Newton, IA 50208
TRUSTEE1$0
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
BRET DOERRING
915 SOUTH 5TH AVENUE W, Newton, IA 50208
TRUSTEE1$0
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
BRET DOERRING
915 S 5TH AVE, NEWTON, IA 50208
TRUSTEE1$0

Address and contacts

Address (IRS master file)
915 S 5TH AVE W, NEWTON, IA 50208-4649
In care of
% BRET DOERRING
Signed the 990-PF
BRET DOERRING, TRUSTEE
Phone
(641) 792-5151
Return prepared by
KollerPlus 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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
45-6921240
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,907,961
Income (IRS master file)
$305,247

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$216,510$151,275$1,907,961IRS
990-PFDecember 2024$177,280$88,501$1,842,726IRS
990-PFDecember 2023$65,128$261,866$1,753,845XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2019–––IRS
990-PFDecember 2018–––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 45-6921240).

Questions about B D CHARITABLE TR

What is the EIN of B D CHARITABLE TR?
The employer identification number (EIN) of B D CHARITABLE TR is 45-6921240.
Is B D CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt.
Which annual return does B D CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of B D CHARITABLE TR 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 B D CHARITABLE TR last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of B D CHARITABLE TR?
The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
How much revenue does B D CHARITABLE TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $216,510, expenses of $151,275 and total assets of $1,907,961 at year end.

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