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Nonprofit · EIN 85-3832583

GALEN AND KARLA ZERBE FAMILY FOUNDATION

Tax-exempt · GLASGOW, MT 59230

Financials

$25K$129K2023$128K$134K2024$275K$141K2025
Revenue Expenses · by fiscal year end
Financials of GALEN AND KARLA ZERBE FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$274,714$141,455$133,259$2,847,064$0$2,847,064
December 31, 2024990-PF$128,267$134,029-$5,762$2,716,065$0$2,716,065
December 31, 2023990-PF$25,415$128,548-$103,133$2,718,827$0$2,718,827
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$20,811
Interest
$36,431
Net gain from sales of assets
$217,472

Expenses

Grants and similar amounts paid
$110,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$110,000
Excise tax on investment income
$2,920

Balance sheet and other

Total assets, start of year
$2,716,065
Total assets, end of year
$2,847,064
Total liabilities, end of year
$0
Net assets, end of year
$2,847,064
Fair market value of assets
$2,252,414
Qualifying distributions
$110,000
Net investment income
$238,468

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
GALEN ZERBE
39 ANGUS DR, GLASGOW, MT 59230
DIRECTOR0$0
JANAE SIMPSON
39 ANGUS DR, GLASGOW, MT 59230
DIRECTOR0$0
KARLA ZERBE
39 ANGUS DR, GLASGOW, MT 59230
DIRECTOR0$0
REGAN ZERBE
39 ANGUS DR, GLASGOW, MT 59230
DIRECTOR0$0
TAYLOR ZERBE
39 ANGUS DR, GLASGOW, MT 59230
DIRECTOR0$0
990-PF for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
GALEN ZERBE
39 ANGUS DR, GLASGOW, MT 59230
DIRECTOR0$0
JANAE SIMPSON
39 ANGUS DR, GLASGOW, MT 59230
DIRECTOR0$0
KARLA ZERBE
39 ANGUS DR, GLASGOW, MT 59230
DIRECTOR0$0
REGAN ZERBE
39 ANGUS DR, GLASGOW, MT 59230
DIRECTOR0$0
TAYLOR ZERBE
39 ANGUS DR, GLASGOW, MT 59230
DIRECTOR0$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
GALEN ZERBE
39 ANGUS DR, GLASGOW, MT 59230
DIRECTOR0$0
JANAE SIMPSON
39 ANGUS DR, GLASGOW, MT 59230
DIRECTOR0$0
KARLA ZERBE
39 ANGUS DR, GLASGOW, MT 59230
DIRECTOR0$0
REGAN ZERBE
39 ANGUS DR, GLASGOW, MT 59230
DIRECTOR0$0
TAYLOR ZERBE
39 ANGUS DR, GLASGOW, MT 59230
DIRECTOR0$0

Address and contacts

Address (IRS master file)
39 ANGUS DR, GLASGOW, MT 59230-2106
Signed the 990-PF
KARLA ZERBE, PRESIDENT
Phone
(406) 942-9294
Return prepared by
CHMS PC

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
85-3832583
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
2021
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$2,847,064
Income (IRS master file)
$1,495,326

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$274,714$141,455$2,847,064XML
990-PFDecember 2024$128,267$134,029$2,716,065XML
990-PFDecember 2023$25,415$128,548$2,718,827XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 85-3832583).

Questions about GALEN AND KARLA ZERBE FAMILY FOUNDATION

What is the EIN of GALEN AND KARLA ZERBE FAMILY FOUNDATION?
The employer identification number (EIN) of GALEN AND KARLA ZERBE FAMILY FOUNDATION is 85-3832583.
Is GALEN AND KARLA ZERBE FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
Are donations to GALEN AND KARLA ZERBE FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does GALEN AND KARLA ZERBE FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of GALEN AND KARLA ZERBE FAMILY FOUNDATION 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 GALEN AND KARLA ZERBE FAMILY FOUNDATION 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 GALEN AND KARLA ZERBE FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does GALEN AND KARLA ZERBE FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $274,714, expenses of $141,455 and total assets of $2,847,064 at year end.

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