Bertha a Goetter
Bertha a Goetter is a private foundation, based in Belgrade, MT. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $188K in total assets. In 2025, it awarded 3 grants totaling $10K. Net investment income was $12K.
Bertha a Goetter at a glance
In short: Bertha a Goetter gave $10K across 3 grants in 2025 (avg $3K), mostly in Virginia. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $9,800
- +30.7% vs 2024
- Grants made (2025)
- 3
- +50.0% vs 2024
- Average grant
- $3,267
- -12.9% vs 2024
- Median grant
- $3,500
- Total assets
- $188,484
- +5.3% vs 2024
- Primary geography
- Virginia (51% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Bertha a Goetter funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Our Saviour's Lutheran Church ($5K). Together the top 3 received $10K.
Grant Size Distribution
13 grants across all recorded years
The most common grant size was under $50K: 13 grants of 13 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
Cities
How Bertha a Goetter gives
- Giving grew 51% from 2022 to 2025. Method
- In 2025 it paid out 119% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $4K (2023) to $13K (2021). In 2025 it made 3 grants totaling $10K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Our Saviour's Lutheran Church Arlington, VA | Support Lutheran Ministries | $5,000 |
| Lutheran Campus Ministry Bozeman, MT | Support Lutheran Ministries | $3,500 |
| Montana Synod Elca Great Falls, MT | Support Lutheran Ministries | $1,300 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $188,484 | $11,770 | $10,635 | $9,800 | 3 | $10,575 | $11,710 | $8,888 |
| 2024 | $179,060 | $12,957 | $8,277 | $7,500 | 2 | $8,225 | $12,905 | $8,456 |
| 2023 | $171,582 | $132 | $4,292 | $3,500 | 1 | $4,245 | $3,852 | $8,100 |
| 2022 | $159,544 | $18,341 | $7,235 | $6,500 | 3 | $7,235 | $18,341 | $8,659 |
| 2021 | $202,456 | $19,441 | $15,619 | $12,500 | 4 | $13,225 | $17,047 | $9,255 |
| 2020 | $182,986 | $1,472 | $6,760 | $4,000 | 2 | — | $1,374 | $8,722 |
Under IRS private-foundation payout rules, Bertha a Goetter reported a distributable amount of $9K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Bertha a Goetter's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
John W. Sheppard
Trustee
On filings since 2020
2 hrs/week
No compensation reported
Linda Sippl
Trustee
On filings since 2023
2 hrs/week
No compensation reported
Former officers (1)
- Former: Mary Jane Sheppard (2020–2022) — Trustee
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Bertha a Goetter
How much does Bertha a Goetter give each year?
Bertha a Goetter gave $10K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $8K across 2 grants.
What is Bertha a Goetter's typical grant size?
Bertha a Goetter's median grant in 2025 was $3,500, and its average grant was $3,267, across 3 grants on its 2025 IRS Form 990-PF.
Where does Bertha a Goetter give grants?
Bertha a Goetter gives mostly in Virginia: 51% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Montana (49%).
Does Bertha a Goetter give general operating support?
Not in 2025: none of the 3 grants with a stated purpose on Bertha a Goetter's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Support Lutheran Ministries" (3 grants).
How large is Bertha a Goetter?
Bertha a Goetter reported $188K in total assets on its 2025 IRS Form 990-PF. It paid out $11K in qualifying distributions that year, against a required minimum of $9K (roughly 5% of its investment assets).
What is Bertha a Goetter's EIN?
Bertha a Goetter's EIN (Employer Identification Number) is 25-6081515. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 17, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS August 26, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 15, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS October 15, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 13, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
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