Bertha a Goetter
Bertha a Goetter is a private foundation, based in BELGRADE, MT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $179K in total assets. In 2024, it awarded 2 grants totaling $8K. Net investment income was $13K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$179K
+4.4% YoY
Annual Giving
$8K
+114.3% YoY
Grant Count
2
+100.0% YoY
Avg Grant Size
$4K
+7.1% YoY
Under IRS private-foundation payout rules, Bertha a Goetter reported a distributable amount of $8K for 2024 — the minimum it must pay out in qualifying distributions.
About Bertha a Goetter
Based on IRS filings
Bertha a Goetter is a private foundation, based in BELGRADE, MT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $179K in total assets. In 2024, it awarded 2 grants totaling $8K. Net investment income was $13K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $179,060 | $171,582 | $159,544 |
| Revenue | $12,957 | $132 | $18,341 |
| Expenses | $8,277 | $4,292 | $7,235 |
| Qualifying Distributions | $8,225 | $4,245 | $7,235 |
| Net Investment Income | $12,905 | $3,852 | $18,341 |
| Distributable Amount | $8,456 | $8,100 | $8,659 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
12 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Lutheran Campus Ministry ($6,000), Trinity Lutheran Church House ($1,500).
| Recipient | Purpose | Amount |
|---|---|---|
| LUTHERAN CAMPUS MINISTRY BOZEMAN, MT | SUPPORT LUTHERAN MINISTRIES | $6,000 |
| TRINITY LUTHERAN CHURCH HOUSE GREAT FALLS, MT | SUPPORT LUTHERAN MINISTRIES | $1,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JOHN W SHEPPARD | TRUSTEE | 2 | — |
| LINDA SIPPL | TRUSTEE | 2 | — |
Frequently Asked Questions
How large is Bertha a Goetter?
As of 2024, Bertha a Goetter holds $179K in total assets with $13K in annual revenue. It awarded 2 grants totaling $8K in 2024.
Where does Bertha a Goetter operate?
Bertha a Goetter has awarded grants in Montana.
What size grants does Bertha a Goetter award?
In 2024, Bertha a Goetter awarded 2 grants totaling $8K — an average of about $4K per grant, based on its IRS Form 990 filings.
How much is Bertha a Goetter required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Bertha a Goetter reported a distributable amount of $8K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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