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Also known as: MEMORIAL CHARITABLE TRUST
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Bertha A Goetter Memorial Charitable Trust is a private trust based in BELGRADE, MT. The foundation received its IRS ruling in 1967. The principal officer is John Sheppard. It holds total assets of $179K. Annual income is reported at $143K. The foundation is governed by 2 officers and trustees. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. According to available records, Bertha A Goetter Memorial Charitable Trust has made 10 grants totaling $26K, with a median grant of $3K. The foundation has distributed between $13K and $13K annually from 2021 to 2022. Individual grants have ranged from $500 to $9K, with an average award of $3K. The foundation has supported 4 unique organizations. Grant recipients are concentrated in Montana. Contributions to this foundation are tax-deductible.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Bertha A Goetter Memorial Charitable Trust is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 10 grants. Its grantmaking reaches organizations primarily in MT.
Bertha A Goetter Memorial Charitable Trust has distributed a total of $26K across 10 grants. The median grant size is $3K, with an average of $3K. Individual grants have ranged from $500 to $9K.
Bertha A Goetter Memorial Charitable Trust typically selects its grantees rather than accepting unsolicited proposals.
Bertha A Goetter Memorial Charitable Trust is headquartered in BELGRADE, MT.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Linda Sippl | TRUSTEE | $0 | $0 | N/A |
| John W Sheppard | TRUSTEE | $0 | $0 | N/A |
Total Giving
$4K
Total Assets
$172K
Fair Market Value
$172K
Net Worth
$172K
Grants Paid
$4K
Contributions
N/A
Net Investment Income
$4K
Distribution Amount
$8K
Total: $169K
Total Grants
10
Total Giving
$26K
Average Grant
$3K
Median Grant
$3K
Unique Recipients
4
Most Common Grant
$3K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Mt Synod ElcaSUPPORT LUTHERAN MINISTRIES | Great Falls, MT | $3K | 2022 |
| Lutheran Campus MinistrySUPPORT LUTHERAN MINISTRIES | Bozeman, MT | $3K | 2022 |
| Christ The King Lutheran ChurchSUPPORT LUTHERAN MINISTRIES | Boseman, MT | $500 | 2022 |
| Big Timber Lutheran ChurchSUPPORT LUTHERAN MINISTRIES | Big Timber, MT | $2K | 2021 |