Nonprofit · EIN 81-6016333
BERTHA MORTON TRUST
Tax-exempt · SAINT LOUIS, MO 63166
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $202,120 | $156,520 | $45,600 | $1,993,231 | $0 | $1,993,231 |
| December 31, 2024 | 990-PF | $146,398 | $138,855 | $7,543 | $1,946,617 | $0 | $1,946,617 |
| December 31, 2023 | 990-PF | $420,508 | $138,136 | $282,372 | $1,939,385 | $0 | $1,939,385 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $74,828
- Net gain from sales of assets
- $125,002
- Other income
- $2,290
Expenses
- Grants and similar amounts paid
- $114,000
- Compensation of officers, directors and key employees
- $37,998
- Disbursements for charitable purposes
- $118,941
- Excise tax on investment income
- $2,252
Balance sheet and other
- Total assets, start of year
- $1,946,617
- Total assets, end of year
- $1,993,231
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,993,231
- Fair market value of assets
- $2,765,688
- Qualifying distributions
- $118,941
- Net investment income
- $199,563
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WELLS FARGO BANK N A 100 N MAIN ST FL 5D4001-052, WINSTON SALEM, NC 27101 | TRUSTEE | 1 | $37,998 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WELLS FARGO BANK N A 100 N MAIN ST FL 5D4001-052, WINSTONSALEM, NC 27101 | TRUSTEE | 1 | $35,129 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WELLS FARGO BANK N A 100 N MAIN ST FL 5D4001-052, WINSTONSALEM, NC 27101 | TRUSTEE | 1 | $32,892 |
Address and contacts
- Address (IRS master file)
- PO BOX 505, SAINT LOUIS, MO 63166-0505
- In care of
- % NORWEST CAPITAL MGT & TRUST CO
- Signed the 990-PF
- -, TRUSTEE
- Phone
- (888) 730-4933
- Return prepared by
- PWC US TAX LLP
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 81-6016333
- 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
- 1978
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T90Z)
- Assets (IRS master file)
- $1,993,231
- Income (IRS master file)
- $803,997
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $202,120 | $156,520 | $1,993,231 | IRS |
| 990-PF | December 2024 | $146,398 | $138,855 | $1,946,617 | IRS |
| 990-PF | December 2023 | $420,508 | $138,136 | $1,939,385 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 81-6016333).
Questions about BERTHA MORTON TRUST
- What is the EIN of BERTHA MORTON TRUST?
- The employer identification number (EIN) of BERTHA MORTON TRUST is 81-6016333.
- Is BERTHA MORTON TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1978.
- Are donations to BERTHA MORTON TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BERTHA MORTON TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BERTHA MORTON TRUST 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 BERTHA MORTON TRUST 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 BERTHA MORTON TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $37,998 (WELLS FARGO BANK N A, TRUSTEE).
- How much revenue does BERTHA MORTON TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $202,120, expenses of $156,520 and total assets of $1,993,231 at year end.
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All nonprofits in SAINT LOUIS · Missouri · Philanthropy, voluntarism and grantmaking foundations