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Nonprofit · EIN 83-6510465

BETTY J KOLLER BENEFICIARIES TR

Also known as GARY RATTS TTEE

Tax-exempt · WEBSTER, WI 54893

Financials

$188K$404K2023$383K$416K2024$306K$432K2025
Revenue Expenses · by fiscal year end
Financials of BETTY J KOLLER BENEFICIARIES TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$306,204$432,020-$125,816$6,018,936$0$6,018,936
December 31, 2024990-PF$383,409$416,459-$33,050$6,144,752$0$6,144,752
December 31, 2023990-PF$187,850$404,020-$216,170$6,177,802$0$6,177,802
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$197,683
Net gain from sales of assets
$108,521

Expenses

Grants and similar amounts paid
$349,776
Compensation of officers, directors and key employees
$41,907
Disbursements for charitable purposes
$380,236
Excise tax on investment income
$3,656

Balance sheet and other

Total assets, start of year
$6,144,752
Total assets, end of year
$6,018,936
Total liabilities, end of year
$0
Net assets, end of year
$6,018,936
Fair market value of assets
$7,342,781
Qualifying distributions
$380,236
Net investment income
$306,204

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
GARY RATTS
2827 COUNTY ROAD A, WEBSTER, WI 54893
TRUSTEE0$41,907
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
GARY RATTS
2827 COUNTY ROAD A, WEBSTER, WI 54893
TRUSTEE0$41,500
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
GARY RATTS
2827 COUNTY ROAD A, WEBSTER, WI 54893
TRUSTEE0$39,827

Address and contacts

Address (IRS master file)
2827 COUNTY ROAD A, WEBSTER, WI 54893-8915
Signed the 990-PF
GARY RATTS, TRUSTEE
Phone
(715) 423-6800
Return prepared by
BECKER AND KUMM CPAS

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
83-6510465
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$6,018,936
Income (IRS master file)
$595,964

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$306,204$432,020$6,018,936XML
990-PFDecember 2024$383,409$416,459$6,144,752XML
990-PFDecember 2023$187,850$404,020$6,177,802XML
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 83-6510465).

Questions about BETTY J KOLLER BENEFICIARIES TR

What is the EIN of BETTY J KOLLER BENEFICIARIES TR?
The employer identification number (EIN) of BETTY J KOLLER BENEFICIARIES TR is 83-6510465.
Is BETTY J KOLLER BENEFICIARIES TR tax-exempt?
Yes. The IRS lists it as tax-exempt.
Which annual return does BETTY J KOLLER BENEFICIARIES TR file?
Form 990-PF. Private foundations file every year.
When is the next return of BETTY J KOLLER BENEFICIARIES TR 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 BETTY J KOLLER BENEFICIARIES TR 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 BETTY J KOLLER BENEFICIARIES TR?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $41,907 (GARY RATTS, TRUSTEE).
How much revenue does BETTY J KOLLER BENEFICIARIES TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $306,204, expenses of $432,020 and total assets of $6,018,936 at year end.

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