Nonprofit · EIN 85-0717802
BITTERROOT FUND
Tax-exempt · ATLANTA, GA 30326
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $513,617 | $301,897 | $211,720 | $354,990 | $0 | $354,990 |
| December 31, 2024 | 990-PF | $12,003 | $249,951 | -$237,948 | $143,270 | $0 | $143,270 |
| December 31, 2023 | 990-PF | $19,801 | $152,249 | -$132,448 | $381,218 | $0 | $381,218 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $500,000
- Dividends
- $13,596
- Interest
- $21
Expenses
- Grants and similar amounts paid
- $297,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $297,500
- Excise tax on investment income
- $128
Balance sheet and other
- Total assets, start of year
- $143,270
- Total assets, end of year
- $354,990
- Total liabilities, end of year
- $0
- Net assets, end of year
- $354,990
- Fair market value of assets
- $354,990
- Qualifying distributions
- $297,500
- Net investment income
- $13,617
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 |
|---|---|---|---|
| FRANK T WATERSON III 3550 LENOX ROAD NE SUITE 2700, ATLANTA, GA 30326 | PRESIDENT & TREASURER | 0.1 | $0 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FRANK T WATERSON III 3550 LENOX ROAD NE SUITE 2700, ATLANTA, GA 30326 | PRESIDENT & TREASURER | 0.1 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FRANK T WATERSON III 3550 LENOX ROAD NE SUITE 2700, ATLANTA, GA 30326 | PRESIDENT & TREASURER | 0.1 | $0 |
Address and contacts
- Address (IRS master file)
- 3550 LENOX RD NE STE 2700, ATLANTA, GA 30326-4328
- In care of
- % KENNETH C HALCOM
- Signed the 990-PF
- FRANK T WATERSON III, PRESIDENT
- Phone
- (404) 264-1400
- Return prepared by
- BENNETT THRASHER 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
- 85-0717802
- 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
- 2022
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $354,990
- Income (IRS master file)
- $513,617
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $513,617 | $301,897 | $354,990 | IRS |
| 990-PF | December 2024 | $12,003 | $249,951 | $143,270 | IRS |
| 990-PF | December 2023 | $19,801 | $152,249 | $381,218 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 85-0717802).
Questions about BITTERROOT FUND
- What is the EIN of BITTERROOT FUND?
- The employer identification number (EIN) of BITTERROOT FUND is 85-0717802.
- Is BITTERROOT FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to BITTERROOT FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BITTERROOT FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BITTERROOT FUND 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 BITTERROOT FUND 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 BITTERROOT FUND?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does BITTERROOT FUND have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $513,617, expenses of $301,897 and total assets of $354,990 at year end.
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