Nonprofit · EIN 85-3832583
GALEN AND KARLA ZERBE FAMILY FOUNDATION
Tax-exempt · GLASGOW, MT 59230
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $274,714 | $141,455 | $133,259 | $2,847,064 | $0 | $2,847,064 |
| December 31, 2024 | 990-PF | $128,267 | $134,029 | -$5,762 | $2,716,065 | $0 | $2,716,065 |
| December 31, 2023 | 990-PF | $25,415 | $128,548 | -$103,133 | $2,718,827 | $0 | $2,718,827 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $20,811
- Interest
- $36,431
- Net gain from sales of assets
- $217,472
Expenses
- Grants and similar amounts paid
- $110,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $110,000
- Excise tax on investment income
- $2,920
Balance sheet and other
- Total assets, start of year
- $2,716,065
- Total assets, end of year
- $2,847,064
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,847,064
- Fair market value of assets
- $2,252,414
- Qualifying distributions
- $110,000
- Net investment income
- $238,468
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 |
|---|---|---|---|
| GALEN ZERBE 39 ANGUS DR, GLASGOW, MT 59230 | DIRECTOR | 0 | $0 |
| JANAE SIMPSON 39 ANGUS DR, GLASGOW, MT 59230 | DIRECTOR | 0 | $0 |
| KARLA ZERBE 39 ANGUS DR, GLASGOW, MT 59230 | DIRECTOR | 0 | $0 |
| REGAN ZERBE 39 ANGUS DR, GLASGOW, MT 59230 | DIRECTOR | 0 | $0 |
| TAYLOR ZERBE 39 ANGUS DR, GLASGOW, MT 59230 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GALEN ZERBE 39 ANGUS DR, GLASGOW, MT 59230 | DIRECTOR | 0 | $0 |
| JANAE SIMPSON 39 ANGUS DR, GLASGOW, MT 59230 | DIRECTOR | 0 | $0 |
| KARLA ZERBE 39 ANGUS DR, GLASGOW, MT 59230 | DIRECTOR | 0 | $0 |
| REGAN ZERBE 39 ANGUS DR, GLASGOW, MT 59230 | DIRECTOR | 0 | $0 |
| TAYLOR ZERBE 39 ANGUS DR, GLASGOW, MT 59230 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GALEN ZERBE 39 ANGUS DR, GLASGOW, MT 59230 | DIRECTOR | 0 | $0 |
| JANAE SIMPSON 39 ANGUS DR, GLASGOW, MT 59230 | DIRECTOR | 0 | $0 |
| KARLA ZERBE 39 ANGUS DR, GLASGOW, MT 59230 | DIRECTOR | 0 | $0 |
| REGAN ZERBE 39 ANGUS DR, GLASGOW, MT 59230 | DIRECTOR | 0 | $0 |
| TAYLOR ZERBE 39 ANGUS DR, GLASGOW, MT 59230 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 39 ANGUS DR, GLASGOW, MT 59230-2106
- Signed the 990-PF
- KARLA ZERBE, PRESIDENT
- Phone
- (406) 942-9294
- Return prepared by
- CHMS PC
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
- 85-3832583
- 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
- 2021
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $2,847,064
- Income (IRS master file)
- $1,495,326
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $274,714 | $141,455 | $2,847,064 | XML |
| 990-PF | December 2024 | $128,267 | $134,029 | $2,716,065 | XML |
| 990-PF | December 2023 | $25,415 | $128,548 | $2,718,827 | 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 85-3832583).
Questions about GALEN AND KARLA ZERBE FAMILY FOUNDATION
- What is the EIN of GALEN AND KARLA ZERBE FAMILY FOUNDATION?
- The employer identification number (EIN) of GALEN AND KARLA ZERBE FAMILY FOUNDATION is 85-3832583.
- Is GALEN AND KARLA ZERBE FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
- Are donations to GALEN AND KARLA ZERBE FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does GALEN AND KARLA ZERBE FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of GALEN AND KARLA ZERBE FAMILY FOUNDATION 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 GALEN AND KARLA ZERBE FAMILY FOUNDATION 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 GALEN AND KARLA ZERBE FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does GALEN AND KARLA ZERBE FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $274,714, expenses of $141,455 and total assets of $2,847,064 at year end.
Other nonprofits in GLASGOW
- THEO AND ALYCE BECK FOUNDATION TRUST EIN 26-2692249 · last filed 990-PF for 2024
- VALLEY COUNTY COMMUNITY FOUNDATION INC EIN 81-0526746 · last filed 990 for 2025
- VALLEY COUNTY HOPE PROJECT INC EIN 84-1764688 · last filed 990-N for 2025
- FRANCES MAHON DEACONESS HOSPITAL EIN 81-0231786 · last filed 990 for 2025
- NORVAL ELECTRIC COOPERATIVE INC EIN 81-0215971 · last filed 990 for 2025
- VALLEY VIEW HOME EIN 81-0295816 · last filed 990 for 2024
- PRAIRIE RIDGE VILLAGE LLP EIN 81-0515202 · last filed 990 for 2025
- MILK RIVER INC EIN 81-0361168 · last filed 990 for 2025
All nonprofits in GLASGOW · Montana · Philanthropy, voluntarism and grantmaking foundations