Bertolet Memorial Foundation
Bertolet Memorial Foundation is a private foundation, based in LEAF RIVER, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.2M in total assets. In 2024, it made $55K in qualifying distributions. Net investment income was $63K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.2M
+0.4% YoY
Revenue
$60K
+76.6% YoY
Qualifying Distributions
$55K
+65.4% YoY
Expenses
$56K
+65.0% YoY
About Bertolet Memorial Foundation
Based on IRS filings
Bertolet Memorial Foundation is a private foundation, based in LEAF RIVER, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.2M in total assets. In 2024, it made $55K in qualifying distributions. Net investment income was $63K.
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Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,168,231 | $1,164,082 | $1,090,551 |
| Revenue | $59,765 | $33,838 | $30,104 |
| Expenses | $55,616 | $33,697 | $36,662 |
| Qualifying Distributions | $55,038 | $33,278 | $36,509 |
| Net Investment Income | $62,656 | $33,678 | $30,104 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 0 recipients in 2024
Grant Size Distribution
0 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Richard Simpson | President | 1 | — |
| Cheryl Newcomer | Secretary | 1 | — |
| Cheryl Newcomer | Treasurer | 1 | — |
| Linda Schreiber | Director | 1 | — |
| William Hardy | Director | 1 | — |
| Stephanie Goodrich | Director | — | — |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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