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.
Key facts about Bertolet Memorial Foundation
- EIN
- 36-2493277
- Latest 990 filing
- Form 990-PF, 2024
- Total assets
- $1,168,231
Data from IRS Form 990-PF, 2024; updated October 2026.
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
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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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
Bertolet Memorial Foundation is led by Richard Simpson, President on every filing since 2021; none of the 5 officers listed in 2024 report compensation.
Officers on the 2024 filing
Richard Simpson
President
On filings since 2021
1 hr/week
No compensation reported
Linda Schreiber
Director
On filings since 2022
1 hr/week
No compensation reported
William Hardy
Director
On filings since 2022
1 hr/week
No compensation reported
Stephanie Goodrich
Director
New on the 2024 filing
No compensation reported
Cheryl Newcomer
Secretary & Treasurer
Treasurer → Secretary & Treasurer, 2024
On filings since 2022
1 hr/week
No compensation reported
Former officers (3)
- Former: Larry Wagner (2020–2023) — Secretary
- Former: Sherrie Bicksler (2020–2021) — Director
- Former: James Campbell (2020) — President
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Bertolet Memorial Foundation
How large is Bertolet Memorial Foundation?
Bertolet Memorial Foundation reported $1.2M in total assets on its 2024 IRS Form 990-PF. Its revenue that year was $60K.
What is Bertolet Memorial Foundation's EIN?
Bertolet Memorial Foundation's EIN (Employer Identification Number) is 36-2493277. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
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