Richard G Wood Bertolet Memorial Library is a private foundation focused on Education, based in ROCKFORD, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $226K in total assets. In 2024, it awarded 1 grants totaling $14K. Net investment income was $26K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$226K
+4.4% YoY
Annual Giving
$14K
-2.0% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$14K
-2.0% YoY
About Richard G Wood Bertolet Memorial Library
Based on IRS filings
Richard G Wood Bertolet Memorial Library is a private foundation focused on Education, based in ROCKFORD, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $226K in total assets. In 2024, it awarded 1 grants totaling $14K. Net investment income was $26K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $226,365 | $216,755 | $228,354 |
| Revenue | $29,527 | $7,795 | $6,868 |
| Expenses | $20,466 | $19,526 | $20,549 |
| Qualifying Distributions | $13,919 | $14,197 | $14,044 |
| Net Investment Income | $25,587 | $4,379 | $3,120 |
| Distributable Amount | $13,543 | $12,299 | $13,095 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 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 |
|---|---|---|---|
| PATRICK H AGNEW | TRUSTEE | 1 | $1,721 |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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