Charles D Bertolet Memorial Foundation Inc

Leaf River, IL
Tax-exempt since April 2000
EIN: 36-2493277

Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$59,765

Expenses

$55,616

Net Income

$4,149

Net Assets

$1,168,231

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$28	0.0%
Interest Revenue	$5	0.0%
Dividends	$59,385	99.4%
Sales of Assets	$347	0.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$55,038	99.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,168,231
Total Liabilities	$0
Net Assets	$1,168,231

Compensation

Key Employees and Officers	Compensation	Other
Richard Simpson (President)	$0	$0
Cheryl Newcomer (Secretary)	$0	$0
Cheryl Newcomer (Treasurer)	$0	$0
Linda Schreiber (Director)	$0	$0
William Hardy (Director)	$0	$0
Stephanie Goodrich (Director)	$0	$0

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990-PF

Filed on Aug. 31, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$33,838

Expenses

$33,697

Net Income

$141

Net Assets

$1,164,082

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$85	0.3%
Interest Revenue	$3	0.0%
Dividends	$33,675	99.5%
Sales of Assets	$75	0.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$33,278	98.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,164,082
Total Liabilities	$0
Net Assets	$1,164,082

Compensation

Key Employees and Officers	Compensation	Other
Richard Simpson (President)	$0	$0
Larry Wagner (Secretary)	$0	$0
Cheryl Newcomer (Treasurer)	$0	$0
Linda Schreiber (Director)	$0	$0
William Hardy (Director)	$0	$0

+ View more people

990-PF

Filed on July 8, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2022

Revenue

$30,104

Expenses

$36,662

Net Income

-$6,558

Net Assets

$1,090,551

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3	0.0%
Dividends	$30,101	100.0%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$36,509	99.6%
Compensation of Officers*	$1,400	3.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,090,551
Total Liabilities	$0
Net Assets	$1,090,551

Compensation

Key Employees and Officers	Compensation	Other
Richard Simpson (President)	$0	$0
Larry Wagner (Secretary)	$0	$0
Cheryl Newcomer (Treasurer)	$0	$0
Linda Schreiber (Director)	$0	$0
William Hardy (Director)	$0	$0

+ View more people

990-PF

Filed on Aug. 28, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2021

Revenue

$45,274

Expenses

$28,341

Net Income

$16,933

Net Assets

$1,214,684

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.0%
Dividends	$45,272	100.0%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$28,188	99.5%
Compensation of Officers*	$1,000	3.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,214,684
Total Liabilities	$0
Net Assets	$1,214,684

Compensation

Key Employees and Officers	Compensation	Other
Richard Simpson (President)	$0	$0
Larry Wagner (Sec/Treasurer)	$0	$0
Sherrie Bicksler (Director)	$0	$0

990-PF

Filed on June 29, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2020

Revenue

$29,191

Expenses

$25,925

Net Income

$3,266

Net Assets

$1,130,387

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,803	43.9%
Sales of Assets	$14,441	49.5%
Other Income	$1,947	6.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,775	99.4%
Compensation of Officers*	$600	2.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,130,388
Total Liabilities	$1
Net Assets	$1,130,387

Compensation

Key Employees and Officers	Compensation	Other
James Campbell (President)	$0	$0
Larry Wagner (Sec/Treasurer)	$0	$0
Sherrie Bicksler (Director)	$0	$0

990-PF

Filed on June 16, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$33,867

Expenses

$37,423

Net Income

-$3,556

Net Assets

$1,074,123

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$15,703	46.4%
Sales of Assets	$3,579	10.6%
Other Income	$14,585	43.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$37,270	99.6%
Compensation of Officers*	$600	1.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,074,123
Total Liabilities	$0
Net Assets	$1,074,123

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2018

Revenue

$35,002

Expenses

$33,761

Net Income

$1,241

Net Assets

$944,503

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$15,122	43.2%
Sales of Assets	-$169
Other Income	$20,049	57.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$33,608	99.5%
Compensation of Officers*	$600	1.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$944,503
Total Liabilities	$0
Net Assets	$944,503

Compensation

Key Employees and Officers	Compensation	Other
James Campbell (President)	$0	$0
Larry Wagner (Sec/Treasurer)	$0	$0
Sherrie Bicksler (Director)	$0	$0

990-PF

Filed on May 9, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2017

Revenue

$32,835

Expenses

$36,085

Net Income

-$3,250

Net Assets

$1,053,809

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.0%
Dividends	$14,091	42.9%
Sales of Assets	$18,742	57.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$35,932	99.6%
Compensation of Officers*	$800	2.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,053,809
Total Liabilities	$0
Net Assets	$1,053,809

Compensation

Key Employees and Officers	Compensation	Other
James Campbell (President)	$0	$0
Larry Wagner (Sec/Treasurer)	$0	$0
David Kruse (Director)	$0	$0
Sherrie Bicksler (Director)	$0	$0

+ View more people

990-PF

Filed on May 10, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2015

Revenue

$44,961

Expenses

$33,577

Net Income

$11,384

Net Assets

$953,330

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.0%
Dividends	$26,273	58.4%
Sales of Assets	$18,686	41.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$33,424	99.5%
Compensation of Officers*	$800	2.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$953,330
Total Liabilities	$0
Net Assets	$953,330

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2014

Revenue

$44,858

Expenses

$36,684

Net Income

$8,174

Net Assets

$999,573

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$27,806	62.0%
Sales of Assets	$17,052	38.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$36,652	99.9%
Compensation of Officers*	$800	2.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$999,573
Total Liabilities	$0
Net Assets	$999,573

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2013

Revenue

$28,585

Expenses

$40,008

Net Income

-$11,423

Net Assets

$1,001,442

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$19,167	67.1%
Sales of Assets	$9,418	32.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$40,008	100%
Compensation of Officers*	$800	2.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,001,442
Total Liabilities	$0
Net Assets	$1,001,442

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2012

Revenue

$19,503

Expenses

$28,416

Net Income

-$8,913

Net Assets

$934,070

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8	0.0%
Dividends	$19,877	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$28,416	100%
Compensation of Officers*	$800	2.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$934,070
Total Liabilities	$0
Net Assets	$934,070

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2011

Revenue

$20,063

Expenses

$30,657

Net Income

-$10,594

Net Assets

$880,630

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$13	0.1%
Dividends	$19,577	97.6%
Sales of Assets	$473	2.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$29,857	97.4%
Compensation of Officers*	$800	2.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$880,630
Total Liabilities	$0
Net Assets	$880,630

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2009

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2008

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2007

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2006

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2005

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2004

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2003

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2002

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2001

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

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Updated April 20, 2026

Charles D Bertolet Memorial Foundation Inc

Organization summary

Type of Nonprofit

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2016

No Extracted Financial Data

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

990-T

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001