Joseph And Alice Beller Acherman Memorial Fund Trust

  • Madison, WI
  • Tax-exempt since Dec. 1978
  • EIN: 39-6209178

Organization summary

Type of Nonprofit

Designated as a 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

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$14,732
Expenses
$11,825
Net Income
$2,907
Net Assets
$190,519
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,119
41.5%
Sales of Assets $8,613
58.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $9,322
78.8%
Compensation of Officers* $2,981
25.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $190,519
Total Liabilities $0
Net Assets $190,519
Compensation
Key Employees and Officers Compensation Other
Umb Bank (Trustee) $2,981 $0

Document Links

990-PF
Filed on May 12, 2025

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

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$16,983
Expenses
$11,661
Net Income
$5,322
Net Assets
$187,594
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,557
32.7%
Sales of Assets $11,426
67.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $9,285
79.6%
Compensation of Officers* $2,787
23.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $187,594
Total Liabilities $0
Net Assets $187,594
Compensation
Key Employees and Officers Compensation Other
Wisconsin Bank (Trustee) $2,787 $0

Document Links

990-PF
Filed on May 10, 2024

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

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$19,494
Expenses
$13,590
Net Income
$5,904
Net Assets
$182,345
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,652
18.7%
Sales of Assets $15,842
81.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $11,230
82.6%
Compensation of Officers* $2,918
21.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $182,345
Total Liabilities $0
Net Assets $182,345
Compensation
Key Employees and Officers Compensation Other
Wisconsin Bank (Trustee) $2,918 $0

Document Links

990-PF
Filed on May 8, 2023

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$12,293
Expenses
$12,548
Net Income
-$255
Net Assets
$176,548
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,084
25.1%
Sales of Assets $9,209
74.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $9,996
79.7%
Compensation of Officers* $3,316
26.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $176,548
Total Liabilities $0
Net Assets $176,548
Compensation
Key Employees and Officers Compensation Other
Wisconsin Bank Trust (Trustee) $3,316 $0

Document Links

990-PF
Filed on May 12, 2022

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

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$10,545
Expenses
$12,343
Net Income
-$1,798
Net Assets
$176,802
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,559
33.8%
Sales of Assets $6,986
66.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $9,988
80.9%
Compensation of Officers* $2,954
23.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $176,803
Total Liabilities $1
Net Assets $176,802
Compensation
Key Employees and Officers Compensation Other
Wisconsin Bank Trust (Trustee) $2,954 $0

Document Links

990-PF
Filed on May 6, 2021

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

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$8,926
Expenses
$12,413
Net Income
-$3,487
Net Assets
$178,584
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,968
44.5%
Sales of Assets $4,958
55.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $10,068
81.1%
Compensation of Officers* $2,942
23.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $178,584
Total Liabilities $0
Net Assets $178,584

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2018

No Extracted Financial Data

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

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2017

No Extracted Financial Data

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

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2016

No Extracted Financial Data

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

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$9,833
Expenses
$12,866
Net Income
-$3,033
Net Assets
$187,171
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,845
49.3%
Sales of Assets $4,988
50.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $10,273
79.8%
Compensation of Officers* $2,538
19.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $187,171
Total Liabilities $0
Net Assets $187,171

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$25,522
Expenses
$12,798
Net Income
$12,724
Net Assets
$190,200
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $7
0.0%
Dividends $4,993
19.6%
Sales of Assets $20,522
80.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $10,061
78.6%
Compensation of Officers* $3,444
26.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $190,200
Total Liabilities $0
Net Assets $190,200

No Document Links

The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$9,752
Expenses
$11,717
Net Income
-$1,965
Net Assets
$177,558
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $9
0.1%
Dividends $4,493
46.1%
Sales of Assets $5,250
53.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $9,507
81.1%
Compensation of Officers* $2,728
23.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $177,558
Total Liabilities $0
Net Assets $177,558

No Document Links

The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$10,103
Expenses
$11,183
Net Income
-$1,080
Net Assets
$179,115
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $8
0.1%
Dividends $5,533
54.8%
Sales of Assets $4,562
45.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $9,223
82.5%
Compensation of Officers* $2,514
22.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $179,115
Total Liabilities $0
Net Assets $179,115

No Document Links

The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$9,346
Expenses
$11,653
Net Income
-$2,307
Net Assets
$180,161
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $7
0.1%
Dividends $5,513
59.0%
Sales of Assets $3,789
40.5%
Other Income $34
0.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $9,616
82.5%
Compensation of Officers* $2,544
21.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $180,161
Total Liabilities $0
Net Assets $180,161

No Document Links

The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

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

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

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

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

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

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

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

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

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

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

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

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

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

Document Links

990-PF

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

PDF

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.

Which Organizations Are Here?

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

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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