Adolph And Esther Vestergaard Memorial Scholarship Fund Trust

C O Marilyn Bertell Trustee

Spencer, IA
Tax-exempt since June 1993
EIN: 42-1369816

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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.

Revenue

$81.2k (2024)

Expenses

$52.6k (2024)

Total Assets

$780k (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

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

$81,246

Expenses

$52,633

Net Income

$28,613

Net Assets

$780,240

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$23,590	29.0%
Sales of Assets	$57,656	71.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$41,500	78.8%
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	$780,240
Total Liabilities	$0
Net Assets	$780,240

Compensation

Key Employees and Officers	Compensation	Other
Alison Simpson (Trustee)	$0	$0
Levi Morris (Trustee)	$0	$0
Sherry Titterington (Trustee)	$0	$0

990-PF

Filed on May 9, 2025

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

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XML

Fiscal Year Ending Dec.
2023

Revenue

$22,872

Expenses

$50,396

Net Income

-$27,524

Net Assets

$751,627

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$21,300	93.1%
Sales of Assets	$1,572	6.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$40,800	81.0%
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	$751,627
Total Liabilities	$0
Net Assets	$751,627

Compensation

Key Employees and Officers	Compensation	Other
Alison Simpson (Trustee)	$0	$0
Steve Grell (Trustee)	$0	$0
Lawrence Harden (Trustee)	$0	$0

990-PF

Filed on May 8, 2024

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

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XML

Fiscal Year Ending Dec.
2022

Revenue

$48,114

Expenses

$59,288

Net Income

-$11,174

Net Assets

$779,151

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$18,022	37.5%
Sales of Assets	$30,092	62.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$47,400	79.9%
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	$779,151
Total Liabilities	$0
Net Assets	$779,151

Compensation

Key Employees and Officers	Compensation	Other
Alison Simpson (Trustee)	$0	$0
Steve Grell (Trustee)	$0	$0
Lawrence Harden (Trustee)	$0	$0

990-PF

Filed on May 10, 2023

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

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XML

Fiscal Year Ending Dec.
2021

Revenue

$122,577

Expenses

$52,829

Net Income

$69,748

Net Assets

$790,325

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$17,226	14.1%
Sales of Assets	$105,351	85.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$42,500	80.4%
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	$790,325
Total Liabilities	$0
Net Assets	$790,325

Compensation

Key Employees and Officers	Compensation	Other
Alison Simpson (Trustee)	$0	$0
Steve Grell (Trustee)	$0	$0
Lawrence Harden (Trustee)	$0	$0

990-PF

Filed on May 3, 2022

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$36,087

Expenses

$50,680

Net Income

-$14,593

Net Assets

$720,576

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$17,222	47.7%
Sales of Assets	$18,865	52.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$41,000	80.9%
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	$720,577
Total Liabilities	$1
Net Assets	$720,576

Compensation

Key Employees and Officers	Compensation	Other
Alison Simpson (Trustee)	$0	$0
Steve Grell (Trustee)	$0	$0
Lawrence Harden (Trustee)	$0	$0

990-PF

Filed on May 11, 2021

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

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XML

Fiscal Year Ending Dec.
2019

Revenue

$40,422

Expenses

$50,971

Net Income

-$10,549

Net Assets

$735,169

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$19,988	49.4%
Sales of Assets	$20,434	50.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$41,100	80.6%
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	$735,170
Total Liabilities	$1
Net Assets	$735,169

Compensation

Key Employees and Officers	Compensation	Other
Alison Simpson (Trustee)	$0	$0
Steve Grell (Trustee)	$0	$0
Lawrence Harden (Trustee)	$0	$0

990-PF

Filed on May 28, 2020

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

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Fiscal Year Ending Dec.
2018

Revenue

$89,870

Expenses

$51,098

Net Income

$38,772

Net Assets

$745,719

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$19,359	21.5%
Sales of Assets	$70,511	78.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$41,300	80.8%
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	$745,719
Total Liabilities	$0
Net Assets	$745,719

Compensation

Key Employees and Officers	Compensation	Other
Alison Simpson (Trustee)	$0	$0
Steve Grell (Trustee)	$0	$0
Lawrence Harden (Trustee)	$0	$0

990-PF

Filed on May 14, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$30,529

Expenses

$48,405

Net Income

-$17,876

Net Assets

$706,947

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$18,837	61.7%
Sales of Assets	$11,692	38.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$39,800	82.2%
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	$706,947
Total Liabilities	$0
Net Assets	$706,947

Compensation

Key Employees and Officers	Compensation	Other
Alison Simpson (Trustee)	$0	$0
Steve Grell (Trustee)	$0	$0
Lawrence Harden (Trustee)	$0	$0

990-PF

Filed on May 14, 2018

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

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XML

Fiscal Year Ending Dec.
2016

Revenue

$3,075

Expenses

$50,715

Net Income

-$47,640

Net Assets

$724,823

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$19,202	> 100%
Sales of Assets	-$16,127
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$42,550	83.9%
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	$737,373
Total Liabilities	$12,550
Net Assets	$724,823

Compensation

Key Employees and Officers	Compensation	Other
Alison Simpson (Trustee)	$0	$0
Steve Grell (Trustee)	$0	$0
Lawrence Harden (Trustee)	$0	$0

990-PF

Filed on May 2, 2017

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

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PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$51,582

Expenses

$51,710

Net Income

-$128

Net Assets

$772,463

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$18,496	35.9%
Sales of Assets	$33,086	64.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$43,900	84.9%
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	$772,463
Total Liabilities	$0
Net Assets	$772,463

Compensation

Key Employees and Officers	Compensation	Other
Alison Simpson (Trustee)	$0	$0
Steve Grell (Trustee)	$0	$0
Lawrence Harden (Trustee)	$0	$0

990-PF

Filed on May 10, 2016

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

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PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$93,115

Expenses

$49,652

Net Income

$43,463

Net Assets

$772,591

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$20,241	21.7%
Sales of Assets	$72,874	78.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$41,550	83.7%
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	$784,141
Total Liabilities	$11,550
Net Assets	$772,591

Compensation

Key Employees and Officers	Compensation	Other
Alison Simpson (Trustee)	$0	$0
Steve Grell (Trustee)	$0	$0
Lawrence Harden (Trustee)	$0	$0

990-PF

Filed on May 12, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$59,852

Expenses

$47,545

Net Income

$12,307

Net Assets

$729,128

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$23,279	38.9%
Sales of Assets	$36,573	61.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$38,850	81.7%
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	$729,128
Total Liabilities	$0
Net Assets	$729,128

Compensation

Key Employees and Officers	Compensation	Other
Alison Simpson (Trustee)	$0	$0
Steve Grell (Trustee)	$0	$0
Lawrence Harden (Trustee)	$0	$0

990-PF

Filed on May 7, 2014

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

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Fiscal Year Ending Dec.
2012

Revenue

$10,566

Expenses

$44,576

Net Income

-$34,010

Net Assets

$716,821

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$32,091	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$37,100	83.2%
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	$723,921
Total Liabilities	$7,100
Net Assets	$716,821

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$66,664

Expenses

$44,939

Net Income

$21,725

Net Assets

$750,830

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$21,328	32.0%
Sales of Assets	$45,336	68.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$37,000	82.3%
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	$750,831
Total Liabilities	$1
Net Assets	$750,830

990-PF

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

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

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

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.

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Updated March 23, 2026

Adolph And Esther Vestergaard Memorial Scholarship Fund Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $81.2k (2024)

Expenses $52.6k (2024)

Total Assets $780k (2024)

Total Liabilities $0 (2024)

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

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

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

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$81.2k (2024)

Expenses

$52.6k (2024)

Total Assets

$780k (2024)

Total Liabilities

$0 (2024)

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