Louis R And Dorothy M Meister Foundation

Denver, CO
Tax-exempt since March 1997
EIN: 84-1355347

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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.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$581k (2024)

Expenses

$349k (2024)

Total Assets

$2.69M (2024)

Total Liabilities

$2.91k (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

$581,072

Expenses

$349,443

Net Income

$231,629

Net Assets

$2,687,797

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$221,100	38.1%
Sales of Assets	$359,972	61.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$344,587	98.6%
Compensation of Officers*	$96,003	27.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,690,708
Total Liabilities	$2,911
Net Assets	$2,687,797

Compensation

Key Employees and Officers	Compensation	Other
Judith A Bertoli (President)	$32,001	$0
Robin A Wiley (Vp)	$32,001	$0
Patricia L Sumrall (Sec/Treas)	$32,001	$0

990-PF

Filed on May 14, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$308,152

Expenses

$334,913

Net Income

-$26,761

Net Assets

$2,456,168

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$221,123	71.8%
Sales of Assets	$87,029	28.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$326,246	97.4%
Compensation of Officers*	$90,000	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	$2,456,777
Total Liabilities	$609
Net Assets	$2,456,168

Compensation

Key Employees and Officers	Compensation	Other
Judith A Bertoli (President)	$30,000	$0
Robin A Wiley (Vp)	$30,000	$0
Patricia L Sumrall (Sec/Treas)	$30,000	$0

990-PF

Filed on Aug. 2, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$328,558

Expenses

$288,407

Net Income

$40,151

Net Assets

$2,482,929

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$207,476	63.1%
Sales of Assets	$121,082	36.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$280,374	97.2%
Compensation of Officers*	$78,156	27.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,489,763
Total Liabilities	$6,834
Net Assets	$2,482,929

Compensation

Key Employees and Officers	Compensation	Other
Judith A Bertoli (President)	$26,052	$0
Robin A Wiley (Vp)	$26,052	$0
Patricia L Sumrall (Sec/Treas)	$26,052	$0

990-PF

Filed on May 15, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$232,362

Expenses

$243,776

Net Income

-$11,414

Net Assets

$2,442,778

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$188,728	81.2%
Sales of Assets	$43,634	18.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$241,800	99.2%
Compensation of Officers*	$73,800	30.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,451,720
Total Liabilities	$8,942
Net Assets	$2,442,778

Compensation

Key Employees and Officers	Compensation	Other
Judith A Bertoli (President)	$24,600	$0
Robin A Wiley (Vice President)	$24,600	$0
Patricia L Sumrall (Secretary/Treasurer)	$24,600	$0

990-PF

Filed on May 6, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$211,012

Expenses

$279,682

Net Income

-$68,670

Net Assets

$2,454,192

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$178,260	84.5%
Sales of Assets	$32,752	15.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$272,269	97.3%
Compensation of Officers*	$73,800	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	$2,466,988
Total Liabilities	$12,796
Net Assets	$2,454,192

Compensation

Key Employees and Officers	Compensation	Other
Judith A Bertoli (President)	$24,600	$0
Robin Wiley (Vice President)	$24,600	$0
Patricia Sumrall (Secretary/Treasurer)	$24,600	$0

990-PF

Filed on March 5, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$405,182

Expenses

$270,900

Net Income

$134,282

Net Assets

$2,522,862

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$180,037	44.4%
Sales of Assets	$225,145	55.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$266,906	98.5%
Compensation of Officers*	$70,200	25.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,522,944
Total Liabilities	$82
Net Assets	$2,522,862

Compensation

Key Employees and Officers	Compensation	Other
Judith A Bertoli (President)	$23,400	$0
Robin Wiley (Vice President)	$23,400	$0
Patricia Sumrall (Secretary/Treasurer)	$23,400	$0

990-PF

Filed on March 9, 2020

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$225,468

Expenses

$270,045

Net Income

-$44,577

Net Assets

$2,388,580

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$175,588	77.9%
Sales of Assets	$49,880	22.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$264,959	98.1%
Compensation of Officers*	$70,200	26.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,390,135
Total Liabilities	$1,555
Net Assets	$2,388,580

Compensation

Key Employees and Officers	Compensation	Other
Judith A Bertoli (President)	$23,400	$0
Robin Wiley (Vice President)	$23,400	$0
Patricia Sumrall (Secretary/Treasurer)	$23,400	$0

990-PF

Filed on May 13, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$209,050

Expenses

$257,570

Net Income

-$48,520

Net Assets

$2,433,157

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$170,503	81.6%
Sales of Assets	$38,547	18.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$254,441	98.8%
Compensation of Officers*	$68,400	26.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,434,655
Total Liabilities	$1,498
Net Assets	$2,433,157

Compensation

Key Employees and Officers	Compensation	Other
Judith A Bertoli (President)	$22,800	$0
Robin Wiley (Vice President)	$22,800	$0
Patricia Sumrall (Secretary/Treasurer)	$22,800	$0

990-PF

Filed on March 9, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$139,116

Expenses

$243,637

Net Income

-$104,521

Net Assets

$2,481,677

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$164,220	> 100%
Sales of Assets	-$25,104
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$241,822	99.3%
Compensation of Officers*	$61,200	25.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,482,920
Total Liabilities	$1,243
Net Assets	$2,481,677

Compensation

Key Employees and Officers	Compensation	Other
Robin Wiley (Vice President)	$20,400	$0
Judith A Bertoli (President)	$20,400	$0
Patricia Sumrall (Secretary/Treasurer)	$20,400	$0

990-PF

Filed on May 8, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$180,261

Expenses

$244,013

Net Income

-$63,752

Net Assets

$2,586,198

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$165,761	92.0%
Sales of Assets	$14,500	8.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$242,363	99.3%
Compensation of Officers*	$61,200	25.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,587,438
Total Liabilities	$1,240
Net Assets	$2,586,198

Compensation

Key Employees and Officers	Compensation	Other
Robin Wiley (Vice President)	$20,400	$0
Judith A Bertoli (President)	$20,400	$0
Patricia Sumrall (Secretary/Treasurer)	$20,400	$0

990-PF

Filed on May 3, 2016

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$161,233

Expenses

$208,716

Net Income

-$47,483

Net Assets

$2,649,950

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$155,995	96.8%
Sales of Assets	$5,238	3.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$206,338	98.9%
Compensation of Officers*	$57,600	27.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,651,097
Total Liabilities	$1,147
Net Assets	$2,649,950

Compensation

Key Employees and Officers	Compensation	Other
Robin Wiley (Vice President)	$19,200	$0
Judith A Bertoli (President)	$19,200	$0
Patricia Sumrall (Secretary/Treasurer)	$19,200	$0

990-PF

Filed on April 15, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$143,615

Expenses

$216,395

Net Income

-$72,780

Net Assets

$2,697,433

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$142,073	98.9%
Sales of Assets	$1,542	1.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$214,600	99.2%
Compensation of Officers*	$57,600	26.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,698,584
Total Liabilities	$1,151
Net Assets	$2,697,433

Compensation

Key Employees and Officers	Compensation	Other
Robin Wiley (Vice President)	$19,200	$0
Judith A Bertoli (President)	$19,200	$0
Patricia Sumrall (Secretary/Treasurer)	$19,200	$0

990-PF

Filed on March 24, 2014

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

-$683,822

Expenses

$196,195

Net Income

-$880,017

Net Assets

$2,770,213

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$133,266
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$188,179	95.9%
Compensation of Officers*	$48,600	24.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,770,474
Total Liabilities	$261
Net Assets	$2,770,213

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$391,942

Expenses

$152,867

Net Income

$239,075

Net Assets

$3,938,699

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6,596	1.7%
Dividends	$100,783	25.7%
Sales of Assets	$284,563	72.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$124,260	81.3%
Compensation of Officers*	$21,600	14.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,938,700
Total Liabilities	$1
Net Assets	$3,938,699

990-PF

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

PDF

PDF (2 of 2)

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

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

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

PDF (2 of 2)

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

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

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.

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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 March 23, 2026

Louis R And Dorothy M Meister Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $581k (2024)

Expenses $349k (2024)

Total Assets $2.69M (2024)

Total Liabilities $2.91k (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

$581k (2024)

Expenses

$349k (2024)

Total Assets

$2.69M (2024)

Total Liabilities

$2.91k (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