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Nonprofit · EIN 45-3844528

HARRYBERTOIA FOUNDATION

Tax-exempt · ST GEORGE, UT 84770

Financials

$85K$116K2023$636K$267K2024$305K$199K2025
Revenue Expenses · by fiscal year end
Financials of HARRYBERTOIA FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$305,170$198,700$106,470$4,237,004$0$4,237,004
December 31, 2024990-PF$635,532$267,058$368,474$4,393,034$262,500$4,130,534
December 31, 2023990-PF$85,345$115,843-$30,498$3,762,060$0$3,762,060
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$20,205
Dividends
$65,522
Interest
$61,238
Net gain from sales of assets
-$11,111
Other income
$28,316

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$15,204
Disbursements for charitable purposes
$160,394
Excise tax on investment income
$1,277

Balance sheet and other

Total assets, start of year
$4,393,034
Total assets, end of year
$4,237,004
Total liabilities, end of year
$0
Net assets, end of year
$4,237,004
Fair market value of assets
$7,460,724
Qualifying distributions
$160,394
Net investment income
$130,170

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
CELIA BERTOIA
1449 N 1400 W STE 11, ST GEORGE, UT 84770
DIRECTOR40$15,204
WILLBUR SPRINGER
1449 N 1400 W STE 11, ST GEORGE, UT 84770
CHAIRMAN10$0
MARY PETRILLI
1449 N 1400 W STE 11, ST GEORGE, UT 84770
TREASURER/SE6$0
CARL MAGNUSSON
1449 N 1400 W STE 11, ST GEORGE, UT 84770
MEMBER2$0
FRANCESCA CIGOLA
1449 N 1400 W STE 11, ST GEORGE, UT 84770
MEMBER2$0
ROGER WALL
1449 N 1400 W STE 11, GETZVILLE, NY 14068
MEMBER2$0
JEFFREY HUGHES
1449 N 1400 W STE 11, ST GEORGE, UT 84770
MEMBER2$0
GREGORY WITTKOPP
1449 N 1400 W STE 11, ST GEORGE, UT 84770
MEMBER2$0
990-PF for the year ended December 31, 2024: 8 people
NameTitleHours / weekCompensation
CELIA BERTOIA
1449 N 1400 W B-11, ST GEORGE, UT 84770
EXECUTIVE DI40$15,204
WILLBUR SPRINGER
1449 N 1400 W B-11, ST GEORGE, UT 84770
CHAIRMAN2$0
MARY PETRILLI
1449 N 1400 W B-11, ST GEORGE, UT 84770
TREASURER/SE2$0
WILLIAM SHEA
1449 N 1400 W B-11, ST GEORGE, UT 84770
DIRECTOR2$0
CARL MAGNUSSON
1449 N 1400 W B-11, ST GEORGE, UT 84770
DIRECTOR2$0
GLENN ADAMSON
1449 N 1400 W B-11, ST GEORGE, UT 84770
DIRECTOR2$0
ROGER WALL
425 CROSSPOINT PARKWAY, GETZVILLE, NY 14068
DIRECTOR2$0
SHANNON STRATTON
2246 N LAWNDALE, CHICAGO, IL 60647
DIRECTOR2$0
990-PF for the year ended December 31, 2023: 8 people
NameTitleHours / weekCompensation
CELIA BERTOIA
1449 N 1400 W B-11, ST GEORGE, UT 84770
EXECUTIVE DI40$15,204
WILLBUR SPRINGER
1449 N 1400 W B-11, ST GEORGE, UT 84770
CHAIRMAN2$0
MARY PETRILLI
1449 N 1400 W B-11, ST GEORGE, UT 84770
TREASURER/SE2$0
WILLIAM SHEA
1449 N 1400 W B-11, ST GEORGE, UT 84770
DIRECTOR2$0
CARL MAGNUSSON
1449 N 1400 W B-11, ST GEORGE, UT 84770
DIRECTOR2$0
GLENN ADAMSON
1449 N 1400 W B-11, ST GEORGE, UT 84770
DIRECTOR2$0
ROGER WALL
425 CROSSPOINT PARKWAY, GETZVILLE, NY 14068
DIRECTOR2$0
SHANNON STRATTON
2246 N LAWNDALE, CHICAGO, IL 60647
DIRECTOR2$0

Address and contacts

Address (IRS master file)
1449 N 1400 W B-11, ST GEORGE, UT 84770-5960
In care of
% CELIA BERTOIA
Signed the 990-PF
CELIA BERTOIA, DIRECTOR
Phone
(406) 404-5575
Return prepared by
SAVAGE ESPLIN & RADMALL PC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
45-3844528
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2013
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$4,237,004
Income (IRS master file)
$1,425,648

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$305,170$198,700$4,237,004XML
990-PFDecember 2024$635,532$267,058$4,393,034XML
990-PFDecember 2023$85,345$115,843$3,762,060XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2019–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 45-3844528).

Questions about HARRYBERTOIA FOUNDATION

What is the EIN of HARRYBERTOIA FOUNDATION?
The employer identification number (EIN) of HARRYBERTOIA FOUNDATION is 45-3844528.
Is HARRYBERTOIA FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2013.
Are donations to HARRYBERTOIA FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does HARRYBERTOIA FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of HARRYBERTOIA FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did HARRYBERTOIA FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of HARRYBERTOIA FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 8 people; 1 received compensation from the organization, the highest $15,204 (CELIA BERTOIA, DIRECTOR).
How much revenue does HARRYBERTOIA FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $305,170, expenses of $198,700 and total assets of $4,237,004 at year end.

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