Bertha Stebens Charitable Foundation

EIN 421280907 Private Foundation

Lake Success, NY 11042 |(800) 839-1754

Total Given 2017–2024
$1.0M
246 grants · $127K avg/year
based on 8 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$3K
typical micro grants · $2K–$5K
grant size
59%
supporter · 61/103 multi-year
repeat
$3.7M
Assets (2024)
103
Distinct Recipients

Focus Areas

Education Health Arts & Culture Human Services Youth Development

Application Information

Accepts Unsolicited Proposals No. Preselected Only
Contact Person GRANT APPLICATIONS TO GREG NICHOLAS
Phone (800) 839-1754
Deadlines www.fsrequests.com/berthastebens
How to Apply www.fsrequests.com/berthastebens
Restrictions www.fsrequests.com/berthastebens

Financial Trends

Giving Over Time

Total Assets Over Time

View financial data as table
YearTotal GivingTotal AssetsRevenueGrants
2017 $190K $3.8M $129K 38
2018 $177K $3.9M $3.2M 43
2020 $114K $3.6M $160K 28
2021 $128K $4.0M $183K 33
2022 $140K $3.6M $178K 34
2023 $122K $3.5M $-39K 32
2024 $141K $3.7M $108K 38

Grant Size Distribution

Based on 246 grants on record

Minimum
$500
25th Pctl
$2K
Median
$3K
Average
$4K
75th Pctl
$5K
Maximum
$30K

Geographic Distribution

Officers & Directors

Grants Awarded (246 total)

Purpose
Niacc Mason City, IA $30,000 PLEDGE & SCHOLARSHIP 2017
North Iowa Community Action Center Mason City, IA $25,000 REPAIR HVAC SYSTEM 2017
Mercy Medical Center Mason City, IA $20,000 SCHOLARSHIP PLEDGE 2017
Clear Lake Arts Center Clear Lake, IA $20,000 ARTS ALIVE! CAPITAL CAMPAIGN 2018
Mason City Chamber of Commerce Foundation Mason City, IA $16,076 HVAC and professional and administration expenses of the Egloff House Project 2022
North Iowa Community Action Center Mason City, IA $15,000 HVAC UNIT REPLACEMENT 2018
North Iowa Area Community College Foundation Mason City, IA $12,500 Capital Campaign 2020
North Iowa Area Community College Foundation Mason City, IA $12,500 Capital Campaign 2021
North Iowa Area Community College Foundation Mason City, IA $12,500 Capital Campaign 2022
Young Mens Christian Association Mason City, IA $12,000 Mason City Family YMCA fund 2021
Health for Life Inc Rockwell, IA $10,000 to Promote health initiatives in improving health and quality of life for Cerro Gordo County 2020
North Iowa Community Action Organization Mason City, IA $10,000 Community Partners (COPA) 2020
Young Mens Christian Association Mason City, IA $10,000 Elliptical machine replacements 2024
Elderbridge Agency on Aging Mason City, IA $10,000 MATERIALS/FUNDING CLIENT NEEDS 2017
Health for Life Inc Mason City, IA $10,000 4 INITIATIVES 2018
Young Mens Christian Association Mason City, IA $10,000 Mason City Family YMCA Playground Improvements 2022
Caring Pregnancy Center Mason City, IA $9,000 Ultrasound Replacement to End Barriers to Effective Client Care 2022
Clear Lake Classical Incorporated Clear Lake, IA $8,500 Student Lockers and Chemistry Startup 2020
Clear Lake Classical Inc Clear Lake, IA $8,500 TUITION ASSISTANCE 2018
Clear Lake Classical Incorporated Clear Lake, IA $8,000 Mars Hill Expansion fund 2021
North Iowa Band Festival Foundation Mason City, IA $8,000 SCHOLARSHIPS & EXPENSES 2017
North Iowa Band Festival Foundation Mason City, IA $8,000 THREE ITEMS FOR THE 80TH ANNUAL NORTH IA BAND FEST 2018
Mercy Medical Center Foundation North Iowa Mason City, IA $7,500 Neonatal Intensive Care Unit (NICU) Incubator 2023
Charlie Brown Daycare Mason City, IA $7,500 PLAYGROUNDS NEW LOCATION 2017
Mason City Public Library Mason City, IA $7,000 SUMMER READING PROGRAM & ELECTRIC BOOKMOBILE 2018

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