Bertha Lebus Charitable Trust
EIN 956022085Total Given 2021–2023
$671K
133 grants · $224K avg/year
based on 3 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$3K
typical micro grants · $2K–$5K
grant size
57%
supporter · 39/69 multi-year
repeat
$4.3M
Assets (2023)
69
Distinct Recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(312) 630-6000
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2021 | $228K | $5.0M | $157K | 45 |
| 2022 | $248K | $4.0M | $249K | 47 |
| 2023 | $195K | $4.3M | $298K | 41 |
Grant Size Distribution
Based on 133 grants on record
Minimum
$1K
25th Pctl
$2K
Median
$3K
Average
$5K
75th Pctl
$5K
Maximum
$40K
Geographic Distribution
Officers & Directors
FL
Frazer D Lebus Jr
Director
TH
Therese Hianik
Director
JR
Jessica Robbins
Director
NC
Northern Trust Company
Trustee
JR
Jessica Robbins
Director
TH
Therese Hianik
Director
FL
Frazer D Lebus Jr
Director
NC
Northern Trust Company
Trustee
FL
Frazer D Lebus Jr
Director
SH
Sally Ann Hagan
Director
JR
Jessica Robbins
Director
NC
Northern Trust Company
Trustee
Grants Awarded (133 total)
| Purpose | ||||
|---|---|---|---|---|
| University of Dayton | Dayton, OH | $40,000 | GENERAL | 2021 |
| University of Dayton | Dayton, OH | $40,000 | GENERAL | 2022 |
| Lawrenceville School | Lawrenceville, NJ | $16,000 | GENERAL | 2023 |
| Markey Cancer Center | Lexington, KY | $15,000 | GENERAL | 2021 |
| University of Kentucky | Lexington, KY | $15,000 | K-FUND | 2023 |
| Ephraim McDowell Markey | Lexington, KY | $15,000 | GENERAL | 2023 |
| Family Service Center | Northfield, IL | $15,000 | GENERAL | 2023 |
| Marillac St Vincent Family Services | Chicago, IL | $15,000 | GENERAL | 2023 |
| University of Kentucky | Lexington, KY | $15,000 | K-FUND | 2022 |
| Lawrenceville School | Lawrenceville, NJ | $15,000 | GENERAL | 2022 |
| The Lexington School | Lexington, KY | $15,000 | GENERAL | 2022 |
| Ephraim McDowell Markey | Lexington, KY | $15,000 | GENERAL | 2022 |
| The Lexington School | Lexington, KY | $14,000 | GENERAL | 2021 |
| Lawrenceville School | Lawrenceville, NJ | $13,500 | GENERAL | 2021 |
| University of Kentucky | Lexington, KY | $12,000 | K-FUND | 2021 |
| Maysville Community | Maysville, KY | $10,000 | GENERAL | 2021 |
| Maysville Community | Maysville, KY | $10,000 | GENERAL | 2022 |
| Harrison Memorial | Cynthiana, KY | $8,500 | COMMUNITY EDUCATION | 2021 |
| Battle Grove | Cynthiana, KY | $7,500 | MEMORIAL GARDEN | 2021 |
| The Lexington School | Lexington, KY | $7,500 | GENERAL | 2023 |
| Battle Grove | Cynthiana, KY | $7,500 | MEMORIAL GARDEN | 2022 |
| Catholic Charities | Muskegon, MI | $7,000 | GENERAL | 2021 |
| Northwestern Medicine | Chicago, IL | $7,000 | GENERAL | 2022 |
| Maysville Community | Maysville, KY | $6,000 | GENERAL | 2023 |
| St Edwards Catholic School | Nashville, TN | $6,000 | GENERAL | 2022 |