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Bertha Stebens Charitable Foundation EIN 42-1280907 Form 990 (PDF) Claim this org

Bertha Stebens Charitable Foundation

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A private foundation based in Wilmington, DE. It reported about $148K in revenue for 2024. For fiscal year 2025 it reported $148K in revenue, $190K in expenses, and $3.3M in net assets.Pt I

Type
Private foundation / grantmaker · Nonprofit
Location
Wilmington, DE
Filings
6 on file (2020–2025)
Revenue
$148KFY2025
Expenses
$190K
Net assets
$3.3M
People
3
Filings
6
Updates
0
More identity details & actions ⌄
EIN  42-1280907 Private foundation / grantmaker Wilmington, DE
Form 990 (PDF)
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Size
$100K–1M
What they do
A private foundation based in Wilmington, DE. It reported about $148K in revenue for 2024.
Leadership
Todd Blodgett · Dir, Sec
Money in and out
$148K revenue, $190K expenses
Bottom line
—
Grants paid & assets · FY2025
Total revenue
$148K
Pt VIII · Ln 12
Total expenses
$190K
Pt IX · Ln 25
Net assets
$3.3M
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): −$42K
Total assets
3.3M
deployed as grants and operations
Grants paid
143K
in FY2025
Grants made
39grants
total in period
Payout rate
4%
of assets (5% rule)

Who They Fund

Part XV · grants paid · 39 grants · $143K · 2024–2024
North Iowa Community Action OrganizationIA · FY2024$7,500
Freedom Inn His Grace MinistryIA · FY2024$7,000
Community Kitchen of North IowaFY2024$6,000
Mercy Medical Center Foundation North IowaFY2024$5,600
Stebens Childrens TheatreIA · FY2024$5,000
Stebens Childrens TheatreIA · FY2024$5,000
North Iowa Band Festival FoundationIA · FY2024$5,000
North Iowa Area Community College FoundationFY2024$5,000
Meals on Wheels of Mason City INCIA · FY2024$5,000
Elderbridge Agency on AgingIA · FY2024$5,000
Clear Lake Development FoundationIA · FY2024$5,000
Caring Pregnancy CenterFY2024$5,000
North Iowa Vocational Center INCFY2024$4,000
Habitat for Humanity International INCFY2024$4,000
Girl Scouts of Greater IowaIA · FY2024$4,000
Clear Lake Classical IncorporatedIA · FY2024$4,000
Best Buddies International INCFL · FY2024$4,000
City of Mason CityFY2024$3,500
See all 39 grants →

Grantmaking Profile

Patterns in foundation giving
Distinct granteesPart XV21
Average grantPart XV$4K
Median grantPart XV$3K
Largest grantPart XV$8K
Top cause focusNTEEHuman Services (10%)

Summary of the Filing

Part I · fiscal year 2025 · Form 990-PF
Revenue
$148K
FY2025▲ +38%
Expenses
$190K
FY2025▼ -1%
Total assets
$3.3M
FY2025▼ -1%
Total liabilities
$0
FY2025
Total revenue
$148K
Pt VIII · Ln 12
Total expenses
$190K
Pt IX · Ln 25
Net assets
$3.3M
Pt X · Ln 32
Total assetsPt II$3.3M

Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CBertha Stebens Charitable Foundation
EINHdr · item D42-1280907
Principal addressHdr · item CWilmington, DE
WebsiteHdr · item Jnone reported
State of legal domicileHdr · item MDE
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFNonprofit
Ruling yearIRS BMFApr 1987

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1apending
Independent voting membersPt VI · Ln 1bpending
Conflict-of-interest policyPt VI · Ln 12a—
Whistleblower policyPt VI · Ln 13—
Document retention policyPt VI · Ln 14—
CEO/top-official compensation independently reviewedPt VI · Ln 15a—
Family or business relationships among officers/directorsPt VI · Ln 2—

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
$0Pt VII · Sec A
Scott Brown
Dir, Pres
$0Pt VII · Sec A
Gregory C Nicholas
Dir, Treas, VP
$0Pt VII · Sec A
See Bertha Stebens Charitable Foundation executive salaries →

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Statement of Revenue

Part VIII
Investment income100%$148K
Total revenueLn 12$148K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Grants & contributions paid $0.75 Operating & administrative $0.25
Grants & contributions paid75%$143K
Operating & administrative25%$47K
Total functional expensesLn 25$190K

Balance Sheet

Part X · end of year
CashLn 1$75K
Total assetsLn 16$3.3M
Total liabilitiesLn 26$0
Total net assetsLn 32$3.3M
Months of cash on handcomputed4.8

Financial Metrics

Form 990 · FY2025 · each ratio shown with the dollars behind it
Liquidity & Payout
Payout rate
Grants paid $0 · Total assets $3.3M
0%
Where the money comes from
Contribution dependence
Contributions & grants — · Total revenue $148K
—
Government reliance
not reported
Earned-income share
not reported
Investment reliance
Investment income $0 · Total revenue $148K
0%
Program self-sufficiency
not reported
Growth & trend
Revenue growth (YoY)
This year $148K · Prior year $108K
+38%
Revenue CAGR
FY2019 $160K · FY2024 $148K
-2%
Net-asset trend (YoY)
End of year $3.3M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $148K · Expenses $190K
-28%
Liabilities-to-Assets
Total liabilities — · Total assets $3.3M
—
Net-asset ratio
Net assets $3.3M · Total assets $3.3M
100%
People & payroll
Highest Reported Total Compensation
Individual Todd Blodgett · Reported title Dir, Sec · Highest reported compensation $0 · Total expenses $190K
0%
Personnel share
not reported
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Revenue growth 38%——

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2025 (Latest)$148K revenue · viewing · ⤓ 990 PDF
FY2024$108K revenue · ⤓ 990 PDF
FY2023$-39K revenue · ⤓ 990 PDF
FY2022$178K revenue · ⤓ 990 PDF
FY2021$183K revenue · ⤓ 990 PDF
FY2020$160K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2025IRS
Classification, formation year, addressIRS Business Master File
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