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Bertha Stebens Charitable Foundation

Wilmington, DE · EIN 42-1280907. Reported 137 grants totalling $530,629 to 56 organizations across tax years 2020-2023. This foundation did not tell the IRS it funds only preselected organizations.

Yesaccepts unsolicited requests
$3,000median grant
$530,629granted, 2020-2023
56organizations funded
75%of grantees funded again the next year
$3,700,426assets, latest filing

Does this foundation accept applications?

Yes -- on its own tax return. Form 990-PF asks every private foundation whether it makes grants only to organizations it selects itself. Of the 91,758 foundations in our data that made a grant and answered, 78% said yes -- and applying to those is wasted effort. Bertha Stebens Charitable Foundation did not check that box on its most recent filing, which puts it in the minority that is at least open to being approached.

This is the foundation's own statement to the IRS, not our judgement, and it says nothing about whether they have a form, a deadline, or an appetite for new grantees. Treat it as the reason this foundation is worth your research time, not as an invitation. Many small foundations of this kind have no website and no application process -- a letter of inquiry is the normal first step.

How big are its grants?

The median grant is $3,000. Half of everything it gave fell between $2,500 and $5,000; the smallest was $500 and the largest $16,076. If you are asking for materially more than the top of that range, you are asking the wrong foundation.

Under $1,000
3 grants
$1,000 - $5,000
91 grants
$5,000 - $10,000
37 grants
$10,000 - $25,000
6 grants

Every organization it funded

This is the complete list from its filings, largest first. Years funded is the number of separate tax years in which the organization received money -- more than one means a real relationship rather than a one-off.

OrganizationLocationTotal receivedGrantsYears fundedLast
North Iowa Area Community College FoundationMason City, IA$50,000742023
Young Mens Christian AssociationMason City, IA$32,000332023
Clear Lake Classical IncorporatedClear Lake, IA$24,500442023
Caring Pregnancy CenterMason City, IA$23,500432023
North Iowa Band Festival FoundationMason City, IA$20,000442023
Community Kitchen of North IowaMason City, IA$19,500442023
Elderbridge Agency on AgingMason City, IA$17,000442023
Girl Scouts of Greater IowaUrbandale, IA$17,000442023
Mason City Chamber of Commerce FoundationMason City, IA$16,076112021
Meals on Wheels of Mason City IncMason City, IA$14,000332023
Central Gardens of North Iowa IncClear Lake, IA$13,500442023
Habitat for Humanity International IncMason City, IA$12,555332023
Mercy Medical Center Foundation North IowaMason City, IA$12,500222023
Friends of Iowa CASA and IcfcrbDes Moines, IA$12,000442023
North Central Iowa Ag in the ClassroomGarner, IA$12,000442023
North Iowa Community Action OrganizationMason City, IA$12,000222023
North Iowa Vocational Center IncMason City, IA$12,000442023
Niad Center for Human DevelopmentMason City, IA$10,900442023
River City Society for Historic PreservationMason City, IA$10,600442023
City of Mason CityMason City, IA$10,500442023
Humane Society of North IowaMason City, IA$10,000222023
The Salvation ArmyMason City, IA$10,000332023
Community Health Center of Fort Dodge IncFort Dodge, IA$9,948442023
Central Springs Community School DistrictManly, IA$9,500442023
Charlie Brown Community Day Care CenterMason City, IA$9,000332022
Childrens Cancer ConnectionJohnston, IA$9,000442023
Stebens Childrens TheatreMason City, IA$8,000222022
River City Sculptures on Parade IncMason City, IA$7,500222021
Best Buddies International IncWindsor Heights, IA$7,000222023
Senior Citizens CenterMason City, IA$6,500332023
Swaledale Fire DepartmentSwaledale, IA$6,000222023
Youth and Shelter Services Inc - Francis Lauer YouMason City, IA$5,500222022
Handicap Village - One VisionClear Lake, IA$5,250222022
Mason City Community School DistrictMason City, IA$5,000112021
Mason City FoundationMason City, IA$5,000332023
Wright on the Park IncMason City, IA$5,000112020
Clear Lake Arts CouncilClear Lake, IA$4,500222023
Best Buddies International Inc - Iowa ChapterWindsor Heights, IA$4,000112022
Healthy Harvest of North IowaHampton, IA$4,000112020
Macnider Art Museum FoundationMason City, IA$4,000112020
Mason City Community Theatre IncMason City, IA$4,000112023
Mason City Public LibraryMason City, IA$4,000112023
Cerro Gordo County Iowa State University ExtensionMason City, IA$3,800222021
Lutheran Services in Iowa IncDes Moines, IA$3,500332023
Best Buddies International IncMiami, FL$3,000112021
Clear Lake High SchoolClear Lake, IA$3,000112023
Rockwell Swaledale Emergency Medical TeamRockwell, IA$3,000112022
United Way of North Central IowaMason City, IA$3,000112023
Youth and Shelter Services IncMason City, IA$3,000112023
North Iowa Fair AssociationMason City, IA$2,500112023
United to Serve With Passion and PurposeClear Lake, IA$2,500112023
Mollies MissionNora Springs, IA$2,000112023
North Iowa Christian School IncMason City, IA$2,000112021
North Iowa Cultural Center and MuseumClear Lake, IA$2,000112022
Society to Preserve Antiquated Town Strucures - SDougherty, IA$2,000112021
Community Policing Advisory BoardMason City, IA$500112020

36 of 56 (64%) received money in more than one year over the 4 years we hold.

Measured the way we measure every foundation -- what share of one year's grantees are funded again the next -- this one retains 75%, across 3 year-to-year transitions. The median foundation retains about 67%, so this one is unusually consistent. A high number means its list is close to settled and a newcomer has to displace someone; a low one means it is still moving money around, which is where an opening is.

What the money was for

Taken verbatim from the purpose field of its filings. This is the closest thing to a statement of what this foundation cares about, in its own words.

What kind of organizations it funds

By the recipient's own IRS classification, for the 71 grants where we could identify the organization. These are assigned categories, not our guesses.

Education
11 grants
Human Services
11 grants
Health Care
10 grants
Arts & Culture
6 grants
Recreation & Sports
5 grants
Food & Nutrition
5 grants
Crime & Legal
4 grants
Youth Development
4 grants

Giving by year

Tax yearGrantsTotalMedian grant
202033$128,053$3,000
202134$139,576$3,000
202232$122,000$3,750
202338$141,000$3,000

Tax years, not calendar years, and the most recent year is usually incomplete -- filings arrive about a year late, so a low final year means late paperwork rather than a foundation winding down.

Where its money goes

Foundations concentrate geographically far more than their mission statements suggest. 99% of this one's giving went to organizations in Iowa. If you are outside its footprint, that matters more than how well your programme fits.

Iowa
$528K
Florida
$3K

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Funders that support the same organizations

These funders gave to organizations this one also funded -- some private foundations, some community foundations and other grantmaking charities. Shared grantees are the strongest available signal that two funders have overlapping priorities, and a funder already backing your peers is a far warmer prospect than one that merely lists your cause.

Farrer Endowment Foundation19 shared recipientsThe David & Phyllis Murphy19 shared recipientsFirst Citizens Charitable18 shared recipientsTomson Family Foundation Trust14 shared recipientsDonor Advised Charitable Giving Inc12 shared recipientsUnited Way of North Central Iowa12 shared recipients

How to approach this foundation

  1. Check you are its size. The median grant is $3,000. Asking for ten times that is the most common way small organizations waste a submission.
  2. Check you are in its geography. Its giving is concentrated in Iowa.
  3. Read the recipient list above for organizations like yours. If nothing on it resembles your work, that is a real answer, and a cheap one to get.
  4. Look up the current filing before writing. The 990-PF names the foundation's officers and, where one exists, its application procedure. We link it below.

Where these numbers come from

Everything above is taken from Bertha Stebens Charitable Foundation's own Form 990-PF filings, which the IRS publishes in bulk. We used 4 returns (tax years 2020-2023). Nothing here is scraped, inferred, or estimated.

Address of record on the latest return: Foundation Source 501 Silverside Rd, Wilmington, DE, 19809. This is the address the foundation gave the IRS; many small foundations file through an accountant or a bank trust department, so it may not be where post to a programme officer should go.

EIN 42-1280907 · See the original filings on ProPublica · How we build this

This is history, not an open call. Foundation returns are published about a year after the tax year ends. Nothing on this page is a deadline. It is a record of who this foundation has actually funded, which is the best available predictor of who it will fund next -- and a much better basis for deciding whether to write to them than a mission statement.

Is something here wrong about your foundation? Email hello@funderscope.com and we will correct it.