Bertha Lebus Charitable Trust
The Bertha Lebus Charitable Trust is a private foundation based in Chicago, Illinois. It operates as a grantmaking foundation with a focus on supporting education, human services, and philanthropic initiatives.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.3M
-4.5% YoY
Annual Giving
$213K
+9.4% YoY
Grant Count
44
+7.3% YoY
Avg Grant Size
$5K
+2.0% YoY
Mission & Focus Areas
The trust's primary funding focus areas include:
- Education
- Philanthropy, Voluntarism & Grantmaking
- Human Services
Grantmaking
The trust does not accept unsolicited applications. Grants are made by invitation only.
Grant Range
$1,000–$16,000
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Geographic Focus
Where this funder awards grants
The trust primarily funds organizations in Kentucky, Illinois, and New York.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of 2023:
- Total assets: $3,418,260
- Total revenues: $297,824
- Total expenses: $275,643
- Investment income and dividends: $138,401
- Net gain from sale of non-inventory assets: $159,696
- Giving rate: 5.7% of assets
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $3,263,911 | $3,418,260 | $3,397,511 |
| Revenue | $144,316 | $297,824 | $248,849 |
| Expenses | $297,830 | $275,643 | $327,970 |
| Qualifying Distributions | $281,114 | $261,148 | $315,098 |
| Net Investment Income | $120,904 | $287,222 | $237,615 |
| Distributable Amount | $211,739 | $194,717 | $202,539 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
177 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Leadership team and compensation from IRS filings
The trustees of the Bertha Lebus Charitable Trust are Northern Trust Company and Jessica Robbins.
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| NORTHERN TRUST COMPANY | TRUSTEE | 40 | $28,594 |
| EARL ROBBINS | DIRECTOR | 40 | $15,000 |
| THERESE HIANIK | DIRECTOR | 40 | $15,000 |
| FRAZER D LEBUS JR | DIRECTOR | 40 | $15,000 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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