Bertha Stebens Charitable Foundation

Foundation · Grantmaker Wilmington, DE EIN: 42-1280907

The Bertha Stebens Charitable Foundation is a private foundation incorporated in Delaware that provides charitable funding to qualified organizations in Iowa. The foundation maintains its administrative office in Mason City, Iowa, and focuses on supporting community-based initiatives through grants to eligible nonprofits and governmental organizations.

Key facts about Bertha Stebens Charitable Foundation

EIN
42-1280907
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$142,800
Grants made (2025)
39
Average grant
$3,662
Median grant
$3,000
New grantees (estimate)
14% first-time grantees (5 of 37, 2025)
Primary geography
Iowa (100% of itemized 2025 grant dollars)
How to apply
Submission deadline: May 31. Full details ↓

Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who Bertha Stebens Charitable Foundation funds

By grant dollars, the top recipient states for Bertha Stebens Charitable Foundation's 39 itemized 2025 grants were Iowa (100%). The most frequent recipient cities were Mason City, IA (24 grants) and Clear Lake, IA (6 grants). 3% of grants with a stated purpose were for general or operating support.

Is Bertha Stebens Charitable Foundation open to new grantees?

14%

first-time grantees, 2025

In 2025, 5 of 37 grantees (14%) were first-time recipients. First grants averaged $4K; repeat grants $4K. How we count

Medians: $3K first-time, $3K repeat.

  • 81% of 2025 grantees were also funded in 2024. Method
  • Giving held roughly steady from 2022 to 2025 (+2%). Method

Estimate from itemized IRS Form 990-PF grant lists (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

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Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

—

Annual Giving

$143K

+1.3% YoY

Grant Count

39

+2.6% YoY

Avg Grant Size

$4K

-1.3% YoY

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The foundation's mission is to provide giving for the benefit of people in Mason City and Cerro Gordo County, Iowa, through qualified 501(c)(3) organizations and governmental entities.

Primary areas of interest include:

  • Arts & culture
  • Child welfare
  • Education
  • Food security
  • Historic preservation
  • Human services
  • Medical services
  • Safety
  • Scholarships
  • Senior welfare

Grantmaking

Grant Range

s & Distribution**

Review Cycle

May 31

How to Apply

**

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Geographic Focus

Where this funder awards grants

The foundation restricts its grantmaking to Mason City and Cerro Gordo County, Iowa.

Grant Distribution by State

2states

Share of all 39 itemized 2025 grant dollars.

States

Cities

Mason CityClear LakeDes MoinesGarnerManlyUrbandaleFort DodgeRockwellJohnstonSwaledaleWindsor HeightsMiamiNora SpringsDes MoniesDoughertyHamptonKanawhaMarion

Financial History

Multi-year comparison from IRS filings

  • Total Assets: $3.3 million (2024)

  • Annual Giving Rate: 4.0% of assets

  • Total Assets Trend:

    • 2024: $3.3 million
    • 2023: $3.4 million
    • 2022: $3.6 million
  • EIN: 42-1280907

  • Classification: Private Foundation

  • Return Type: 990PF

  • Most Recent Filing: 2024

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$0.275$0.55$0.8250000000000001$1.12019202020212022202320242025
Metric202520242023
Total Assets———
Revenue———
Expenses———
Qualifying Distributions———
Net Investment Income———
Distributable Amount———

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2019–2025

Giving Over Time

Total grant dollars and number of grants per year

$0$40K$80K$119K$159K42 grants201928 grants202033 grants202134 grants202232 grants202338 grants202439 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Stebens Childrens Theatre: $10K across 2 grantsStebens Childrens Theatre$10K · 2 grantsNorth Iowa Community Action Organization: $8KNorth Iowa Community ActionOrganization$8KFreedom Inn His Grace Ministry: $7KFreedom Inn His Grace Ministry$7KCommunity Kitchen of North Iowa: $6KCommunity Kitchen of NorthIowa$6KMercy Medical Center Foundation North Iowa: $6KMercy Medical CenterFoundation North Iowa$6KCaring Pregnancy Center: $5KCaring Pregnancy Center$5KClear Lake Development Foundation: $5KClear Lake DevelopmentFoundation$5KElderbridge Agency on Aging: $5KElderbridge Agency on Aging$5KMeals on Wheels of Mason City Inc: $5KMeals on Wheels of Mason CityInc$5KNorth Iowa Area Community College Foundation: $5KNorth Iowa Area CommunityCollege Foundation$5K

Grant Size Distribution

176 grants across all recorded years

176<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest recipients include Stebens Childrens Theatre ($10,000 across 2 grants), North Iowa Community Action Organization ($7,500), Freedom Inn His Grace Ministry ($7,000).

RecipientPurposeAmount
NORTH IOWA COMMUNITY ACTION ORGANIZATION Mason City, IAMason City Early Childhood Center$7,500
FREEDOM INN HIS GRACE MINISTRY Mason City, IAFire Alarm System Completion Costs$7,000
COMMUNITY KITCHEN OF NORTH IOWA Mason City, IAPurchase of Food and Meal Supplies$6,000
MERCY MEDICAL CENTER FOUNDATION NORTH IOWA Mason City, IAEnhancing Women's Health Imaging at MercyOne North Iowa$5,600
CARING PREGNANCY CENTER Mason City, IABuilding Expertise for Better Client Outcomes$5,000
CLEAR LAKE DEVELOPMENT FOUNDATION Clear Lake, IABuilding a Bright Future Capital Campaign$5,000
ELDERBRIDGE AGENCY ON AGING Mason City, IAClient Assistance$5,000
MEALS ON WHEELS OF MASON CITY INC Mason City, IASliding Fee Scale Program$5,000
NORTH IOWA AREA COMMUNITY COLLEGE FOUNDATION Mason City, IABertha Stebens Fine Arts Scholarship Fund$5,000
NORTH IOWA BAND FESTIVAL FOUNDATION Mason City, IANorth Iowa Band Festival$5,000

Leadership & Key People

Leadership team and compensation from IRS filings

  • Gregory C. Nicholas – President/Director

    • Contact: 641-422-1600
    • Address: 2601 4th St. NW, Mason City, IA 50401
  • Todd A. Blodgett – Director

  • Scott Brown – Secretary

Compensation Overview

No officer or director reported compensation in the available filings.

From 2025 IRS filing

NameTitleHoursCompensation
Todd BlodgettDir, Sec1—
Scott BrownDir, Pres1—
Gregory C NicholasDir, Treas, VP1—

Recent News & Activity

Recent developments and announcements

2024

The foundation announced $160,000 in grants for 2024, demonstrating continued commitment to supporting community initiatives in North Iowa. The foundation has also partnered with other supporters to fund significant community projects, including a NICU upgrade at a local healthcare facility.

Bertha Stebens Foundation announces $160,000 in grants for 2024

Frequently Asked Questions

What does Bertha Stebens Charitable Foundation fund?

The foundation's mission is to provide giving for the benefit of people in Mason City and Cerro Gordo County, Iowa, through qualified 501(c)(3) organizations and governmental entities. Primary areas of interest include: • Arts & culture • Child welfare • Education • Food security • Historic preservation • Human services • Medical services • Safety • Scholarships • Senior welfare

How do I apply for a grant from Bertha Stebens Charitable Foundation?

Submission deadline: May 31. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

Where does Bertha Stebens Charitable Foundation make grants?

The foundation restricts its grantmaking to Mason City and Cerro Gordo County, Iowa.

What size grants does Bertha Stebens Charitable Foundation award?

In 2025, Bertha Stebens Charitable Foundation awarded 39 grants totaling $143K — an average of about $4K per grant, based on its IRS Form 990 filings.

What is Bertha Stebens Charitable Foundation's EIN?

Bertha Stebens Charitable Foundation's EIN (Employer Identification Number) is 42-1280907. IRS Form 990 filing data is available on this page for 2019–2025.

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Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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