Bertha Lebus Charitable Trust

CHICAGO, IL EIN: 95-6022085

Financial Overview

From 2024 IRS Form 990-PF

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

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$90K$180K$271K$361K2021202220232024
Metric202420232022
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

$0$62K$124K$186K$248K45 grants202147 grants202241 grants202344 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

LAWRENCEVILLE SCHOOL$16KUNIVERSITY OF KENTUCKY$15KEPHRAIM MCDOWELL MARKEY$15KFAMILY SERVICE CENTER$15KMARILLAC ST VINCENT FAMI…$10KSAINT ANDREWS SCHOOL$10KHARRISON MEMORIAL$9KUNIVERSITY OF DENVER$8KMAYSVILLE COMMUNITY$6KBATTLE GROVE$6K

Grant Size Distribution

177 grants across all recorded years

177<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Bertha Lebus Charitable Trust fund?

Explore the funder–grantee relationships behind this foundation, powered by GrantGraph™ — our database of 11 million+ funding connections.

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

NORTHERN TRUST COMPANYTRUSTEE$29KEARL ROBBINSDIRECTOR$15KTHERESE HIANIKDIRECTOR$15KFRAZER D LEBUS JRDIRECTOR$15K

From 2024 filing

NameTitleHoursCompensation
NORTHERN TRUST COMPANYTRUSTEE40$28,594
EARL ROBBINSDIRECTOR40$15,000
THERESE HIANIKDIRECTOR40$15,000
FRAZER D LEBUS JRDIRECTOR40$15,000

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

18states
+10 more states

Cities

AlexandriaAtlantaBereaBrooklynChicagoCynthianaDanvilleDaytonDenverEast ElmhurstEvanstonGlencoeGlendaleGrand HavenGrand RapidsHoustonLajollaLas VegasLawrencevilleLexington

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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