2026-02-10T12:09:44-06:00 2025-07-31 Jeffrey D Haskell 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-08-01 421280907 Bertha Stebens Charitable Foundation % Foundation Source BERT 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Gregory Nicholas Vice President 8008391754 2025-12-29 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 3809557 X 0 X 7282 7282 123716 123716 17395 562442 17395 148393 148393 0 8406 8406 1900 37006 37006 47312 8406 37006 142800 142800 190112 8406 179806 -41719 139987 0 154984 75370 75370 200045 2257701 2837884 3382712 695210 352967 351475 3307940 3266221 3809557 0 0 X 3307940 3266221 3307940 3266221 3307940 3266221 3307940 -41719 3266221 3266221 Publicly-traded Securities 562442 545047 17395 17395 17395 1946 1946 1946 1811 0 1811 X 0 135 false false false false false false false true true IA true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false false false false false false false false false false false false false false false false false false Todd Blodgett Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Sec 1.0 0 0 0 Scott Brown Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres 1.0 0 0 0 Gregory C Nicholas Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Treas, VP 1.0 0 0 0 3688145 125840 0 3813985 0 3813985 57210 3756775 187839 187839 1946 1946 185893 185893 185893 179806 0 0 0 0 179806 185893 14799 179806 14799 165007 0 0 20886 0 0 NONE Foundation Source 55 Walls Dr 302 Fairfield CT 06824 8008390054 WWW.FSREQUESTS.COM/BERTHASTEBENS APRIL 30 MUST BENEFIT INDIVIDUALS LOCATED IN CERRO GORDO COUNTY, IOWA BEST BUDDIES INTERNATIONAL INC 7518 HICKMAN RD WINDSOR HEIGHTS IA 50324 N/A PC Best Buddies Friendship & Leadership Development Program in Mason City 4000 CARING PREGNANCY CENTER 830 - 15TH ST SW STE 1 MASON CITY IA 50401 N/A PC Building Expertise for Better Client Outcomes 5000 CENTRAL GARDENS OF NORTH IOWA INC PO BOX 735 CLEAR LAKE IA 50428 N/A PC Tenth Annual Picnics and Performances 3000 CENTRAL SPRINGS COMMUNITY SCHOOL DISTRICT PO BOX 190 MANLY IA 50456 N/A GOV College Scholarship Fund 3500 CHILDRENS CANCER CONNECTION 5701 GREENDALE RD JOHNSTON IA 50131 N/A PC Cerro Gordo County Camp Heart Connection Camperships 3000 CHRISTMAS CHEER FUND INC PO BOX 28 MASON CITY IA 50402 N/A PC General & Unrestricted 3000 CITY OF MASON CITY 10 FIRST STREET NW MASON CITY IA 50401 N/A GOV Puppet Shows for the MacNider Museum 3500 CLEAR LAKE CLASSICAL INCORPORATED 408 MARS HILL DR CLEAR LAKE IA 50428 N/A PC Music room renovation 4000 CLEAR LAKE DEVELOPMENT FOUNDATION 205 MAIN AVE CLEAR LAKE IA 50428 N/A PC Building a Bright Future Capital Campaign 5000 COMMUNITY HEALTH CENTER OF FORT DODGE INC 126 N 10TH ST FORT DODGE IA 50501 N/A PC Digital Advertising Promoting the Community Health Center of Mason City 2500 COMMUNITY KITCHEN OF NORTH IOWA 606 N MONROE AVE MASON CITY IA 50401 N/A PC Purchase of Food and Meal Supplies 6000 ELDERBRIDGE AGENCY ON AGING 1190 BRIARSTONE DR MASON CITY IA 50401 N/A PC Client Assistance 5000 FREEDOM INN HIS GRACE MINISTRY PO BOX 262 MASON CITY IA 50402 N/A PC Fire Alarm System Completion Costs 7000 GIRL SCOUTS OF GREATER IOWA 10715 HICKMAN RD URBANDALE IA 50322 N/A PC To purchase Camp Tanglefoot Paddle Boards and Paddles 4000 HABITAT FOR HUMANITY INTERNATIONAL INC 517 1ST ST NW MASON CITY IA 50401 N/A PC Homeowner Readiness Support Expenses 4000 MASON CITY COMMUNITY THEATRE INC 215 S DELAWARE AVE MASON CITY IA 50401 N/A PC Presenting Sponsor/Production Costs 3000 MASON CITY FOUNDATION 308 S PENNSYLVANIA AVE MASON CITY IA 50401 N/A PC Updating Outdoor Lighting 1700 MEALS ON WHEELS OF MASON CITY INC 606 N MONROE AVE MASON CITY IA 50401 N/A PC Sliding Fee Scale Program 5000 MERCY MEDICAL CENTER FOUNDATION NORTH IOWA 1000 4TH ST SW MASON CITY IA 50401 N/A PC Enhancing Women's Health Imaging at MercyOne North Iowa 5600 MOLLIES MISSION 22975 295TH ST NORA SPRINGS IA 50458 N/A PC Building Renovations- Flooring 3000 N-COMPASS INC 3545 MCGOWAN BLVD MARION IA 52302 N/A PC Iowa Project AWARE 2000 NIAD CENTER FOR HUMAN DEVELOPMENT PO BOX 656 MASON CITY IA 50402 N/A PC Holistic Healing & Coping Baskets Initiative 3000 NORTH CENTRAL IOWA AG IN THE CLASSROOM 65 STATE ST GARNER IA 50438 N/A PC Bringing Agriculture to Classrooms in Cerro Gordo County Schools 3000 NORTH IOWA AREA COMMUNITY COLLEGE FOUNDATION 500 COLLEGE DR MASON CITY IA 50401 N/A SO I Bertha Stebens Fine Arts Scholarship Fund 5000 NORTH IOWA BAND FESTIVAL FOUNDATION 9 N FEDERAL AVE MASON CITY IA 50401 N/A PC North Iowa Band Festival 5000 NORTH IOWA COMMUNITY ACTION ORGANIZATION PO BOX 1627 MASON CITY IA 50402 N/A PC Mason City Early Childhood Center 7500 NORTH IOWA CULTURAL CENTER AND MUSEUM 460 N SHORE DR CLEAR LAKE IA 50428 N/A PC Music Experience Center Grant Piano 2000 NORTH IOWA VOCATIONAL CENTER INC 1225 S HARRISON AVE MASON CITY IA 50401 N/A PC Exterior Safety & Preservation Improvements 4000 ONE VISION PO BOX 622 CLEAR LAKE IA 50428 N/A PC One Vision Nursing Simulation Lab: Advancing Care Through Training 3000 RIVER CITY SOCIETY FOR HISTORIC PRESERVATION PO BOX 565 MASON CITY IA 50402 N/A PC Stockman House Senior Recogntion Week 3000 SENIOR CITIZENS CENTER 326 4TH ST NE MASON CITY IA 50401 N/A PC Insurance Fund 3000 STEBENS CHILDRENS THEATRE 616 N DELAWARE AVE MASON CITY IA 50401 N/A PC Scholarship Fund for low and moderate income families 5000 STEBENS CHILDRENS THEATRE 616 N DELAWARE AVE MASON CITY IA 50401 N/A PC Scholarship Fund 5000 SWALEDALE FIRE DEPARTMENT PO BOX 81 SWALEDALE IA 50477 N/A GOV To purchase Lockers & Gear-Drying Cabiner 2000 THE SALVATION ARMY 747 VILLAGE GREEN DR MASON CITY IA 50401 N/A PC Meeting Personal Needs 1000 THE SALVATION ARMY 747 VILLAGE GREEN DR MASON CITY IA 50401 N/A PC Program Supplies 500 UNITED TO SERVE WITH PASSION AND PURPOSE PO BOX 231 CLEAR LAKE IA 50428 N/A PC Bash at the Lake Music Festival 2500 YOUNG MENS CHRISTIAN ASSOCIATION 1840 S MONROE AVE MASON CITY IA 50401 N/A PC YMCA and Rehabilitation Center 2500 YOUTH AND SHELTER SERVICES INC 50 N EISENHOWER AVE MASON CITY IA 50401 N/A PC Educational and Recreational Programs for Youth 3000 142800 14 7282 14 123716 18 17395 148393 148393 false false false false false false false false false false BANK OF AMERICA CORP - 6.050% 10000 10499 CITIGROUP - 3.700% - 01/12/202 39956 39847 GEORGIA PACIFIC - 7.250% - 06/ 9950 10718 LEHMAN BROTHERS - 0.000% - 04/ 3013 21 MORGAN STANLEY - 3.875% - 01/2 40175 39865 MORGAN STANLEY BANK - 4.754% - 249873 250525 ABBVIE INC 23941 59541 AMERICAN ELECTRIC POWER INC 18509 39599 BERKSHIRE HATHAWAY INC. CLASS 164370 377504 COHEN & STEERS PREFRRD SECS & 226330 198027 FEDERATED TOTAL RETURN BOND FU 348274 304137 ISHARE DJ FIN SC INX 16778 32858 ISHARES DJ US BASIC MTLS SCTR 7436 10404 ISHARES DJ US ENERGY 12037 13256 ISHARES DJ US INDUSTRIAL SECTO 45094 63295 ISHARES DJ US TECH ETF 69915 153388 ISHARES DJ US UTILITIES 9721 13440 ISHARES DOW JONES US CONSUMER 22233 28693 ISHARES DOW JONES US CONSUMER 34282 53989 ISHARES DOW JONES US HEALTHCAR 42049 45690 ISHARES DOW JONES US REAL ESTA 7582 8065 ISHARES DOW JONES US TELECOM 4701 5075 ISHARES S&P MIDCAP 400 BARRA V 73843 113432 ISHARES S&P MIDCAP 400 GROWTH 66445 108845 ISHARES TRUST MSCI EAFE INDEX 247310 312884 PIMCO INCOME FUND 320208 287237 SOUTHERN CO 13276 44878 SPDR BARCLAYS CAPITAL 1-3 MONT 580183 581513 T. ROWE PRICE BLUE CHIP GROWTH 101750 125289 VANGUARD EQUITY INCOME - ADMIR 101750 111002 VANGUARD FTSE EMERGING MARKETS 109867 123006 VANGUARD MALVERN FDS CRE BD AD 170000 167665 Administrative Fees 34506 34506 Indemnification Insurance 2500 2500 Investment Management Services 8406 8406 990-PF Estimated Tax for 2025 1800 990-PF Extension for 2024 100