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Nonprofit · EIN 42-1280907

BERTHA STEBENS CHARITABLE FOUNDATION

Tax-exempt · WILMINGTON, DE 19809

Financials

−$39K$169K2022$108K$193K2023$148K$190K2024
Revenue Expenses · by fiscal year end
Financials of BERTHA STEBENS CHARITABLE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
July 31, 2025990-PF$148,393$190,112-$41,719$3,266,221$0$3,266,221
July 31, 2024990-PF$107,576$192,678-$85,102$3,307,940$0$3,307,940
July 31, 2023990-PF-$38,519$168,821-$207,340$3,393,042$0$3,393,042
Financial details: 990-PF for the year ended July 31, 2025

Revenue

Contributions, gifts and grants
$0
Dividends
$123,716
Interest
$7,282
Net gain from sales of assets
$17,395

Expenses

Grants and similar amounts paid
$142,800
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$179,806
Excise tax on investment income
$1,946

Balance sheet and other

Total assets, start of year
$3,307,940
Total assets, end of year
$3,266,221
Total liabilities, end of year
$0
Net assets, end of year
$3,266,221
Fair market value of assets
$3,809,557
Qualifying distributions
$179,806
Net investment income
$148,393

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended July 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
Todd Blodgett
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Dir, Sec1$0
Scott Brown
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Dir, Pres1$0
Gregory C Nicholas
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Dir, Treas, VP1$0
990-PF for the year ended July 31, 2024: 3 people
NameTitleHours / weekCompensation
Todd Blodgett
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Dir, Sec1$0
Scott Brown
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Dir, Pres1$0
Gregory C Nicholas
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Dir, Treas, VP1$0
990-PF for the year ended July 31, 2023: 3 people
NameTitleHours / weekCompensation
Todd Blodgett
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Dir, Sec1$0
Scott Brown
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Dir, Pres1$0
Gregory C Nicholas
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Dir, Treas, VP1$0

Address and contacts

Address (IRS master file)
FOUNDATION SOURCE 501 SILVERSIDE RD, WILMINGTON, DE 19809-0000
In care of
% FOUNDATION SOURCE
Signed the 990-PF
Gregory Nicholas, Vice President
Phone
(800) 839-1754
Return prepared by
Jeffrey D Haskell

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in July, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025July 31, 2026December 15, 2026Not due yet
2024July 31, 2025December 15, 2025990-PF on file
2023July 31, 2024December 16, 2024990-PF on file

IRS record

EIN
42-1280907
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1987
Accounting year ends
July
Files
Form 990-PF
Assets (IRS master file)
$3,266,221
Income (IRS master file)
$693,440

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJuly 2025$148,393$190,112$3,266,221XML
990-PFJuly 2024$107,576$192,678$3,307,940XML
990-PFJuly 2023-$38,519$168,821$3,393,042XML
990-PFJuly 2022–––IRS
990-PFJuly 2021–––IRS
990-PFJuly 2020–––IRS
990-PFJuly 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 42-1280907).

Questions about BERTHA STEBENS CHARITABLE FOUNDATION

What is the EIN of BERTHA STEBENS CHARITABLE FOUNDATION?
The employer identification number (EIN) of BERTHA STEBENS CHARITABLE FOUNDATION is 42-1280907.
Is BERTHA STEBENS CHARITABLE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
Are donations to BERTHA STEBENS CHARITABLE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BERTHA STEBENS CHARITABLE FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of BERTHA STEBENS CHARITABLE FOUNDATION due?
The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did BERTHA STEBENS CHARITABLE FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended July 2025.
Who are the officers and directors of BERTHA STEBENS CHARITABLE FOUNDATION?
The 990-PF for the year ended July 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does BERTHA STEBENS CHARITABLE FOUNDATION have?
On its 990-PF for the year ended July 31, 2025 it reported revenue of $148,393, expenses of $190,112 and total assets of $3,266,221 at year end.

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