Bertha Lebus Trust

Chicago, IL
EIN: 95-6022085

Type of Nonprofit

Designated as a 4947(a)(1) Non-exempt charitable trusts.

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$144,316

Expenses

$297,830

Net Income

-$153,514

Net Assets

$3,263,911

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$142,880	99.0%
Sales of Assets	$1,252	0.9%
Other Income	$184	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$281,114	94.4%
Compensation of Officers*	$73,594	24.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,263,911
Total Liabilities	$0
Net Assets	$3,263,911

Compensation

Key Employees and Officers	Compensation	Other
Northern Trust Company (Trustee)	$28,594	$0
Earl Robbins (Director)	$15,000	$0
Therese Hianik (Director)	$15,000	$0
Frazer D Lebus Jr (Director)	$15,000	$0

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990-PF

Filed on May 1, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$297,824

Expenses

$275,643

Net Income

$22,181

Net Assets

$3,418,260

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$138,401	46.5%
Sales of Assets	$159,696	53.6%
Other Income	-$273

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$261,148	94.7%
Compensation of Officers*	$71,511	25.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,418,260
Total Liabilities	$0
Net Assets	$3,418,260

Compensation

Key Employees and Officers	Compensation	Other
Northern Trust Company (Trustee)	$26,511	$0
Jessica Robbins (Director)	$15,000	$0
Therese Hianik (Director)	$15,000	$0
Frazer D Lebus Jr (Director)	$15,000	$0

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990-PF

Filed on May 13, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$248,849

Expenses

$327,970

Net Income

-$79,121

Net Assets

$3,397,511

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$120,824	48.6%
Sales of Assets	$129,344	52.0%
Other Income	-$1,319

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$315,098	96.1%
Compensation of Officers*	$73,145	22.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,397,511
Total Liabilities	$0
Net Assets	$3,397,511

Compensation

Key Employees and Officers	Compensation	Other
Northern Trust Company (Trustee)	$28,145	$0
Jessica Robbins (Director)	$15,000	$0
Therese Hianik (Director)	$15,000	$0
Frazer D Lebus Jr (Director)	$15,000	$0

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990-PF

Filed on June 1, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$156,593

Expenses

$311,664

Net Income

-$155,071

Net Assets

$3,476,625

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$120,131	76.7%
Sales of Assets	$32,149	20.5%
Other Income	$4,313	2.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$297,973	95.6%
Compensation of Officers*	$31,211	10.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,476,625
Total Liabilities	$0
Net Assets	$3,476,625

Compensation

Key Employees and Officers	Compensation	Other
Northern Trust Company (Trustee)	$31,211	$0
Jessica Robbins (Director)	$0	$0
Sally Ann Hagan (Director)	$0	$0
Frazer D Lebus Jr (Director)	$0	$0

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990-PF

Filed on Nov. 3, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$123,248

Expenses

$277,656

Net Income

-$154,408

Net Assets

$3,738,816

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$126,435	> 100%
Sales of Assets	$0
Other Income	-$1,119

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$247,113	89.0%
Compensation of Officers*	$72,376	26.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,738,816
Total Liabilities	$0
Net Assets	$3,738,816

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2018

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2015

Revenue

$362,555

Expenses

$299,763

Net Income

$62,792

Net Assets

$4,251,373

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$119,213	32.9%
Sales of Assets	$240,732	66.4%
Other Income	$2,610	0.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$268,686	89.6%
Compensation of Officers*	$66,456	22.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,251,373
Total Liabilities	$0
Net Assets	$4,251,373

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Revenue

$523,276

Expenses

$315,593

Net Income

$207,683

Net Assets

$4,188,649

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$142,732	27.3%
Sales of Assets	$386,029	73.8%
Other Income	-$5,485

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$235,920	74.8%
Compensation of Officers*	$68,949	21.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,188,649
Total Liabilities	$0
Net Assets	$4,188,649

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$573,095

Expenses

$292,937

Net Income

$280,158

Net Assets

$3,981,946

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$116,623	20.3%
Sales of Assets	$460,490	80.4%
Other Income	-$4,018

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$224,496	76.6%
Compensation of Officers*	$70,382	24.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,981,946
Total Liabilities	$0
Net Assets	$3,981,946

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$232,734

Expenses

$298,798

Net Income

-$66,064

Net Assets

$3,695,371

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$105,510	45.3%
Sales of Assets	$134,714	57.9%
Other Income	-$7,490

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$230,275	77.1%
Compensation of Officers*	$69,847	23.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,695,371
Total Liabilities	$0
Net Assets	$3,695,371

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$261,792

Expenses

$301,299

Net Income

-$39,507

Net Assets

$3,756,792

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$119,681	45.7%
Sales of Assets	$133,088	50.8%
Other Income	$9,023	3.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$229,227	76.1%
Compensation of Officers*	$64,348	21.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,756,792
Total Liabilities	$0
Net Assets	$3,756,792

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2007

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2006

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2005

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2004

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2003

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2002

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2001

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Bertha Lebus Trust

Organization summary

Type of Nonprofit

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2010

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2009

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2008

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2007

No Extracted Financial Data

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001