Stevens Family Charitable Tr
- Assets
- $30.7m
- Revenue
- $3.8m
- Investments
- $19.4m
- Employees
- 0
- Location
- El Paso, TX
- Founding
- 06/2009
- Data as of
- 12/2022
- EIN
- 26-6824259
Organization Overview
Stevens Family Charitable Tr is located in El Paso, TX. The organization was established in 2009. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Stevens Family Charitable Tr is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Stevens Family Charitable Tr generated $3.8m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 8 years, the organization has seen revenues fall by an average of (10.4%) each year. All expenses for the organization totaled $236.6k during the year ending 12/2022. As we would expect to see with falling revenues, expenses have declined by (33.8%) per year over the past 8 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2014, Stevens Family Charitable Tr has awarded 53 individual grants totaling $22,181,225. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Jeff A Stevens Trustee | 1 | $0 | |
Sharon A Stevens Trustee | 0.25 | $0 | |
Alexandra M Read Trustee | 2 | $50,000 | |
Colin M Stevens Trustee | 0.25 | $0 | |
Timothy A Demore Independent Trustee | 0.25 | $0 | |
William W Sheely Independent Trustee | 0.25 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $8,900 |
| Interest on Savings | $257,967 |
| Dividends & Interest | $114,616 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $3,437,532 |
| Capital Gain Net Income | $3,437,532 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $3,819,015 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $50,000 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $106 |
| Interest | $0 |
| Taxes | $40,826 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $1,736 |
| Total operating and administrative expenses | $101,568 |
| Contributions, gifts, grants paid | $135,000 |
| Total expenses and disbursements | $236,568 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $11,258,796 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $30,696,772 |
| Accounts payable and accrued expenses | $189,596 |
| Grants payable | $4,000,000 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $4,189,596 |
Grants Awarded
Over the last fiscal year, Stevens Family Charitable Tr has awarded $135,000 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
FRIENDS OF THE ORPHANS DBA NPH-USA (EIN 65-1229309) PURPOSE: GENERAL SUPPORT | $35,000 |
SALPOINTE CATHOLIC HIGH SCHOOL (EIN 86-0705131) PURPOSE: GENERAL SUPPORT | $100,000 |