Stevens Fam Foundation Charitable Tr
- Assets
- $199.8k
- Revenue
- $11.4k
- Investments
- $168.5k
- Employees
- 0
- Location
- Crystal Springs, MS
- Founding
- 03/2000
- Data as of
- 12/2021
- EIN
- 58-6403668
Organization Overview
Stevens Fam Foundation Charitable Tr is located in Crystal Springs, MS. The organization was established in 2000. According to its NTEE Classification (T22) the organization is classified as: Private Independent 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 Fam Foundation 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 12/2021, Stevens Fam Foundation Charitable Tr generated $11.4k in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 8.2% each year. All expenses for the organization totaled $28.7k during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2021
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE ORGANIZATION MADE GRANTS OF $25,000 TO VARIOUS CHARITABLE ENTITIES LISTED AT PART XV.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Norman G Stevens Jr Trustee | 0 | $0 | |
Susan Stevens Shuler Trustee | 0 | $0 | |
Martha Stevens Mcintosh Trustee | 0 | $0 | |
Carol Stevens Guice Trustee | 0 | $0 | |
Conrad K Shuler II Trustee | 0 | $0 | |
Robert Lee Stevens Trustee | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $6 |
| Dividends & Interest | $5,240 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $6,180 |
| Capital Gain Net Income | $6,180 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $11,426 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $3,741 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $3,741 |
| Contributions, gifts, grants paid | $25,000 |
| Total expenses and disbursements | $28,741 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $31,305 |
| Savings and temporary cash investments | $0 |
| 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 | $199,802 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| 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 | $0 |
Grants Awarded
Over the last fiscal year, Stevens Fam Foundation Charitable Tr has awarded $25,000 in support to 10 organizations.
| Grant Recipient | Amount |
|---|---|
REFORMED UNIVERSITY FELLOWSHIP PURPOSE: OPERATIONS | $5,000 |
YOUNG LIFE LAGRANGE PURPOSE: OPERATIONS | $5,000 |
ALPHA WOMEN'S RESOURCE CENTER PURPOSE: OPERATIONS | $2,500 |
THE FAMILY YMCA PURPOSE: OPERATIONS | $2,500 |
Hattiesburg, MS PURPOSE: MEDICAL | $2,500 |
SALVATION ARMY PURPOSE: OPERATIONS | $2,500 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Oakwood Foundation Charitable Tr Tupelo, MS | $13,916,638 | $13,351,239 |
Charis Foundation Knoxville, TN | $16,682,566 | $7,998,986 |
Marshall Legacy Foundation Metairie, LA | $37,157,594 | $21,197,543 |
Marshall Heritage Foundation Metairie, LA | $15,210,686 | $21,134,216 |
Arlene And Joseph Meraux Charitable Foundation Violet, LA | $95,291,949 | $9,307,858 |
Eleanor And J Hunter Flack Foundation Inc Elba, AL | $20,847,468 | $26,270,668 |
Stuller Family Foundation Lafayette, LA | $107,406,256 | $12,627,444 |
Msb Cockayne Fund Inc Nashville, TN | $29,612,737 | $3,554,460 |
Hugh Kaul Foundation Tr 09-12-89 25-6733-00-7 Birmingham, AL | $42,171,764 | $7,643,863 |
Maddox Foundation Hernando, MS | $8,883,124 | $1,526,980 |
Ferguson Family Baptist Missionary And Educational Fndn Ltd Arkadelphia, AR | $54,167,805 | $9,055,098 |
Mike And Gillian Goodrich Charitable Foundation Birmingham, AL | $99,344,720 | $8,200,320 |