B a and E W Steinhagen Benevolent Trust

Private foundation · Grantmaker New Orleans, LA EIN: 74-6039544
AdultsOlder adultsEconomically disadvantaged peopleLow-income peoplePeople with disabilities

B a and E W Steinhagen Benevolent Trust is a private foundation based in New Orleans, Louisiana. It makes grants to 501(c)(3) organizations for arts, community service, education, health care, or the disadvantaged.

Key facts about B a and E W Steinhagen Benevolent Trust

In short: B a and E W Steinhagen Benevolent Trust gave $436K across 22 grants in 2024 (avg $20K), mostly in Texas. 50% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.

EIN
74-6039544
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$435,940
Grants made (2024)
22
Average grant
$19,815
Median grant
$13,250
New grantees (estimate)
50% first-time grantees (11 of 22, 2024)
Total assets
$6,718,837
Primary geography
Texas (95% of itemized 2024 grant dollars)
How to apply
The foundation does not restrict giving to preselected organizations. Full details ↓
Deadline
All forms must be received by May 31.

Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$6.7M

-2.3% YoY

Annual Giving

$436K

+8.6% YoY

Grant Count

22

+46.7% YoY

Avg Grant Size

$20K

-26.0% YoY

Under IRS private-foundation payout rules, B a and E W Steinhagen Benevolent Trust reported a distributable amount of $400K for 2024 — the minimum it must pay out in qualifying distributions.

Is B a and E W Steinhagen Benevolent Trust open to new grantees?

50%

first-time grantees, 2024

In 2024, 11 of 22 grantees (50%) were first-time recipients. First grants averaged $16K; repeat grants $24K. How we count

Medians: $10K first-time, $25K repeat.

  • 36% of 2024 grantees were also funded in 2023. Method
  • Giving grew 27% from 2021 to 2024. Method
  • In 2024 it paid out 114% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

No mission statement for the foundation is provided. Its filing states that awards must be used for arts, community service, education, health care, or the disadvantaged.

Examples of organizations it supported in 2024 include Boys Haven of America, whose mission is to provide a safe and nurturing home where boys can become self-sufficient and responsible young men; Beaumont Community Players, which presents live theater and develops the performing arts; and the Port Arthur Historical Society, which preserves Port Arthur’s historical heritage. Buckner Retirement Services describes its mission as providing care, housing, and related services for older adults while supporting their independence and dignity.

Grantmaking

In 2024, the foundation reported 22 grants totaling $435,940. Grant amounts ranged from $5,000 to $60,000, with a median of $13,250. Its largest reported grants included Buckner Retirement Services ($60,000), Catholic Charities of Southeast ($46,340), Beaumont Heritage Society ($45,000), Boys Haven of America ($30,000), Crime Stoppers of Southeast ($30,000), and The H.O.W. Center ($30,000). The stated purpose for these grants was “unrestricted gift.”

Review Cycle

All forms must be received by May 31.

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Geographic Focus

Where this funder awards grants

The foundation is located in New Orleans, Louisiana. In 2024, 95% of grant dollars went to recipients in Texas and 5% to recipients in Louisiana.

Grant Distribution by State

2states

Share of 2024 grant dollars across all 22 itemized grants.

Cities

BeaumontNew OrleansPort ArthurHoustonOrangeGrovesNederlandBellairePort BolivarRose City

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K21 grants2020 15 grants2021 20 grants2022 15 grants2023 22 grants2024

From 2020 to 2024, annual grant giving ranged from $315K (2020) to $436K (2024). In 2024 it made 22 grants totaling $436K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Buckner Retirement Services Inc: $60KBuckner Retirement ServicesInc$60KCatholic Charities of Southeast Texas: $46KCatholic Charities ofSoutheast Texas$46KBeaumont Heritage Society: $45KBeaumont Heritage Society$45KBoy's Haven of America Inc: $30KBoy's Haven of America Inc$30KCrime Stoppers of Southeast Texas: $30KCrime Stoppers of SoutheastTexas$30KThe H O W Center: $30KThe H O W Center$30KSoutheast Texas Nonprofit: $28KSoutheast Texas Nonprofit$28KBeaumont Community Players: $25KBeaumont Community Players$25KBolivar Point Lighthouse Foundation Inc: $20KBolivar Point LighthouseFoundation Inc$20KPort Arthur Historical Society: $15KPort Arthur Historical Society$15K

The largest 2024 recipient was Buckner Retirement Services Inc ($60K). Together the top 10 received $329K.

Grant Size Distribution

93 grants across all recorded years

87<$50K5$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 87 grants of 93 (94%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Buckner Retirement Services Inc Beaumont, TXUnrestricted Gift$60,000
Catholic Charities of Southeast Texas Beaumont, TXUnrestricted Gift$46,340
Beaumont Heritage Society Beaumont, TXUnrestricted Gift$45,000
Boy's Haven of America Inc Beaumont, TXUnrestricted Gift$30,000
Crime Stoppers of Southeast Texas Beaumont, TXUnrestricted Gift$30,000
The H O W Center Beaumont, TXUnrestricted Gift$30,000
Southeast Texas Nonprofit Beaumont, TXUnrestricted Gift$28,000
Beaumont Community Players Beaumont, TXUnrestricted Gift$25,000
Bolivar Point Lighthouse Foundation Inc Port Bolivar, TXUnrestricted Gift$20,000
Port Arthur Historical Society Port Arthur, TXUnrestricted Gift$15,000

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants Grant count
2024 $6,718,837 $404,642 $540,055 $435,940 22
2023 $6,878,466 $84,189 $505,033 $401,525 15
2022 $7,302,236 $321,185 $456,029 $327,126 20
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$250K$500K$750K$1M2020 2021 2022 2023 2024
Metric202420232022
Total Assets$6,718,837$6,878,466$7,302,236
Revenue$404,642$84,189$321,185
Expenses$540,055$505,033$456,029
Qualifying Distributions$457,841$422,731$349,582
Net Investment Income$323,907$106,928$228,170
Distributable Amount$400,360$375,791$393,360

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 13, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 12, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 11, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 13, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS November 13, 2025)
  6. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

B a and E W Steinhagen Benevolent Trust's only listed officer is Hancock Whitney Bank, Trustee on every filing since 2021 (compensated).

Officers on the 2024 filing

  • Hancock Whitney Bank

    Trustee

    On filings since 2021

    1 hr/week

    $75K (2021) → $80K (2024)

Former officers (1)
  • Former: Hancock Whitney (2020) — Trustee

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2024 IRS filing

Hancock Whitney Bank — Trustee: $80KHancock Whitney BankTrustee$80K

The highest reported compensation on the 2024 filing was $80K, to Hancock Whitney Bank (Trustee).

Contact

Application contact: Hancock Whitney Jean Moncla Acct
Mailing address: PO Box 3928, Beaumont, TX 77704-3928
Phone: (409) 880-1415

Frequently asked questions about B a and E W Steinhagen Benevolent Trust

How much does B a and E W Steinhagen Benevolent Trust give each year?

B a and E W Steinhagen Benevolent Trust gave $436K across 22 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $402K across 15 grants.

What is B a and E W Steinhagen Benevolent Trust's typical grant size?

B a and E W Steinhagen Benevolent Trust's median grant in 2024 was $13,250, and its average grant was $19,815, across 22 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from B a and E W Steinhagen Benevolent Trust that year got $16K on average.

Where does B a and E W Steinhagen Benevolent Trust give grants?

B a and E W Steinhagen Benevolent Trust gives mostly in Texas: 95% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Beaumont, TX (14 grants), New Orleans, LA (2 grants), Port Arthur, TX (2 grants) and Orange, TX (2 grants).

Does B a and E W Steinhagen Benevolent Trust give general operating support?

Yes: 100% of B a and E W Steinhagen Benevolent Trust's 2024 grants with a stated purpose (22 of 22) were for general or operating support, per its 2024 IRS Form 990-PF.

Who are B a and E W Steinhagen Benevolent Trust's largest grantees?

B a and E W Steinhagen Benevolent Trust's largest 2024 grantees include Buckner Retirement Services Inc ($60,000), Catholic Charities of Southeast Texas ($46,340) and Beaumont Heritage Society ($45,000), according to its 2024 IRS Form 990-PF. Together they received 35% of its itemized 2024 grant dollars.

How large is B a and E W Steinhagen Benevolent Trust?

B a and E W Steinhagen Benevolent Trust reported $6.7M in total assets on its 2024 IRS Form 990-PF. It paid out $458K in qualifying distributions that year, against a required minimum of $400K (roughly 5% of its investment assets).

What does B a and E W Steinhagen Benevolent Trust fund?

No mission statement for the foundation is provided. Its filing states that awards must be used for arts, community service, education, health care, or the disadvantaged. See mission & focus areas ↑

How do I apply for a grant from B a and E W Steinhagen Benevolent Trust?

The foundation does not restrict giving to preselected organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is B a and E W Steinhagen Benevolent Trust's EIN?

B a and E W Steinhagen Benevolent Trust's EIN (Employer Identification Number) is 74-6039544. IRS Form 990 filing data is available on this page for 2020–2024.

Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

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