Cal Stepan Scholarship Fund Education Tr
Cal Stepan Scholarship Fund Education Tr is a private foundation, based in SHAKER HTS, OH. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $59K in total assets. In 2025, it awarded 1 grants totaling $1K. Net investment income was $648.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$59K
+6.3% YoY
Annual Giving
$1K
-4.0% YoY
Grant Count
1
-50.0% YoY
Avg Grant Size
$1K
+92.0% YoY
About Cal Stepan Scholarship Fund Education Tr
Based on IRS filings
Cal Stepan Scholarship Fund Education Tr is a private foundation, based in SHAKER HTS, OH. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $59K in total assets. In 2025, it awarded 1 grants totaling $1K. Net investment income was $648.
Ready to take the next step with Cal Stepan Scholarship Fund Education Tr?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $58,937 | $55,445 | $54,760 |
| Revenue | $4,649 | $2,114 | $2,261 |
| Expenses | $1,157 | $1,429 | $3,444 |
| Qualifying Distributions | $1,157 | $1,205 | $2,988 |
| Net Investment Income | $648 | — | $210 |
| Distributable Amount | $2,942 | $2,695 | $2,562 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2025
Grant Size Distribution
11 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Jim Carr | Vice Pres | 1 | — |
| Vincent Winslow | Sect Treas | 2 | — |
| Thomas Fanta | Trustee | 1 | — |
| Goeff Masten | Trustee | 1 | — |
| Jennifer Sullivan | Trustee | 1 | — |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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