Cal Stepan Scholarship Fund Education Tr

Foundation · Grantmaker Shaker HTS, OH EIN: 34-1690879

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 grant totaling $1K. Net investment income was $648.

Key facts about Cal Stepan Scholarship Fund Education Tr

EIN: 34-1690879
Latest 990 filing: Form 990-PF, 2025
Annual giving (2025): $1,157
Grants made (2025): 1
Average grant: $1,157
Median grant: $1,157
Total assets: $58,937
Primary geography: Ohio (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

How Cal Stepan Scholarship Fund Education Tr gives

Giving fell 75% from 2022 to 2025. Method
In 2025 it paid out 39% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

Next steps with Cal Stepan Scholarship Fund Education Tr

How to evaluate Cal Stepan Scholarship Fund Education Tr as a funder
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Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$59K

+6.3% YoY

Annual Giving

$1K

-4.0% YoY

Grant Count

-50.0% YoY

Avg Grant Size

$1K

+92.0% YoY

Under IRS private-foundation payout rules, Cal Stepan Scholarship Fund Education Tr reported a distributable amount of $3K for 2025 — the minimum it must pay out in qualifying distributions.

About Cal Stepan Scholarship Fund Education Tr

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Ohio $1K (100%)

Share of all 1 itemized 2025 grant dollars.

States

Ohio

Cities

Shaker HeightsClevelandShaker Hts

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

Data update history

When this profile's IRS filing data changed on Grantable

March 2, 2026 IRS filings on file for fiscal years 2021–2025

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

Among its reported 2025 grants, the largest recipients include The Music Settlement ($1,157).

Recipient	Purpose	Amount
The Music Settlement Cleveland, OH	voice lessons Forney	$1,157

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

No officer or director reported compensation in the available filings.

From 2025 IRS 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	—

Frequently Asked Questions

How large is Cal Stepan Scholarship Fund Education Tr?

As of 2025, Cal Stepan Scholarship Fund Education Tr holds $59K in total assets with $5K in annual revenue. It awarded 1 grant totaling $1K in 2025.

Where does Cal Stepan Scholarship Fund Education Tr operate?

Cal Stepan Scholarship Fund Education Tr has awarded grants in Ohio.

What size grants does Cal Stepan Scholarship Fund Education Tr award?

In 2025, Cal Stepan Scholarship Fund Education Tr awarded 1 grant totaling $1K — an average of about $1K per grant, based on its IRS Form 990 filings.

How much is Cal Stepan Scholarship Fund Education Tr required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Cal Stepan Scholarship Fund Education Tr reported a distributable amount of $3K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Cal Stepan Scholarship Fund Education Tr's EIN?

Cal Stepan Scholarship Fund Education Tr's EIN (Employer Identification Number) is 34-1690879. IRS Form 990 filing data is available on this page for 2021–2025.