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
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
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
Among its reported 2025 grants, the largest 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
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 | — |
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 grants 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 grants 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.
Explore Open Grants
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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