Charles M Stevenson Charitable Trust
Charles M Stevenson Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.5M in total assets. In 2024, it awarded 2 grants totaling $96K. Net investment income was $218K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.5M
+4.4% YoY
Annual Giving
$96K
+11.7% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$48K
+11.7% YoY
About Charles M Stevenson Charitable Trust
Based on IRS filings
Charles M Stevenson Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.5M in total assets. In 2024, it awarded 2 grants totaling $96K. Net investment income was $218K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,516,066 | $2,410,892 | $2,459,131 |
| Revenue | $248,731 | $77,583 | $-66,059 |
| Expenses | $140,935 | $124,960 | $162,554 |
| Qualifying Distributions | $112,077 | $100,290 | $124,925 |
| Net Investment Income | $218,271 | $45,280 | $24,001 |
| Distributable Amount | $140,311 | $127,272 | $129,543 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
10 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 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $38,756 |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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