Charles M Stevenson Charitable Trust

DALLAS, TX EIN: 59-7264883

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

+0.0% YoY

Avg Grant Size

$48K

+11.7% YoY

Under IRS private-foundation payout rules, Charles M Stevenson Charitable Trust reported a distributable amount of $140K for 2024 — the minimum it must pay out in qualifying distributions.

About Charles M Stevenson Charitable Trust

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Maryland $242K (50%)

New York $242K (50%)

States

Maryland New York

Cities

BaltimoreNew York

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

Among its reported 2024 grants, the largest include Sloan Kettering Institute for Cancer ($48,037), Johns Hopkins University ($48,037).

Recipient	Purpose	Amount
SLOAN KETTERING INSTITUTE FOR CANCER NEW YORK, NY	UNRESTRICTED GENERAL	$48,037
JOHNS HOPKINS UNIVERSITY BALTIMORE, MD	UNRESTRICTED GENERAL	$48,037

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

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Charles M Stevenson Charitable Trust?

Charles M Stevenson Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. It holds $2.5M in total assets as of 2024.

How large is Charles M Stevenson Charitable Trust?

As of 2024, Charles M Stevenson Charitable Trust holds $2.5M in total assets with $249K in annual revenue. It awarded 2 grants totaling $96K in 2024.

Where does Charles M Stevenson Charitable Trust operate?

Charles M Stevenson Charitable Trust has awarded grants in Maryland, New York.

What size grants does Charles M Stevenson Charitable Trust award?

In 2024, Charles M Stevenson Charitable Trust awarded 2 grants totaling $96K — an average of about $48K per grant, based on its IRS Form 990 filings.

How much is Charles M Stevenson Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Charles M Stevenson Charitable Trust reported a distributable amount of $140K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Charles M Stevenson Charitable Trust's EIN?

Charles M Stevenson Charitable Trust's EIN (Employer Identification Number) is 59-7264883. IRS Form 990 filing data is available on this page for 2020–2024.