Charles M Stevenson Charitable Trust
Charles M Stevenson Charitable Trust is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $2.6M in total assets. In 2025, it awarded 2 grants totaling $148K. Net investment income was $257K.
Charles M Stevenson Charitable Trust at a glance
In short: Charles M Stevenson Charitable Trust gave $148K across 2 grants in 2025 (avg $74K), mostly in Maryland. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $147,528
- +53.6% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $73,764
- +53.6% vs 2024
- Median grant
- $73,764
- Total assets
- $2,603,503
- +3.5% vs 2024
- Primary geography
- Maryland (51% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Charles M Stevenson Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Johns Hopkins University ($76K). Together the top 2 received $148K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was in the $50–100K range: 6 grants of 10 (60%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
Cities
How Charles M Stevenson Charitable Trust gives
- Giving grew 34% from 2022 to 2025. Method
- In 2025 it paid out 110% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $86K (2023) to $148K (2025). In 2025 it made 2 grants totaling $148K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Johns Hopkins University Baltimore, MD | Unrestricted General | $75,686 |
| Sloan Kettering Institute for Cancer New York, NY | Unrestricted General | $71,842 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $2,603,503 | $286,430 | $198,820 | $147,528 | 2 | $164,592 | $256,542 | $149,750 |
| 2024 | $2,516,066 | $248,731 | $140,935 | $96,074 | 2 | $112,077 | $218,271 | $140,311 |
| 2023 | $2,410,892 | $77,583 | $124,960 | $86,022 | 2 | $100,290 | $45,280 | $127,272 |
| 2022 | $2,459,131 | $-66,059 | $162,554 | $110,368 | 2 | $124,925 | $24,001 | $129,543 |
| 2021 | $2,687,510 | $557,335 | $147,263 | $101,040 | 2 | $117,001 | $527,007 | $143,767 |
| 2020 | $2,274,610 | $179,039 | $128,592 | $89,928 | 2 | — | $155,787 | $122,197 |
Under IRS private-foundation payout rules, Charles M Stevenson Charitable Trust reported a distributable amount of $150K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Charles M Stevenson Charitable Trust's only listed officer is Bank Of America, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2021
1 hr/week
$39K (2021) → $41K (2025)
Former officers (1)
- Former: Bank Of America N A (2020) — Trustee
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $41K, to Bank of America (Trustee).
Frequently asked questions about Charles M Stevenson Charitable Trust
How much does Charles M Stevenson Charitable Trust give each year?
Charles M Stevenson Charitable Trust gave $148K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $96K across 2 grants.
How large is Charles M Stevenson Charitable Trust?
Charles M Stevenson Charitable Trust reported $2.6M in total assets on its 2025 IRS Form 990-PF. It paid out $165K in qualifying distributions that year, against a required minimum of $150K (roughly 5% of its investment assets).
Where does Charles M Stevenson Charitable Trust operate?
Charles M Stevenson Charitable Trust has awarded grants in Maryland, New York.
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 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 8, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 6, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 16, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 27, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- IRS filings on file for fiscal years 2020–2025
Live grants for the work Charles M Stevenson Charitable Trust funds
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