Co Tr Uw a L Stevens - Dallas Fdn
Co Tr Uw a L Stevens - Dallas Fdn is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $12.7M in total assets. In 2025, it awarded 1 grant totaling $716K. Net investment income was $1.3M.
Key facts about Co Tr Uw a L Stevens - Dallas Fdn
In short: Co Tr Uw a L Stevens - Dallas Fdn gave $716K across 1 grant in 2025 (avg $716K), mostly in Texas. Source: 2025 IRS Form 990-PF.
- EIN
- 75-6006795
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $715,904
- Grants made (2025)
- 1
- Average grant
- $715,904
- Median grant
- $715,904
- Total assets
- $12,651,822
- Primary geography
- Texas (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$12.7M
+4.6% YoY
Annual Giving
$716K
-3.5% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$716K
-3.5% YoY
Under IRS private-foundation payout rules, Co Tr Uw a L Stevens - Dallas Fdn reported a distributable amount of $443K for 2025 — the minimum it must pay out in qualifying distributions.
How Co Tr Uw a L Stevens - Dallas Fdn gives
- Giving held roughly steady from 2022 to 2025 (−2%). Method
- In 2025 it paid out 172% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $666K (2020) to $747K (2023). In 2025 it made 1 grant totaling $716K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was The Dallas Foundation ($716K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $500K–1M range: 5 grants of 5 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Dallas Foundation Dallas, TX | Unrestricted General | $715,904 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $12,651,822 | $12,094,326 | $12,253,730 |
| Revenue | $1,405,545 | $707,211 | $333,187 |
| Expenses | $862,130 | $891,071 | $883,130 |
| Qualifying Distributions | $763,990 | $795,372 | $796,649 |
| Net Investment Income | $1,343,805 | $618,381 | $169,522 |
| Distributable Amount | $443,327 | $718,831 | $673,074 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS September 21, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 14, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 3, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS September 27, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 3, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
Leadership & Key People
Officers and directors from IRS filings
Co Tr Uw a L Stevens - Dallas Fdn's 2025 filing lists 2 officers; all 2 officers listed in 2025 are compensated.
Officers on the 2025 filing
Bank Of America N A
Co-Trustee
On filings since 2020
1 hr/week
$98K (2020) → $103K (2025)
Michelle Monse
Co-Trustee
On filings since 2020
1 hr/week
$13K (2021) → $13K (2025)
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 $103K, to Bank of America N a (Co-Trustee). 2 officers or directors reported compensation on that filing.
Frequently asked questions about Co Tr Uw a L Stevens - Dallas Fdn
How much does Co Tr Uw a L Stevens - Dallas Fdn give each year?
Co Tr Uw a L Stevens - Dallas Fdn gave $716K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $742K across 1 grant.
How large is Co Tr Uw a L Stevens - Dallas Fdn?
Co Tr Uw a L Stevens - Dallas Fdn reported $12.7M in total assets on its 2025 IRS Form 990-PF. It paid out $764K in qualifying distributions that year, against a required minimum of $443K (roughly 5% of its investment assets).
Where does Co Tr Uw a L Stevens - Dallas Fdn operate?
Co Tr Uw a L Stevens - Dallas Fdn has awarded grants in Texas.
What is Co Tr Uw a L Stevens - Dallas Fdn's EIN?
Co Tr Uw a L Stevens - Dallas Fdn's EIN (Employer Identification Number) is 75-6006795. 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.
Here's the math on researching Co Tr Uw a L Stevens - Dallas Fdn by hand.
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