Co Tr Uw a L Stevens - Dallas Fdn
Co Tr Uw a L Stevens - Dallas Fdn 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 $12.1M in total assets. In 2024, it awarded 1 grants totaling $742K. Net investment income was $618K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$12.1M
-1.3% YoY
Annual Giving
$742K
-0.6% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$742K
-0.6% YoY
Under IRS private-foundation payout rules, Co Tr Uw a L Stevens - Dallas Fdn reported a distributable amount of $719K for 2024 — the minimum it must pay out in qualifying distributions.
About Co Tr Uw a L Stevens - Dallas Fdn
Based on IRS filings
Co Tr Uw a L Stevens - Dallas Fdn 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 $12.1M in total assets. In 2024, it awarded 1 grants totaling $742K. Net investment income was $618K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $12,094,326 | $12,253,730 | $12,739,190 |
| Revenue | $707,211 | $333,187 | $143,150 |
| Expenses | $891,071 | $883,130 | $879,118 |
| Qualifying Distributions | $795,372 | $796,649 | $782,708 |
| Net Investment Income | $618,381 | $169,522 | $259,792 |
| Distributable Amount | $718,831 | $673,074 | $722,254 |
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 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include The Dallas Foundation ($742,083).
| Recipient | Purpose | Amount |
|---|---|---|
| THE DALLAS FOUNDATION DALLAS, TX | UNRESTRICTED GENERAL | $742,083 |
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 N A | CO-TRUSTEE | 1 | $97,743 |
| MICHELLE MONSE | CO-TRUSTEE | 1 | $12,996 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Co Tr Uw a L Stevens - Dallas Fdn?
Co Tr Uw a L Stevens - Dallas Fdn is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. It holds $12.1M in total assets as of 2024.
How large is Co Tr Uw a L Stevens - Dallas Fdn?
As of 2024, Co Tr Uw a L Stevens - Dallas Fdn holds $12.1M in total assets with $707K in annual revenue. It awarded 1 grants totaling $742K in 2024.
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 size grants does Co Tr Uw a L Stevens - Dallas Fdn award?
In 2024, Co Tr Uw a L Stevens - Dallas Fdn awarded 1 grants totaling $742K — an average of about $742K per grant, based on its IRS Form 990 filings.
How much is Co Tr Uw a L Stevens - Dallas Fdn required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Co Tr Uw a L Stevens - Dallas Fdn reported a distributable amount of $719K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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