Co Tr Uw a L Stevens - Dallas Fdn

Private foundation · Grantmaker Dallas, TX EIN: 75-6006795

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

1state

Share of the 2025 grant dollars on its one itemized grant.

States

Cities

Dallas

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K$800K1 grant2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025

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 Dallas Foundation: $716KThe Dallas Foundation$716K

The largest 2025 recipient was The Dallas Foundation ($716K).

Grant Size Distribution

5 grants across all recorded years

<$50K$50–100K$100–250K$250–500K5$500K–1M$1–5M$5M+

The most common grant size was in the $500K–1M range: 5 grants of 5 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
The Dallas Foundation Dallas, TXUnrestricted General$715,904

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1M$2M$3M2020 2021 2022 2023 2024 2025
Metric202520242023
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

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS September 21, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS November 14, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS November 3, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS September 27, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS November 3, 2025)
  6. 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

Bank of America N a — Co-Trustee: $103KBank of America N aCo-Trustee$103KMichelle Monse — Co-Trustee: $13KMichelle MonseCo-Trustee$13K

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.

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