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.
Co Tr Uw a L Stevens - Dallas Fdn at a glance
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.
- Annual giving (2025)
- $715,904
- -3.5% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $715,904
- -3.5% vs 2024
- Median grant
- $715,904
- Total assets
- $12,651,822
- +4.6% vs 2024
- Primary geography
- Texas (100% 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 Co Tr Uw a L Stevens - Dallas Fdn funds
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%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
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.
Giving History
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.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Dallas Foundation Dallas, TX | Unrestricted General | $715,904 |
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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 | $12,651,822 | $1,405,545 | $862,130 | $715,904 | 1 | $763,990 | $1,343,805 | $443,327 |
| 2024 | $12,094,326 | $707,211 | $891,071 | $742,083 | 1 | $795,372 | $618,381 | $718,831 |
| 2023 | $12,253,730 | $333,187 | $883,130 | $746,889 | 1 | $796,649 | $169,522 | $673,074 |
| 2022 | $12,739,190 | $143,150 | $879,118 | $732,097 | 1 | $782,708 | $259,792 | $722,254 |
| 2021 | $13,069,582 | $2,212,973 | $881,801 | $678,751 | 1 | $731,108 | $2,110,042 | $785,743 |
| 2020 | $11,621,886 | $888,056 | $792,777 | $666,263 | 1 | — | $749,325 | $653,026 |
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.
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.
Data update history
(6)
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)
Live grants for the work Co Tr Uw a L Stevens - Dallas Fdn funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
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