Don and Trudy Steen Charitable Foundation

DALLAS, TX EIN: 20-8198307

Don and Trudy Steen Charitable Foundation 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 $270K in total assets. In 2024, it awarded 1 grants totaling $10K. Net investment income was $5K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$270K

-5.0% YoY

Annual Giving

$10K

-50.0% YoY

Grant Count

-66.7% YoY

Avg Grant Size

$10K

+50.0% YoY

Under IRS private-foundation payout rules, Don and Trudy Steen Charitable Foundation reported a distributable amount of $14K for 2024 — the minimum it must pay out in qualifying distributions.

About Don and Trudy Steen Charitable Foundation

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Texas $2.2M (98%)

Georgia $48K (2%)

Arkansas $2K (0%)

Arizona $1K (0%)

States

Arkansas Arizona Georgia Texas

Cities

AtlantaDallasIrvingScottsdaleSearcy

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$269,778	$283,986	$296,976
Revenue	$7,233	$2,683	$178,173
Expenses	$12,262	$27,802	$746,544
Qualifying Distributions	$10,000	$20,000	$742,166
Net Investment Income	$5,155	—	$173,795
Distributable Amount	$13,550	$14,816	$29,969

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

16 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Resurgens Charitable Foundation ($10,000).

Recipient	Purpose	Amount
RESURGENS CHARITABLE FOUNDATION ATLANTA, GA	COMMUNITY OUTREACH	$10,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
TRUDY K STEEN	DIRECTORPRESIDENT	—	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Don and Trudy Steen Charitable Foundation?

Don and Trudy Steen Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. It holds $270K in total assets as of 2024.

How large is Don and Trudy Steen Charitable Foundation?

As of 2024, Don and Trudy Steen Charitable Foundation holds $270K in total assets with $7K in annual revenue. It awarded 1 grants totaling $10K in 2024.

Where does Don and Trudy Steen Charitable Foundation operate?

Don and Trudy Steen Charitable Foundation has awarded grants in Arkansas, Arizona, Georgia, Texas.

What size grants does Don and Trudy Steen Charitable Foundation award?

In 2024, Don and Trudy Steen Charitable Foundation awarded 1 grants totaling $10K — an average of about $10K per grant, based on its IRS Form 990 filings.

How much is Don and Trudy Steen Charitable Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Don and Trudy Steen Charitable Foundation reported a distributable amount of $14K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Don and Trudy Steen Charitable Foundation's EIN?

Don and Trudy Steen Charitable Foundation's EIN (Employer Identification Number) is 20-8198307. IRS Form 990 filing data is available on this page for 2020–2024.