Elizabeth R Stevens Tr Uw

DALLAS, TX EIN: 04-6029360

Elizabeth R Stevens Tr Uw is a private foundation, based in DALLAS, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $226K in total assets. In 2025, it awarded 1 grants totaling $10K. Net investment income was $18K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$226K

+1.6% YoY

Annual Giving

$10K

-5.0% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$10K

-5.0% YoY

About Elizabeth R Stevens Tr Uw

Based on IRS filings

Elizabeth R Stevens Tr Uw is a private foundation, based in DALLAS, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $226K in total assets. In 2025, it awarded 1 grants totaling $10K. Net investment income was $18K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

Cities

Boston

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$13K$26K$40K$53K20212022202320242025
Metric202520242023
Total Assets$226,400$222,940$224,810
Revenue$21,676$8,621$-1,699
Expenses$16,427$17,918$15,020
Qualifying Distributions$13,119$14,941$11,093
Net Investment Income$18,242$4,995$2,076
Distributable Amount$13,370$12,550$11,849

Giving Over Time

Total grant dollars and number of grants per year

$0$3K$7K$10K$13K1 grants20211 grants20221 grants20231 grants20241 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

EPISCOPAL DIOCESE OF MAS…$10K

Grant Size Distribution

5 grants across all recorded years

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

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

BANK OF AMERICA N ATRUSTEES$4K

From 2025 filing

NameTitleHoursCompensation
BANK OF AMERICA N ATRUSTEES1$3,967

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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