Elizabeth R Stevens Tr Uw
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
Under IRS private-foundation payout rules, Elizabeth R Stevens Tr Uw reported a distributable amount of $13K for 2025 — the minimum it must pay out in qualifying distributions.
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.
Ready to take the next step with Elizabeth R Stevens Tr Uw?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| 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
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2025
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Episcopal Diocese of Massachusetts ($9,571).
| Recipient | Purpose | Amount |
|---|---|---|
| EPISCOPAL DIOCESE OF MASSACHUSETTS BOSTON, MA | UNRESTRICTED GENERAL | $9,571 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A | TRUSTEES | 1 | $3,967 |
Frequently Asked Questions
How large is Elizabeth R Stevens Tr Uw?
As of 2025, Elizabeth R Stevens Tr Uw holds $226K in total assets with $22K in annual revenue. It awarded 1 grants totaling $10K in 2025.
Where does Elizabeth R Stevens Tr Uw operate?
Elizabeth R Stevens Tr Uw has awarded grants in Massachusetts.
What size grants does Elizabeth R Stevens Tr Uw award?
In 2025, Elizabeth R Stevens Tr Uw awarded 1 grants totaling $10K — an average of about $10K per grant, based on its IRS Form 990 filings.
How much is Elizabeth R Stevens Tr Uw required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Elizabeth R Stevens Tr Uw reported a distributable amount of $13K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Elizabeth R Stevens Tr Uw's EIN?
Elizabeth R Stevens Tr Uw's EIN (Employer Identification Number) is 04-6029360. IRS Form 990 filing data is available on this page for 2021–2025.
Explore Open Grants
Browse active grant opportunities in Elizabeth R Stevens Tr Uw's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.