Elizabeth R Stevens Trust

DALLAS, TX EIN: 04-6008395

Elizabeth R Stevens Trust is a private foundation, based in DALLAS, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $8.3M in total assets. In 2025, it awarded 1 grants totaling $348K. Net investment income was $701K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$8.3M

+4.3% YoY

Annual Giving

$348K

+0.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$348K

+0.0% YoY

Under IRS private-foundation payout rules, Elizabeth R Stevens Trust reported a distributable amount of $483K for 2025 — the minimum it must pay out in qualifying distributions.

About Elizabeth R Stevens Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Massachusetts $2.0M (100%)

States

Massachusetts

Cities

Swansea

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$8,293,744	$7,950,897	$7,870,090
Revenue	$775,971	$268,609	$-23,055
Expenses	$466,825	$447,356	$419,941
Qualifying Distributions	$385,522	$383,335	$345,586
Net Investment Income	$701,272	$204,762	$116,387
Distributable Amount	$483,367	$451,989	$413,991

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 Town of Swansea ($347,651).

Recipient	Purpose	Amount
TOWN OF SWANSEA SWANSEA, MA	UNRESTRICTED GENERAL	$347,651

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	TRUSTEE	1	$89,503

Frequently Asked Questions

How large is Elizabeth R Stevens Trust?

As of 2025, Elizabeth R Stevens Trust holds $8.3M in total assets with $776K in annual revenue. It awarded 1 grants totaling $348K in 2025.

Where does Elizabeth R Stevens Trust operate?

Elizabeth R Stevens Trust has awarded grants in Massachusetts.

What size grants does Elizabeth R Stevens Trust award?

In 2025, Elizabeth R Stevens Trust awarded 1 grants totaling $348K — an average of about $348K per grant, based on its IRS Form 990 filings.

How much is Elizabeth R Stevens Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Elizabeth R Stevens Trust reported a distributable amount of $483K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Elizabeth R Stevens Trust's EIN?

Elizabeth R Stevens Trust's EIN (Employer Identification Number) is 04-6008395. IRS Form 990 filing data is available on this page for 2021–2025.

Explore Open Grants

Browse active grant opportunities in Elizabeth R Stevens Trust's focus areas in our free grants database

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

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