Elizabeth R Stevens Trust
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
1
+0.0% YoY
Avg Grant Size
$348K
+0.0% YoY
About Elizabeth R Stevens Trust
Based on IRS filings
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.
Ready to take the next step with Elizabeth R Stevens Trust?
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 | $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
No grants recorded for .
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 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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