SC Josephine Stevenson Trust
SC Josephine Stevenson Trust is a private foundation based in Saint Louis, Missouri. In its 2026 filing, it reported 11 grants totaling $52,000, primarily to organizations in South Carolina, with one listed recipient in Alabama.
SC Josephine Stevenson Trust at a glance
In short: SC Josephine Stevenson Trust gave $52K across 11 grants in 2026 (avg $5K), mostly in South Carolina. 27% of 2026 grantees were new. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $52,000
- +4.0% vs 2025
- Grants made (2026)
- 11
- +22.2% vs 2025
- Average grant
- $4,727
- -14.9% vs 2025
- Median grant
- $3,500
- Total assets
- $1,044,512
- +0.5% vs 2025
- New grantees (estimate)
- 27% first-time grantees (3 of 11, 2026; small sample)
- Primary geography
- South Carolina (93% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to SC Josephine Stevenson Trust
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states on its 2025 filing that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: PO Box 505 Mac H0006-092, Saint Louis, MO 63166
Phone: (888) 730-4933
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who SC Josephine Stevenson Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2026
The largest 2026 recipient was Due West Robotics ($16K). Together the top 10 received $49K.
Grant Size Distribution
50 grants across all recorded years
The most common grant size was under $50K: 50 grants of 50 (100%).
Geographic Focus
Where this funder awards grants
The trust’s 2026 grant dollars went to recipients in South Carolina (93%) and Alabama (7%). Listed South Carolina recipients were in Due West, Richburg, and Anderson; the Alabama recipient was in Birmingham.
Grant Distribution by State
Share of 2026 grant dollars across all 11 itemized grants.
Cities
Is SC Josephine Stevenson Trust open to new grantees?
27%
first-time grantees, 2026
In 2026, 3 of 11 grantees (27%) were first-time recipients. With only 11 grantees, that is a small sample: one grantee more or less moves the share by about 9 points. First grants averaged $7K; repeat grants $4K. How we count
Medians: $3K first-time, $4K repeat.
- 55% of 2026 grantees were also funded in 2025. Method
- Giving held roughly steady from 2023 to 2026 (−5%). Method
- In 2026 it paid out 97% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2026). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2026, annual grant giving ranged from $48K (2021) to $55K (2023). In 2026 it made 11 grants totaling $52K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Due West Robotics Due West, SC | General Operating | $15,512 |
| Union ARP Church Richburg, SC | General Operating | $5,720 |
| Anderson Free Clinic Inc Anderson, SC | General Operating | $4,768 |
| Meals on Wheels Inc Anderson, SC | General Operating | $4,000 |
| The Champions Center Anderson, SC | General Operating | $3,500 |
| First Light Birmingham, AL | General Operating | $3,500 |
| Anmed Health Foundation Anderson, SC | General Operating | $3,000 |
| Cancer Association of Anderson Anderson, SC | General Operating | $3,000 |
| Erskine College Due West, SC | General Operating | $3,000 |
| YMCA of Anderson SC Anderson, SC | General Operating | $3,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2026 | $1,044,512 | $78,121 | $72,630 | $52,000 | 11 | $57,568 | $56,119 | $59,653 |
| 2025 | $1,039,083 | $37,532 | $68,834 | $50,000 | 9 | $55,444 | $24,363 | $57,123 |
| 2024 | $1,070,147 | $30,378 | $67,676 | $50,000 | 9 | $55,290 | $19,051 | $52,278 |
| 2023 | $1,108,073 | $11,465 | $77,982 | $55,000 | 9 | $57,889 | $22,446 | $54,787 |
| 2022 | $1,174,525 | $212,923 | $70,085 | $50,000 | 12 | $53,056 | $195,128 | $60,774 |
| 2021 | $1,031,790 | $57,868 | $69,950 | $48,000 | 11 | — | $42,445 | $55,685 |
| 2020 | $1,043,462 | $113,001 | $68,038 | $50,000 | 10 | — | $97,303 | $53,350 |
Under IRS private-foundation payout rules, SC Josephine Stevenson Trust reported a distributable amount of $60K for 2026 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the trust is provided. Its 2026 grants went to organizations working in areas including youth STEM education, health care, meal delivery, services for children with disabilities, homelessness, basic-needs assistance, and cancer support. For example, Due West Robotics describes its mission as educating and inspiring young people in science, technology, engineering, and mathematics. Anderson Free Clinic says it provides health care for indigent people in Anderson, South Carolina; Meals on Wheels Inc. describes delivering meals and providing interaction for senior and disabled neighbors in Anderson County; and The Champions Center describes serving children with disabilities, special needs, or developmental-delay risks in a therapeutic setting.
Grantmaking
In 2026, the trust reported 11 grants totaling $52,000. Grants ranged from $3,000 to $15,512, with a median of $3,500. The largest listed awards were $15,512 to Due West Robotics, $5,720 to Union ARP Church, $4,768 to Anderson Free Clinic, and $4,000 to Meals on Wheels Inc. The listed grants were designated for general operating support.
The trust also gave $3,500 to The Champions Center and $3,500 to First Light, and $3,000 each to AnMed Health Foundation, Cancer Association of Anderson, Erskine College, YMCA of Anderson SC, and Anderson Interfaith Ministries. First Light describes its work as offering people experiencing homelessness emergency shelter and access to housing programs. Anderson Interfaith Ministries describes connecting people with support, resources, and education and providing centralized assistance for basic needs. Cancer Association of Anderson describes providing treatment-related financial assistance, information and referral, and emotional and physical support to local cancer patients.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2026 filing lists Wells Fargo Bank N.A. as trustee.
SC Josephine Stevenson Trust's only listed officer is Wells Fargo Bank N A, Trustee on every filing since 2020 (compensated).
Officers on the 2026 filing
Wells Fargo Bank N A
Trustee
On filings since 2020
1 hr/week
$17K (2020) → $18K (2026)
Data from IRS Form 990 filings, 2020–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $18K, to Wells Fargo Bank N a (Trustee).
Frequently asked questions about SC Josephine Stevenson Trust
How much does SC Josephine Stevenson Trust give each year?
SC Josephine Stevenson Trust gave $52K across 11 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $50K across 9 grants.
What is SC Josephine Stevenson Trust's typical grant size?
SC Josephine Stevenson Trust's median grant in 2026 was $3,500, and its average grant was $4,727, across 11 grants on its 2026 IRS Form 990-PF. Organizations receiving their first grant from SC Josephine Stevenson Trust that year got $7K on average.
Where does SC Josephine Stevenson Trust give grants?
SC Josephine Stevenson Trust gives mostly in South Carolina: 93% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there. The next largest state was Alabama (7%). The most frequent recipient cities were Anderson, SC (7 grants) and Due West, SC (2 grants).
Does SC Josephine Stevenson Trust give general operating support?
Yes: 100% of SC Josephine Stevenson Trust's 2026 grants with a stated purpose (11 of 11) were for general or operating support, per its 2026 IRS Form 990-PF.
Who are SC Josephine Stevenson Trust's largest grantees?
SC Josephine Stevenson Trust's largest 2026 grantees include Due West Robotics ($15,512), Union ARP Church ($5,720) and Anderson Free Clinic Inc ($4,768), according to its 2026 IRS Form 990-PF. Together they received 50% of its itemized 2026 grant dollars.
How large is SC Josephine Stevenson Trust?
SC Josephine Stevenson Trust reported $1.0M in total assets on its 2026 IRS Form 990-PF. It paid out $58K in qualifying distributions that year, against a required minimum of $60K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does SC Josephine Stevenson Trust fund?
No mission statement for the trust is provided. Its 2026 grants went to organizations working in areas including youth STEM education, health care, meal delivery, services for children with disabilities, homelessness, basic-needs assistance, and cancer support. See mission & focus areas ↑
How do I apply for a grant from SC Josephine Stevenson Trust?
The foundation states on its 2025 filing that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is SC Josephine Stevenson Trust's EIN?
SC Josephine Stevenson Trust's EIN (Employer Identification Number) is 58-6358122. IRS Form 990 filing data is available on this page for 2020–2026.
Does SC Josephine Stevenson Trust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2025 (received by the IRS June 9, 2025)
- Updated Form 990-PF for fiscal year 2026 (received by the IRS June 11, 2026)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS June 2, 2020)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 25, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS June 7, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS June 9, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS June 11, 2024)
Explore Open Grants
Browse active grant opportunities in SC Josephine Stevenson Trust's focus areas in our free grants database
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Cite this profile
Grantable. (2026). SC Josephine Stevenson Trust funder profile. GrantGraph. Retrieved October 16, 2026, from https://grantable.co/funders/sc-josephine-stevenson-trust-morg_c75064cc9f00451a88f0f94d956e5ce9
BibTeX
@misc{grantable_586358122_2026,
author = {{Grantable}},
title = {{SC Josephine Stevenson Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/sc-josephine-stevenson-trust-morg_c75064cc9f00451a88f0f94d956e5ce9},
note = {Accessed 2026-10-16. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from SC Josephine Stevenson Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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