Stephen E Byrne Education Trust

Foundation · Grantmaker BIRMINGHAM, AL EIN: 71-6167414

Stephen E Byrne Education Trust is a private foundation, based in BIRMINGHAM, AL. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $492K in total assets. In 2024, it awarded 1 grants totaling $20K. Net investment income was $20K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$492K

-1.0% YoY

Annual Giving

$20K

-20.6% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$20K

-20.6% YoY

Under IRS private-foundation payout rules, Stephen E Byrne Education Trust reported a distributable amount of $31K for 2024 — the minimum it must pay out in qualifying distributions.

About Stephen E Byrne Education Trust

Based on IRS filings

Stephen E Byrne Education Trust is a private foundation, based in BIRMINGHAM, AL. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $492K in total assets. In 2024, it awarded 1 grants totaling $20K. Net investment income was $20K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Texarkana

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$18K$36K$54K$72K2021202220232024
Metric202420232022
Total Assets$492,017$496,917$509,269
Revenue$27,177$23,788$27,848
Expenses$31,710$36,113$53,748
Qualifying Distributions$22,619$27,680$42,451
Net Investment Income$19,681$15,661$20,328
Distributable Amount$31,169$28,961$30,793

Giving Over Time

Total grant dollars and number of grants per year

$0$12K$24K$36K$48K1 grants20211 grants20221 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

ST MICHAEL HEALTH CARE C…$20K

Grant Size Distribution

4 grants across all recorded years

4<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include St Michael Health Care Center Glen ($20,229).

RecipientPurposeAmount
ST MICHAEL HEALTH CARE CENTER GLEN TEXARKANA, TXGENERAL OPERATING$20,229

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

REGIONS BANKTRUSTEE$10K

From 2024 filing

NameTitleHoursCompensation
REGIONS BANKTRUSTEE1$9,560

Frequently Asked Questions

How large is Stephen E Byrne Education Trust?

As of 2024, Stephen E Byrne Education Trust holds $492K in total assets with $27K in annual revenue. It awarded 1 grants totaling $20K in 2024.

Where does Stephen E Byrne Education Trust operate?

Stephen E Byrne Education Trust has awarded grants in Texas.

What size grants does Stephen E Byrne Education Trust award?

In 2024, Stephen E Byrne Education Trust awarded 1 grants totaling $20K — an average of about $20K per grant, based on its IRS Form 990 filings.

How much is Stephen E Byrne Education Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Stephen E Byrne Education Trust reported a distributable amount of $31K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Stephen E Byrne Education Trust's EIN?

Stephen E Byrne Education Trust's EIN (Employer Identification Number) is 71-6167414. IRS Form 990 filing data is available on this page for 2021–2024.

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

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