Stephen Lis Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WILMINGTON, DE. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.2M in total assets. In 2024, it awarded 2 grants totaling $73K. Net investment income was $91K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.2M
+1.1% YoY
Annual Giving
$73K
+3.0% YoY
Grant Count
2
+100.0% YoY
Avg Grant Size
$37K
-48.5% YoY
Under IRS private-foundation payout rules, Stephen Lis Charitable Trust reported a distributable amount of $83K for 2024 — the minimum it must pay out in qualifying distributions.
About Stephen Lis Charitable Trust
Based on IRS filings
Stephen Lis Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WILMINGTON, DE. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.2M in total assets. In 2024, it awarded 2 grants totaling $73K. Net investment income was $91K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,245,955 | $1,232,877 | $1,248,440 |
| Revenue | $119,507 | $83,998 | $36,604 |
| Expenses | $106,473 | $99,539 | $113,837 |
| Qualifying Distributions | $76,639 | $74,274 | $87,612 |
| Net Investment Income | $91,074 | $57,507 | $10,099 |
| Distributable Amount | $83,100 | $74,275 | $78,190 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
6 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include New Hampshire Institute of Art ($45,000), New England College ($28,000).
| Recipient | Purpose | Amount |
|---|---|---|
| NEW HAMPSHIRE INSTITUTE OF ART DURHAM, NH | SCHOLARSHIP | $45,000 |
| NEW ENGLAND COLLEGE HENNIKER, NH | SCHOLARSHIP | $28,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
No officer/director data available.
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Stephen Lis Charitable Trust?
Stephen Lis Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WILMINGTON, DE. It holds $1.2M in total assets as of 2024.
How large is Stephen Lis Charitable Trust?
As of 2024, Stephen Lis Charitable Trust holds $1.2M in total assets with $120K in annual revenue. It awarded 2 grants totaling $73K in 2024.
Where does Stephen Lis Charitable Trust operate?
Stephen Lis Charitable Trust has awarded grants in New Hampshire.
What size grants does Stephen Lis Charitable Trust award?
In 2024, Stephen Lis Charitable Trust awarded 2 grants totaling $73K — an average of about $37K per grant, based on its IRS Form 990 filings.
How much is Stephen Lis Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Stephen Lis Charitable Trust reported a distributable amount of $83K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Stephen Lis Charitable Trust's EIN?
Stephen Lis Charitable Trust's EIN (Employer Identification Number) is 82-6152404. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Stephen Lis Charitable 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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