Stephens James B Endowment Tua

SAINT LOUIS, MO EIN: 93-6207793

Stephens James B Endowment Tua is a private foundation, based in SAINT LOUIS, MO. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $112K in total assets. In 2025, it awarded 1 grants totaling $6K. Net investment income was $3K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$112K

-3.2% YoY

Annual Giving

$6K

+0.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$6K

+0.0% YoY

Under IRS private-foundation payout rules, Stephens James B Endowment Tua reported a distributable amount of $7K for 2025 — the minimum it must pay out in qualifying distributions.

About Stephens James B Endowment Tua

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Oregon $28K (100%)

States

Oregon

Cities

Portland

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$112,273	$116,043	$121,922
Revenue	$5,934	$3,693	$4,874
Expenses	$9,705	$9,565	$9,193
Qualifying Distributions	$7,152	$7,114	$6,817
Net Investment Income	$3,385	$1,432	$2,357
Distributable Amount	$6,840	$6,458	$6,377

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 Willamette View Inc ($5,500).

Recipient	Purpose	Amount
WILLAMETTE VIEW INC PORTLAND, OR	GENERAL OPERATING	$5,500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
WELLS FARGO BANK N A	TRUSTEE	1	$2,794

Frequently Asked Questions

How large is Stephens James B Endowment Tua?

As of 2025, Stephens James B Endowment Tua holds $112K in total assets with $6K in annual revenue. It awarded 1 grants totaling $6K in 2025.

Where does Stephens James B Endowment Tua operate?

Stephens James B Endowment Tua has awarded grants in Oregon.

What size grants does Stephens James B Endowment Tua award?

In 2025, Stephens James B Endowment Tua awarded 1 grants totaling $6K — an average of about $6K per grant, based on its IRS Form 990 filings.

How much is Stephens James B Endowment Tua required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Stephens James B Endowment Tua reported a distributable amount of $7K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Stephens James B Endowment Tua's EIN?

Stephens James B Endowment Tua's EIN (Employer Identification Number) is 93-6207793. IRS Form 990 filing data is available on this page for 2021–2025.