Stephens James B Endowment Tua

Private foundation · Grantmaker 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 grant totaling $6K. Net investment income was $3K.

Stephens James B Endowment Tua at a glance

In short: Stephens James B Endowment Tua gave $6K across 1 grant in 2025 (avg $6K), mostly in Oregon. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$5,500
+0.0% vs 2024
Grants made (2025)
1
+0.0% vs 2024
Average grant
$5,500
+0.0% vs 2024
Median grant
$5,500
Total assets
$112,273
-3.2% vs 2024
Primary geography
Oregon (100% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated September 2026.

Who Stephens James B Endowment Tua funds

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Willamette View Inc: $6KWillamette View Inc$6K

The largest 2025 recipient was Willamette View Inc ($6K).

Grant Size Distribution

5 grants across all recorded years

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

The most common grant size was under $50K: 5 grants of 5 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2025 grant dollars on its one itemized grant.

States

Cities

Portland

How Stephens James B Endowment Tua gives

  • Giving held roughly steady from 2022 to 2025 (+0%). Method
  • In 2025 it paid out 105% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$2K$4K$6K1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025

From 2021 to 2025, annual grant giving ranged from $6K (2021) to $6K (2025). In 2025 it made 1 grant totaling $6K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Willamette View Inc Portland, ORGeneral Operating$5,500
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$112,273$5,934$9,705$5,5001$7,152$3,385$6,840
2024$116,043$3,693$9,565$5,5001$7,114$1,432$6,458
2023$121,922$4,874$9,193$5,5001$6,817$2,357$6,377
2022$126,224$3,957$9,374$5,5001$6,809$1,604$7,532
2021$131,613$15,984$9,835$5,5001—$13,435$6,958

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.

Leadership & Key People

Officers and directors from IRS filings

Stephens James B Endowment Tua's only listed officer is Wells Fargo Bank N A, Trustee on every filing since 2021 (compensated).

Officers on the 2025 filing

  • Wells Fargo Bank N A

    Trustee

    On filings since 2021

    1 hr/week

    $3K (2021) → $3K (2025)

Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Wells Fargo Bank N a — Trustee: $3KWells Fargo Bank N aTrustee$3K

The highest reported compensation on the 2025 filing was $3K, to Wells Fargo Bank N a (Trustee).

Frequently asked questions about Stephens James B Endowment Tua

How much does Stephens James B Endowment Tua give each year?

Stephens James B Endowment Tua gave $6K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $6K across 1 grant.

How large is Stephens James B Endowment Tua?

Stephens James B Endowment Tua reported $112K in total assets on its 2025 IRS Form 990-PF. It paid out $7K in qualifying distributions that year, against a required minimum of $7K (roughly 5% of its investment assets).

Where does Stephens James B Endowment Tua operate?

Stephens James B Endowment Tua has awarded grants in Oregon.

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.

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

Data update history

(1)

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2021–2025

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Stephens James B Endowment Tua'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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