Stephens James B Endowment Tua
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.
Key facts about Stephens James B Endowment Tua
- EIN
- 93-6207793
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $5,500
- Grants made (2025)
- 1
- Average grant
- $5,500
- Median grant
- $5,500
- Total assets
- $112,273
- Primary geography
- Oregon (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
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.
Next steps with Stephens James B Endowment Tua
- How to evaluate Stephens James B Endowment Tua as a funder
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Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$112K
-3.2% YoY
Annual Giving
$6K
+0.0% YoY
Grant Count
1
+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
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.
Ready to take the next step with Stephens James B Endowment Tua?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 1 itemized 2025 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
| 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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
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 recipients 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 IRS 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 grant 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 grant 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.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.