Stevens Family Charitable Trust
Stevens Family Charitable Trust is a private foundation, based in El Paso, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $57.8M in total assets. In 2025, it awarded 3 grants totaling $1.2M. Net investment income was $1.2M.
Stevens Family Charitable Trust at a glance
In short: Stevens Family Charitable Trust gave $1.2M across 3 grants in 2025 (avg $400K), mostly in Minnesota. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $1,200,000
- -60.5% vs 2024
- Grants made (2025)
- 3
- -25.0% vs 2024
- Average grant
- $400,000
- -47.4% vs 2024
- Median grant
- $100,000
- Total assets
- $57,848,960
- +106.4% vs 2024
- Primary geography
- Minnesota (83% 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 Stevens Family Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Mayo Clinic (EIN 41-6011702) ($1.0M). Together the top 3 received $1.2M.
Grant Size Distribution
12 grants across all recorded years
The most common grant size was in the $1–5M range: 7 grants of 12 (58%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
Cities
How Stevens Family Charitable Trust gives
- Giving grew 789% from 2022 to 2025. Method
- In 2025 it paid out 97% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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
From 2020 to 2025, annual grant giving ranged from $135K (2022) to $3.0M (2024). In 2025 it made 3 grants totaling $1.2M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Mayo Clinic (EIN 41-6011702) Rochester, MN | General Support | $1,000,000 |
| Arizona Anit-Trafficking Network (Aatn) Phoenix, AZ | General Funds | $100,000 |
| St Cyril's School Tuscon, AZ | General Support | $100,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $57,848,960 | $31,200,914 | $376,873 | $1,200,000 | 3 | $1,365,469 | $1,196,510 | $1,405,280 |
| 2024 | $28,024,911 | $1,403,203 | $3,206,963 | $3,040,000 | 4 | $3,203,836 | $1,400,076 | $1,391,089 |
| 2023 | $30,022,632 | $1,402,047 | $2,124,230 | $2,000,000 | 2 | $2,051,492 | $1,500,439 | $1,431,220 |
| 2022 | $30,696,772 | $3,819,015 | $236,568 | $135,000 | 2 | $194,477 | $3,804,824 | $1,335,163 |
| 2021 | $27,058,457 | $2,640,309 | $5,088,854 | $1,000,000 | 1 | $1,052,154 | $2,640,309 | $1,292,851 |
| 2020 | $27,774,695 | $-1,052,185 | $837,106 | $741,725 | 6 | — | $2,823,494 | $1,309,009 |
Under IRS private-foundation payout rules, Stevens Family Charitable Trust reported a distributable amount of $1.4M for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Stevens Family Charitable Trust's 2025 filing lists 7 officers; 2 of 7 officers listed in 2025 are compensated.
Officers on the 2025 filing
Alexandra M. Read
Trustee
On filings since 2020
2 hrs/week
$52K (2020) → $75K (2025)
Colin M. Stevens
Trustee
On filings since 2020
0.3 hrs/week
$69K (2024) → $75K (2025)
Jeff A. Stevens
Trustee
On filings since 2020
1 hr/week
No compensation reported
Kevin M. Reis
Independent Trustee
On filings since 2020
0.3 hrs/week
No compensation reported
Sharon A. Stevens
Trustee
On filings since 2020
0.3 hrs/week
No compensation reported
Timothy A. Demore
Independent Trustee
On filings since 2020
0.3 hrs/week
No compensation reported
William W. Sheely
Independent Trustee
On filings since 2020
0.3 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "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
The highest reported compensation on the 2025 filing was $75K, to Alexandra M Read (Trustee). 2 officers or directors reported compensation on that filing.
Frequently asked questions about Stevens Family Charitable Trust
How much does Stevens Family Charitable Trust give each year?
Stevens Family Charitable Trust gave $1.2M across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $3.0M across 4 grants.
What is Stevens Family Charitable Trust's typical grant size?
Stevens Family Charitable Trust's median grant in 2025 was $100,000, and its average grant was $400,000, across 3 grants on its 2025 IRS Form 990-PF.
Where does Stevens Family Charitable Trust give grants?
Stevens Family Charitable Trust gives mostly in Minnesota: 83% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Arizona (17%).
Does Stevens Family Charitable Trust give general operating support?
Yes: 100% of Stevens Family Charitable Trust's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Stevens Family Charitable Trust?
Stevens Family Charitable Trust reported $57.8M in total assets on its 2025 IRS Form 990-PF. It paid out $1.4M in qualifying distributions that year, against a required minimum of $1.4M (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Stevens Family Charitable Trust's EIN?
Stevens Family Charitable Trust's EIN (Employer Identification Number) is 26-6824259. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in Stevens Family Charitable Trust's focus areas in our free grants database
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