Stevens JL Tr
Stevens JL Tr is a private foundation, based in Saint Louis, MO. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $596K in total assets. In 2025, it awarded 7 grants totaling $28K. Net investment income was $25K.
Stevens JL Tr at a glance
In short: Stevens JL Tr gave $28K across 7 grants in 2025 (avg $4K), mostly in New York. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $28,000
- -15.2% vs 2024
- Grants made (2025)
- 7
- +16.7% vs 2024
- Average grant
- $4,000
- -27.3% vs 2024
- Median grant
- $500
- Total assets
- $596,279
- -1.3% vs 2024
- Primary geography
- New York (95% 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 JL Tr funds
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2025
The largest 2025 recipient was Stevens Memorial United Methodist Church ($25K). Together the top 7 received $28K.
Grant Size Distribution
31 grants across all recorded years
The most common grant size was under $50K: 31 grants of 31 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 7 itemized grants.
Cities
How Stevens JL Tr gives
- Giving fell 26% from 2022 to 2025. Method
- In 2025 it paid out 91% 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 2021 to 2025, annual grant giving ranged from $28K (2025) to $43K (2023). In 2025 it made 7 grants totaling $28K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Stevens Memorial United Methodist Church South Salem, NY | General Operating | $25,000 |
| Connecticut Childrens Medical Center Hartford, CT | General Operating | $500 |
| United Methodist Church New Canaan New Canaan, CT | General Operating | $500 |
| The Fresh Air Fund New York, NY | General Operating | $500 |
| Stevens Memorial United Methodist Ch South Salem, NY | General Operating | $500 |
| The Salvation Army West Nyack, NY | General Operating | $500 |
| The American National Red Cross Washington DC, DC | General Operating | $500 |
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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 | $596,279 | $33,678 | $41,119 | $28,000 | 7 | $32,182 | $25,033 | $35,311 |
| 2024 | $603,861 | $26,045 | $45,275 | $33,000 | 6 | $37,155 | $17,542 | $32,654 |
| 2023 | $623,409 | $8,385 | $57,705 | $43,000 | 6 | $48,981 | $13,997 | $32,320 |
| 2022 | $672,618 | $65,179 | $52,436 | $38,000 | 6 | $42,009 | $55,776 | $39,134 |
| 2021 | $658,852 | $63,345 | $45,859 | $33,000 | 6 | — | $54,362 | $37,021 |
Under IRS private-foundation payout rules, Stevens JL Tr reported a distributable amount of $35K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Stevens JL Tr'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
$12K (2021) → $11K (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
The highest reported compensation on the 2025 filing was $11K, to Wells Fargo Bank N a (Trustee).
Frequently asked questions about Stevens JL Tr
How much does Stevens JL Tr give each year?
Stevens JL Tr gave $28K across 7 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $33K across 6 grants.
What is Stevens JL Tr's typical grant size?
Stevens JL Tr's median grant in 2025 was $500, and its average grant was $4,000, across 7 grants on its 2025 IRS Form 990-PF.
Where does Stevens JL Tr give grants?
Stevens JL Tr gives mostly in New York: 95% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were South Salem, NY (2 grants).
Does Stevens JL Tr give general operating support?
Yes: 100% of Stevens JL Tr's 2025 grants with a stated purpose (7 of 7) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Stevens JL Tr's largest grantees?
Stevens JL Tr's largest 2025 grantees include Stevens Memorial United Methodist Church ($25,000), Connecticut Childrens Medical Center ($500) and United Methodist Church New Canaan ($500), according to its 2025 IRS Form 990-PF. Together they received 93% of its itemized 2025 grant dollars.
How large is Stevens JL Tr?
Stevens JL Tr reported $596K in total assets on its 2025 IRS Form 990-PF. It paid out $32K in qualifying distributions that year, against a required minimum of $35K (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 JL Tr's EIN?
Stevens JL Tr's EIN (Employer Identification Number) is 06-6051227. 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
- IRS filings on file for fiscal years 2021–2025
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