Stevens-Schroeder Scholarship Trust
Stevens-Schroeder Scholarship Trust is a private foundation focused on Education, based in Montevideo, MN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $93K in total assets. In 2024, it awarded 2 grants totaling $15K. Net investment income was $8K.
Stevens-Schroeder Scholarship Trust at a glance
In short: Stevens-Schroeder Scholarship Trust gave $15K across 2 grants in 2024 (avg $8K), mostly in Minnesota. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $15,000
- +0.0% vs 2023
- Grants made (2024)
- 2
- +0.0% vs 2023
- Average grant
- $7,500
- +0.0% vs 2023
- Median grant
- $7,500
- Total assets
- $92,570
- -8.9% vs 2023
- Primary geography
- Minnesota (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
Who Stevens-Schroeder Scholarship Trust funds
How this funder distributes its grants
Grant Size Distribution
7 grants across all recorded years
The most common grant size was under $50K: 7 grants of 7 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 2 itemized grants.
States
Cities
How Stevens-Schroeder Scholarship Trust gives
- Giving grew 100% from 2021 to 2024. Method
- In 2024 it paid out 333% 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
From 2021 to 2024, annual grant giving ranged from $8K (2021) to $15K (2024). In 2024 it made 2 grants totaling $15K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 2 individual scholarships Recipients not named | — | $15,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | $92,570 | $8,889 | $17,921 | $15,000 | 2 | $15,628 | $7,896 | $4,691 |
| 2023 | $101,616 | $9,702 | $18,251 | $15,000 | 2 | $16,602 | $8,113 | $4,977 |
| 2022 | $106,079 | $6,168 | $19,000 | $15,000 | 2 | $16,558 | $3,826 | $5,881 |
| 2021 | $149,599 | $8,535 | $11,370 | $7,500 | 1 | $9,382 | $6,607 | $7,292 |
| 2020 | $140,278 | $2,996 | $2,682 | — | — | — | $1,899 | $5,869 |
Under IRS private-foundation payout rules, Stevens-Schroeder Scholarship Trust reported a distributable amount of $5K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Stevens-Schroeder Scholarship Trust's 2024 filing lists 2 officers; 1 of 2 officers listed in 2024 is compensated.
Officers on the 2024 filing
Keith Henderson
Trustee
On filings since 2020
1 hr/week
$1K (2020) → $1K (2024)
Keith Brustuen
Trustee
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $1K, to Keith Henderson (Trustee).
Frequently asked questions about Stevens-Schroeder Scholarship Trust
How much does Stevens-Schroeder Scholarship Trust give each year?
Stevens-Schroeder Scholarship Trust gave $15K across 2 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $15K across 2 grants.
How large is Stevens-Schroeder Scholarship Trust?
Stevens-Schroeder Scholarship Trust reported $93K in total assets on its 2024 IRS Form 990-PF. It paid out $16K in qualifying distributions that year, against a required minimum of $5K (roughly 5% of its investment assets).
What is Stevens-Schroeder Scholarship Trust?
Stevens-Schroeder Scholarship Trust is a private foundation focused on Education, based in Montevideo, MN. It holds $93K in total assets as of 2024.
Where does Stevens-Schroeder Scholarship Trust operate?
Stevens-Schroeder Scholarship Trust has awarded grants in Minnesota.
What is Stevens-Schroeder Scholarship Trust's EIN?
Stevens-Schroeder Scholarship Trust's EIN (Employer Identification Number) is 45-6913410. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS August 2, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 14, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 9, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 12, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 13, 2025)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Stevens-Schroeder Scholarship Trust funds
Education Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Stevens-Schroeder Scholarship Trust's focus areas in our free grants database
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