Stevenson Foundation Trust XXXXX3009
Stevenson Foundation Trust XXXXX3009 is a private foundation, based in Chicago, IL. IRS filing data is available from 2019 through 2020. In 2020, it awarded 1 grant totaling $111K. Net investment income was $601.
Stevenson Foundation Trust XXXXX3009 at a glance
In short: Stevenson Foundation Trust XXXXX3009 gave $111K across 1 grant in 2020 (avg $111K), mostly in New York. Source: 2020 IRS Form 990-PF.
- Annual giving (2020)
- $111,005
- +2273.9% vs 2019
- Grants made (2020)
- 1
- +0.0% vs 2019
- Average grant
- $111,005
- +2273.9% vs 2019
- Median grant
- $111,005
- Primary geography
- New York (100% of itemized 2020 grant dollars)
- Latest 990 filing
- Form 990-PF, 2020 View filing
Data from IRS Form 990-PF, 2020; updated September 2026.
Who Stevenson Foundation Trust XXXXX3009 funds
How this funder distributes its grants
Top Recipients
Top recipient in 2020
The largest 2020 recipient was University of Rochester ($111K).
Grant Size Distribution
2 grants across all recorded years
The most common grant size was under $50K: 1 grant of 2 (50%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2020 grant dollars on its one itemized grant.
States
Cities
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2020, annual grant giving ranged from $5K (2019) to $111K (2020). In 2020 it made 1 grant totaling $111K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| University of Rochester Pittsford, NY | Scholarship | $111,005 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|
| 2020 | — | $601 | $111,492 | $111,005 | 1 | $601 | $4,330 |
| 2019 | $110,991 | $28,967 | $7,575 | $4,676 | 1 | $28,147 | $5,174 |
Under IRS private-foundation payout rules, Stevenson Foundation Trust XXXXX3009 reported a distributable amount of $4K for 2020 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Stevenson Foundation Trust XXXXX3009's only listed officer is JP Morgan Chase Bank NA, Trustee on every filing since 2019 (uncompensated).
Officers on the 2020 filing
JP Morgan Chase Bank NA
Trustee
On filings since 2019
2 hrs/week
$1K (2019) → $0 (2020)
Data from IRS Form 990 filings, 2019–2020. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2019 IRS filing
The highest reported compensation on the 2019 filing was $1K, to JP Morgan Chase Bank NA (Trustee).
Frequently asked questions about Stevenson Foundation Trust XXXXX3009
How much does Stevenson Foundation Trust XXXXX3009 give each year?
Stevenson Foundation Trust XXXXX3009 gave $111K across 1 grant in 2020, according to its 2020 IRS Form 990-PF. In 2019 it gave $5K across 1 grant.
Where does Stevenson Foundation Trust XXXXX3009 operate?
Stevenson Foundation Trust XXXXX3009 has awarded grants in New York.
How much is Stevenson Foundation Trust XXXXX3009 required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2020, Stevenson Foundation Trust XXXXX3009 reported a distributable amount of $4K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Stevenson Foundation Trust XXXXX3009's EIN?
Stevenson Foundation Trust XXXXX3009's EIN (Employer Identification Number) is 16-6102231. IRS Form 990 filing data is available on this page for 2019–2020.
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 2019 (received by the IRS May 6, 2020)
- IRS filings on file for fiscal year 2020
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