Perry And Ruby Stevens Charitable Foundation

Kerrville, TX
Tax-exempt since June 2006
EIN: 20-4169959

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$3.72M (2024)

Expenses

$3.82M (2024)

Total Assets

$63.2M (2024)

Total Liabilities

$1.35M (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$3,719,784

Expenses

$3,815,908

Net Income

-$96,124

Net Assets

$61,815,553

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$176,149	4.7%
Dividends	$1,102,971	29.7%
Sales of Assets	$1,534,910	41.3%
Other Income	$905,754	24.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,081,500	80.8%
Compensation of Officers*	$149,500	3.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$63,163,857
Total Liabilities	$1,348,304
Net Assets	$61,815,553

Compensation

Key Employees and Officers	Compensation	Other
Mark Milton (Exec Director / Trustee)	$149,500	$0
Leon Jeffcoat (Trustee)	$0	$0
Allan G Paterson (Trustee)	$0	$0
Laurie Milton (Trustee)	$0	$0
Carolyn Paterson (Trustee)	$0	$0

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990-PF

Filed on Nov. 17, 2025

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2023

Revenue

$4,900,785

Expenses

$3,302,080

Net Income

$1,598,705

Net Assets

$61,923,675

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$200,111	4.1%
Dividends	$977,877	20.0%
Sales of Assets	$2,923,204	59.6%
Other Income	$799,593	16.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,385,000	72.2%
Compensation of Officers*	$156,000	4.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$63,957,747
Total Liabilities	$2,034,072
Net Assets	$61,923,675

Compensation

Key Employees and Officers	Compensation	Other
Mark Milton (Exec Director / Trustee)	$156,000	$0
Leon Jeffcoat (Trustee)	$0	$0
Allan G Paterson (Trustee)	$0	$0
Laurie Milton (Trustee)	$0	$0
Carolyn Paterson (Trustee)	$0	$0

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990-PF

Filed on Oct. 31, 2024

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2022

Revenue

$2,192,433

Expenses

$3,236,837

Net Income

-$1,044,404

Net Assets

$58,046,313

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$192,525	8.8%
Dividends	$910,747	41.5%
Sales of Assets	$83,588	3.8%
Other Income	$1,005,573	45.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,384,000	73.7%
Compensation of Officers*	$158,250	4.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$59,396,373
Total Liabilities	$1,350,060
Net Assets	$58,046,313

Compensation

Key Employees and Officers	Compensation	Other
Laurie Milton (Trustee)	$158,250	$0
Leon Jeffcoat (Trustee)	$0	$0
Allan G Paterson (Trustee)	$0	$0
Carolyn Paterson (Trustee)	$0	$0
Mark Milton (Exec Director / Trustee)	$0	$0

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990-PF

Filed on Nov. 14, 2023

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2021

Revenue

$3,390,506

Expenses

$3,115,512

Net Income

$274,994

Net Assets

$61,076,476

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$94,382	2.8%
Dividends	$1,128,256	33.3%
Sales of Assets	$1,520,898	44.9%
Other Income	$646,970	19.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,511,000	80.6%
Compensation of Officers*	$144,000	4.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$61,076,498
Total Liabilities	$22
Net Assets	$61,076,476

Compensation

Key Employees and Officers	Compensation	Other
Laurie Milton (Executive Director)	$144,000	$0
Leon Jeffcoat (Trustee)	$0	$0
Allan G Paterson (Trustee)	$0	$0
Carolyn Paterson (Trustee)	$0	$0
Mark Milton (Trustee)	$0	$0

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990-PF

Filed on Nov. 15, 2022

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2020

Revenue

$1,690,440

Expenses

$2,870,900

Net Income

-$1,180,460

Net Assets

$61,183,634

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$400,663	23.7%
Dividends	$1,054,036	62.4%
Sales of Assets	$0
Other Income	$266,846	15.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,065,500	71.9%
Compensation of Officers*	$312,660	10.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$61,187,400
Total Liabilities	$3,766
Net Assets	$61,183,634

Compensation

Key Employees and Officers	Compensation	Other
Laurie Milton (Exec Director)	$144,000	$0
Leon Jeffcoat (Trustee)	$48,000	$0
Allan G Paterson (Trustee)	$48,000	$0
Carolyn Paterson (Trustee)	$30,330	$0
Mark Milton (Trustee)	$30,330	$0
Phillip Milton (Trustee)	$12,000	$0

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990-PF

Filed on Nov. 15, 2021

Primary tax return for a private foundation's activities, finances, and governance

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2019

Revenue

$1,657,730

Expenses

$3,658,586

Net Income

-$2,000,856

Net Assets

$60,376,530

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$358,972	21.7%
Dividends	$1,088,372	65.7%
Sales of Assets	$0
Other Income	$248,903	15.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,953,000	80.7%
Compensation of Officers*	$144,000	3.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$60,379,709
Total Liabilities	$3,179
Net Assets	$60,376,530

Compensation

Key Employees and Officers	Compensation	Other
Laurie Milton (Execdirector)	$144,000	$0
Phillip Milton (Trustee)	$0	$0
Leon Jeffcoat (Trustee)	$0	$0
Allan G Paterson (Trustee)	$0	$0

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990-PF

Filed on Nov. 13, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$3,112,155

Expenses

$3,453,298

Net Income

-$341,143

Net Assets

$57,379,613

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$285,053	9.2%
Dividends	$273,132	8.8%
Sales of Assets	$2,126,827	68.3%
Other Income	$427,143	13.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,752,000	79.7%
Compensation of Officers*	$144,000	4.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$57,379,613
Total Liabilities	$0
Net Assets	$57,379,613

Compensation

Key Employees and Officers	Compensation	Other
Laurie Milton (Execdirector)	$144,000	$0
Phillip Milton (Trustee)	$0	$0
Leon Jeffcoat (Trustee)	$0	$0
Allan G Paterson (Trustee)	$0	$0

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990-PF

Filed on Nov. 15, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$2,064,579

Expenses

$3,769,748

Net Income

-$1,705,169

Net Assets

$58,978,254

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$23,834	1.2%
Dividends	$790,396	38.3%
Sales of Assets	$546,882	26.5%
Other Income	$703,467	34.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,796,500	74.2%
Compensation of Officers*	$144,000	3.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$58,978,254
Total Liabilities	$0
Net Assets	$58,978,254

Compensation

Key Employees and Officers	Compensation	Other
Laurie Milton (Execdirector)	$144,000	$0
Phillip Milton (Trustee)	$0	$0
Leon Jeffcoat (Trustee)	$0	$0
Allan G Paterson (Trustee)	$0	$0

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990-PF

Filed on Nov. 29, 2018

Primary tax return for a private foundation's activities, finances, and governance

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View Filing (2 of 2) PDF (2 of 2)

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2016

Revenue

-$1,001,565

Expenses

$3,715,189

Net Income

-$4,716,754

Net Assets

$58,233,759

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$99,617
Dividends	$633,989
Sales of Assets	-$2,271,528
Other Income	$536,357

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,882,500	77.6%
Compensation of Officers*	$144,000	3.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$58,233,759
Total Liabilities	$0
Net Assets	$58,233,759

Compensation

Key Employees and Officers	Compensation	Other
Laurie Milton (Execdirector)	$144,000	$0
Phillip Milton (Trustee)	$0	$0
Leon Jeffcoat (Trustee)	$0	$0
Allan G Paterson (Trustee)	$0	$0

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990-PF

Filed on Nov. 14, 2017

Primary tax return for a private foundation's activities, finances, and governance

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2015

Revenue

$9,200,887

Expenses

$3,754,666

Net Income

$5,446,221

Net Assets

$66,301,724

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$401,845	4.4%
Dividends	$90,970	1.0%
Sales of Assets	$7,911,507	86.0%
Other Income	$796,565	8.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,114,000	82.9%
Compensation of Officers*	$288,000	7.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$66,301,724
Total Liabilities	$0
Net Assets	$66,301,724

Compensation

Key Employees and Officers	Compensation	Other
Laurie Milton (Execdirector)	$144,000	$0
Phillip Milton (Trustee)	$48,000	$0
Leon Jeffcoat (Trustee)	$48,000	$0
Allan G Paterson (Trustee)	$48,000	$0

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990-PF

Filed on Nov. 15, 2016

Primary tax return for a private foundation's activities, finances, and governance

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Revenue

$5,371,682

Expenses

$3,933,006

Net Income

$1,438,676

Net Assets

$60,910,761

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$609,150	11.3%
Interest Revenue	$129,515	2.4%
Dividends	$1,317,966	24.5%
Sales of Assets	$2,024,332	37.7%
Other Income	$1,290,719	24.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,001,000	76.3%
Compensation of Officers*	$288,000	7.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$60,910,761
Total Liabilities	$0
Net Assets	$60,910,761

Compensation

Key Employees and Officers	Compensation	Other
Laurie Milton (Execdirector)	$144,000	$0
Phillip Milton (Trustee)	$48,000	$0
Leon Jeffcoat (Trustee)	$48,000	$0
Allan G Paterson (Trustee)	$48,000	$0

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990-PF

Filed on Aug. 31, 2015

Primary tax return for a private foundation's activities, finances, and governance

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

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Fiscal Year Ending Dec.
2013

Revenue

$10,412,305

Expenses

$3,207,211

Net Income

$7,205,094

Net Assets

$59,597,529

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$8,705,972	83.6%
Interest Revenue	$335,055	3.2%
Dividends	$939,247	9.0%
Sales of Assets	-$44,975
Other Income	$477,006	4.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,411,000	75.2%
Compensation of Officers*	$288,000	9.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$59,601,257
Total Liabilities	$3,728
Net Assets	$59,597,529

Compensation

Key Employees and Officers	Compensation	Other
Laurie Milton (Execdirector)	$144,000	$0
Phillip Milton (Trustee)	$48,000	$0
Leon Jeffcoat (Trustee)	$48,000	$0
Allan G Paterson (Trustee)	$48,000	$0

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990-PF

Filed on Oct. 10, 2014

Primary tax return for a private foundation's activities, finances, and governance

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View Filing (2 of 4) View Filing (3 of 4) View Filing (4 of 4) PDF (2 of 2)

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2012

Revenue

$1,198,695

Expenses

$1,513,468

Net Income

-$314,773

Net Assets

$49,475,302

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$75,000	6.3%
Interest Revenue	$76,231	6.4%
Dividends	$610,830	51.0%
Sales of Assets	$707,839	59.1%
Other Income	-$271,205

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,328,673	87.8%
Compensation of Officers*	$36,000	2.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$49,476,318
Total Liabilities	$1,016
Net Assets	$49,475,302

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$2,838,580

Expenses

$1,475,632

Net Income

$1,362,948

Net Assets

$24,520,442

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,050,000	72.2%
Interest Revenue	$71,480	2.5%
Dividends	$467,266	16.5%
Sales of Assets	$249,834	8.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,278,000	86.6%
Compensation of Officers*	$36,000	2.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$24,521,459
Total Liabilities	$1,017
Net Assets	$24,520,442

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Perry And Ruby Stevens Charitable Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $3.72M (2024)

Expenses $3.82M (2024)

Total Assets $63.2M (2024)

Total Liabilities $1.35M (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$3.72M (2024)

Expenses

$3.82M (2024)

Total Assets

$63.2M (2024)

Total Liabilities

$1.35M (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006