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Newlin W & Helen A Stevens Family Foundation Inc

Organization summary

Type of Nonprofit

Designated as a 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 Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$29.3k (2024)

Expenses
$37.4k (2024)

Total Assets
$260k (2024)

Total Liabilities
$0 (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

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$29,318
Expenses
$37,371
Net Income
-$8,053
Net Assets
$259,693
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,849
20.0%
Sales of Assets $23,469
80.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $30,000
80.3%
Compensation of Officers* $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 $259,693
Total Liabilities $0
Net Assets $259,693
Compensation
Key Employees and Officers Compensation Other
Kenneth N Stevens (President) $0 $0
Peter G Burgess (Vice President) $0 $0
Janet N Stevens (Secretary & Treasurer) $0 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$19,214
Expenses
$34,031
Net Income
-$14,817
Net Assets
$267,746
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,609
29.2%
Sales of Assets $13,605
70.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $27,500
80.8%
Compensation of Officers* $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 $267,746
Total Liabilities $0
Net Assets $267,746
Compensation
Key Employees and Officers Compensation Other
Kenneth N Stevens (President) $0 $0
Peter G Burgess (Vice President) $0 $0
Janet N Stevens (Secretary & Treasurer) $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$17,070
Expenses
$32,127
Net Income
-$15,057
Net Assets
$282,563
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,733
27.7%
Sales of Assets $12,337
72.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $25,000
77.8%
Compensation of Officers* $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 $282,563
Total Liabilities $0
Net Assets $282,563
Compensation
Key Employees and Officers Compensation Other
Kenneth N Stevens (President) $0 $0
Peter G Burgess (Vice President) $0 $0
Janet N Stevens (Secretary & Treasurer) $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$35,618
Expenses
$32,967
Net Income
$2,651
Net Assets
$297,620
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,069
14.2%
Sales of Assets $30,549
85.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $25,000
75.8%
Compensation of Officers* $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 $297,620
Total Liabilities $0
Net Assets $297,620
Compensation
Key Employees and Officers Compensation Other
Kenneth N Stevens (President) $0 $0
Peter G Burgess (Vice President) $0 $0
Janet N Stevens (Secretary & Treasurer) $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$34,160
Expenses
$39,197
Net Income
-$5,037
Net Assets
$294,968
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,122
15.0%
Sales of Assets $29,038
85.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $32,500
82.9%
Compensation of Officers* $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 $294,969
Total Liabilities $1
Net Assets $294,968
Compensation
Key Employees and Officers Compensation Other
Kenneth N Stevens (President) $0 $0
Peter G Burgess (Vice President) $0 $0
Janet N Stevens (Secretary & Treasurer) $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$20,947
Expenses
$36,713
Net Income
-$15,766
Net Assets
$300,005
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,821
27.8%
Sales of Assets $15,126
72.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $30,000
81.7%
Compensation of Officers* $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 $300,006
Total Liabilities $1
Net Assets $300,005
Compensation
Key Employees and Officers Compensation Other
Kenneth N Stevens (President) $0 $0
Peter G Burgess (Vice President) $0 $0
Janet N Stevens (Secretary & Treasurer) $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$27,542
Expenses
$34,191
Net Income
-$6,649
Net Assets
$315,772
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,957
21.6%
Sales of Assets $21,585
78.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $26,500
77.5%
Compensation of Officers* $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 $315,772
Total Liabilities $0
Net Assets $315,772
Compensation
Key Employees and Officers Compensation Other
Kenneth N Stevens (President) $0 $0
Peter G Burgess (Vice President) $0 $0
Janet N Stevens (Secretary & Treasurer) $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$25,866
Expenses
$33,999
Net Income
-$8,133
Net Assets
$322,421
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,418
20.9%
Sales of Assets $20,448
79.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $27,500
80.9%
Compensation of Officers* $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 $322,421
Total Liabilities $0
Net Assets $322,421
Compensation
Key Employees and Officers Compensation Other
Kenneth N Stevens (President) $0 $0
Peter G Burgess (Vice President) $0 $0
Janet N Stevens (Secretary & Treasurer) $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$10,963
Expenses
$55,981
Net Income
-$45,018
Net Assets
$330,554
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,912
44.8%
Sales of Assets $6,051
55.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $50,000
89.3%
Compensation of Officers* $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 $330,554
Total Liabilities $0
Net Assets $330,554
Compensation
Key Employees and Officers Compensation Other
Kenneth N Stevens (President) $0 $0
Peter G Burgess (Vice President) $0 $0
Janet N Stevens (Secretary & Treasurer) $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$28,797
Expenses
$52,671
Net Income
-$23,874
Net Assets
$375,572
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,915
17.1%
Sales of Assets $23,882
82.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $45,000
85.4%
Compensation of Officers* $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 $375,572
Total Liabilities $0
Net Assets $375,572

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$29,527
Expenses
$13,548
Net Income
$15,979
Net Assets
$399,446
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,582
15.5%
Sales of Assets $24,945
84.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $5,000
36.9%
Compensation of Officers* $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 $399,446
Total Liabilities $0
Net Assets $399,446

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$124,321
Expenses
$31,626
Net Income
$92,695
Net Assets
$383,467
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $195
0.2%
Dividends $9,428
7.6%
Sales of Assets $114,698
92.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $29,000
91.7%
Compensation of Officers* $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 $383,467
Total Liabilities $0
Net Assets $383,467
Compensation
Key Employees and Officers Compensation Other
Kenneth N Stevens (President) $0 $0
Peter G Burgess (Vice President) $0 $0
Janet N Stevens (Secretary & Treasurer) $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$113,758
Expenses
$18,330
Net Income
$95,428
Net Assets
$290,772
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $103,225
90.7%
Interest Revenue $59
0.1%
Dividends $10,474
9.2%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $18,000
98.2%
Compensation of Officers* $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 $290,772
Total Liabilities $0
Net Assets $290,772

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$24,818
Expenses
$8,309
Net Income
$16,509
Net Assets
$195,344
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $10,000
40.3%
Interest Revenue $15
0.1%
Dividends $7,362
29.7%
Sales of Assets $7,441
30.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $8,000
96.3%
Compensation of Officers* $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 $195,344
Total Liabilities $0
Net Assets $195,344

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

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

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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