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St Stephens Endowment Fund

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.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$89.8k (2023)

Expenses
$50.5k (2023)

Total Assets
$1.72M (2023)

Total Liabilities
$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

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.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$89,782
Expenses
$50,500
Net Income
$39,282
Net Assets
$1,716,096
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $45,031
50.2%
Bond Proceeds $0
Royalties $735
0.8%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $44,016
49.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,716,096
Total Liabilities $0
Net Assets $1,716,096
Compensation
Key Employees and Officers Compensation Related Other
Peter Lovely (Director, President) $0 $0 $0
Mary Murray (Director, Vice President) $0 $0 $0
Tom Cordell (Director) $0 $0 $0
Pat Cook (Director, Secretary) $0 $0 $0
Lisa Hunt (Director) $0 $0 $0
John Siegel (Director,Treasurer) $0 $0 $0
Maxwell Zimmerman (Assistant Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$74,879
Expenses
$78,000
Net Income
-$3,121
Net Assets
$1,466,815
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $73,753
98.5%
Bond Proceeds $0
Royalties $1,126
1.5%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,466,815
Total Liabilities $0
Net Assets $1,466,815
Compensation
Key Employees and Officers Compensation Related Other
John Siegel (Director,Treasurer) $0 $0 $0
Lisa Hunt (Director) $0 $0 $0
Pat Cook (Director, Secretary) $0 $0 $0
Maxwell Zimmerman (Assistant Treasurer) $0 $0 $0
Tom Cordell (Director) $0 $0 $0
Mary Murray (Director, Vice President) $0 $0 $0
Peter Lovely (Director, President) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$46,709
Expenses
$56,238
Net Income
-$9,529
Net Assets
$1,673,598
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $46,709
100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,673,598
Total Liabilities $0
Net Assets $1,673,598
Compensation
Key Employees and Officers Compensation Related Other
Mary Murray (Director) $0 $0 $0
Lucie Tredennick (Director) $0 $0 $0
Lisa Hunt (Director) $0 $0 $0
John Adams (Director) $0 $0 $0
Peter Lovely (Director, Chairman) $0 $0 $0
Pat Cook (Director) $0 $0 $0
Randy Goswick (Director) $0 $0 $0
Maxwell Zimmerman (Assistant Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$60,877
Expenses
$103,289
Net Income
-$42,412
Net Assets
$1,459,545
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $60,877
100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,459,545
Total Liabilities $0
Net Assets $1,459,545
Compensation
Key Employees and Officers Compensation Related Other
Peter Lovely (Director) $0 $0 $0
Mary Murray (Director) $0 $0 $0
Maxwell Zimmerman (Director) $0 $0 $0
Lucie Tredennick (Director) $0 $0 $0
Lisa Hunt (Director) $0 $0 $0
John Adams (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$59,670
Expenses
$52,695
Net Income
$6,975
Net Assets
$1,284,890
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $58,939
98.8%
Bond Proceeds $0
Royalties $731
1.2%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,284,890
Total Liabilities $0
Net Assets $1,284,890
Compensation
Key Employees and Officers Compensation Related Other
John Adams (Director) $0 $0 $0
Lisa Hunt (Director) $0 $0 $0
Lucie Tredennick (Director) $0 $0 $0
Maxwell Zimmerman (Director) $0 $0 $0
Mary Murray (Director) $0 $0 $0
Peter Lovely (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$224,489
Expenses
$62,540
Net Income
$161,949
Net Assets
$1,110,917
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $224,489
100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,110,917
Total Liabilities $0
Net Assets $1,110,917
Compensation
Key Employees and Officers Compensation Related Other
John K Siegel (Director) $0 $0 $0
Lisa Hunt (Director) $0 $0 $0
Lucie Ship Tredennick (Director) $0 $0 $0
Max Zimmerman (Director) $0 $0 $0
Mary Murray (Director) $0 $0 $0
Peter Lovely (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$31,232
Expenses
$45,895
Net Income
-$14,663
Net Assets
$1,204,081
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $31,232
100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,204,081
Total Liabilities $0
Net Assets $1,204,081
Compensation
Key Employees and Officers Compensation Related Other
John K Siegel (Director) $0 $0 $0
Lisa Hunt (Director) $0 $0 $0
Lucie Shipp Tredennick (Director) $0 $0 $0
Max Zimmerman (Director) $0 $0 $0
Mary Murray (Director) $0 $0 $0
Peter Lovely (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$62,713
Expenses
$266,603
Net Income
-$203,890
Net Assets
$1,021,519
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $28,778
45.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $33,935
54.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,021,519
Total Liabilities $0
Net Assets $1,021,519
Compensation
Key Employees and Officers Compensation Related Other
John Adams (Director) $0 $0 $0
Lisa Hunt (Director) $0 $0 $0
Lucie Shipp Tredennick (Director) $0 $0 $0
Mary Murray (Director) $0 $0 $0
John Siegel (Director) $0 $0 $0
Peter Lovely (Director) $0 $0 $0
Maxwell Zimmerman (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$103,661
Expenses
$86,534
Net Income
$17,127
Net Assets
$1,255,667
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $25,831
24.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $77,830
75.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,255,667
Total Liabilities $0
Net Assets $1,255,667
Compensation
Key Employees and Officers Compensation Related Other
John Adams (Director) $0 $0 $0
Lisa Hunt (Director) $0 $0 $0
Lucie Shipp Tredennick (Director) $0 $0 $0
David Kelley (Director) $0 $0 $0
John Siegel (Director) $0 $0 $0
Peter Lovely (Director) $0 $0 $0
Maxwell Zimmerman (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$44,089
Expenses
$44,550
Net Income
-$461
Net Assets
$1,317,609
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $41,488
94.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,601
5.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,317,609
Total Liabilities $0
Net Assets $1,317,609
Compensation
Key Employees and Officers Compensation Related Other
John Adams (Director) $0 $0 $0
Lisa Hunt (Director) $0 $0 $0
Lucie Shipp Tredennick (Director) $0 $0 $0
David Kelley (Director) $0 $0 $0
Max Zimmerman (Director) $0 $0 $0
John Siegel (Director) $0 $0 $0
Peter Lovely (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$44,885
Expenses
$53,111
Net Income
-$8,226
Net Assets
$1,254,862
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $27,298
60.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $17,587
39.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,254,862
Total Liabilities $0
Net Assets $1,254,862
Compensation
Key Employees and Officers Compensation Related Other
John Adams (Director) $0 $0 $0
Helen Futch (Director) $0 $0 $0
Lisa Hunt (Director) $0 $0 $0
David Kelley (Director) $0 $0 $0
John Siegel (Director) $0 $0 $0
Jim Zimmerman (Director) $0 $0 $0
Max Zimmerman (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$24,755
Expenses
$36,000
Net Income
-$11,245
Net Assets
$1,097,908
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $25,945
> 100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$1,190
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,097,908
Total Liabilities $0
Net Assets $1,097,908

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$37,205
Expenses
$42,662
Net Income
-$5,457
Net Assets
$1,037,331
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $24,385
65.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $12,820
34.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,037,331
Total Liabilities $0
Net Assets $1,037,331

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

Fiscal Year Ending Dec.
2000

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

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.

Which Organizations Are Here?

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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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
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  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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