Russell And Marguerite Stephenson Foundation

Gerald D Meyer Ttee

Pennington, NJ
Tax-exempt since May 2009
EIN: 26-6706458

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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 / Fund Raising and/or Fund Distribution (NTEE)

Donations to this organization are tax deductible.

Revenue

$148k (2024)

Expenses

$117k (2024)

Total Assets

$1.77M (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

Revenue

$147,832

Expenses

$117,062

Net Income

$30,770

Net Assets

$1,774,273

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$57,961	39.2%
Sales of Assets	$89,871	60.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$99,535	85.0%
Compensation of Officers*	$19,452	16.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,774,273
Total Liabilities	$0
Net Assets	$1,774,273

Compensation

Key Employees and Officers	Compensation	Other
Stephen S Keller (Trustee)	$19,452	$0

990-PF

Filed on May 2, 2025

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

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Fiscal Year Ending Dec.
2023

Revenue

$76,138

Expenses

$115,866

Net Income

-$39,728

Net Assets

$1,743,678

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$52,266	68.6%
Sales of Assets	$23,138	30.4%
Other Income	$734	1.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$100,766	87.0%
Compensation of Officers*	$15,032	13.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,743,678
Total Liabilities	$0
Net Assets	$1,743,678

Compensation

Key Employees and Officers	Compensation	Other
Stephen S Keller (Trustee)	$15,032	$0

990-PF

Filed on May 2, 2024

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$64,460

Expenses

$128,641

Net Income

-$64,181

Net Assets

$1,780,310

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$42,759	66.3%
Sales of Assets	$21,701	33.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$109,114	84.8%
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	$1,780,310
Total Liabilities	$0
Net Assets	$1,780,310

Compensation

Key Employees and Officers	Compensation	Other
Stephen S Keller (Trustee)	$0	$0

990-PF

Filed on May 3, 2023

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

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PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$169,288

Expenses

$132,206

Net Income

$37,082

Net Assets

$1,849,318

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$40,393	23.9%
Sales of Assets	$127,545	75.3%
Other Income	$1,350	0.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$114,277	86.4%
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	$1,849,318
Total Liabilities	$0
Net Assets	$1,849,318

Compensation

Key Employees and Officers	Compensation	Other
Gerald D Meyer (Trustee)	$0	$0

990-PF

Filed on May 5, 2022

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

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XML

Fiscal Year Ending Dec.
2020

Revenue

$58,479

Expenses

$125,905

Net Income

-$67,426

Net Assets

$1,812,973

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$42,170	72.1%
Sales of Assets	$16,309	27.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$109,728	87.2%
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	$1,812,974
Total Liabilities	$1
Net Assets	$1,812,973

Compensation

Key Employees and Officers	Compensation	Other
Gerald D Meyer (Trustee)	$0	$0

990-PF

Filed on April 30, 2021

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

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PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$265,186

Expenses

$123,925

Net Income

$141,261

Net Assets

$1,880,193

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$33,234	12.5%
Sales of Assets	$231,890	87.4%
Other Income	$62	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$105,632	85.2%
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	$1,880,194
Total Liabilities	$1
Net Assets	$1,880,193

Compensation

Key Employees and Officers	Compensation	Other
Gerald D Meyer (Trustee)	$0	$0

990-PF

Filed on June 18, 2020

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

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Fiscal Year Ending Dec.
2018

Revenue

$137,214

Expenses

$108,920

Net Income

$28,294

Net Assets

$1,740,039

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$361	0.3%
Dividends	$43,505	31.7%
Sales of Assets	$93,348	68.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$87,829	80.6%
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	$1,740,039
Total Liabilities	$0
Net Assets	$1,740,039

Compensation

Key Employees and Officers	Compensation	Other
Gerald D Meyer (Trustee)	$0	$0

990-PF

Filed on May 14, 2019

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

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PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$110,829

Expenses

$120,932

Net Income

-$10,103

Net Assets

$1,711,745

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$143	0.1%
Dividends	$43,977	39.7%
Sales of Assets	$66,709	60.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$100,391	83.0%
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	$1,711,745
Total Liabilities	$0
Net Assets	$1,711,745

Compensation

Key Employees and Officers	Compensation	Other
Gerald D Meyer (Trustee)	$0	$0

990-PF

Filed on May 3, 2018

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

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PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$31,725

Expenses

$96,467

Net Income

-$64,742

Net Assets

$1,722,243

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$39,617	> 100%
Sales of Assets	-$7,892
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$85,676	88.8%
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	$1,722,243
Total Liabilities	$0
Net Assets	$1,722,243

Compensation

Key Employees and Officers	Compensation	Other
Gerald D Meyer (Trustee)	$0	$0

990-PF

Filed on May 4, 2017

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$100,686

Expenses

$120,679

Net Income

-$19,993

Net Assets

$1,786,498

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$46,798	46.5%
Sales of Assets	$53,888	53.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$97,937	81.2%
Compensation of Officers*	$2,000	1.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,786,498
Total Liabilities	$0
Net Assets	$1,786,498

Compensation

Key Employees and Officers	Compensation	Other
Gerald D Meyer (Trustee)	$2,000	$0

990-PF

Filed on May 10, 2016

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

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PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$137,038

Expenses

$103,665

Net Income

$33,373

Net Assets

$1,798,284

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$53,792	39.3%
Sales of Assets	$83,246	60.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$93,059	89.8%
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	$1,798,284
Total Liabilities	$0
Net Assets	$1,798,284

Compensation

Key Employees and Officers	Compensation	Other
Gerald D Meyer (Trustee)	$0	$0

990-PF

Filed on May 15, 2015

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

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Schedules ▼

PDF XML

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

Fiscal Year Ending Dec.
2013

Revenue

$116,594

Expenses

$104,814

Net Income

$11,780

Net Assets

$1,769,378

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$54,874	47.1%
Sales of Assets	$61,720	52.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$92,394	88.2%
Compensation of Officers*	$7,000	6.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,769,378
Total Liabilities	$0
Net Assets	$1,769,378

Compensation

Key Employees and Officers	Compensation	Other
Gerald D Meyer (Trustee)	$7,000	$0

990-PF

Filed on May 1, 2014

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$80,215

Expenses

$105,847

Net Income

-$25,632

Net Assets

$1,761,963

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$65,304	81.4%
Sales of Assets	$14,911	18.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$95,722	90.4%
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	$1,761,964
Total Liabilities	$1
Net Assets	$1,761,963

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$123,079

Expenses

$97,867

Net Income

$25,212

Net Assets

$1,786,765

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$68,120	55.3%
Sales of Assets	$54,959	44.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$85,381	87.2%
Compensation of Officers*	$5,000	5.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,786,766
Total Liabilities	$1
Net Assets	$1,786,765

990-PF

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

PDF

Fiscal Year Ending Dec.
2010

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

990-PF

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

PDF

Fiscal Year Ending Dec.
2009

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

990-PF

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

PDF

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.

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Russell And Marguerite Stephenson Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $148k (2024)

Expenses $117k (2024)

Total Assets $1.77M (2024)

Total Liabilities $0 (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

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

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

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$148k (2024)

Expenses

$117k (2024)

Total Assets

$1.77M (2024)

Total Liabilities

$0 (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