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Stevens Family Charitable Tr

Jeff Allan Stevens Ttee
  • El Paso, TX
  • Tax-exempt since June 2009
  • EIN: 26-6824259

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 Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$1.4M (2024)

Expenses
$3.21M (2024)

Total Assets
$28M (2024)

Total Liabilities
$4.04M (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
$1,403,203
Expenses
$3,206,963
Net Income
-$1,803,760
Net Assets
$23,981,233
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1,038,858
74.0%
Dividends $364,345
26.0%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $3,203,836
99.9%
Compensation of Officers* $142,308
4.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $28,024,911
Total Liabilities $4,043,678
Net Assets $23,981,233
Compensation
Key Employees and Officers Compensation Other
Alexandra M Read (Trustee) $73,077 $0
Colin M Stevens (Trustee) $69,231 $0
Jeff A Stevens (Trustee) $0 $0
Sharon A Stevens (Trustee) $0 $0
Timothy A Demore (Independent Trustee) $0 $0
William W Sheely (Independent Trustee) $0 $0
Kevin M Reis (Independent Trustee) $0 $0
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Document Links

990-PF
Filed on May 15, 2025

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

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,402,047
Expenses
$2,124,230
Net Income
-$722,183
Net Assets
$25,784,993
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $589,363
42.0%
Dividends $914,526
65.2%
Sales of Assets -$101,842
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,051,492
96.6%
Compensation of Officers* $44,231
2.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $30,022,632
Total Liabilities $4,237,639
Net Assets $25,784,993
Compensation
Key Employees and Officers Compensation Other
Alexandra M Read (Trustee) $44,231 $0
Jeff A Stevens (Trustee) $0 $0
Sharon A Stevens (Trustee) $0 $0
Colin M Stevens (Trustee) $0 $0
Timothy A Demore (Independent Trustee) $0 $0
William W Sheely (Independent Trustee) $0 $0
Kevin M Reis (Independent Trustee) $0 $0
+ View more people

Document Links

990-PF
Filed on May 14, 2024

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

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,819,015
Expenses
$236,568
Net Income
$3,582,447
Net Assets
$26,507,176
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $8,900
0.2%
Interest Revenue $257,967
6.8%
Dividends $114,616
3.0%
Sales of Assets $3,437,532
90.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $194,477
82.2%
Compensation of Officers* $50,000
21.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $30,696,772
Total Liabilities $4,189,596
Net Assets $26,507,176
Compensation
Key Employees and Officers Compensation Other
Alexandra M Read (Trustee) $50,000 $0
Jeff A Stevens (Trustee) $0 $0
Sharon A Stevens (Trustee) $0 $0
Colin M Stevens (Trustee) $0 $0
Timothy A Demore (Independent Trustee) $0 $0
William W Sheely (Independent Trustee) $0 $0
Kevin M Reis (Independent Trustee) $0 $0
+ View more people

Document Links

990-PF
Filed on May 10, 2023

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,640,309
Expenses
$5,088,854
Net Income
-$2,448,545
Net Assets
$22,924,729
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $12,140
0.5%
Dividends $67,512
2.6%
Sales of Assets $2,560,657
97.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,052,154
20.7%
Compensation of Officers* $48,077
0.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $27,058,457
Total Liabilities $4,133,728
Net Assets $22,924,729
Compensation
Key Employees and Officers Compensation Other
Alexandra M Read (Trustee) $48,077 $152
Jeff A Stevens (Trustee) $0 $0
Sharon A Stevens (Trustee) $0 $0
Colin M Stevens (Trustee) $0 $0
Timothy A Demore (Independent Trustee) $0 $0
William W Sheely (Independent Trustee) $0 $0
Kevin M Reis (Independent Trustee) $0 $0
+ View more people

Document Links

990-PF
Filed on May 10, 2022

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$1,052,185
Expenses
$837,106
Net Income
-$1,889,291
Net Assets
$27,693,120
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $111,249
Dividends $166,808
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $741,725
88.6%
Compensation of Officers* $51,923
6.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $27,774,695
Total Liabilities $81,575
Net Assets $27,693,120
Compensation
Key Employees and Officers Compensation Other
Alexandra M Read (Trustee) $51,923 $148
Jeff A Stevens (Trustee) $0 $0
Sharon A Stevens (Trustee) $0 $0
Colin M Stevens (Trustee) $0 $0
Timothy A Demore (Independent Trustee) $0 $0
William W Sheely (Independent Trustee) $0 $0
Kevin M Reis (Independent Trustee) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 15, 2021

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,974,772
Expenses
$1,213,253
Net Income
$1,761,519
Net Assets
$29,582,411
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,804,650
60.7%
Interest Revenue $450,047
15.1%
Dividends $238,500
8.0%
Sales of Assets $481,575
16.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,390,000
> 100%
Compensation of Officers* $23,077
1.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $29,607,315
Total Liabilities $24,904
Net Assets $29,582,411
Compensation
Key Employees and Officers Compensation Other
Alexandra M Stevens (Trustee) $23,077 $62
Jeff A Stevens (Trustee) $0 $0
Sharon A Stevens (Trustee) $0 $0
Colin M Stevens (Trustee) $0 $0
Timothy A Demore (Independent Trustee) $0 $0
William W Sheely (Independent Trustee) $0 $0
Kevin M Reis (Independent Trustee) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 16, 2020

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

View Filing
XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$23,102,121
Expenses
$1,673,580
Net Income
$21,428,541
Net Assets
$27,820,892
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $22,891,125
99.1%
Interest Revenue $224,643
1.0%
Dividends $12,673
0.1%
Sales of Assets -$26,320
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,355,000
81.0%
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 $28,434,072
Total Liabilities $613,180
Net Assets $27,820,892
Compensation
Key Employees and Officers Compensation Other
Jeff A Stevens (Trustee) $0 $0
Sharon A Stevens (Trustee) $0 $0
Alexandra M Stevens (Trustee) $0 $0
Colin M Stevens (Trustee) $0 $0
Timothy A Demore (Independent Trustee) $0 $0
William W Sheely (Independent Trustee) $0 $0
Kevin M Reis (Independent Trustee) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 14, 2019

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,017,968
Expenses
$1,101,155
Net Income
$916,813
Net Assets
$6,392,351
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,935,470
95.9%
Interest Revenue $39,072
1.9%
Dividends $41,297
2.0%
Sales of Assets $2,129
0.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,057,500
96.0%
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 $6,732,707
Total Liabilities $340,356
Net Assets $6,392,351
Compensation
Key Employees and Officers Compensation Other
Jeff A Stevens (Trustee) $0 $0
Sharon A Stevens (Trustee) $0 $0
Alexandra M Stevens (Trustee) $0 $0
Colin M Stevens (Trustee) $0 $0
Timothy A Demore (Independent Trustee) $0 $0
William W Sheely (Independent Trustee) $0 $0
Kevin M Reis (Independent Trustee) $0 $0
+ View more people

Document Links

990-PF
Filed on May 15, 2018

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$79,673
Expenses
$1,665,768
Net Income
-$1,586,095
Net Assets
$5,475,538
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $22,387
28.1%
Dividends $46,994
59.0%
Sales of Assets $10,292
12.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,660,500
99.7%
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 $5,775,538
Total Liabilities $300,000
Net Assets $5,475,538
Compensation
Key Employees and Officers Compensation Other
Jeff A Stevens (Trustee) $0 $0
Sharon A Stevens (Trustee) $0 $0
Alexandra M Stevens (Trustee) $0 $0
Colin M Stevens (Trustee) $0 $0
Timothy A Demore (Independent Trustee) $0 $0
William W Sheely (Independent Trustee) $0 $0
Kevin M Reis (Independent Trustee) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 15, 2017

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$9,231,231
Expenses
$6,387,893
Net Income
$2,843,338
Net Assets
$7,061,633
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $9,133,000
98.9%
Interest Revenue $2,471
0.0%
Dividends $41,141
0.4%
Sales of Assets $54,619
0.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,293,000
98.5%
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 $7,364,008
Total Liabilities $302,375
Net Assets $7,061,633
Compensation
Key Employees and Officers Compensation Other
Jeff A Stevens (Trustee) $0 $0
Sharon A Stevens (Trustee) $0 $0
Alexandra M Stevens (Trustee) $0 $0
Colin M Stevens (Trustee) $0 $0
Timothy A Demore (Independent Trustee) $0 $0
William W Sheely (Independent Trustee) $0 $0
Kevin M Reis (Independent Trustee) $0 $0
+ View more people

Document Links

990-PF
Filed on Aug. 1, 2016

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

View Filing
PDF XML
PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$65,126
Expenses
$8,059,450
Net Income
-$7,994,324
Net Assets
$4,218,295
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $641
1.0%
Dividends $64,485
99.0%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $8,491,000
> 100%
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 $4,521,270
Total Liabilities $302,975
Net Assets $4,218,295
Compensation
Key Employees and Officers Compensation Other
Jeff A Stevens (Trustee) $0 $0
Sharon A Stevens (Trustee) $0 $0
Alexandra M Stevens (Trustee) $0 $0
Colin M Stevens (Trustee) $0 $0
Timothy A Demore (Independent Trustee) $0 $0
William W Sheely (Independent Trustee) $0 $0
Kevin M Reis (Independent Trustee) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 16, 2015

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,959,973
Expenses
$1,644,158
Net Income
$2,315,815
Net Assets
$12,212,619
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $167,733
4.2%
Sales of Assets $3,792,240
95.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,712,500
> 100%
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 $13,012,619
Total Liabilities $800,000
Net Assets $12,212,619
Compensation
Key Employees and Officers Compensation Other
Jeff A Stevens (Trustee) $0 $0
Sharon A Stevens (Trustee) $0 $0
Alexandra M Stevens (Trustee) $0 $0
Colin M Stevens (Trustee) $0 $0
Timothy A Demore (Independent Trustee) $0 $0
William W Sheely (Independent Trustee) $0 $0
Kevin M Reis (Independent Trustee) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 17, 2014

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,301,577
Expenses
$5,588,957
Net Income
-$2,287,380
Net Assets
$9,896,804
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $693,313
21.0%
Sales of Assets $2,608,264
79.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $5,755,000
> 100%
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 $10,880,761
Total Liabilities $983,957
Net Assets $9,896,804

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$8,847,155
Expenses
$2,827,778
Net Income
$6,019,377
Net Assets
$12,184,184
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $8,610,000
97.3%
Interest Revenue $0
Dividends $63,020
0.7%
Sales of Assets $174,135
2.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $7,482,500
> 100%
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 $13,334,184
Total Liabilities $1,150,000
Net Assets $12,184,184

Document Links

990-PF

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

PDF

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

990-PF

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

PDF

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

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.

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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  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
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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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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

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