Stevens Family Foundation Inc

Boone, NC
Tax-exempt since July 1993
EIN: 56-1824646

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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.

Donations to this organization are tax deductible.

Revenue

$413k (2024)

Expenses

$269k (2024)

Total Assets

$3.88M (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

$412,934

Expenses

$268,575

Net Income

$144,359

Net Assets

$3,880,219

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9,095	2.2%
Dividends	$124,030	30.0%
Sales of Assets	$279,340	67.6%
Other Income	$469	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$259,421	96.6%
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	$3,880,219
Total Liabilities	$0
Net Assets	$3,880,219

Compensation

Key Employees and Officers	Compensation	Other
J William Stevens (President)	$0	$0
Richard D Stevens (Sec/Treas)	$0	$0
Anne Hsu (Board Member)	$0	$0
James W Stevens (Board Member)	$0	$0
John F Stevens (Board Member)	$0	$0
Martha S Sutton (Vice Pres)	$0	$0
Rebecca S Elliott (Board Member)	$0	$0

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990-PF

Filed on Sept. 23, 2025

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$171,738

Expenses

$236,573

Net Income

-$64,835

Net Assets

$3,735,860

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$13,904	8.1%
Dividends	$126,149	73.5%
Sales of Assets	$32,532	18.9%
Other Income	-$847

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$225,710	95.4%
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	$3,735,860
Total Liabilities	$0
Net Assets	$3,735,860

Compensation

Key Employees and Officers	Compensation	Other
J William Stevens (President)	$0	$0
Richard D Stevens (Sec/Treas)	$0	$0
Anne Hsu (Board Member)	$0	$0
James W Stevens (Board Member)	$0	$0
John F Stevens (Board Member)	$0	$0
Martha S Sutton (Vice Pres)	$0	$0
Rebecca S Elliott (Board Member)	$0	$0

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990-PF

Filed on Nov. 15, 2024

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

View Filing

Schedules ▼

PDF XML

View Filing (2 of 2)

Fiscal Year Ending Dec.
2022

Revenue

$121,668

Expenses

$324,521

Net Income

-$202,853

Net Assets

$3,800,695

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,599	3.0%
Dividends	$114,601	94.2%
Sales of Assets	$3,468	2.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$310,955	95.8%
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	$3,800,695
Total Liabilities	$0
Net Assets	$3,800,695

Compensation

Key Employees and Officers	Compensation	Other
J William Stevens (President)	$0	$0
Richard D Stevens (Sec/Treas)	$0	$0
Anne Hsu (Board Member)	$0	$0
James W Stevens (Board Member)	$0	$0
John F Stevens (Board Member)	$0	$0
Martha S Sutton (Vice Pres)	$0	$0
Rebecca S Elliott (Board Member)	$0	$0

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990-PF

Filed on April 24, 2023

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$407,305

Expenses

$253,692

Net Income

$153,613

Net Assets

$4,003,548

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$30,646	7.5%
Interest Revenue	$7	0.0%
Dividends	$119,780	29.4%
Sales of Assets	$256,872	63.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$244,574	96.4%
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	$4,003,548
Total Liabilities	$0
Net Assets	$4,003,548

Compensation

Key Employees and Officers	Compensation	Other
J William Stevens (President)	$0	$0
Richard D Stevens (Sec/Treas)	$0	$0
Anne Hsu (Board Member)	$0	$0
James W Stevens (Board Member)	$0	$0
John F Stevens (Board Member)	$0	$0
Martha S Sutton (Vice Pres)	$0	$0
Rebecca S Elliott (Board Member)	$0	$0

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990-PF

Filed on May 6, 2022

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$320,192

Expenses

$227,733

Net Income

$92,459

Net Assets

$3,849,934

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6,450	2.0%
Dividends	$123,380	38.5%
Sales of Assets	$188,873	59.0%
Other Income	$1,489	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$215,946	94.8%
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	$3,849,935
Total Liabilities	$1
Net Assets	$3,849,934

Compensation

Key Employees and Officers	Compensation	Other
Allene Broyhill Stevens (President)	$0	$0
J William Stevens (Vice Pres)	$0	$0
Richard D Stevens (Sec/Treas)	$0	$0
Anne Hsu (Board Member)	$0	$0

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990-PF

Filed on May 3, 2021

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$382,347

Expenses

$206,330

Net Income

$176,017

Net Assets

$3,757,475

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,302	1.1%
Dividends	$126,297	33.0%
Sales of Assets	$251,713	65.8%
Other Income	$35	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$185,311	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	$3,757,476
Total Liabilities	$1
Net Assets	$3,757,475

Compensation

Key Employees and Officers	Compensation	Other
Allene Broyhill Stevens (President)	$0	$0
J William Stevens (Vice Pres)	$0	$0
Richard D Stevens (Sec/Treas)	$0	$0
Anne Hsu (Board Member)	$0	$0

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990-PF

Filed on March 25, 2020

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

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Schedules ▼

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Fiscal Year Ending Dec.
2018

Revenue

$1,262,594

Expenses

$179,994

Net Income

$1,082,600

Net Assets

$3,581,459

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$840,698	66.6%
Interest Revenue	$4,300	0.3%
Dividends	$97,782	7.7%
Sales of Assets	$317,680	25.2%
Other Income	$2,134	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$171,706	95.4%
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	$3,581,459
Total Liabilities	$0
Net Assets	$3,581,459

Compensation

Key Employees and Officers	Compensation	Other
Allene Broyhill Stevens (President)	$0	$0
J William Stevens (Vice Pres)	$0	$0
Richard D Stevens (Sec/Treas)	$0	$0

990-PF

Filed on May 3, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$159,899

Expenses

$172,755

Net Income

-$12,856

Net Assets

$2,498,859

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6,450	4.0%
Dividends	$81,354	50.9%
Sales of Assets	$67,560	42.3%
Other Income	$4,535	2.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$165,716	95.9%
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	$2,498,859
Total Liabilities	$0
Net Assets	$2,498,859

Compensation

Key Employees and Officers	Compensation	Other
Allene Broyhill Stevens (President)	$0	$0
J William Stevens (Vice Pres)	$0	$0
Richard D Stevens (Sec/Treas)	$0	$0

990-PF

Filed on May 11, 2018

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

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Schedules ▼

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Fiscal Year Ending Dec.
2016

Revenue

$179,840

Expenses

$166,161

Net Income

$13,679

Net Assets

$2,511,715

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,150	1.2%
Dividends	$87,001	48.4%
Sales of Assets	$87,081	48.4%
Other Income	$3,608	2.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$151,933	91.4%
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	$2,511,715
Total Liabilities	$0
Net Assets	$2,511,715

Compensation

Key Employees and Officers	Compensation	Other
Allene Broyhill Stevens (President)	$0	$0
J William Stevens (Vice Pres)	$0	$0
Richard D Stevens (Sec/Treas)	$0	$0

990-PF

Filed on May 10, 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

$248,429

Expenses

$129,181

Net Income

$119,248

Net Assets

$2,498,036

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,300	1.7%
Dividends	$67,095	27.0%
Sales of Assets	$174,912	70.4%
Other Income	$2,122	0.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$127,112	98.4%
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	$2,498,036
Total Liabilities	$0
Net Assets	$2,498,036

Compensation

Key Employees and Officers	Compensation	Other
Allene Broyhill Stevens (President)	$0	$0
J William Stevens (Vice Pres)	$0	$0
Richard D Stevens (Sec/Treas)	$0	$0

990-PF

Filed on May 11, 2016

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

View Filing

Schedules ▼

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Fiscal Year Ending Dec.
2014

Revenue

$131,197

Expenses

$178,913

Net Income

-$47,716

Net Assets

$2,378,788

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,150	1.6%
Dividends	$63,824	48.6%
Sales of Assets	$60,351	46.0%
Other Income	$4,872	3.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$169,436	94.7%
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	$2,378,788
Total Liabilities	$0
Net Assets	$2,378,788

Compensation

Key Employees and Officers	Compensation	Other
Allene Broyhill Stevens (President)	$0	$0
J William Stevens (Vice Pres)	$0	$0
Richard D Stevens (Sec/Treas)	$0	$0

990-PF

Filed on May 12, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$80,882

Expenses

$179,214

Net Income

-$98,332

Net Assets

$2,426,504

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,307	5.3%
Dividends	$81,898	> 100%
Sales of Assets	-$7,580
Other Income	$2,257	2.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$144,050	80.4%
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	$2,426,504
Total Liabilities	$0
Net Assets	$2,426,504

Compensation

Key Employees and Officers	Compensation	Other
Allene Broyhill Stevens (President)	$0	$0
J William Stevens (Vice Pres.)	$0	$0
Richard D Stevens (Sec/Trea.)	$0	$0

990-PF

Filed on May 13, 2014

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

View Filing

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PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$182,734

Expenses

$172,384

Net Income

$10,350

Net Assets

$2,524,836

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$12	0.0%
Dividends	$80,048	43.8%
Sales of Assets	$108,433	59.3%
Other Income	-$5,759

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$133,400	77.4%
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	$2,524,836
Total Liabilities	$0
Net Assets	$2,524,836

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$175,372

Expenses

$150,563

Net Income

$24,809

Net Assets

$2,514,485

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7	0.0%
Dividends	$80,736	46.0%
Sales of Assets	$93,553	53.3%
Other Income	$684	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$127,450	84.6%
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	$2,514,486
Total Liabilities	$1
Net Assets	$2,514,485

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

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Updated March 23, 2026

Stevens Family Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $413k (2024)

Expenses $269k (2024)

Total Assets $3.88M (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

$413k (2024)

Expenses

$269k (2024)

Total Assets

$3.88M (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

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001