Josephine Stevenson Charitable Tr

Saint Louis, MO
Tax-exempt since June 1998
EIN: 58-6358122

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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.

Revenue

$37.5k (2025)

Expenses

$68.8k (2025)

Total Assets

$1.04M (2025)

Total Liabilities

$0 (2025)

Years with missing data

Source: Form 990 tax filings from 2012 to 2025

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 Jan.
2025

Revenue

$37,532

Expenses

$68,834

Net Income

-$31,302

Net Assets

$1,039,083

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$34,635	92.3%
Sales of Assets	$2,897	7.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$55,444	80.5%
Compensation of Officers*	$17,211	25.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,039,083
Total Liabilities	$0
Net Assets	$1,039,083

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank N A (Trustee)	$17,211	$0

990-PF

Filed on June 9, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Jan.
2024

Revenue

$30,378

Expenses

$67,676

Net Income

-$37,298

Net Assets

$1,070,147

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$31,437	> 100%
Sales of Assets	-$3,147
Other Income	$2,088	6.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$55,290	81.7%
Compensation of Officers*	$16,041	23.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,070,147
Total Liabilities	$0
Net Assets	$1,070,147

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank N A (Trustee)	$16,041	$0

990-PF

Filed on June 11, 2024

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Jan.
2023

Revenue

$11,465

Expenses

$77,982

Net Income

-$66,517

Net Assets

$1,108,073

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$37,707	> 100%
Sales of Assets	-$26,242
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$57,889	74.2%
Compensation of Officers*	$16,758	21.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,108,073
Total Liabilities	$0
Net Assets	$1,108,073

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank N A (Trustee)	$16,758	$0

990-PF

Filed on June 9, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Jan.
2022

Revenue

$212,923

Expenses

$70,085

Net Income

$142,838

Net Assets

$1,174,525

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$29,464	13.8%
Sales of Assets	$182,693	85.8%
Other Income	$766	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$53,056	75.7%
Compensation of Officers*	$18,712	26.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,174,525
Total Liabilities	$0
Net Assets	$1,174,525

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank N A (Trustee)	$18,712	$0

990-PF

Filed on June 7, 2022

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Jan.
2021

Revenue

$57,868

Expenses

$69,950

Net Income

-$12,082

Net Assets

$1,031,789

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$33,404	57.7%
Sales of Assets	$24,464	42.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$50,853	72.7%
Compensation of Officers*	$16,912	24.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,031,790
Total Liabilities	$1
Net Assets	$1,031,789

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank N A (Trustee)	$16,912	$0

990-PF

Filed on May 25, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Jan.
2020

Revenue

$113,001

Expenses

$68,038

Net Income

$44,963

Net Assets

$1,043,461

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$28,776	25.5%
Sales of Assets	$83,949	74.3%
Other Income	$276	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$52,616	77.3%
Compensation of Officers*	$16,692	24.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,043,462
Total Liabilities	$1
Net Assets	$1,043,461

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank N A (Trustee)	$16,692	$0

990-PF

Filed on June 3, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Jan.
2019

Revenue

$34,675

Expenses

$74,023

Net Income

-$39,348

Net Assets

$1,002,036

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$24,893	71.8%
Sales of Assets	$9,782	28.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$60,446	81.7%
Compensation of Officers*	$16,781	22.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,002,036
Total Liabilities	$0
Net Assets	$1,002,036

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank Na (Trustee)	$16,781	$0

990-PF

Filed on June 12, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Jan.
2018

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 Jan.
2017

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 Jan.
2016

Revenue

$33,554

Expenses

$74,107

Net Income

-$40,553

Net Assets

$1,087,668

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,500	7.5%
Interest Revenue	$0
Dividends	$21,045	62.7%
Sales of Assets	$10,009	29.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$61,323	82.7%
Compensation of Officers*	$16,690	22.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,087,668
Total Liabilities	$0
Net Assets	$1,087,668

990-PF

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

PDF

Fiscal Year Ending Jan.
2015

Revenue

$72,148

Expenses

$69,089

Net Income

$3,059

Net Assets

$1,127,302

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$3,000	4.2%
Interest Revenue	$0
Dividends	$25,513	35.4%
Sales of Assets	$43,635	60.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$51,620	74.7%
Compensation of Officers*	$17,253	25.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,127,302
Total Liabilities	$0
Net Assets	$1,127,302

990-PF

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

PDF

Fiscal Year Ending Jan.
2014

Revenue

$135,724

Expenses

$58,589

Net Income

$77,135

Net Assets

$1,124,793

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$23,162	17.1%
Dividends	$0
Sales of Assets	$112,562	82.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$44,678	76.3%
Compensation of Officers*	$16,767	28.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,124,793
Total Liabilities	$0
Net Assets	$1,124,793

990-PF

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

PDF

Fiscal Year Ending Jan.
2013

Revenue

$47,050

Expenses

$55,951

Net Income

-$8,901

Net Assets

$1,048,249

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$30,764	65.4%
Sales of Assets	$16,286	34.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$43,724	78.1%
Compensation of Officers*	$15,297	27.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,048,249
Total Liabilities	$0
Net Assets	$1,048,249

990-PF

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

PDF

Fiscal Year Ending Jan.
2012

Revenue

$23,280

Expenses

$54,913

Net Income

-$31,633

Net Assets

$1,058,699

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$30,596	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$44,038	80.2%
Compensation of Officers*	$13,361	24.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,058,699
Total Liabilities	$0
Net Assets	$1,058,699

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.

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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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Updated January 26, 2026

Josephine Stevenson Charitable Tr

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $37.5k (2025)

Expenses $68.8k (2025)

Total Assets $1.04M (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending Jan. 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Jan. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Jan. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Jan. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Jan. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Jan. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Jan. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Jan. 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Jan. 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Jan. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Jan. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Jan. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Jan. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Jan. 2012

Revenue

$37.5k (2025)

Expenses

$68.8k (2025)

Total Assets

$1.04M (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending Jan.
2025

Fiscal Year Ending Jan.
2024

Fiscal Year Ending Jan.
2023

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2022

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2021

Fiscal Year Ending Jan.
2020

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2019

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2018

Fiscal Year Ending Jan.
2017

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2016

Fiscal Year Ending Jan.
2015

Fiscal Year Ending Jan.
2014

Fiscal Year Ending Jan.
2013

Fiscal Year Ending Jan.
2012

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2011

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