James B Stevens Endowment Fund Trust

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.

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 May
2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$5,934
Expenses
$9,705
Net Income
-$3,771
Net Assets
$112,273
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,047
68.2%
Sales of Assets $1,887
31.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $7,152
73.7%
Compensation of Officers* $2,794
28.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $112,273
Total Liabilities $0
Net Assets $112,273
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $2,794 $0

Document Links

Fiscal Year Ending May
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,693
Expenses
$9,565
Net Income
-$5,872
Net Assets
$116,043
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,838
> 100%
Sales of Assets -$145
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $7,114
74.4%
Compensation of Officers* $2,623
27.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $116,043
Total Liabilities $0
Net Assets $116,043
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $2,623 $0

Document Links

Fiscal Year Ending May
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$4,874
Expenses
$9,193
Net Income
-$4,319
Net Assets
$121,922
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,693
75.8%
Sales of Assets $1,039
21.3%
Other Income $142
2.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,817
74.2%
Compensation of Officers* $2,615
28.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $121,922
Total Liabilities $0
Net Assets $121,922
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $2,615 $0

Document Links

Fiscal Year Ending May
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,957
Expenses
$9,374
Net Income
-$5,417
Net Assets
$126,224
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,078
> 100%
Sales of Assets -$121
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,809
72.6%
Compensation of Officers* $2,713
28.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $126,224
Total Liabilities $0
Net Assets $126,224
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $2,713 $0

Document Links

Fiscal Year Ending May
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$15,984
Expenses
$9,835
Net Income
$6,149
Net Assets
$131,612
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,180
19.9%
Sales of Assets $12,804
80.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,797
69.1%
Compensation of Officers* $2,791
28.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $131,613
Total Liabilities $1
Net Assets $131,612
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $2,791 $0

Document Links

Fiscal Year Ending May
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$16,493
Expenses
$9,309
Net Income
$7,184
Net Assets
$125,501
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,575
21.7%
Sales of Assets $12,918
78.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,763
72.7%
Compensation of Officers* $2,650
28.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $125,502
Total Liabilities $1
Net Assets $125,501
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $2,650 $0

Document Links

Fiscal Year Ending May
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$5,794
Expenses
$9,215
Net Income
-$3,421
Net Assets
$118,318
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,354
57.9%
Sales of Assets $2,383
41.1%
Other Income $57
1.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $7,138
77.5%
Compensation of Officers* $2,679
29.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $118,318
Total Liabilities $0
Net Assets $118,318
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank Na (Trustee) $2,679 $0

Document Links

Fiscal Year Ending May
2018

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 May
2017

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 May
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,479
Expenses
$7,662
Net Income
-$5,183
Net Assets
$124,673
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,852
> 100%
Sales of Assets $0
Other Income $50
2.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $5,531
72.2%
Compensation of Officers* $2,695
35.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $124,673
Total Liabilities $0
Net Assets $124,673

Document Links

Fiscal Year Ending May
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$5,434
Expenses
$8,347
Net Income
-$2,913
Net Assets
$131,531
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,324
79.6%
Sales of Assets $1,110
20.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,357
76.2%
Compensation of Officers* $2,605
31.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $131,531
Total Liabilities $0
Net Assets $131,531

Document Links

Fiscal Year Ending May
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$7,776
Expenses
$12,241
Net Income
-$4,465
Net Assets
$133,706
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,040
52.0%
Sales of Assets $3,736
48.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $10,076
82.3%
Compensation of Officers* $2,536
20.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $133,706
Total Liabilities $0
Net Assets $133,706

Document Links

Fiscal Year Ending May
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$8,563
Expenses
$6,339
Net Income
$2,224
Net Assets
$138,204
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,422
51.6%
Sales of Assets $4,141
48.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,349
68.6%
Compensation of Officers* $2,590
40.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $138,204
Total Liabilities $0
Net Assets $138,204

Document Links

Fiscal Year Ending May
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$6,917
Expenses
$10,311
Net Income
-$3,394
Net Assets
$136,379
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,571
66.1%
Sales of Assets $2,346
33.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $7,911
76.7%
Compensation of Officers* $2,982
28.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $136,379
Total Liabilities $0
Net Assets $136,379

Document Links

Fiscal Year Ending May
2011

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 May
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 May
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 May
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 May
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 May
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 May
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 May
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 May
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 May
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

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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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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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