2025-09-23T14:25:54-05:00 2024-12-31 561588934 SMITH STEVENS & FORD PA POST OFFICE BOX 1225 LENOIR NC 286451225 990PF 2024-01-01 561824646 STEVENS FAMILY FOUNDATION INC STEV 8289636622 718 SUNSET MTN RD BOONE NC 28607 RICHARD D STEVENS TREASURER 8289636622 2025-09-17 1 1 DAVID F STEVENS P00189144 8287588431 2025-09-17 2024 2025-03-06 01:10:19Z X 5757458 X X 9095 6221 124030 124030 279340 799090 279340 469 0 412934 409591 0 0 0 4315 1079 3236 32230 8058 24172 30 7 13 36575 9144 27421 232000 232000 268575 9144 259421 144359 400447 59331 48756 48756 154558 258617 258617 2362916 2381185 4219125 1159055 1191661 1230960 3735860 3880219 5757458 0 0 X 3735860 3880219 0 0 0 0 3735860 3880219 3735860 3880219 3735860 144359 0 3880219 0 3880219 PUBLICLY TRADED SECURITIES P 796337 519750 276587 276587 Capital Gains Dividends P 2753 2753 2753 279340 5566 0 5566 0 5566 2542 0 3100 0 5642 0 76 76 0 0 0 0 0 0 0 0 0 0 0 1 1 NC 1 0 0 0 0 1 stevensfamilyfoundation.org RICHARD STEVENS 8289636622 718 SUNSET MOUNTAIN RD BOONE NC 28607 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 J WILLIAM STEVENS 2659 CLUB PARK ROAD WINSTON SALEM NC 27104 PRESIDENT 1.00 0 0 0 RICHARD D STEVENS 718 SUNSET MOUNTAIN RD BOONE NC 28607 SEC/TREAS 1.00 0 0 0 ANNE HSU 2585 CLUB PARK RD WINSTON SALEM NC 27104 BOARD MEMBER 0.00 0 0 0 JAMES W STEVENS 2659 CLUB PARK ROAD WINSTON SALEM NC 27104 BOARD MEMBER 0.00 0 0 0 JOHN F STEVENS 1807 APRICOT GLEN DRIVE AUSTIN TX 78746 BOARD MEMBER 0.00 0 0 0 MARTHA S SUTTON 2822 LAZY LANE WINSTON SALEM NC 27106 VICE-PRES 1.00 0 0 0 REBECCA S ELLIOTT PO BOX 704 NELLYSFORD VA 22958 BOARD MEMBER 0.00 0 0 0 NONE 0 NONE 0 0 5397757 257181 37791 5692729 0 0 5692729 85391 5607338 280367 280367 5566 5566 274801 0 274801 0 274801 259421 0 259421 274801 230077 0 0 259421 230077 0 0 29344 0 0 0 0 0 0 0 0 245457 0 0 0 X BETHEL COLONY OF MERCY 1675 BETHEL COLONY ROAD LENOIR NC 28645 NONE PUBLIC CHARITY GENERAL SUPPORT 10000 BROYHILL SENIOR CENTER 650-A PENNTON AVENUE SW LENOIR NC 28645 NONE PUBLIC CHARITY GENERAL SUPPORT 2000 BUFFALO COVE OUTDOOR EDUCATION CENTER 664 BUCKSKIN HOLLOW DEEP GAP NC 28618 NONE PUBLIC CHARITY GENERAL SUPPORT 2000 CALDWELL ARTS COUNCIL 601 COLLEGE AVENUE LENOIR NC 28645 NONE PUBLIC CHARITY GENERAL SUPPORT 20000 CALDWELL COMMUNITY COLLEGE FOUNDATION PO BOX 600 LENOIR NC 28645 NONE PUBLIC CHARITY GENERAL SUPPORT 15000 CALDWELL COUNCIL ON ADOLESCENT HEALTH 918 WEST AVE NW LENOIR NC 28645 NONE PUBLIC CHARITY GENERAL SUPPORT 1500 CALDWELL COUNTY YOKEFELLOW PO BOX 2422 LENOIR NC 28645 NONE PUBLIC CHARITY GENERAL SUPPORT 20000 CALDWELL FRIENDS PO BOX 2784 LENOIR NC 28645 NONE PUBLIC CHARITY GENERAL SUPPORT 2000 CALDWELL HERITAGE MUSEUM 112 VAIDEN ST SW LENOIR NC 28645 NONE PUBLIC CHARITY GENERAL SUPPORT 2000 CALDWELL HOSPICE & PALLATIVE CAREAMOREM 902 KIRKWOOD ST NW LENOIR NC 28645 NONE PUBLIC CHARITY GENERAL SUPPORT 10000 CALDWELL MEMORIAL HOSPITAL FOUNDATION 402 MULBERRY STREET LENOIR NC 28645 NONE PUBLIC CHARITY GENERAL SUPPORT 10000 COMMUNITIES IN SCHOOLS 616 NW ASHE AVENUE LENOIR NC 28645 NONE PUBLIC CHARITY GENERAL SUPPORT 2500 CRISIS CONTROL MINISTRY 200 E TENTH STREET WINSTONSALEM NC 27101 NONE PUBLIC CHARITY GENERAL SUPPORT 4000 FIRST UNITED METHODIST CHURCH 309 CHURCH STREET LENOIR NC 28645 NONE CHURCH GENERAL SUPPORT 2500 FORT DEFIANCE PO BOX 686 LENOIR NC 28645 NONE PUBLIC CHARITY GENERAL SUPPORT 2000 HABITAT FOR HUMANITY 1216 HARPER AVENUE LENOIR NC 28645 NONE PUBLIC CHARITY GENERAL SUPPORT 10000 HARPER SCHOOL OF MUSIC 1113 COLLEGE AVENUE LENOIR NC 28645 NONE PUBLIC CHARITY GENERAL SUPPORT 15000 HELPING HANDS CLINIC INC 810 HARPER AVENUE LENOIR NC 28645 NONE PUBLIC CHARITY GENERAL SUPPORT 25000 LENOIR SOUP KITCHEN PO BOX 1054 LENOIR NC 28645 NONE PUBLIC CHARITY GENERAL SUPPORT 6000 MARIAH'S CHAPEL 5320 GRANDIN ROAD LENOIR NC 28645 NONE PUBLIC CHARITY GENERAL SUPPORT 1500 NC COMMUNITY FOUNDATION 3737 GLENWOOD AVE STE 460 RALEIGH NC 27612 NONE PUBLIC CHARITY GENERAL SUPPORT 5000 UNITED METHODIST COMMITTEE ON RELIEF 458 PONCE DE LEON AVE NE ATLANTA GA 30308 NONE PUBLIC CHARITY GENERAL SUPPORT 2500 WESTERN PIEDMONT SYMPHONY 243 THIRD AVENUE NE HICKORY NC 28601 NONE PUBLIC CHARITY GENERAL SUPPORT 3000 WIG BANK OF CALDWELL COUNTY 226 MULBERRY ST SW LENOIR NC 28645 NONE PUBLIC CHARITY GENERAL SUPPORT 2500 SCOUTING AMERICA 1410 E 7TH ST CHARLOTTE NC 28204 NONE PUBLIC CHARITY GENERAL SUPPORT 1000 SAMARITAN'S PURSE PO BOX 3000 BOONE NC 28607 NONE PUBLIC CHARITY GENERAL SUPPORT 20000 HOSPITALITY HOUSE 338 BROOK HOLLOW RD BOONE NC 28607 NONE PUBLIC CHARITY GENERAL SUPPORT 15000 QUIET GIVERS PO BOX 95 BOONE NC 28607 NONE PUBLIC CHARITY GENERAL SUPPORT 15000 HUNGER & HEALTH COALITION 141 HEALTH CENTER DRIVE STE C BOONE NC 28607 NONE PUBLIC CHARITY GENERAL SUPPORT 5000 232000 0 14 9095 14 124030 18 279340 PARTNERSHIP INCOME 14 469 0 412465 469 412934 11a PARTNERSHIP INCOME FOR CHARITABLE PURPOSE 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 4315 1079 3236 CORPORATE STOCK 2381185 4219125 US BANK - OTHER FUNDS AT COST 1131371 1212929 P.B. REALTY LLC AT COST 60290 18031 BANK FEES 30 7 13 PARTNERSHIP INCOME 469 469 INVESTMENT EXPENSES 32230 8058 24172