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Nonprofit · EIN 20-2784814

STEPHENS FAMILY FAOUNDATION

Tax-exempt · WICHITA FALLS, TX 76307

Financials

$1M$616K2023$1.1M$607K2024$1.3M$610K2025
Revenue Expenses · by fiscal year end
Financials of STEPHENS FAMILY FAOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$1,291,935$609,591$682,344$6,079,415$0$6,079,415
December 31, 2024990-PF$1,146,530$606,941$539,589$5,397,071$0$5,397,071
December 31, 2023990-PF$1,007,745$615,855$391,890$4,857,482$0$4,857,482
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$846,946
Dividends
$185,680
Net gain from sales of assets
$254,600
Other income
$4,709

Expenses

Grants and similar amounts paid
$600,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$601,462
Excise tax on investment income
$6,155

Balance sheet and other

Total assets, start of year
$5,397,071
Total assets, end of year
$6,079,415
Total liabilities, end of year
$0
Net assets, end of year
$6,079,415
Fair market value of assets
$6,468,185
Qualifying distributions
$601,462
Net investment income
$444,989

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
THOMAS P STEPHENS
811 6TH STREET, WICHITA FALLS, TX 76301
PRESIDENT/DIRECTOR0$0
SUSAN S GEYER
811 6TH STREET, WICHITA FALLS, TX 76301
VICE-PRESIDENT/DIRECTOR0$0
KATHERINE S SMETHIE
811 6TH STREET, WICHITA FALLS, TX 76301
VICE-PRESIDENT/DIRECTOR0$0
CRAIG LEWIS
2520 E ELLIOTT STREET, WICHITA FALLS, TX 76308
SECRETARY/TREASURER0$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
THOMAS P STEPHENS
811 6TH STREET, WICHITA FALLS, TX 76301
PRESIDENT/DIRECTOR0$0
SUSAN S GEYER
811 6TH STREET, WICHITA FALLS, TX 76301
VICE-PRESIDENT/DIRECTOR0$0
KATHERINE S SMETHIE
811 6TH STREET, WICHITA FALLS, TX 76301
VICE-PRESIDENT/DIRECTOR0$0
CRAIG LEWIS
2520 E ELLIOTT STREET, WICHITA FALLS, TX 76308
SECRETARY/TREASURER0$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
THOMAS P STEPHENS
811 6TH STREET, WICHITA FALLS, TX 76301
PRESIDENT/DIRECTOR0$0
SUSAN S GEYER
811 6TH STREET, WICHITA FALLS, TX 76301
VICE-PRESIDENT/DIRECTOR0$0
KATHERINE S SMETHIE
811 6TH STREET, WICHITA FALLS, TX 76301
VICE-PRESIDENT/DIRECTOR0$0
CRAIG LEWIS
2520 E ELLIOTT STREET, WICHITA FALLS, TX 76308
SECRETARY/TREASURER0$0

Address and contacts

Address (IRS master file)
PO BOX 2249, WICHITA FALLS, TX 76307-2249
In care of
% FRED STEPHENS
Signed the 990-PF
THOMAS P STEPHENS, PRESIDENT
Phone
(940) 723-2166
Return prepared by
HUPP BAUER HANSON & LEWIS PC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
20-2784814
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2006
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$6,079,415
Income (IRS master file)
$1,291,935

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$1,291,935$609,591$6,079,415XML
990-PFDecember 2024$1,146,530$606,941$5,397,071XML
990-PFDecember 2023$1,007,745$615,855$4,857,482XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-2784814).

Questions about STEPHENS FAMILY FAOUNDATION

What is the EIN of STEPHENS FAMILY FAOUNDATION?
The employer identification number (EIN) of STEPHENS FAMILY FAOUNDATION is 20-2784814.
Is STEPHENS FAMILY FAOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
Are donations to STEPHENS FAMILY FAOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does STEPHENS FAMILY FAOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of STEPHENS FAMILY FAOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did STEPHENS FAMILY FAOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of STEPHENS FAMILY FAOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does STEPHENS FAMILY FAOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,291,935, expenses of $609,591 and total assets of $6,079,415 at year end.

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