Nonprofit · EIN 26-6824259
STEVENS FAMILY CHARITABLE TR
Also known as JEFF ALLAN STEVENS TTEE
Tax-exempt · EL PASO, TX 79901
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $31,200,914 | $376,873 | $30,824,041 | $57,848,960 | $3,043,686 | $54,805,274 |
| December 31, 2024 | 990-PF | $1,403,203 | $3,206,963 | -$1,803,760 | $28,024,911 | $4,043,678 | $23,981,233 |
| December 31, 2023 | 990-PF | $1,402,047 | $2,124,230 | -$722,183 | $30,022,632 | $4,237,639 | $25,784,993 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $30,000,000
- Dividends
- $445,576
- Interest
- $671,256
- Net gain from sales of assets
- $84,082
Expenses
- Grants and similar amounts paid
- $200,000
- Compensation of officers, directors and key employees
- $150,000
- Disbursements for charitable purposes
- $1,365,469
- Excise tax on investment income
- $16,631
Balance sheet and other
- Total assets, start of year
- $28,024,911
- Total assets, end of year
- $57,848,960
- Total liabilities, end of year
- $3,043,686
- Net assets, end of year
- $54,805,274
- Fair market value of assets
- $58,090,639
- Qualifying distributions
- $1,365,469
- Net investment income
- $1,200,914
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALEXANDRA M READ 4253 NORTH SCOTTSDALE ROAD SUITE, 201, SCOTTSDALE, AZ 85251 | TRUSTEE | 2 | $75,000 |
| COLIN M STEVENS 4253 NORTH SCOTTSDALE ROAD SUITE, 201, SCOTTSDALE, AZ 85251 | TRUSTEE | 0.25 | $75,000 |
| JEFF A STEVENS 4253 NORTH SCOTTSDALE ROAD SUITE, 201, SCOTTSDALE, AZ 85251 | TRUSTEE | 1 | $0 |
| SHARON A STEVENS 4253 NORTH SCOTTSDALE ROAD SUITE, 201, SCOTTSDALE, AZ 85251 | TRUSTEE | 0.25 | $0 |
| TIMOTHY A DEMORE 4253 NORTH SCOTTSDALE ROAD SUITE, 201, SCOTTSDALE, AZ 85251 | INDEPENDENT TRUSTEE | 0.25 | $0 |
| WILLIAM W SHEELY 4253 NORTH SCOTTSDALE ROAD SUITE, 201, SCOTTSDALE, AZ 85251 | INDEPENDENT TRUSTEE | 0.25 | $0 |
| KEVIN M REIS 4253 NORTH SCOTTSDALE ROAD SUITE, 201, SCOTTSDALE, AZ 85251 | INDEPENDENT TRUSTEE | 0.25 | $0 |
990-PF for the year ended December 31, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALEXANDRA M READ 4253 NORTH SCOTTSDALE ROAD SUITE, 201, SCOTTSDALE, AZ 85251 | TRUSTEE | 2 | $73,077 |
| COLIN M STEVENS 4253 NORTH SCOTTSDALE ROAD SUITE, 201, SCOTTSDALE, AZ 85251 | TRUSTEE | 0.25 | $69,231 |
| JEFF A STEVENS 4253 NORTH SCOTTSDALE ROAD SUITE, 201, SCOTTSDALE, AZ 85251 | TRUSTEE | 1 | $0 |
| SHARON A STEVENS 4253 NORTH SCOTTSDALE ROAD SUITE, 201, SCOTTSDALE, AZ 85251 | TRUSTEE | 0.25 | $0 |
| TIMOTHY A DEMORE 4253 NORTH SCOTTSDALE ROAD SUITE, 201, SCOTTSDALE, AZ 85251 | INDEPENDENT TRUSTEE | 0.25 | $0 |
| WILLIAM W SHEELY 4253 NORTH SCOTTSDALE ROAD SUITE, 201, SCOTTSDALE, AZ 85251 | INDEPENDENT TRUSTEE | 0.25 | $0 |
| KEVIN M REIS 4253 NORTH SCOTTSDALE ROAD SUITE, 201, SCOTTSDALE, AZ 85251 | INDEPENDENT TRUSTEE | 0.25 | $0 |
990-PF for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALEXANDRA M READ 4253 NORTH SCOTTSDALE ROAD SUITE, 201, SCOTTSDALE, AZ 85251 | TRUSTEE | 2 | $44,231 |
| JEFF A STEVENS 4253 NORTH SCOTTSDALE ROAD SUITE, 201, SCOTTSDALE, AZ 85251 | TRUSTEE | 1 | $0 |
| SHARON A STEVENS 4253 NORTH SCOTTSDALE ROAD SUITE, 201, SCOTTSDALE, AZ 85251 | TRUSTEE | 0.25 | $0 |
| COLIN M STEVENS 4253 NORTH SCOTTSDALE ROAD SUITE, 201, SCOTTSDALE, AZ 85251 | TRUSTEE | 0.25 | $0 |
| TIMOTHY A DEMORE 4253 NORTH SCOTTSDALE ROAD SUITE, 201, SCOTTSDALE, AZ 85251 | INDEPENDENT TRUSTEE | 0.25 | $0 |
| WILLIAM W SHEELY 4253 NORTH SCOTTSDALE ROAD SUITE, 201, SCOTTSDALE, AZ 85251 | INDEPENDENT TRUSTEE | 0.25 | $0 |
| KEVIN M REIS 4253 NORTH SCOTTSDALE ROAD SUITE, 201, SCOTTSDALE, AZ 85251 | INDEPENDENT TRUSTEE | 0.25 | $0 |
Address and contacts
- Address (IRS master file)
- 123 W MILLS AVE STE 600, EL PASO, TX 79901-1577
- Signed the 990-PF
- JEFF A STEVENS, TRUSTEE
- Phone
- (915) 504-7130
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 26-6824259
- 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
- 2009
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $57,848,960
- Income (IRS master file)
- $40,857,653
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $31,200,914 | $376,873 | $57,848,960 | IRS |
| 990-PF | December 2024 | $1,403,203 | $3,206,963 | $28,024,911 | IRS |
| 990-PF | December 2023 | $1,402,047 | $2,124,230 | $30,022,632 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 26-6824259).
Questions about STEVENS FAMILY CHARITABLE TR
- What is the EIN of STEVENS FAMILY CHARITABLE TR?
- The employer identification number (EIN) of STEVENS FAMILY CHARITABLE TR is 26-6824259.
- Is STEVENS FAMILY CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to STEVENS FAMILY CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does STEVENS FAMILY CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of STEVENS FAMILY CHARITABLE TR 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 STEVENS FAMILY CHARITABLE TR 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 STEVENS FAMILY CHARITABLE TR?
- The 990-PF for the year ended December 31, 2025 lists 7 people; 2 received compensation from the organization, the highest $75,000 (ALEXANDRA M READ, TRUSTEE).
- How much revenue does STEVENS FAMILY CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $31,200,914, expenses of $376,873 and total assets of $57,848,960 at year end.
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All nonprofits in EL PASO · Texas · Philanthropy, voluntarism and grantmaking foundations