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Nonprofit · EIN 56-0633355

THE STEPHENS ENDOWMENT

Tax-exempt · MORGANTON, NC 28655

Financials

$149K$81K2020−$6K$69K2022$147K$64K2023$72K$90K2024
Revenue Expenses · by fiscal year end
Financials of THE STEPHENS ENDOWMENT by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
October 31, 2025990-PF$72,100$89,952-$17,852$1,213,636$0$1,213,636
October 31, 2024990-PF$147,354$64,030$83,324$1,205,442$0$1,205,442
October 31, 2023990-PF-$6,394$69,253-$75,647$1,066,037$0$1,066,037
October 31, 2021990-PF$148,595$81,063$67,532$1,395,774$0$1,395,774
Financial details: 990-PF for the year ended October 31, 2025

Revenue

Dividends
$22,429
Interest
$12
Net gain from sales of assets
$49,659

Expenses

Grants and similar amounts paid
$67,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$67,000
Excise tax on investment income
$811

Balance sheet and other

Total assets, start of year
$1,205,442
Total assets, end of year
$1,213,636
Total liabilities, end of year
$0
Net assets, end of year
$1,213,636
Fair market value of assets
$1,213,636
Qualifying distributions
$67,000
Net investment income
$72,100

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 October 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
GERALD K STEPHENS
101 RIVERWOODS DRIVE, MORGANTON, NC 28655
PRESIDENT0$0
G KENNETH STEPHENS
2506 BURKE MEMORIAL PARK RD, MORGANTON, NC 28655
VICE PRESIDENT0$0
JEAN T STEPHENS
101 RIVERWOODS DRIVE, MORGANTON, NC 28655
SECRETARY0$0
990-PF for the year ended October 31, 2024: 3 people
NameTitleHours / weekCompensation
GERALD K STEPHENS
101 RIVERWOODS DRIVE, MORGANTON, NC 28655
PRESIDENT0$0
G KENNETH STEPHENS
2506 BURKE MEMORIAL PARK RD, MORGANTON, NC 28655
VICE PRESIDENT0$0
JEAN T STEPHENS
101 RIVERWOODS DRIVE, MORGANTON, NC 28655
SECRETARY0$0
990-PF for the year ended October 31, 2023: 3 people
NameTitleHours / weekCompensation
GERALD K STEPHENS
101 RIVERWOODS DRIVE, MORGANTON, NC 28655
PRESIDENT0$0
G KENNETH STEPHENS
2506 BURKE MEMORIAL PARK RD, MORGANTON, NC 28655
VICE PRESIDENT0$0
JEAN T STEPHENS
101 RIVERWOODS DRIVE, MORGANTON, NC 28655
SECRETARY0$0
990-PF for the year ended October 31, 2021: 3 people
NameTitleHours / weekCompensation
GERALD K STEPHENS
101 RIVERWOODS DRIVE, MORGANTON, NC 28655
PRESIDENT0$0
G KENNETH STEPHENS
2506 BURKE MEMORIAL PARK RD, MORGANTON, NC 28655
VICE PRESIDENT0$0
JEAN T STEPHENS
101 RIVERWOODS DRIVE, MORGANTON, NC 28655
SECRETARY0$0

Address and contacts

Address (IRS master file)
101 RIVERWOODS DR, MORGANTON, NC 28655-0012
Signed the 990-PF
GERALD K STEPHENS, PRESIDENT
Phone
(828) 205-9310
Return prepared by
RM ADVISORY LLC

What it must file and when

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

Tax yearYear endedDueIRS public records
2024October 31, 2025March 16, 2026990-PF on file
2023October 31, 2024March 17, 2025990-PF on file
2022October 31, 2023March 15, 2024990-PF on file

IRS record

EIN
56-0633355
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
1989
Accounting year ends
October
Files
Form 990-PF
Assets (IRS master file)
$1,213,636
Income (IRS master file)
$248,119

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFOctober 2025$72,100$89,952$1,213,636XML
990-PFOctober 2024$147,354$64,030$1,205,442XML
990-PFOctober 2023-$6,394$69,253$1,066,037XML
990-PFOctober 2022–––IRS
990-PFOctober 2021$148,595$81,063$1,395,774XML
990-PFOctober 2020–––IRS
990-PFOctober 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 56-0633355).

Questions about THE STEPHENS ENDOWMENT

What is the EIN of THE STEPHENS ENDOWMENT?
The employer identification number (EIN) of THE STEPHENS ENDOWMENT is 56-0633355.
Is THE STEPHENS ENDOWMENT tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
Are donations to THE STEPHENS ENDOWMENT tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE STEPHENS ENDOWMENT file?
Form 990-PF. Private foundations file every year.
When is the next return of THE STEPHENS ENDOWMENT due?
The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THE STEPHENS ENDOWMENT last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended October 2025.
Who are the officers and directors of THE STEPHENS ENDOWMENT?
The 990-PF for the year ended October 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does THE STEPHENS ENDOWMENT have?
On its 990-PF for the year ended October 31, 2025 it reported revenue of $72,100, expenses of $89,952 and total assets of $1,213,636 at year end.

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