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Nonprofit · EIN 56-1824646

STEVENS FAMILY FOUNDATION INC

Tax-exempt · BOONE, NC 28607

Financials

$172K$237K2023$413K$269K2024
Revenue Expenses · by fiscal year end
Financials of STEVENS FAMILY FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$412,934$268,575$144,359$3,880,219$0$3,880,219
December 31, 2023990-PF (amended)$171,738$236,573-$64,835$3,735,860$0$3,735,860
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$124,030
Interest
$9,095
Net gain from sales of assets
$279,340
Other income
$469

Expenses

Grants and similar amounts paid
$232,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$259,421
Excise tax on investment income
$5,566

Balance sheet and other

Total assets, start of year
$3,735,860
Total assets, end of year
$3,880,219
Total liabilities, end of year
$0
Net assets, end of year
$3,880,219
Fair market value of assets
$5,757,458
Qualifying distributions
$259,421
Net investment income
$409,591

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
J WILLIAM STEVENS
2659 CLUB PARK ROAD, WINSTON SALEM, NC 27104
PRESIDENT1$0
RICHARD D STEVENS
718 SUNSET MOUNTAIN RD, BOONE, NC 28607
SEC/TREAS1$0
ANNE HSU
2585 CLUB PARK RD, WINSTON SALEM, NC 27104
BOARD MEMBER0$0
JAMES W STEVENS
2659 CLUB PARK ROAD, WINSTON SALEM, NC 27104
BOARD MEMBER0$0
JOHN F STEVENS
1807 APRICOT GLEN DRIVE, AUSTIN, TX 78746
BOARD MEMBER0$0
MARTHA S SUTTON
2822 LAZY LANE, WINSTON SALEM, NC 27106
VICE-PRES1$0
REBECCA S ELLIOTT
PO BOX 704, NELLYSFORD, VA 22958
BOARD MEMBER0$0
990-PF for the year ended December 31, 2023: 7 people
NameTitleHours / weekCompensation
J WILLIAM STEVENS
2659 CLUB PARK ROAD, WINSTON SALEM, NC 27104
PRESIDENT1$0
RICHARD D STEVENS
718 SUNSET MOUNTAIN RD, BOONE, NC 28607
SEC/TREAS1$0
ANNE HSU
2585 CLUB PARK RD, WINSTON SALEM, NC 27104
BOARD MEMBER0$0
JAMES W STEVENS
2659 CLUB PARK ROAD, WINSTON SALEM, NC 27104
BOARD MEMBER0$0
JOHN F STEVENS
1807 APRICOT GLEN DRIVE, AUSTIN, TX 78746
BOARD MEMBER0$0
MARTHA S SUTTON
2822 LAZY LANE, WINSTON SALEM, NC 27106
VICE-PRES1$0
REBECCA S ELLIOTT
PO BOX 704, NELLYSFORD, VA 22958
BOARD MEMBER0$0

Address and contacts

Address (IRS master file)
718 SUNSET MOUNTAIN RD, BOONE, NC 28607-6818
In care of
% ALLENE BROYHILL STEVENS
Signed the 990-PF
RICHARD D STEVENS, TREASURER
Phone
(828) 963-6622
Return prepared by
SMITH STEVENS & FORD PA

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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
56-1824646
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
1993
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$3,880,219
Income (IRS master file)
$932,684

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$412,934$268,575$3,880,219XML
990-PFDecember 2023$134,083$236,573$3,698,205XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 56-1824646).

Questions about STEVENS FAMILY FOUNDATION INC

What is the EIN of STEVENS FAMILY FOUNDATION INC?
The employer identification number (EIN) of STEVENS FAMILY FOUNDATION INC is 56-1824646.
Is STEVENS FAMILY FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
Are donations to STEVENS FAMILY FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does STEVENS FAMILY FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of STEVENS FAMILY FOUNDATION INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did STEVENS FAMILY FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of STEVENS FAMILY FOUNDATION INC?
The 990-PF for the year ended December 31, 2024 lists 7 people; 0 received compensation from the organization.
How much revenue does STEVENS FAMILY FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $412,934, expenses of $268,575 and total assets of $3,880,219 at year end.

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