Nonprofit · EIN 65-0771320
ST STEPHENS EPISCOPAL SCHOOL ENDOWMENT FUND TR
Tax-exempt · BRADENTON, FL 34209
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $323,922 | $378,309 | -$54,387 | $8,321,546 | $0 | $8,321,546 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $47,132
- Program service revenue
- $0
- Investment income
- $276,790
- Net gain from sales of assets
- $10,455
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $302,475
- Compensation of officers, directors and key employees
- $0
- Other salaries and wages
- $29,633
- Salaries, compensation and benefits (total)
- $32,550
- Professional fundraising fees
- $0
- Program services (functional)
- $334,642
- Management and general (functional)
- $1,154
- Fundraising (functional)
- $42,513
Balance sheet and other
- Total assets, start of year
- $7,768,803
- Total assets, end of year
- $8,321,546
- Total liabilities, end of year
- $0
- Net assets, end of year
- $8,321,546
- Publicly traded securities
- $8,317,546
- Net assets without donor restrictions
- $2,992,255
- Net assets with donor restrictions
- $5,329,291
- Gross receipts
- $2,155,893
- Employees
- 0
- Volunteers
- 6
- Year formed
- 1995
- State of legal domicile
- FL
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 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jeffrey Boyd | Chairman Trustee or director | 1 | $0 |
| Cliff Walters | Trustee Trustee or director | 1 | $0 |
| Trudy Moon | Trustee Trustee or director | 1 | $0 |
| Andy Minor | Trustee Trustee or director | 1 | $0 |
| Caroline Ellerson | Trustee Trustee or director | 1 | $0 |
| Sharon Hillstrom | Trustee Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 315 41ST ST W, BRADENTON, FL 34209-2943
- In care of
- % JANET S PULLEN
- Principal officer (990 for 2024)
- Jeffrey Boyd, 315 41st St W, Bradenton, FL 34209
- Signed the 990
- Jeffrey Boyd, Chairman
- Phone
- (941) 746-2121
- Return prepared by
- CS&L CPAS
Mission
To support and benefit the charitable, scientific, and educational purposes of Saint Stephens Episcopal School, which is a private school organized as a 501(c)(3) not-for-profit organization.
Program accomplishments
- To support and benefit the charitable, scientific, and educational purposes of Saint Stephens Episcopal School, which is a private school organized as a 501(c)(3) not-for-profit organization.Expenses $334,642 · grants $302,475
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 65-0771320
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1997
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22Z)
- Assets (IRS master file)
- $8,321,546
- Income (IRS master file)
- $2,155,893
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | – | – | – | IRS |
| 990 | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $261,420 | $281,428 | $7,295,945 | IRS |
| 990 | June 2022 | $175,024 | $289,739 | $6,801,259 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about ST STEPHENS EPISCOPAL SCHOOL ENDOWMENT FUND TR
- What is the EIN of ST STEPHENS EPISCOPAL SCHOOL ENDOWMENT FUND TR?
- The employer identification number (EIN) of ST STEPHENS EPISCOPAL SCHOOL ENDOWMENT FUND TR is 65-0771320.
- Is ST STEPHENS EPISCOPAL SCHOOL ENDOWMENT FUND TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to ST STEPHENS EPISCOPAL SCHOOL ENDOWMENT FUND TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does ST STEPHENS EPISCOPAL SCHOOL ENDOWMENT FUND TR file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ST STEPHENS EPISCOPAL SCHOOL ENDOWMENT FUND TR due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ST STEPHENS EPISCOPAL SCHOOL ENDOWMENT FUND TR last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of ST STEPHENS EPISCOPAL SCHOOL ENDOWMENT FUND TR?
- The 990 for the year ended June 30, 2025 names Jeffrey Boyd.
- Who are the officers and directors of ST STEPHENS EPISCOPAL SCHOOL ENDOWMENT FUND TR?
- The 990 for the year ended June 30, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does ST STEPHENS EPISCOPAL SCHOOL ENDOWMENT FUND TR have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $323,922, expenses of $378,309 and total assets of $8,321,546 at year end.
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