Nonprofit · EIN 94-2951708
D R STEPHENS CHARITABLE FOUNDATION
Tax-exempt · SAN FRANCISCO, CA 94104
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2025 | 990-PF | $818 | $1,498 | -$680 | $85,185 | $0 | $85,185 |
| November 30, 2024 | 990-PF | $1,165 | $5,207 | -$4,042 | $85,865 | $0 | $85,865 |
| November 30, 2023 | 990-PF | $53,339 | $255,351 | -$202,012 | $89,901 | $0 | $89,901 |
Financial details: 990-PF for the year ended November 30, 2025
Revenue
- Dividends
- $818
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Excise tax on investment income
- $11
Balance sheet and other
- Total assets, start of year
- $85,865
- Total assets, end of year
- $85,185
- Total liabilities, end of year
- $0
- Net assets, end of year
- $85,185
- Fair market value of assets
- $85,185
- Net investment income
- $818
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 November 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHRISTINA STEPHENS 465 CALIFORNIA STREET 330, SAN FRANCISCO, CA 94104 | PRESIDENT | 0 | $0 |
990-PF for the year ended November 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHRISTINA STEPHENS 601 CALIFORNIA STREET 1710, SAN FRANCISCO, CA 94108 | PRESIDENT | 0 | $0 |
990-PF for the year ended November 30, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHRISTINA B STEPHENS 601 CALIFORNIA STREET SUITE 1710, SAN FRANCISCO, CA 94108 | CEO | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 465 CALIFORNIA ST STE 330, SAN FRANCISCO, CA 94104-1847
- In care of
- % STEPHENS & CO
- Signed the 990-PF
- LANE STEPHENS, PRESIDENT
- Phone
- (415) 781-8000
- Return prepared by
- WMB2 LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 94-2951708 or by the name D R STEPHENS CHARITABLE FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | 990-PF on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 94-2951708
- 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
- 1985
- Accounting year ends
- November
- Files
- Form 990-PF
- Assets (IRS master file)
- $85,185
- Income (IRS master file)
- $818
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2025 | $818 | $1,498 | $85,185 | XML |
| 990-PF | November 2024 | $1,165 | $5,207 | $85,865 | XML |
| 990-PF | November 2023 | $53,339 | $255,351 | $89,901 | XML |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-PF | November 2020 | – | – | – | IRS |
| 990-PF | November 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 94-2951708).
Questions about D R STEPHENS CHARITABLE FOUNDATION
- What is the EIN of D R STEPHENS CHARITABLE FOUNDATION?
- The employer identification number (EIN) of D R STEPHENS CHARITABLE FOUNDATION is 94-2951708.
- Is D R STEPHENS CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
- Are donations to D R STEPHENS CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does D R STEPHENS CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of D R STEPHENS CHARITABLE FOUNDATION due?
- The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did D R STEPHENS CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2025.
- Who are the officers and directors of D R STEPHENS CHARITABLE FOUNDATION?
- The 990-PF for the year ended November 30, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does D R STEPHENS CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended November 30, 2025 it reported revenue of $818, expenses of $1,498 and total assets of $85,185 at year end.
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