Perry And Ruby Stevens Charitable Foundation
- Assets
- $61.2m
- Revenue
- $1.7m
- Investments
- $55.7m
- Employees
- 0
- Location
- Kerrville, TX
- Founding
- 06/2006
- Data as of
- 12/2020
- EIN
- 20-4169959
Organization Overview
Perry And Ruby Stevens Charitable Foundation is located in Kerrville, TX. The organization was established in 2006. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Perry And Ruby Stevens Charitable Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2020, Perry And Ruby Stevens Charitable Foundation generated $1.7m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 6 years, the organization has seen revenues fall by an average of (24.6%) each year. All expenses for the organization totaled $2.9m during the year ending 12/2020. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Perry And Ruby Stevens Charitable Foundation has awarded 321 individual grants totaling $21,871,000. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Laurie Milton Executive Director | 5 | $144,000 | |
Leon Jeffcoat Trustee | 5 | $0 | |
Allan G Paterson Trustee | 5 | $0 | |
Carolyn Paterson Trustee | 5 | $0 | |
Mark Milton Trustee | 40 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $400,663 |
| Dividends & Interest | $1,054,036 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | -$31,105 |
| Capital Gain Net Income | $490,066 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $266,846 |
| Total Revenue | $1,690,440 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $312,660 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $108,230 |
| Depreciation | $73,406 |
| Occupancy | $8,184 |
| Travel, conferences, and meetings | $417 |
| Printing and publications | $0 |
| Other expenses | $103,095 |
| Total operating and administrative expenses | $805,400 |
| Contributions, gifts, grants paid | $2,065,500 |
| Total expenses and disbursements | $2,870,900 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $31,539 |
| Savings and temporary cash investments | $658,421 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $18,910,656 |
| Net Land, buildings, and equipment | $6,721 |
| Other assets | $4,757,019 |
| Total assets | $61,187,400 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $3,766 |
| Total liabilities | $3,766 |
Grants Awarded
Over the last fiscal year, Perry And Ruby Stevens Charitable Foundation has awarded $2,511,000 in support to 34 organizations.
| Grant Recipient | Amount |
|---|---|
Fredericksburg, TX PURPOSE: WELLNESS CENTER REVITALIZATION | $500,000 |
UT HEALTH SCIENCE CENTER PURPOSE: MULTI-YEAR GIFT TO ELEVATE THE PARKINSONS DISEASE (PD) PROGRAM AT UT HEALTH SAN ANTONIO | $300,000 |
Kerrville, TX PURPOSE: FACILITIES AND EQUIPMENT | $250,000 |
Bulverde, TX PURPOSE: EXPANSION OF BELONG TO RURAL COUNTIES IN 8B | $250,000 |
THE SALVATION ARMY - KERRVILLE PURPOSE: THE SALVATION ARMY SOCIAL SERVICES & SHELTER REMODEL | $190,000 |
Ingram, TX PURPOSE: VISUAL AND PERFORMING ARTS PROGRAMS - SECURE ANNUAL OPERATIONAL FUNDING FOR FOUR YEARS, 2021 - 2024 | $170,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Penner Family Foundation Bentonville, AR | $146,107,822 | $15,983,833 |
Scharbauer Foundation Inc Midland, TX | $271,051,602 | $69,061,413 |
Wildcat Foundation Fort Worth, TX | $836,895 | $18,132,970 |
A Earl & Frances E Ziegler Foundation Norman, OK | $1,886,858 | $25,634,422 |
Eugene Mcdermott Foundation Dallas, TX | $220,528,387 | $97,884,779 |
Henderson-Wessendorff Foundation Richmond, TX | $228,160,288 | $17,605,762 |
Walter E Heller Foundation Dallas, TX | $0 | $637,126 |
Carl & Marilynn Thoma Foundation Dallas, TX | $0 | $929,287 |
Beloved In Christ Foundation Austin, TX | $172,986,617 | $3,113,726 |
The Kathryn H Craig Stephen Dudley Heard And Lillie D Heard Memorial Dallas, TX | $1,384 | -$449,918 |
Carroll Petrie Foundation Santa Fe, NM | $306,631,944 | $55,176,464 |
Hamill Foundation Houston, TX | $203,029,849 | $39,782,936 |