Perry And Ruby Stevens Charitable Foundation
- Assets
- $64.0m
- Revenue
- $4.9m
- Investments
- $58.3m
- Employees
- 0
- Location
- Kerrville, TX
- Founding
- 06/2006
- Data as of
- 12/2023
- 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 12/2023, Perry And Ruby Stevens Charitable Foundation generated $4.9m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 8 years, the organization has seen revenues fall by an average of (7.6%) each year. All expenses for the organization totaled $3.3m during the year ending 12/2023. As we would expect to see with falling revenues, expenses have declined by (1.6%) per year over the past 8 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Perry And Ruby Stevens Charitable Foundation has awarded 404 individual grants totaling $26,640,000. 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.
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Leon Jeffcoat Trustee | 5 | $0 | |
Allan G Paterson Trustee | 5 | $0 | |
Laurie Milton Trustee | 5 | $0 | |
Carolyn Paterson Trustee | 5 | $0 | |
Mark Milton Exec Director / Trustee | 40 | $156,000 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $200,111 |
| Dividends & Interest | $977,877 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $2,923,204 |
| Capital Gain Net Income | $475,379 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $799,593 |
| Total Revenue | $4,900,785 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $156,000 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $119,854 |
| Depreciation | $121,665 |
| Occupancy | $8,866 |
| Travel, conferences, and meetings | $1,545 |
| Printing and publications | $0 |
| Other expenses | $182,890 |
| Total operating and administrative expenses | $917,080 |
| Contributions, gifts, grants paid | $2,385,000 |
| Total expenses and disbursements | $3,302,080 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $111,416 |
| Savings and temporary cash investments | $1,218,705 |
| 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 | $14,964,975 |
| Net Land, buildings, and equipment | $2,181 |
| Other assets | $4,369,991 |
| Total assets | $63,957,747 |
| 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 | $2,034,072 |
| Total liabilities | $2,034,072 |
Grants Awarded
Over the last fiscal year, Perry And Ruby Stevens Charitable Foundation has awarded $2,385,000 in support to 45 organizations.
| Grant Recipient | Amount |
|---|---|
ANY BABY CAN OF SAN ANTONIO INC PURPOSE: COMPREHENSIVE FAMILY SUPPORT SERVICES IN KERR COUNTY | $15,000 |
ARTHUR NAGEL COMMUNITY CLINIC INC PURPOSE: WELL-WOMAN PROGRAM: IMPROVING HEALTH OUTCOMES FOR UNINSURED BANDERA COUNTY WOMEN | $50,000 |
ALAMO RESOURCE CONSERVATION & DEVELOPMENT AREA INC PURPOSE: ALAMO RCD 2022-2023 SENIOR ASSISTANCE PROGRAM | $10,000 |
BANDERA COUNTY COMMITTEE ON AGING INC DBASILVER SAGE COMMUNITY CENTER PURPOSE: NUTRITION PROGRAM FOR BANDERA COUNTY SENIORS | $25,000 |
BOYS & GIRLS CLUBS OF THE TEXAS HILL COUNTRY PURPOSE: BOYS & GIRLS CLUBS OF THE TEXAS HILL COUNTRY AFTER SCHOOL AND SUMMER YOUTH PROGRAMS | $15,000 |
COMFORT TABLE AND FOOD PANTRY PURPOSE: COMFORT TABLE AND FOOD PANTRY | $10,000 |