St Stephens Endowment Fund

Analysis

St Stephens Endowment Fund is a registered charity in United States, based in Houston, TX. It received its IRS tax-exemption ruling in January 1970, 56 years ago. The IRS classifies it as a supporting organisation under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending December 2023, St Stephens Endowment Fund reported income of $90k and spending of $50k, leaving 44% of income unspent that year. Across the 5 years on record, from December 2019 to December 2023, income grew from $60k to $90k (+50%), an average of +11% a year. The sharpest change came in the year to December 2022, when income rose by 60%. Over the whole period it spent 103% of the income it received.

Among 72,936 United States charities whose main cause is other charitable purposes and that reported income, St Stephens Endowment Fund sits at the 34th percentile: it is larger than about 34% of them. Against every charity in United States with reported income it ranks in the 34th percentile, and in the 36th percentile within TX. Charities of a similar size with the same main cause include Lutheran Church of the Good Shepherd of Duluth Endowment Fund ($90k), Henry County Farm Bureau Foundation ($90k) and Whitetails Unlimited Inc ($90k).

At year end it held assets of $1.7m against liabilities of $0, net assets of $1.7m.