St Stephens Endowment Fund Inc

Analysis

St Stephens Endowment Fund Inc is a registered charity in United States, based in Richmond, VA. It received its IRS tax-exemption ruling in May 1951, 75 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 Inc reported income of $456k and spending of $256k, leaving 44% of income unspent that year. Across the 5 years on record, from December 2019 to December 2023, income fell from $524k to $456k (-13%), an average of -3.4% a year. The sharpest change came in the year to December 2021, when income rose by 192%. Over the whole period it spent 49% 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 Inc sits at the 67th percentile: it is larger than about 67% of them. Against every charity in United States with reported income it ranks in the 69th percentile, and in the 69th percentile within VA. Charities of a similar size with the same main cause include Levey Day School ($456k), Big Brothers Big Sisters of the Heart of Georgia Inc ($456k) and Essex Child Center ($456k).

On its Form 990 for the period ending December 2023, revenue came from contributions and grants 56% of the total. At year end it held assets of $5.8m against liabilities of $0, net assets of $5.8m.