St Stephens Episcopal School Endowment Fund TR

Analysis

St Stephens Episcopal School Endowment Fund TR is a registered charity in United States, based in Bradenton, FL. It received its IRS tax-exemption ruling in August 1997, 29 years ago. Its declared purposes cover philanthropy, voluntarism and grantmaking foundations, which this site groups under grant-making and general purposes. 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 June 2023, St Stephens Episcopal School Endowment Fund TR reported income of $261k and spending of $281k, spending 108% of what it took in. Across the 5 years on record, from June 2019 to June 2023, income fell from $366k to $261k (-29%), an average of -8.1% a year. The sharpest change came in the year to June 2021, when income rose by 260%. Over the whole period it spent 39% of the income it received.

Among 19,413 United States charities whose main cause is grant-making and general purposes and that reported income, St Stephens Episcopal School Endowment Fund TR sits at the 63rd percentile: it is larger than about 63% of them. Against every charity in United States with reported income it ranks in the 59th percentile, and in the 62nd percentile within FL. Charities of a similar size with the same main cause include Eclat Foundation ($261k), Foundation for a Better Puerto Rico Inc ($261k) and Becker County United Way ($261k).

On its Form 990 for the period ending June 2023, revenue came from contributions and grants 90% of the total. Other salaries and wages came to $28k. At year end it held assets of $7.3m against liabilities of $0, net assets of $7.3m.